Qualification Description
This qualification is designed to reflect job roles requiring specialist understanding of financial products and services working in banking, customer contact centre or retail financial services environments. Individuals in these roles apply specialist knowledge and skills to work autonomously and exercise judgement in completing routine and non-routine activities. The qualification allows for specialisation in sales and marketing, lending and mobile banking.
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 = 12
5 core units plus
7 elective units
The elective units consist of:
3 units from one of the following groups:
Group A Sales and marketing, or
Group B Lending, or
Group C Mobile banking.
Of the remaining 4 units:
4 may be from Group A, Group B, Group C or Group D
2 may be from a Certificate III, Certificate IV or Diploma 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.
