Packaging Rules

13 units must be achieved:

8 core units
plus 5 elective units.

2 elective units must be selected from Group A.

1 elective unit may be selected from Group A, B or from a Financial Services Training Package Certificate IV qualification.

The remaining 2 elective units may be selected from the elective units listed, any endorsed Training Package or accredited course. Elective units may be selected from a Certificate IV or Diploma qualification; 1 elective unit may be chosen from a Certificate III qualification..

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

Core units of competency:
FNSINC401A Apply principles of professional practice to work in the financial services industry
FNSINC402A Develop and maintain in-depth knowledge of products and services used by an organisation or sector
FNSBNK404A Promote mobile banking services
FNSBNK405A Provide mobile banking sales and service
FNSBNK406A Manage customer visits
BSBCUS403B Implement customer service standards
BSBOHS201A Participate in OHS processes
BSBWOR204A Use business technology

Elective units of competency:
Group A
FNSCRD401A Assess credit applications
FNSCRD402A Establish and maintain appropriate securitisation
FNSCRD503A Promote understanding of the role and effective use of consumer credit
FNSSAM401A Sell financial products and services
FNSSAM402A Implement a sales plan
FNSSAM403A Prospect for new clients

Group B(General)
FNSCRD401A Assess credit applications
FNSCRD402A Establish and maintain appropriate securitisation
FNSCRD503A Promote understanding of the role and effective use of consumer credit
FNSFLT501A Assist customers to budget and manage own finances
BSBCUS301B Deliver and monitor a service to customers