Packaging Rules

15 units must be achieved:

10 core units
plus 5 elective units

the required elective units of competency can be selected from the elective bank or from units aligned to another Certificate IV qualifications in the FNS10 Financial Services Training Package
a maximum of 2 electives may be selected from units aligned to Diploma qualifications in the FNS10 Financial Services Training Package
a maximum of 2 electives may be selected from units aligned to Certificate IV or Diploma qualifications from another endorsed Training Package or accredited course.

Elective units must be relevant to the work outcome, local industry requirements and the qualification level.

Units selected from other Training Packages or accredited courses must not duplicate units selected from or available within the FNS10 Financial Services or BSB07 Business Services Training Packages.

Core units of competency:

BSBCOM501B Identify and interpret compliance requirements
BSBFIA301A Maintain financial records
BSBRSK401A Identify risk and apply risk management processes
BSBWOR404B Develop work priorities
FNSFMK401A Reconcile financial transactions
FNSFMK402A Develop and maintain knowledge of financial markets products
FNSFMK501A Analyse financial markets and information
FNSFMK504A Complete settlement and conformation processes
FNSACM401A Evaluate and authorise payment requests
FNSINC401A Apply principles of professional practice to work in the financial services industry

Elective units of competency:

BSBADM405B Organise meetings
BSBADM502B Manage meetings
BSBINM302A Utilise a knowledge management system
BSBITU402A Develop and use complex spreadsheets
BSBLEG301A Apply knowledge of the legal system to complete tasks
BSBOHS303B Contribute to OHS hazard identification and risk assessment
BSBWOR401A Establish effective workplace relationships
BSBWOR501B Manage personal work priorities and professional development
FNSFMK403A Interpret financial markets information