Modification History
|
Release |
Comments |
|
Release 4 |
This version released with FNS Financial Services Training Package version 3.0 Release 4 created to update elective unit list |
|
Release 3 |
This version released with FNS Financial Services Training Package version 2.0 Release 3 created to correct typographical error |
|
Release 2 |
This version released with FNS Financial Services Training Package version 1.1 Release 2 created to correct typographical error |
|
Release 1 |
This Qualification first released with FNS Financial Services Training Package version 1.0 |
Qualification Description
This qualification is designed to reflect a range of the job roles with team and business result responsibilities in banking or other deposit taking institutions' customer contact centres or retail and/or commercial financial services environments. Individuals in these roles have autonomy in performing technical operations, apply solutions to a range of often complex problems, and research, analyse and evaluate information from a variety of sources. They apply initiative to plan, coordinate and evaluate their own work and provide guidance to others.
Licensing/Regulatory Information
No licensing or certification requirements apply to this qualification at the time of publication. However, some units will specify relevant licensing, legislative and/or regulatory requirements that impact on the unit. Refer to the FNS Implementation Guide Companion Volume for guidance on requirements.
Entry Requirements
Nil.
Packaging Rules
Total number of units = 12
5 core units plus
7 elective units
The elective units consist of:
- up to 7 from Group A, Group B, Group C or Group D
- maximum of 3 may be from Group B
- up to 3 may be from a Certificate IV, Diploma or Advanced 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.
Units selected from other Training Packages or accredited courses must not duplicate units selected from or available within FNS Financial Services or BSB Business Services Training Packages.
Core Units
BSBINM401 Implement workplace information system
BSBMGT502 Manage people performance
BSBSMB405 Monitor and manage small business operations
FNSCUS501 Develop and nurture relationships with clients, other professionals and third party referrers
FNSINC401 Apply principles of professional practice to work in the financial services industry
Elective Units
Group A
Customer relationship building
BSBCUS501 Manage quality customer service
FNSCUS502 Monitor client requirements
FNSCUS503 Review business performance
FNSCUS504 Manage premium customer relationships
FNSCUS505 Determine client requirements and expectations
Group B
Sales and marketing
BSBMKG501 Identify and evaluate marketing opportunities
BSBSLS502 Lead and manage a sales team
FNSSAM501 Apply advanced selling techniques to selling of financial products and services
FNSSAM502 Assess market needs
FNSSAM503 Monitor market opportunities
Group C
Commercial and retail lending
FNSBNK501 Manage banking and service strategy for small business customers
FNSBNK502 Manage services in a Business Transaction Centre
FNSCRD402 Establish and maintain appropriate security
FNSCRD503 Promote understanding of the role and effective use of consumer credit
Group D
General business
BSBINN502 Build and sustain an innovative work environment
BSBMGT516 Facilitate continuous improvement
BSBMGT605 Provide leadership across the organisation
BSBSUS501 Develop workplace policy and procedures for sustainability
BSBWHS303 Participate in WHS hazard identification, risk assessment and risk control
BSBWOR501 Manage personal work priorities and professional development
FNSBNK402 Align banking products with the needs of small business customers
FNSBNK503 Provide business advisory services within a financial services context
FNSCUS506 Record and implement client instructions
FNSINC503 Identify situations requiring complex ethical decision making
FNSINC504 Apply ethical frameworks and principles to make and act upon decisions
FNSORG503 Develop a resource plan
FNSRSK602 Determine and manage risk exposure strategies
Note: Certain elective units may be required to progress to membership of relevant professional organisations. Learners should establish such requirements where they apply in order to make appropriate choices.
Qualification Mapping Information
|
Code and title current version |
Code and title previous version |
Comments |
Equivalence status |
|
FNS50915 Diploma of Banking Services Management (Release 4) |
FNS50915 Diploma of Banking Services Management (Release 3) |
Updates to unit elective list |
Equivalent qualification |
Links
Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe
