National Training Package Requirements: 9 Core Units Plus 6 Elective Units
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National Code |
Units of Competency |
Requisite |
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Module 1: Professional Practice and Spreadsheet Applications |
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FNSINC401 |
Apply principles of professional practice to work in the financial services industry |
Core |
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BSBITU402 |
Develop and use complex spreadsheets |
Core |
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Module 2: Provide Financial Advice |
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FNSFPL507 |
Provide financial planning advice |
Elective |
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FNSFPL501 |
Comply with financial planning practice ethical and operational guidelines and regulations |
Core |
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FNSFPL502 |
Conduct financial planning analysis and research |
Core |
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FNSFPL506 |
Determine client requirements and expectations |
Core |
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Module 3: Develop Financial Plans |
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FNSFPL503 |
Develop and prepare financial plan |
Core |
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FNSFPL505 |
Review financial plans and provide ongoing service |
Core |
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FNSFPL504 |
Implement financial plan |
Core |
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Module 4: Establish, Develop and Manage Client Relations |
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FNSASIC301 |
Establish client relationship and analyse needs |
Elective |
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FNSASIC302 |
Develop present and negotiate client solutions |
Elective |
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BSBCUS501 |
Manage quality customer service |
Elective |
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Module 5: Research and Advise on Financial Planning |
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FNSINC501 |
Conduct product research to support recommendations |
Elective |
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FNSFPL508 |
Conduct complex financial planning research |
Elective |
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FNSASICZ503 |
Provide advice in financial planning |
Core |
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