The elective units consist of:
1 from the electives below.
Of the remaining 3 units:
up to 3 may be from the electives
up to 3 may be from Certificate III, Certificate IV or 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.
BSBITU306 Design and produce business documents
FNSCRD301 Process applications for credit
FNSFMB401 Prepare loan application on behalf of finance or mortgage broking clients
FNSFMB402 Identify client needs for broking services
FNSFMB403 Present broking options to client
FNSFMK505 Comply with financial services legislation and industry codes of practice
FNSINC401 Apply principles of professional practice to work in the financial services industry
FNSINC402 Develop and maintain in-depth knowledge of products and services used by an organisation or sector
BSBCUS301 Deliver and monitor a service to customers
BSBWOR501 Manage personal work priorities and professional development
FNSASIC301 Establish client relationship and analyse needs
FNSASIC302 Develop, present and negotiate client solutions
FNSCUS501 Develop and nurture relationships with clients, other professionals and third party referrers
FNSFMB501 Settle applications and loan arrangements in the finance and mortgage broking industry
FNSSAM403 Prospect for new clients