Modification History
Not applicable.
Description
This qualification is designed to reflect the job role of entry level employees working across the entire financial services industry who perform duties such as:
- responding to customer enquiries
- sales and service
- maintaining financial records
- performing clerical duties
- applying fundamental skills in banking, credit management, insurance and retail financial services
Pathways Information
Qualification Pathway
This qualification is suited to an Australian Apprenticeship pathway.
The primary pathway from this qualification is entry level employment in a range of financial services sectors. Depending on the sector entered specialist FNS10 Financial Services Training Package qualifications at Certificate III and IV would support career progression.
Selecting the identified elective units could meet Tier 2 Australian Securities and Investments Commission (ASIC) accreditation requirements for providing limited financial products advice. Conditions relating to this should be obtained from ASIC.
Licensing/Regulatory Information
Not applicable.
Entry Requirements
Not applicable.
Employability Skills Summary
EMPLOYABILITY SKILLS QUALIFICATION SUMMARY |
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Employability Skill |
Industry /enterprise requirements for this qualification include : |
Communication |
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Teamwork |
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Problem solving |
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Initiative and enterprise |
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Planning and organising |
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Self-management |
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Learning |
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Technology |
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Packaging Rules
Packaging Rules
13 units must be achieved:
4 core units
plus 9 elective units
- all elective units of competency may be selected from the elective bank below
- a maximum of 3 electives may be selected from units aligned to Certificate III qualifications in the FNS10 Financial Services Training Package or another endorsed Training Package or accredited course
- a maximum of 3 electives may be selected from units aligned to Certificate IV qualifications in the FNS10 Financial Services Training Package 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 :
- 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
Elective units of competency :
- BSBCCO201A Action customer contact
- BSBCCO304B Provide sales solutions to customers
- BSBITU304A Produce spreadsheets
- BSBITU305A Conduct online transactions
- BSBRKG303B Retrieve information from records
- BSBRKG304B Maintain business records
- FNSACC303A Perform financial calculations
- FNSASIC301C Establish client relationship and analyse needs *
- FNSASIC302C Develop, present and negotiate client solutions *
- FNSASIC303A Provide advice on First Home Saver Account Deposit Products and Non-cash Payments
- FNSACM302A Prepare, match and process receipts
- FNSACM303A Process payment documentation
- FNSPRT301A Establish entitlements to an intestate estate
- FNSPRT302A Administer a non-complex estate
- FNSPRT303A Administer a non-completed trust
- FNSRTS301A Provide customer service in a retail agency
- FNSRTS302A Handle foreign currency transactions
- FNSRTS303A Balance retail transactions
- FNSRTS304A Administer debit card services
- FNSRTS305A Process customer accounts
- FNSRTS306A Process customer transactions
- FNSRTS307A Maintain Automatic Teller Machine (ATM) services
- FNSRTS308A Balance cash holdings
- FNSRTS309A Maintain main bank account
- FNSRTS401A Manage credit card services
- FNSRTS402A Prepare government returns and reports
- PSPGOV414A Provide workplace mentoring
NB Units marked '*' are required for Tier 2 ASIC accreditation and external recognition in line with the Financial Services Reform (FSR) compliance.