Packaging Rules

12 units must be achieved:

5 core units
plus 7 elective units

3 elective units must be selected from Group A.

A further 1 elective unit must be selected from Group A or B.

The remaining 3 elective units may be selected from the elective units listed below, any endorsed Training Package or accredited course. Elective units may be selected from a Certificate IV or Diploma qualification; 1 elective unit may be selected from a Certificate III qualification.

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

Core units of competency:
FNSINC401A Apply principles of professional practice to work in the financial services industry
FNSINC402A Develop and maintain in-depth knowledge of products and services used by an organisation or sector
BSBCUS403B Implement customer service standards
BSBOHS201A Participate in OHS processes
BSBWOR204A Use business technology

Elective units of competency:
Group A
Sales and marketing
FNSSAM401A Sell financial products and services
FNSSAM402A Implement a sales plan
FNSSAM403A Prospect for new clients
BSBCUS401B Coordinate implementation of customer service strategies

Group B
Lending
FNSCRD401A Assess credit applications
FNSCRD402A Establish and maintain appropriate securitisation
FNSCRD503A Promote understanding of the role and effective use of consumer credit

General
FNSASIC301C Establish client relationship and analyse needs
FNSASIC302C Develop, present and negotiate client solutions
FNSBNK401A Coordinate a small business customer portfolio
FNSBNK403A Provide services in a Business Transaction Centre
FNSBNK404A Promote mobile banking services
FNSBNK405A Provide mobile banking sales and service
FNSBNK406A Manage customer visits
FNSFMB402A Provide finance and mortgage broking services
FNSFMB403A Present broking options to client
FNSFLT501A Assist customers to budget and manage own finances
FNSCUS402A Resolve disputes
FNSMCA402A Initiate legal recovery of debts
BSBCCO301B Use multiple information systems
BSBCCO407A Administer customer contact technology
BSBMGT405A Provide personal leadership
BSBSMB407A Manage a small team
BSBWOR501B Manage personal work priorities and professional development