National Code

Units of Competency

Requisite

Module 1: Professional Practice and Financial Calculations

BSBWOR203

Work effectively with others

Elective

FNSACC303

Perform financial calculations

Elective

FNSINC401

Apply principles of professional practice to work in the financial services industry

Core

Module 2 - Develop Complex Business Documents

BSBITU306

Design and produce business documents

Elective

BSBITU402

Develop and use complex spreadsheets

Elective

Module 3: Financial Markets

FNSFMK402

Develop and maintain knowledge of financial markets products

Elective

FNSFMK403

Interpret financial markets information

Elective

Module 4: Credit Management

FNSCRD401

Assess credit applications

Elective

FNSCRD402

Establish and maintain appropriate security

Elective

FNSBNK402

Align banking products with the needs of small business customers

Elective

Module 5: Provide Financial Advice and Customer Relationships

FNSIAD301

Provide general advice on financial products and services

Optional

FNSASIC301

Establish client relationship and analyse needs

Elective

FNSASIC302

Develop present and negotiate client solutions

Elective