This qualification reflects management roles in finance and mortgage broking where work is undertaken independently, through an aggregator, or involves managing a workplace team. At this level individuals are expected to apply theoretical knowledge and specialised skills in a range of situations and to display initiative and judgement in planning activities. They have autonomy in performing complex technical operations and may be responsible for the work of others within broad but generally well-defined parameters.
| BSBINM401 | Implement workplace information system |
|---|---|
| BSBMGT502 | Manage people performance |
| BSBMGT517 | Manage operational plan |
| BSBMGT605 | Provide leadership across the organisation |
| BSBRSK401 | Identify risk and apply risk management processes |
| BSBSMB405 | Monitor and manage small business operations |
| BSBSUS501 | Develop workplace policy and procedures for sustainability |
| BSBWHS303 | Participate in WHS hazard identification, risk assessment and risk control |
| FNSCUS501 | Develop and nurture relationships with clients, other professionals and third party referrers |
| NSFMB401 | Prepare loan application on behalf of finance or mortgage broking clients |
