Modification History
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Release |
Comments |
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Release 1 |
This version first released with FNS Financial Services Training Package Version 4.0. |
Qualification 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. Individuals in these roles apply specialist knowledge and skills to work autonomously and exercise judgement in completing routine and non-routine activities. The qualification allows for specialisation in sales and marketing, lending and mobile banking.
Licensing/Regulatory Information
Work functions in the occupational areas where this qualification is used may be subject to regulatory requirements. Refer to the relevant regulator for specific guidance on requirements
Entry Requirements
Nil
Packaging Rules
Total number of units = 12
5 core units plus
7 elective units of which:
- 3 units must be selected from one of the following elective groups:
- Group A Customer services, or
- Group B Lending, or
- Group C Mobile banking.
- Of the remaining electives, 2 must be selected from the remaining elective units and up to 2 may be selected from a Certificate III, Certificate IV or Diploma in any currently endorsed training package or accredited course.
Elective units must be relevant to the work environment and the qualification, maintain the overall integrity of the AQF alignment and contribute to a valid vocational outcome.
Core Units
BSBCUS403 Implement customer service standards
FNSINC411 Conduct work according to professional practices in the financial services industry
FNSINC402 Develop and maintain in-depth knowledge of products and services used by an organisation or sector
FNSINC503 Identify situations requiring complex ethical decision making
FNSRSK411 Apply risk management strategies to own work
Elective Units
Group A - Customer services
FNSSAM401 Sell financial products and services
FNSSAM402 Implement a sales plan
FNSSAM403 Prospect for new clients
Group B - Lending
FNSCRD401 Assess credit applications
FNSCRD402 Establish and maintain appropriate security
FNSCRD503 Promote understanding of the role and effective use of consumer credit
Group C - Mobile Banking
FNSBNK414 Promote mobile banking services
FNSBNK415 Provide mobile banking sales and service
FNSBNK416 Manage mobile lending services
Group D - General
BSBCUE301 Use multiple information systems
BSBCUE407 Administer customer engagement technology
BSBCUS301 Deliver and monitor a service to customers
BSBCUS401 Coordinate implementation of customer service strategies
BSBMGT405 Provide personal leadership
BSBSMB407 Manage a small team
BSBWOR501 Manage personal work priorities and professional development
FNSBNK401 Coordinate a small business customer portfolio
FNSBNK403 Provide services in a Business Transaction Centre
FNSCUS402 Resolve disputes
FNSFLT501 Assist customers to budget and manage own finances
FNSFMB402 Identify client needs for broking services
FNSFMB403 Present broking options to client
FNSINC504 Apply ethical frameworks and principles to make and act upon decisions
FNSMCA402 Initiate legal recovery of debts
Qualification Mapping Information
No equivalent qualification. Supersedes and is not equivalent to FNS42015 Certificate IV in Banking Services.
Links
Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe
