Total number of units = 12
plus
, of which:
at least 7 must be from the elective units listed below
up to 2 may be from any currently endorsed training package qualification or accredited course at AQF Level 3 or above, provided they do not duplicate the outcome of another unit chosen for the qualification.
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
BSBXCM401 Apply communication strategies in the workplace
FNSINC402 Develop and maintain in-depth knowledge of products and services used by an organisation or sector
FNSINC411 Conduct work according to professional practices in the financial services industry
Elective units
ASIC compliance
FNSASIC301 Establish client relationship and analyse needs
FNSASIC302 Develop, present and negotiate client solutions
FNSASIC314 Provide Tier 2 general advice in general insurance
FNSASIC315 Provide Tier 2 personal advice in general insurance
Claims management
BSBINS401 Analyse and present research information
FNSISV405 Analyse insurance claims
FNSISV408 Manage handling and settlement of routine insurance claims for retail clients
FNSISV416 Use specialist terminology in insurance claims
Underwriting management
FNSINC511 Conduct financial product research to support product recommendations
FNSISV404 Underwrite renewal business
FNSISV411 Evaluate risk for new and renewal business
FNSISV412 Underwrite new and renewal business
FNSISV413 Survey potential risk exposure
FNSISV501 Issue contracts of insurance covering non-routine and complex situations
Risk management
BSBDAT501 Analyse data
BSBWHS414 Contribute to WHS risk management
FNSRSK411 Apply risk management strategies to own work
Client relationship management
BSBCUS301 Deliver and monitor a service to customers
BSBOPS305 Process customer complaints
BSBOPS404 Implement customer service strategies
BSBOPS505 Manage organisational customer service
FNSCUS401 Participate in negotiations
FNSCUS515 Determine client financial requirements and expectations
FNSCUS516 Record and implement client instructions
Sales and marketing
FNSIAD501 Provide appropriate services, advice and products to clients
FNSSAM403 Prospect for new clients
FNSSAM411 Sell financial products and services
General
BSBLDR411 Demonstrate leadership in the workplace
BSBLDR413 Lead effective workplace relationships
BSBLDR414 Lead team effectiveness
BSBOPS402 Coordinate business operational plans
BSBPEF402 Develop personal work priorities
