Modification History
Release |
Comments |
Release 2 |
This version first released with FNS Financial Services Training Package Version 7.0. Errors corrected in:
|
Release 1 |
This version first released with FNS Financial Services Training Package Version 4.0. |
Qualification Description
This qualification is designed to flexibly reflect senior management and service job roles with team and business result responsibilities in banking or other deposit taking institutions, customer contact centres or retail financial services environments. At this level individuals are expected to apply specialist skills and knowledge in a range of situations to deal with complex situations and issues. They work across a broad range of technical or management functions with accountability for personal outputs and for team outcomes.
Licensing/Regulatory Information
Work functions in the occupational areas where this qualification is used may be subject to regulatory requirements. Refer to the relevant regulator for specific guidance on requirements.
Entry Requirements
Nil
Packaging Rules
Total number of units = 14
8 core units plus
6 elective units , of which:
- at least 4 must be from the elective units listed below
- the remaining units may be from this qualification or from any currently endorsed diploma or above training package qualification or accredited course.
Elective units must be relevant to the work environment and the qualification, maintain the overall integrity of the AQF alignment, not duplicate the outcome of another unit chosen for the qualification, and contribute to a valid industry-supported vocational outcome.
Core units
BSBCUS501 Manage quality customer service
BSBMGT502 Manage people performance
BSBMGT605 Provide leadership across the organisation
BSBMGT608 Manage innovation and continuous improvement
BSBSMB409 Build and maintain relationships with small business stakeholders
FNSINC411 Conduct work according to professional practices in the financial services industry
FNSSAM601 Monitor performance in sales of financial products or services
FNSSAM602 Identify and evaluate marketing opportunities in the financial services industry
Elective units
BSBCOM602 Develop and create compliance requirements
BSBCOM603 Plan and establish compliance management systems
BSBCUE504 Integrate customer engagement within the organisation
BSBINN601 Lead and manage organisational change
BSBLDR803 Develop and cultivate collaborative partnerships and relationships
BSBMGT616 Develop and implement strategic plans
BSBSUS501 Develop workplace policy and procedures for sustainability
FNSINC503 Identify situations requiring complex ethical decision making
FNSINC504 Apply ethical frameworks and principles to make and act upon decisions
FNSORG501 Develop and manage a budget
FNSORG602 Develop and manage financial systems
FNSPRM605 Establish or review marketing, client services and supplier relationships
FNSPRM606 Establish or review human resources, administration and information support
FNSRSK611 Develop and implement risk mitigation plan
FNSSAM603 Tailor financial products to meet customer needs
FNSSAM604 Establish agreements with intermediaries for product distribution
Qualification Mapping Information
No equivalent qualification. Supersedes and is not equivalent to FNS60615 Advanced Diploma of Banking Services Management.
Links
Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe