National Code

Units of Competency

Requisite

Module 1: Professional Practice and Spreadsheet Applications

FNSINC401

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

Core

BSBITU402

Develop and use complex spreadsheets

Elective

Module 2: Provide Financial Advice

FNSFPL507

Provide financial planning advice

Elective

FNSFPL501

Comply with financial planning practice ethical and operational guidelines and regulations

Elective

FNSFPL502

Conduct financial planning analysis and research

Elective

FNSFPL506

Determine client requirements and expectations

Optional

Module 3: Develop Financial Plans

FNSFPL503

Develop and prepare financial plan

Elective

FNSFPL505

Review financial plans and provide ongoing service

Elective

FNSFPL504

Implement financial plan

Optional

Module 4: 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