Packaging Rules

12 units must be achieved.

6 core units
plus 6 elective units

all required elective units of competency may be selected from elective Groups A, B or C
A maximum of 2 electives may be selected from units aligned to other Diploma qualifications in the FNS10 Financial Services or another endorsed Training Package or accredited course
One (1) elective may be selected from units aligned to Advanced Diploma qualifications in the FNS10 Financial Services or 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:

BSBOHS404B Contribute to the implementation of strategies to control OHS risk
FNSINC401A Apply principles of professional practice to work in the financial services industry
FNSILA501A Plan and implement loss investigation
FNSILA502A Evaluate collected information
FNSILA503A Report findings and provide guidance to involved parties
FNSILA504A Negotiate and effect settlement

Elective units of competency:

Group A (Manage operations)

BSBCOM603C Plan and establish compliance management systems
BSBMGT515A Manage operational plan
FNSILA505A Provide ancillary services

Group B (Manage client relationships)

BSBCUS501C Manage quality customer service
FNSCUS505A Determine client requirements and expectations
FNSCUS506A Record and implement client instructions

Group C (General)

BSBRES401A Analyse and present research information
BSBSUS501A Develop workplace policy and procedures for sustainability
FNSCUS402A Resolve disputes

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.