This qualification is designed to provide a general purpose pathway into the financial services industries. Individuals in these roles apply solutions to a range of often complex problems, and analyse and evaluate information from a variety of sources. They apply initiative to plan, coordinate and evaluate their own work and provide guidance to others or teams within defined guidelines. |
|
Unit Name and National Code |
APPLY NOW |
|
Financial Services Dip Module 1 |
|
|
FNSINC401 Apply principles of professional practice to work in the financial services industry |
|
|
BSBITU402 Develop and use complex spreadsheets |
|
|
Financial Services Dip Module 2 |
|
|
FNSFPL507 Provide financial planning advice |
|
|
FNSFPL501 Comply with financial planning practice ethical and operational guidelines and regulations |
|
|
FNSFPL502 Conduct financial planning analysis and research |
|
|
Financial Services Dip Module 3 |
|
|
FNSFPL503 Develop and prepare financial plan |
|
|
FNSFPL505 Review financial plans and provide ongoing service |
|
|
|
|
|
Financial Services Dip Module 4 |
|
|
FNSCUS504 Manage premium customer relationships |
|
|
BSBMGT502 Manage people performance |
|
|
FNSSAM501 Apply advanced selling techniques to selling of financial products and services |
