Packaging Rules

14 units must be achieved:

9 core units
plus 5 elective units

a minimum of 2 of the required elective units of competency must be selected from the elective bank below
a maximum of 2 electives may be selected from units aligned to other Diploma or Advanced Diploma qualifications in the FNS10 Financial Services Training Package
a maximum of 2 electives may be selected from Diploma or Advanced Diploma qualifications in another endorsed Training Package or accredited course.

Elective units must be relevant to the work outcome, local industry requirements and the qualification level.

Units selected from other Training Packages or accredited courses must not duplicate units selected from or available within the FNS10 Financial Services or BSB07 Business Services Training Packages.

Core units of competency:

BSBCUS501C Manage quality customer service
BSBMGT502B Manage people performance
BSBMGT605B Provide leadership across the organisation
BSBMGT608C Manage innovation and continuous improvement
BSBREL701A Develop and cultivate collaborative partnerships and relationships
BSBSMB409A Build and maintain relationships with small business stakeholders
FNSSAM601A Monitor performance in sales of financial products or services
FNSSAM602A Identify and evaluate marketing opportunities in the financial services industry
FNSINC401A Apply principles of professional practice to work in the financial services industry

Elective units of competency:

BSBCCO504A Integrate customer contact operations in the organisation
BSBCOM602B Develop and create compliance requirements
BSBCOM603C Plan and establish compliance management systems
BSBINN601A Manage organisational change
BSBMGT605B Provide leadership across the organisation
BSBMGT616A Develop and implement strategic plans
BSBWHS303A Participate in WHS hazard identification, risk assessment and risk control
BSBSUS501A Develop workplace policy and procedures for sustainability
FNSSAM603A Tailor financial products to meet customer needs
FNSSAM604A Establish agreements with intermediaries for product distribution
FNSORG501A Develop and manage a budget
FNSORG602A Develop and manage financial systems
FNSPRM605A Establish or review marketing, client services and supplier relationships
FNSPRM606A Establish or review human resources, administration and information support
FNSRSK601A Develop and implement risk mitigation plan

NOTE Certain elective units may be required to progress to membership of relevant professional organisations. Learners should establish such requirements where they apply in order to make appropriate choices.