Contact: 03 8612 3100 Donna Ewing | 0419 503 550 | email@example.com Catherine Birchall | 0414 840 767 | firstname.lastname@example.org FNS10 uNitS oF competeNcy developed uNder developmeNt – releaSe date September 2011FNSASIC301C Establish client relationship and analyse needs FNSASICU503A Provide advice in SuperannuationFNSASIC302C Develop, present and negotiate client solutions FNSCUS505A Determine client requirements and expectationsFNSASICZ503A Provide advice in financial planning FNSCUS506A Record and implement client instructionsFNSFPL401A Extract and analyse information on specified FNSFLT201A Develop and use a personal budget financial strategies and productsFNSFPL402A Prepare financial plans to set strategies and guidelines FNSFLT202A Develop and use a savings planFNSFPL403A Implement financial plans to predetermined guidelines FNSFLT203A Develop understanding of debt and consumer creditFNSFPL501A Comply with financial planning practice ethical and operational FNSFLT204A Develop understanding of superannuation guidelines and regulations FNSFLT205A Develop understanding of the Australian financial systemFNSFPL502A Conduct financial planning analysis and research and marketsFNSFPL503A Develop and prepare financial plan FNSFLT206A Develop understanding of taxationFNSFPL504A Implement financial plan FNSFPL506A Determine client requirements and expectationsFNSFPL505A Review financial plans and provide ongoing service FNSIAD501A Provide appropriate services, advice and products to clientsFNSINC401A Apply principles of professional practice to work in the financial services industry – This is an excellent financial services FNSINC501A Conduct product research to support recommendations induction moduleFNSRSK401A Implement risk management strategies (contextualised for Anti-Money Laundering and CTF)
Contact: 03 8612 3100 Donna Ewing | 0419 503 550 | email@example.com Catherine Birchall | 0414 840 767 | firstname.lastname@example.org bSb uNitS oF competeNcy developed uNder developmeNt BSBITU402A Develop and use complex spreadsheetsBSBCUS402A Address customer needs Release date: September 2011BSBOHS303B Contribute to OHS hazard identification and risk assessment Full FNS10 qualiFicatioNSFNS40710 CertIV in Financial Practice Support FNS50610 Diploma of Financial Planning Release date: September 2011 FNS10110 Certificate I in Financial Services Release date: September 2011 FNS20110 Certificate II in Financial Services Release date: October 2011 Skill SetS / Short courSeS RG146 for Superannuation Tier 1 (6 modules)Service101 Advanced customer service (3 modules) Maps to FNSINC501A, FNSIAD501A, FNSCUS505A, FNSCUS506A,Maps to BSBCUS402A FNSASICU503A Release date: September 2011Introduction to Anti-Money Laundering and Counter-Terrorism Financing BAS Agent Skill Set(3 modules) Maps to FNSBKG404A, FNSBKG405A Release date: October 2011Maps to FNSRSK401A (contextualised for AML/CTF)RG146 for Tier2 product advice (3 modules) NCCP refresher course Release date: September 2011Maps to FNSINC401A, FNSASIC301C and FNSASIC302CRG146 for Financial Planning Tier 1 (6 modules)Maps to FNSFPL501A, 502A, 503A, 504A, 505A, 506A, FSR Tier 1 refresher course Release date: September 2011FNSASICZ503ANote: All units have assessment tasks, mapping documents, assessormarking guides and student workbooks. Mutual Banking Code of Practice Release date: September 2011 EFT Code of Practice Release date: September 2011
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