Qualification Description
This qualification is designed to provide a flexible general purpose pathway in the financial services industry. It is intended to meet the training needs of employees with roles that involve working across a range of duties in the financial services sector where a specialist qualification is not the most suitable qualification to meet their training needs. Individuals in these roles apply theoretical and technical knowledge and skills to work autonomously and exercise judgement in completing routine and non-routine activities.
Licensing/Regulatory Information
Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.
Total number of units = 13
1 core unit plus
12 elective units
The elective units consist of:
8 from the electives below or from a Certificate IV in the FNS Training Package (a minimum of 6 units must have an FNS code).
Of the remaining 4 units:
up to 4 may be from the electives
up to 4 may be from a Certificate IV or Diploma qualification in any currently endorsed training package or accredited course
up to 2 may be from a Certificate III qualification 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.
Note: Where the packaging of this qualification meets the rules of a specialist qualification at this level, the specialist qualification and not the generic qualification must be awarded. This includes where applicable any entry requirements.
