This unit describes the skills and knowledge required to analyse and report on a broad range of financial and business performance information. It involves assessing client needs, analysing data, and preparing advice.

The unit applies to individuals who, in line with their level of authority, use specialised knowledge, systematic approaches, and analytical techniques to research and prepare customised information for clients.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Users are advised to check with the relevant regulatory authorities to confirm those requirements.