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Diploma of Financial Services FNS51815
Units of Competency	Textbook/ Learner Guide	Price
Apply principles of professional practice to work in the financial services industry	Apply Principles of Professional Practice to Work in the Financial Services	$   11.00
Develop and use complex spreadsheets	Develop & Use Complex Spreadsheets, Using Excel 2013, 3rd Edition, by Greg Pazmandy. ISBN: 9781876124250	$   43.00
Provide financial planning advice	Financial Planning in Australia: Advice and Wealth Management, 7th Edition, Juchau & Taylor, ISBN  9780409341775	$ 158.00
Comply with financial planning practice ethical and operational guidelines and regulations
Conduct financial planning analysis and research
Determine client requirements and expectations
Develop and prepare financial plan	Financial Management ,Revised 5,Clive Wilson, Bruce Keers , Andrew Medlen  and Brian Walters, ISBN 9781442525153	$  99.96
Review financial plans and provide ongoing service
Implement financial plan
Lead and manage a sales team	Selling: Managing Customer Relationships, 3rd edition, Peter Rix, ISBN 9780074715611	$  84.96
Apply advanced selling techniques to selling of financial products and services
Manage premium customer relationships