How do I prepare for a client-needs role-play?
Start with questions, careful listening and a clear summary before explaining options.
What should the role-play demonstrate?
FNSFMB412 requires identifying the needs of at least three clients and presenting different options to each. Information security is part of the requirement. Careful questions and a clear summary can help make your understanding visible.
How should you practise?
Use a fictional scenario approved by your trainer. Practise checking that you understood the person's needs before discussing options. The assessor sets the evidence format; this guide does not recommend a loan for any real person.
What should you compare?
- Needs summary
- Different options
- Secure information
What remains unconfirmed?
The assessor sets the scenario and evidence format.
What can you do next?
Practise summarising a fictional client's needs and checking that you understood them.