Have you been working in a finance-oriented environment? Recognition of Prior Learning take into
consideration of a wide range of experiences in this environment, including but not limited to prioritizing any preparation, assessment of application, working with client’s needs and broking options and so on.

RPL can convert your experiences into the qualification without repeating the coursework, enquire with our representative now to check your eligibility

You should give a scope of proof to help your assessor to settle on a choice about your fitness. The sorts of proof you might be approached to give can incorporate;

• ID
• Resume
• Current employment contracts
• Letters of reference from licensed tradesmen you have worked with.
• Videos or photos of your work.
• Evidence of overseas qualifications.
• Payslips/work contract/ABN if self-employed
• Letter of Employment
• Transcripts or assessments from related previous qualifications.
• Apprenticeship papers.
• Financial reports
• Audit documents
• Budget documents
• Tax documentation
• Transactions and intermit reports

For a student, it is crucial to know the occupation he/she will eligible once finish a qualification successfully. If you complete this qualification, you will able to work with this role.

• Credit and Loans Officer
• Finance Sector Supervisor
• Lending Officer
• Mobile Banking Consultant
• Mortgage Broker Assistant
• Senior Banking Officer
• Senior Credit Officer

Total number of units = 12 

8 core units  plus

4 elective units , of which:

• at least 1 must be from the electives listed below
• up to 2 may be from elsewhere in this or any other currently endorsed Certificate III 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

BSBPEF501 Manage personal and professional development

FNSCUS511 Develop and maintain professional relationships in financial services industry

FNSFMB411 Prepare loan applications on behalf of clients

FNSFMB412 Identify client needs and present broking options

FNSFMK515 Comply with financial services regulation and industry codes of practice

FNSINC411 Conduct work according to professional practices in the financial services industry

FNSINC412 Apply and maintain knowledge of financial products and services

FNSSAM411 Sell financial products and services

Elective units

BSBESB401 Research and develop business plans

BSBOPS304 Deliver and monitor a service to customers

BSBOPS404 Implement customer service strategies

BSBPEF402 Develop personal work priorities

BSBTEC301 Design and produce business documents

FNSASIC301 Establish client relationship and analyse needs

FNSASIC302 Develop, present and negotiate client solutions

FNSCRD401 Assess credit applications

FNSCRD402 Establish and maintain appropriate security

FNSFMB511 Implement credit contracts in preparation for settlement

FNSSAM403 Prospect for new clients