National Code

Units of Competency

Requisite

Module 1: Professional Practice and Customer Relationships

FNSINC401

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

Core

FNSCUS501

Develop and nurture relationships with clients other professionals and third party referrers

Core

Module 2: 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

Module 3: Selling Techniques and Customer Relationships

BSBSLS502

Lead and manage a sales team

Elective

FNSSAM501

Apply advanced selling techniques to selling of financial products and services

Elective

FNSCUS504

Manage premium customer relationships

Elective

Module 4- Manage People and Business Operations

BSBMGT502

Manage people performance

Core

BSBSMB405

Monitor and manage small business operations

Core

BSBINM401

Implement workplace information system

Core

FNSBNK501

Manage banking and service strategy for small business customer

Elective