13 units must be achieved.
8 core units
plus5 elective units
all required elective units of competency may be selected from the elective bank below
a maximum of 2 electives may be selected from units aligned to Certificate III qualifications in any endorsed Training Package or accredited course
a maximum of 2 electives may be selected from units aligned to Certificate IV qualifications in any 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:
BSBOHS303B Contribute to OHS hazard identification and risk assessment
BSBWOR203A Work effectively with others
BSBWOR204A Use business technology
FNSINC301A Work effectively in the financial services industry
FNSINC402A Develop and maintain in-depth knowledge of products and services used by an organisation or sector
FNSISV302A Process alteration to insurance policy
FNSISV310A Process claims payments
FNSILF301A Process and issue a life insurance policy
Elective units of competency:
BSBCCO201A Action customer contact
BSBCMM301A Process customer complaints
BSBCUS301A Deliver and monitor a service to customers
BSBCUS403A Implement customer service standards
BSBRKG304B Maintain business records