Training and Assessment Strategy-BSBSS00119 Customer Service Skill Set UEP * We can develop additional

* We can develop additional elective units that are not listed on request (Please contact us for further information)

Core units FNSCUS511 Develop and maintain professional relationships in financial services industry FNSFMB411 Prepare loan applications on behalf of clients FNSFMB412 Identify client needs and present broking options FNSFMB512 Identify and develop credit options for clients with special financial circumstances FNSFMB513 Present broking options to client with special financial circumstances FNSFMB514 Implement complex loan structure FNSFMK515 Comply with financial services regulation and industry codes of practice FNSINC411 Conduct work according to professional practices in the financial services industry FNSINC504 Apply ethical frameworks and principles to make and act upon decisions FNSRSK511 Undertake risk identification Elective units BSBESB404 Market new business ventures BSBHRM413 Support the learning and development of teams and individuals BSBLDR523 Lead and manage effective workplace relationships BSBLDR602 Provide leadership across the organisation BSBOPS502 Manage business operational plans * We can develop additional elective units that are not listed on request (Please contact us for further information)

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Units of competency HLTAHA024 Work within a community rehabilitation environment HLTAHA004 Support client independence and community participation * We can develop additional elective units that are not listed on request (Please contact us for further information)

legislation and regulations in financial planning FNSFPL622 Conduct financial planning analysis and research FNSINC411 Conduct work according to professional practices in the financial services industry FNSINC511 Conduct financial product research to support product recommendations FNSPRM611 Monitor and review organisational system compliance with legislation and regulations Electives FNSFPL620 Prepare advice in insurance broking FNSRSK512 Assess risks FNSRSK612 Determine and manage risk exposure strategies * We can develop additional elective units that are not listed on request (Please contact us for further information)

Training and Assessment Strategy-BSBSS00119 Customer Service Skill Set UEP * We can develop additionalYou can purchase a template to customise it to the needs and requirements of your learner cohort and training organisation. If you want us to customise it for you, please contact us.