Packaging Rules

12 units must be achieved:

5 core units
plus 7 elective units

the required elective units of competency may be selected from the elective Groups A, B, C or D with 3 selected from Group B
A maximum of 2 electives may be selected from units aligned to other Diploma qualifications in the FNS10 Financial Services Training Package
A maximum of 2 electives may be selected from units aligned to Certificate IV qualifications and 1 elective may be selected from units aligned to Advanced Diploma qualifications in the FNS10 Financial Services Training Package
A maximum of 2 electives may be selected from units aligned to Certificate IV, Diploma or Advanced Diploma qualifications in 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:

BSBINM401A Implement workplace information system
BSBMGT502B Manage people performance
BSBSMB405B Monitor and manage small business operations
FNSCUS501C Develop and nurture relationships with clients, other professionals and third party referrers
FNSINC401A Apply principles of professional practice to work in the financial services industry

Elective units of competency:

Group A (Customer relationship building)

BSBCUS501A Manage quality customer service
FNSCUS502A Monitor client requirements
FNSCUS503A Review business performance
FNSCUS504A Manage premium customer relationships
FNSCUS505A Determine client requirements and expectations

Group B (Sales and marketing)

BSBMKG501B Identify and evaluate marketing opportunities
BSBSLS502A Lead and manage a sales team
FNSBNK501A Manage banking and service strategy for small business customers
FNSSAM501A Apply advanced selling techniques to selling of financial products and services
FNSSAM502A Assess market needs
FNSSAM503A Monitor market opportunities

Group C (Commercial and retail lending)

FNSBNK501A Manage banking and service strategy for small business customers
FNSBNK502A Manage services in a Business Transaction Centre
FNSCRD402A Establish and maintain appropriate securitisation
FNSCRD503A Promote understanding of the role and effective use of consumer credit

Group D (General business)

BSBINN502A Build and sustain an innovative work environment
BSBMGT516B Facilitate continuous improvement
BSBMGT605B Provide leadership across the organisation
BSBOHS303B Contribute to OHS hazard identification and risk assessment
BSBSUS501A Develop workplace policy and procedures for sustainability
BSBWOR501B Manage personal work priorities and professional development
FNSBNK402A Align banking products with the needs of small business customers
FNSBNK503A Provide business advisory services within a financial services context
FNSCUS506A Record and implement client instructions
FNSORG503A Develop a resource plan
FNSRSK602A Determine and manage risk exposure strategies

Note: Certain elective units may be required to progress to membership of relevant professional organisations. Learners should establish such requirements where they apply in order to make appropriate choices.