2002 Swinburne TAFE Handbook - Swinburne University of ...

Subject Details I 193
Aims & Objectives
This unit details the requirementfor security, the types of security and appropriate
documentation to protect against loss.
Content
Explain reasons and options for security.
Negotiate suitable security and conditions.
Establish agreed security and conditions.
FNACRM08B Manage Accounts
15 nominal Hours· Prerequisite: Nil
Aims & Objectives
This unit outlines the management of errant debtors in line with relevant Credit Policy,
having consideration for economic or commercial considerations.
Content
Negotiate debt repayment.
Provide advice to debtors.
FNACRM09B
30 nominal Hours· Prerequisite: Nil
Aims & Objectives
Manage Compliance With
Statutory, Legislative and legal
Requirements
This unit focuses on developing procedures to comply, monitor and review in line with
Statutory, Legislative and Legal requirements.
Content
Develop procedures to comply with statutory, legislative and legal requirements.
Monitor and review compliance with statutory, legislative and legal requirements.
FNACRM10B
30 nominal Hours· Prerequisite: Nil
Aims & Objectives
Develop and Maintain Credit
Policy and Procedures
This unit examines the development and formulation of credit policy and procedures in
line with best practise.
Content
Identify business and industry needs.
Examine legal and statutory obligations.
Formulate credit policy/procedures.
Administer and monitor credit policy/procedures.
FNAMERC01 B Collect Debts
40 nominal Hours· Prerequisite: Nil
Aims & Objectives
This unit describes the functions involved in negotiating and collecting debts.
Content
Plan and prepare procedures.
Assess debtor.
Negotiate debt payment/settlement within defined parameters.
Take appropriate action.
FNARFS14A
35 nominal Hours· Prerequisite: Nil
Aims & Objectives
Deliver a Service to Customers
This unit describes those functions associated with the provision of a quality service to
customers.
Content
Project a professional image.
Maintain customer confidentiality.
Respond to customer requests for information.
Deliver customer service.
FNBACC04A
75 nominal Hours. Prerequisite: Nil
Aims & Objectives
Produce Financial Reports
This unit identifies skills and outcomes associated with the development offinancial
reports.
Content
Compile data.
Develop recommendations.
Prepare reports.
FNBCOM07 A
25 nominal Hours. Prerequisite: Nil
Aims & Objectives
Respond to Customer Enquiries
This unit describes the functions involved in responding to customer inquiries in an
insurance context.
Content
Identify nature and type of inquiry.
Research information relevantto inquiry.
Determine suitable response.
Communicate information.
Update relevant files and records.
FNBCOM08A Collect, Assess and Use
Information
10 nominal Hours· Prerequisite: Nil
Aims & Objectives
This unit describes the functions involved in collating information and preparing basic
reports.
Content
Clarify requirements for information.
Collect and process information.
Analyse information and determine action
Compile information.
FNBCOM09A Collate Information and Prepare
Reports
25 nominal Hours. Prerequisite: Nil
Aims & Objectives
This unit describes the functions involved in collecting, analysing and using information.
Content
Establish userrequirementsfor information and reports.
Develop procedures to enable information and reports to be prepared.
Produce identified reports and information.
Monitor effectiveness of prepared information and reports.
FNBCOM11A Resolve Disputes
25 nominal Hours· Prerequisite: Nil
Swinburne University of Technology I TAFE Handbook 2002