Total number of units = 12
plus
, of which:
at least 7 must be from the elective units listed below
the remaining units may be from this qualification or any currently endorsed Certificate IV 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
BSBPEF501 Manage personal and professional development
FNSINC411 Conduct work according to professional practices in the financial services industry
FNSINC412 Apply and maintain knowledge of financial products and services
ASIC compliance
FNSASICN513 Provide advice in general insurance
Claims management
FNSISV408 Manage handling and settlement of routine insurance claims for retail clients
FNSISV520 Manage non-routine and complex insurance claims
FNSISV521 Settle non-routine and complex insurance claims
FNSISV522 Work with legal teams to resolve non-routine and complex insurance claims
FNSISV525 Evaluate and report on status of insurance claims portfolios
FNSISV527 Implement insurance claim recovery procedures
FNSISV536 Investigate insurance claims
Client relationship management
BSBOPS505 Manage organisational customer service
FNSCUS504 Manage premium customer relationships
FNSCUS511 Develop and maintain professional relationships in financial services industry
FNSCUS512 Monitor clients’ financial requirements
FNSCUS513 Review business performance
FNSCUS515 Determine client financial requirements and expectations
FNSCUS516 Record and implement client instructions
FNSINC513 Identify and apply complex ethical decision making to workplace situations
FNSINC514 Apply ethical frameworks and principles to make and act upon decisions
Leadership
BSBCMM511 Communicate with influence
BSBLDR521 Lead the development of diverse workforces
BSBPMG540 Manage project integration
BSBTWK502 Manage team effectiveness
BSBXCM501 Lead communication in the workplace
Risk management
BSBWHS414 Contribute to WHS risk management
FNSRSK511 Undertake risk identification
FNSRSK512 Assess risks
FNSRSK611 Develop and implement risk mitigation plan
FNSRSK612 Determine and manage risk exposure strategies
Sales and marketing
BSBMKG541 Identify and evaluate marketing opportunities
BSBMKG543 Plan and interpret market research
FNSSAM521 Apply advanced techniques to provide financial products and services
Underwriting management
FNSISV524 Negotiate treaty reinsurance
FNSISV531 Issue insurance contracts covering non-routine and complex situations
FNSISV532 Review operational performance of insurance portfolios
FNSISV535 Determine risk rating for investment and insurance products
General
BSBINS401 Analyse and present research information
BSBSUS511 Develop workplace policies and procedures for sustainability
FNSIAD511 Provide appropriate services, general advice and products to clients
FNSINC511 Conduct financial product research to support product recommendations
FNSISV526 Allocate authorities and guidelines for distribution
