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This qualification is designed to reflect the job role of entry level employees working across the entire financial services industry who perform duties relating to administrative, clerical and customer service roles in banking, credit management, insurance and retail financial services. Individuals at this level apply knowledge and skills to demonstrate autonomy and judgement and to take limited responsibility in known situations under general supervision. |
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Unit Name and National Code |
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Financial Services III Module 1 |
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BSBWOR204 Use business technology |
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BSBWOR301 Organise personal work priorities and development |
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BSBWOR203 Work effectively with others |
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BSBWHS201 Contribute to health and safety of self and others |
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Financial Services III Module 2 |
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BSBCUS301 Deliver and monitor a service to customers |
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FNSINC301 Work effectively in the financial services industry |
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FNSFLT301 Be moneysmart |
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Financial Services III Module 3 |
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FNSASIC305 Provide Tier 2 general advice in general insurance |
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FNSIAD301 Provide general advice on financial products and services |
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BSBITU304 Produce spreadsheets |
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Financial Services III Module 4 |
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FNSACC303 Perform financial calculations |
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FNSASIC301 Establish client relationship and analyse needs |
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FNSASIC302 Develop, present and negotiate client solutions |
