This qualification is intended to meet the financial literacy and basic financial skill needs of remote and indigenous communities or new entrants wishing to build potential pathways into the industry, particularly through VET in Schools programs.
Subjects
8 units must be achieved:
4 core units
plus 4 elective units
2 elective unit must be selected from the elective list below.
The remaining 2 elective units may be selected from the elective units listed below, any endorsed Training Package or accredited course. Elective units may be selected from a Certificate III qualification.
Elective units must be relevant to the work outcome, local industry requirements and the qualification level.
Core units of competency:
FNSINC301A Work effectively in the financial services industry
This qualification has elective options in financial literacy and basic industry skills. However, Certificate III in Financial Services, Certificate III in Accounts Administration or a qualification in the personal injury management or insurance sectors may be more suitable for entry level employment opportunities.
Entry Requirements
Not applicable.
Licensing Information
Not applicable.
Employability Skills
The following table contains a summary of the employability skills required by industry for this qualification. The employability skills facets described here are broad industry requirements that may vary depending on qualification packaging options.
Employability Skill
Industry/enterprise requirements for this qualification include:
Communication
having the ability to ask questions in order to prepare a verbal or written response to customer enquiries
using active listening skills
using verbal and written skills to communicate effectively with customers
Teamwork
consulting others when developing personal financial plans
working with diverse persons and groups
working with others to develop one’s knowledge and expertise in credit management
Problem solving
analysing and comparing information from different sources
researching information relevant to a customer enquiry
Initiative and enterprise
developing flexible approaches to personal skill development and goal setting
identifying hazards in the workplace
participating in identifying improvements to workplace processes
Planning and organising
following defined workplace processes and ensuring all documentation meets organisational policies and procedures
performing basic administration and organisational skills
recognising hazards in the workplace and applying risk control measures
Self-management
demonstrating the skill to operate within scope of authority, meet timelines and work within industry and organisational codes of practice, legislation and regulations
Learning
applying knowledge of the industry to workplace activities
asking questions to clarify instructions
learning new ideas, skills and techniques by developing a budget and a personal savings plan
using online help to resolve technical issues
Technology
using calculators and computer software programs to prepare workplace documentation
using the telephone and computer technology to communicate effectively with customers