Financial Services (603)
Training Package
FNS04 Financial Services
Qualifications
FNS30104 Certificate III in Financial Services
This
product has been noted
(endorsed) by the National Training
Quality Council
(NTQC).
Availability
This Toolbox is available for purchase.
Description
The Financial Services Toolbox has been developed to support Certificate III in Financial Services and to meet the requirements for Tier II accreditation under the Financial Services Reform Act. The Toolbox has been developed for students at TAFE and also to be used as part of the induction program for new recruits within RTOs in the Financial Services Industry.
It is anticipated that the Toolbox will be used with the support of a supervisor/assessor. The assessor will specify the evidence required to establish competence against the standards and will conduct assessment.
The Toolbox is set within a fictitious company called Virtual Financial Services (VFS). VFS is a full service financial services company in the Australian market.
The Toolbox is organised into four collections of learning resources: Induction, Establish client relationship, Financial accounts and Apply product knowledge. Each of these collections supports one to four units of competency. The collections direct learners into scenarios called workplace interactions where they need to complete tasks to assist clients or colleagues. As they complete these tasks, learners are supported by resources including: an online mentor, the VFS intranet, short courses for underpinning knowledge and skills, links to websites, brief items of advice from fictitious colleagues and a discussion forum where they can share their understanding with other learners.
Elective units have been selected for broad applicability across the financial services industry and are not confined to the banking sector.
Competencies
FNSASIC301A Establish client relationships and analyse needs
FNSASIC302A Develop, present and negotiate client solutions
FNSICACC302A Administer financial accounts
FNSICGEN301A Communicate in the workplace
FNSICGEN302A Use technology in the workplace
FNSICGEN304A Apply OHS policies in the workplace
FNSICIND301A Work in the financial services industry
FNSICPRO401A Develop and maintain in-depth knowledge of products
and services used in your organisation or industry sector
FNSICPRO402A Match financial products to customer needs
FNSICSAM401A Sell financial products and services
Project Manager
Ms Shirley Smith
PO Box 218
John Street
Hawthorn
Ph. (03) 9214 8721
Fax. (03) 9214 9818
ssmith@swin.edu.au
Purchase this Toolbox
To place an order download the Toolbox order form (Word 670KB) and fax or post it to eWorks.
eWorks
Level 5
437 St Kilda Road
MELBOURNE VIC 3004
Tel: +61 3 9661 8700
Fax: +61 3 9661 8799
Email: enquiries@eworks.edu.au
Web: www.eworks.edu.au
Teacher's Guide
Download the Teacher's Guide for Financial Services (Word - 538 KB).
Information Sheet
Download the information on this page as a PDF.
Download the Information Sheet for Financial Services (PDF - 52 KB)
