The elective units consist of:
up to 6 from the electives below
up to 2 may be from a Diploma or Advanced Diploma in the Financial Services Training Package or 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.
Units selected from other training packages or accredited courses must not duplicate units selected from or available within the FNS Financial Services or BSB Business Services Training Packages.
BSBCUS501 Manage quality customer service
BSBMGT502 Manage people performance
BSBMGT605 Provide leadership across the organisation
BSBMGT608 Manage innovation and continuous improvement
BSBSMB409 Build and maintain relationships with small business stakeholders
FNSINC401 Apply principles of professional practice to work in the financial services industry
FNSSAM601 Monitor performance in sales of financial products or services
FNSSAM602 Identify and evaluate marketing opportunities in the financial services industry
BSBCUE504 Integrate customer engagement within the organisation
BSBCOM602 Develop and create compliance requirements
BSBCOM603 Plan and establish compliance management systems
BSBINN601 Lead and manage organisational change
BSBMGT616 Develop and implement strategic plans
BSBLDR803 Develop and cultivate collaborative partnerships and relationships
BSBWHS303 Participate in WHS hazard identification, risk assessment and risk control
BSBSUS501 Develop workplace policy and procedures for sustainability
FNSORG501 Develop and manage a budget
FNSORG602 Develop and manage financial systems
FNSPRM605 Establish or review marketing, client services and supplier relationships
FNSPRM606 Establish or review human resources, administration and information support
FNSRSK601 Develop and implement risk mitigation plan
FNSSAM603 Tailor financial products to meet customer needs
FNSSAM604 Establish agreements with intermediaries for product distribution
NOTE Certain elective units may be required to progress to membership of relevant professional organisations. Learners should establish such requirements where they apply in order to make appropriate choices.