National Code

Units of Competency

Sem 1, 2018 CRN

Module 1: Professional Practice and Spreadsheet Applications

FNSINC401

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

12886

BSBITU402

Develop and use complex spreadsheets

12861

Module 2: Provide Financial Advice

FNSFPL507

Provide financial planning advice

12916

FNSFPL501

Comply with financial planning practice ethical and operational guidelines and regulations

12917

FNSFPL502

Conduct financial planning analysis and research

12919

FNSFPL506

Determine client requirements and expectations

12921

Module 3: Develop Financial Plans

FNSFPL503

Develop and prepare financial plan

12922

FNSFPL505

Review financial plans and provide ongoing service

12924

FNSFPL504

Implement financial plan

12925

Module 4: Selling Techniques and Customer Relationships

BSBSLS502

Lead and manage a sales team

12926

FNSSAM501

Apply advanced selling techniques to selling of financial products and services

12927

FNSCUS504

Manage premium customer relationships

12929