FNSFMB501 - Settle Applications and Loan Arrangements in the Finance and Mortgage Broking Industry (Release 1)
This unit describes the skills and knowledge required to settle applications and loan arrangements for debt finance and undertake final arrangements to secure and complete the lending transaction for…
FNSFMB403 - Present Broking Options to Client (Release 1)
This unit describes the skills and knowledge required to collect information, conduct relevant research and develop and present broking options to clients. It applies to individuals who use analytica…
FNSFMB401 - Prepare Loan Application on Behalf of Finance or Mortgage Broking Clients (Release 1)
This unit describes the skills and knowledge required to prepare a client loan application to a relevant lender, and present and process the loan using appropriate channels. Assistance with loan sett…
FNSCRD301 - Process Applications for Credit (Release 1)
This unit describes the skills and knowledge required to apply product knowledge and advisory skills to identify, confirm and process applications for credit prior to assessment in accordance with or…
FNSCUS501 - Develop and Nurture Relationships with Clients, Other Professionals and Third Party Referrers (Release 1)
This unit describes the skills and knowledge required to communicate and network with a wide range of people, internal and external to the organisation, to increase efficiency, build continuing relat…
FNSASIC302 - Develop, Present and Negotiate Client Solutions (Release 1)
This unit describes the skills and knowledge required to provide advice on deposit products, non-cash payment facilities and general insurance products It applies to individuals with excellent commun…
FNSINC402 - Develop and Maintain In-depth Knowledge of Products and Services Used by an Organisation or Sector (Release 1)
This unit describes the skills and knowledge required to develop and maintain an in-depth knowledge of the financial products and services provided by an organisation, or those an organisation uses, …
FNSASIC301 - Establish Client Relationship and Analyse Needs (Release 1)
This unit describes the skills and knowledge required to interpret and comply with industry regulations and codes of practice when considering the characteristics of financial products and services f…
FNSINC401 - Apply Principles of Professional Practice to Work in the Financial Services Industry (Release 1)
This unit describes the skills and knowledge required to identify industry professional approaches to procedures, guidelines, policies and standards, including ethical requirements, and to model and …
FNSFMB402 - Identify Client Needs for Broking Services (Release 1)
This unit describes the skills and knowledge required to determine clients’ finance broking requirements and explain capabilities, legal and compliance related issues so clients are aware of their ri…
FNSFMK505 - Comply with Financial Services Regulation and Industry Codes of Practice (Release 1)
This unit describes the skills and knowledge required to ensure compliance with finance industry regulations and industry codes of practice on an organisational level. It applies to individuals who u…
BSBITU306 - Design and Produce Business Documents (Release 1)
This unit describes the skills and knowledge required to design and produce various business documents and publications. It includes selecting and using a range of functions on a variety of computer …