This course is specifically designed for individuals who are working in the financial services sector and   are required to hold accreditation in deposit products and non-cash payment products to provide personal advice in deposit products and non-cash payment products.

This qualification enhances the employability skills and knowledge in the following areas;

• general knowledge including providing financial advice, the economic environment and financial servicer legislation, regulation & compliance,
• provide general advice on financial products and services,
• provide advice in first home saver accounts,
• establish client relationships and analyse client needs,
• develop, present and negotiate client solution

This covering the following four nationally accredited unit of competencies.

• This unit describes the skills and knowledge required to identify industry professional approaches to procedures, guidelines, policies and standards, including ethical requirements, and to model and meet expectations of these in all aspects of work.      
• 2.FNSASIC301 Establish client relationship and analyse needs
• This unit describes the skills and knowledge required to interpret and comply with industry regulations and codes of practice when considering the characteristics of financial products and services for individual client needs. It applies to individuals with excellent communication skills who are authorised as Australian Securities and Investments Commission (ASIC) registered Australian financial services licence (AFSL) holders to provide advice on deposit products, non-cash payment facilities and general insurance products at Tier 2 level. 
• 3.FNSASIC302 Develop, present and negotiate client solutions
• This unit describes the skills and knowledge required to provide advice on deposit products, non-cash payment facilities and general insurance products It applies to individuals with excellent communication skills who are authorised as Australian Securities and Investments Commission (ASIC) registered Australian financial services licence (AFSL) holders to provide advice about products and services at ASIC Tier 2 level. 
• 4. FNSIAD301 Provide general advice on financial products and services
  
• This unit describes the skills and knowledge required to identify legislative and organisational boundaries on the provision of general advice on financial products and services, and take appropriate approaches to providing such advice. It applies to individuals who undertake the provision of financial services and products advice which is NOT specified in accordance with Australian Securities and Investments Commission (ASIC) regulations and does not require Tier 1 or 2 status.