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Unit Name and National Code |
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Financial Services Dip Module 1 |
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FNSINC401 Apply principles of professional practice to work in the financial services industry |
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BSBITU402 Develop and use complex spreadsheets |
APPLY |
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Financial Services Dip Module 2 |
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FNSFPL507 Provide financial planning advice |
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FNSFPL501 Comply with financial planning practice ethical and operational guidelines and regulations |
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FNSFPL502 Conduct financial planning analysis and research |
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FNSFPL501 Determine client requirements and expectations |
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Financial Services Dip Module 3 |
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FNSFPL503 Develop and prepare financial plan |
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FNSFPL504 Implement financial plan |
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FNSFPL505 Review financial plans and provide ongoing service |
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Financial Services Dip Module 4 |
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FNSCUS504 Manage premium customer relationships |
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BSBMGT502 Manage people performance |
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FNSSAM501 Apply advanced selling techniques to selling of financial products and services |
APPLY |
