National Code

Units of Competency

Requisite

Module1- Professional Practice and Office Skills

BSBWOR204

Use business technology

Core

BSBWHS201

Contribute to health and safety of self and others

Core

FNSINC401

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

Core

Module 2- Customer Service Management

BSBCUS403

Implement customer services standards

Core

BSBCUS301

Deliver and monitor a service to customers

Elective

FNSSAM403

Prospect for new clients

Elective

Module 3- Selling Financial Products

FNSSAM401

Sell financial products and services

Elective

FNSSAM402

Implement a sales plan

Elective

FNSINC402

Develop and maintain in-depth knowledge of products and services used by an organisation or sector

Core

Module 4: Credit Management

FNSCRD402

Establish and maintain appropriate security

Elective

FNSCRD401

Assess credit applications

Elective

FNSBNK402

Align banking products with the needs of small business customers

Elective