Subjects

Total number of units = 12

8 core units plus

4 elective units

The elective units consist of:

1 from the electives below.

Of the remaining 3 units:

up to 3 may be from the electives

up to 3 may be from Certificate III, Certificate IV or Diploma in any currently endorsed training package or accredited course.

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

Core Units

add topic BSBITU306 Design and produce business documents

add topic FNSCRD301 Process applications for credit

add topic FNSFMB401 Prepare loan application on behalf of finance or mortgage broking clients

add topic FNSFMB402 Identify client needs for broking services

add topic FNSFMB403 Present broking options to client

add topic FNSFMK505 Comply with financial services legislation and industry codes of practice

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

add topic FNSINC402 Develop and maintain in-depth knowledge of products and services used by an organisation or sector

Elective Units

add topic BSBCUS301 Deliver and monitor a service to customers

add topic BSBWOR501 Manage personal work priorities and professional development

add topic FNSASIC301 Establish client relationship and analyse needs

add topic FNSASIC302 Develop, present and negotiate client solutions

add topic FNSCUS501 Develop and nurture relationships with clients, other professionals and third party referrers

add topic FNSFMB501 Settle applications and loan arrangements in the finance and mortgage broking industry

add topic FNSSAM403 Prospect for new clients


Entry Requirements

Nil