This qualification is for financial planners who provide a range of standard financial planning services and individuals providing specialist para-planning services. Individuals in these roles require well-developed skills and a broad knowledge base of the financial planning sector and the ASIC regulatory framework. Individuals in these roles have autonomy in performing technical operations, apply solutions to a range of often complex problems, and analyse and evaluate information from a variety of sources. They apply initiative to plan, coordinate and evaluate their own work and provide guidance to others.
| BSBCUS501 | Manage quality customer service |
|---|---|
| BSBINM401 | Implement workplace information system |
| BSBITU402 | Develop and use complex spreadsheets |
| BSBSMB405 | Monitor and manage small business operations |
| BSBSUS501 | Develop workplace policy and procedures for sustainability |
| FNSASIC301 | Establish client relationship and analyse needs |
| FNSASIC302 | Develop, present and negotiate client solutions |
| FNSASICQ503 | Provide advice in first home saver market linked accounts |
| FNSASICU503 | Provide advice in superannuation |
| FNSASICX503 | Provide advice in life insurance |
