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 this qualification or any currently endorsed Certificate III or above training package qualification or accredited course.
Elective units must be relevant to the work environment and the qualification, maintain the overall integrity of the AQF alignment, not duplicate the outcome of another unit chosen for the qualification, and contribute to a valid industry-supported vocational outcome.
Core units
BSBXCM401 Apply communication strategies in the workplace
FNSINC411 Conduct work according to professional practices in the financial services industry
FNSINC412 Apply and maintain knowledge of financial products and services
Elective units
ASIC compliance
FNSASIC311 Establish client relationship and analyse needs
FNSASIC312 Provide personal advice on non-relevant financial products
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
Client relationship management
BSBOPS304 Deliver and monitor a service to customers
BSBOPS305 Process customer complaints
BSBOPS404 Implement customer service strategies
BSBOPS505 Manage organisational customer service
FNSCUS411 Participate in negotiations
FNSCUS515 Determine client financial requirements and expectations
FNSCUS516 Record and implement client instructions
Risk management
BSBWHS414 Contribute to WHS risk management
FNSRSK411 Apply risk management strategies to own work
Sales and marketing
FNSIAD511 Provide appropriate services, general advice and products to clients
FNSSAM413 Identify and provide initial information to potential new clients
FNSSAM421 Provide information on financial products and services to clients
Underwriting management
FNSINC511 Conduct financial product research to support product recommendations
FNSISV411 Evaluate insurance risk for business
FNSISV412 Underwrite insurance business
FNSISV413 Survey potential risk exposure
FNSISV531 Issue insurance contracts covering non-routine and complex situations
General
BSBDAT501 Analyse data
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
