Modification History
Not applicable.
Description
This qualification is designed to reflect job roles requiring specialist understanding of financial products and services working in banking, customer contact centre or retail financial services environments.
Pathways Information
Qualification Pathway
The primary pathway from this qualification is employment in the financial services sectors noted above with typical job roles such as:
- senior sales consultant
- lending consultant
- lending officer
- team leader or supervisor
- customer contact centre service consultant
This qualification may be suited to an Australian Apprenticeship pathway.
A further learning pathway utilising qualifications such as FSN50910 Diploma of Banking Services Management 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
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EMPLOYABILITY SKILLS QUALIFICATION SUMMARY |
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Employability Skill |
Industry /enterprise requirements for this qualification include : |
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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
12 units must be achieved:
5 core units
plus 7 elective units
- the required elective units of competency can be selected from elective Groups A, B or C, with at least 3 units being from Group A
- A maximum of 2 electives may be selected from units aligned to other Certificate IV qualifications in the FNS10 Financial Services Training Package
- One (1) elective may be selected from units aligned to Certificate III qualifications and 2 electives from units aligned to Diploma qualifications in the FNS10 Financial Services Training Package
- A maximum of 3 electives may be selected from units aligned to Certificate IV or Diploma qualifications in 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 :
- BSBCUS403A Implement customer service standards
- BSBOHS303B Contribute to OHS hazard identification and risk assessment
- BSBWOR204A Use business technology
- 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
Elective units of competency :
Group A (Sales and marketing )
- BSBCUS401A Coordinate implementation of customer service strategies
- FNSSAM401A Sell financial products and services
- FNSSAM402A Implement a sales plan
- FNSSAM403A Prospect for new clients
Group B (Lending )
- FNSCRD401A Assess credit applications
- FNSCRD402A Establish and maintain appropriate securitisation
- FNSCRD503A Promote understanding of the role and effective use of consumer credit
Group C (General )
- BSBCCO301A Use multiple information systems
- BSBCCO401A Administer customer contact telecommunications technology
- BSBMGT405A Provide personal leadership
- BSBSMB407A Manage a small team
- BSBWOR501A Manage personal work priorities and professional development
- FNSASIC301C Establish client relationship and analyse needs*
- FNSASIC302C Develop, present and negotiate client solutions*
- FNSBNK401A Coordinate a small business customer portfolio
- FNSBNK403A Provide services in a Business Transaction Centre
- FNSBNK404A Promote mobile banking services
- FNSBNK405A Provide mobile banking sales and service
- FNSBNK406A Manage customer visits
- FNSFMB402A Provide finance and mortgage broking services
- FNSFMB403A Present broking options to client
- FNSFLT501A Assist customers to budget and manage own finances
- FNSCUS402A Resolve disputes
- FNSMCA402A Initiate legal recovery of debts
NB units marked '*' are required for ASIC Tier 2 licensing
