Total number of units = 11

7 core units plus

4 elective units

The elective units consist of:

up to 4 from the electives below

up to 4 from a Certificate IV qualification in the Financial Services Training Package

1 may be selected from a Certificate III qualification in any endorsed training package or accredited course

1 may be selected from a Diploma qualification in any endorsed training package or accredited course.

The elective units chosen must be relevant to the work outcome and meet local industry needs.

Core Units

FNSASIC301 Establish client relationship and analyse needs

FNSASIC302 Develop, present and negotiate client solutions

FNSFPL401 Extract and analyse information on specified financial strategies and products

FNSFPL402 Prepare financial plans to set strategies and guidelines

FNSFPL403 Implement financial plans to predetermined guidelines

FNSFPL501 Comply with financial planning practice ethical and operational guidelines and regulations

FNSINC401 Apply principles of professional practice to work in the financial services industry

Elective Units

BSBCUS402 Address customer needs

BSBREL402 Build client relationships and business networks

BSBWHS303 Participate in WHS hazard identification, risk assessment and risk control

BSBWOR204 Use business technology

FNSASICQ503 *Provide advice in first home saver market linked accounts

FNSFPL502 Conduct financial planning analysis and research

FNSFPL503 Develop and prepare financial plan

FNSFPL504 Implement financial plan

FNSFPL505 Review financial plans and provide ongoing service

FNSCUS505 Determine client requirements and expectations

FNSCUS506 Record and implement client instructions

FNSIAD501 Provide appropriate services, advice and products to clients

FNSINC501 Conduct product research to support recommendations

Nil.