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.

Unit Name and National Code

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Financial Services IV  Module 1

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BSBWOR203  Work effectively with others

FNSACC303 Perform Financial Calculations

FNSINC401 Apply Principles of Professional Practice to Wk in the Financial Services Industry 

Financial Services IV  Module 2

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·    BSBITU306 - Design and produce business documents

BSBITU402  Develop and use complex spreadsheets

Financial Services IV  Module 3

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FNSFMK402  Develop and maintain knowledge of financial markets products

FNSFMK403  Interpret financial markets information

Financial Services IV  Module 4

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FNSCRD401  Assess credit applications

FNSCRD402 Establish and maintain appropriate securitisation

FNSBNK402 Align banking products with the needs of small business customers

Financial Services IV  Module 5

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FNSIAD301  Provide general advice on financial products and services

FNSASIC301 Establish client relationship and analyse needs

FNSASIC302  Develop, present and negotiate client solutions