You are required to complete 13 units of study.
BSBITU202A Create and use spreadsheets
This unit describes the performance outcomes, skills and knowledge required to correctly create and use spreadsheets and charts through the use of spreadsheet software.
FNSICGEN302B Use technology in the workplace
This unit requires the application of computing skills to achieve work place outcomes. It includes accessing, inputting and saving information, using the internet and routine maintenance of the equipment. The skills are applied to computers and associated devices such as printers, scanners and a range of storage devices. It also covers the use of other equipment such as faxes and photocopiers
FNSICGEN301B Communicate in the workplace
This unit is applied to gaining information, interpreting the information and communicating information to others in the workplace using effective and appropriate methods. In this unit ‘customer’ is used in the widest sense, that is, to cover both internal and external customers seen as persons inside or outside the organisation for whom you are providing a service or product.
FNSICGEN304B Apply health and safety practices in the workplace
This unit requires the application of healthily safe working principles to jobs in the financial services industry including complying with legislative responsibilities, identification of hazards and risk control, awareness of emergency procedures, and contributing to the organisational systems for management of safety and health in the workplace. This unit is relevant for employees working under supervision. It is applied in all sectors of the industry.
FNSICIND301B Work in the financial services industry
This unit requires the application of an understanding of the industry and the way it operates to the work carried out by the employee. It involves demonstration of a working knowledge of company policy and procedures required to undertake day to day tasks. It is the base unit on which the other skills required to work in the financial services industry are built. It may be applied in all sectors of the industry.
FNSASIC301B Establish client relationships and analyse needs
This unit has been specifically designed to, when combined with FNSASIC302B, satisfy the skills requirements of current Australian Securities and Investment Commission (ASIC) regulation (Financial Services Reform Act) at Tier 2 level. The unit will be changed in accordance with relevant changes to the legislation. It specifically relates to those staff advising on financial services products as identified by ASIC as being at Tier 2 level.
FNSICACC302B Administer Financial Accounts
This unit deals with the correct administration of allocating payments, reconciling accounts and maintenance of customer details in line with best practice.
FNSASIC302B Develop, present and negotiate client solutions
This unit has been designed to, when combined with FNSASIC301B, satisfy the skills requirements of current Australian Securities and Investment Commission (ASIC) regulation (Financial Services Reform Act) at Tier 2 level. The unit will be changed in accordance with relevant changes to the legislation. It specifically relates to these staff advising on financial services products as identified by ASIC as being at Tier 2 level.
FNSICACC304B Prepare and bank receipts
This unit describes the functions involved in preparing and banking financial receipts.
FNSICACC306B Process journal entries
This unit describes the functions involved in processing financial journal entries.
FNSICGEN305B Maintain daily financial/business records
This unit covers the preparation and processing of routine financial documents.
BSBFIA301A Maintain financial records
This unit describes the performance outcomes, skills and knowledge required to maintain financial records for a business. It includes maintaining daily financial records such as reconciling debtors’ and creditors’ systems, preparing and maintaining a general ledger, and preparing a trial balance. It also includes activities associated with monitoring cash control for accounting purposes. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
BSBFIA401A Prepare financial reports
This unit describes the performance outcomes, skills and knowledge required to record general journal adjustment entries and to prepare end of period financial reports. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.