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Unit Name and National Code |
APPLY NOW |
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Financial Planning Module 1 |
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FNSINC401 Apply principles of professional practice to work in the financial services industry |
APPLY |
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BSBITU402 Develop and use complex spreadsheets |
APPLY |
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Financial Planning Module 2 |
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FNSFPL507 Provide financial planning advice |
APPLY |
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FNSFPL501 Comply with financial planning practice ethical and operational guidelines and regulations |
APPLY |
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FNSFPL502 Conduct financial planning analysis and research |
APPLY |
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FNSFPL501 Determine client requirements and expectations |
APPLY |
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Financial Planning Module 3 |
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FNSFPL503 Develop and prepare financial plan |
APPLY |
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FNSFPL504 Implement financial plan |
APPLY |
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FNSFPL505 Review financial plans and provide ongoing service |
APPLY |
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Financial Planning Module 4 |
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FNSASIC301 Establish client relationship and analyse needs |
APPLY |
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FNSASIC302 Develop, present and negotiate client solutions |
APPLY |
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BSBCUS501 Manage quality customer service |
APPLY |
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Financial Planning Module 5 |
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FNSINC501 Conduct Product Research to Support Recommendations |
APPLY |
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FNSFPL508 Conduct complex financial planning research |
APPLY |
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FNSASICZ503 Provide advice in financial planning |
APPLY |
