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Diploma of Financial Services

FNS51822
Business & adminDiplomaNationally recognised
Level 5AQF level
10Units to complete
1 to 2 yearsAQF length guide
5Training providers
Jun 2022Latest release
Source: training.gov.au · AQFQualification details and status from training.gov.au, the national register of vocational education (FNS51822, current release). Typical length is the Australian Qualifications Framework volume-of-learning guide for a Diploma; actual course length varies by provider and recognition of prior learning.More about our sources: How we check our facts
Occupations and industries on the national register
Occupations
Finance Sector SupervisorCustomer Service Manager (Financial Services)
Industries
Financial ServicesCustomer ServiceBrokingLocal Government Administration
Source: training.gov.auAs listed for FNS51822 on training.gov.au, the national register of vocational education: the occupations and industry areas in the register's own taxonomy, shown exactly as written. They describe the course on the register; they are not a promise of a job or a pay level.More about our sources: How we check our facts

What you learn

To finish you complete 10 units: 3 core plus 7 electives. Units come from the official list for this course on the national register.

See all 89 units in the official listHide the unit list
BSBAUD514Interpret compliance requirements
BSBAUD516Develop and monitor processes for the management of breaches in compliance requirements
BSBCNV511Take instructions in relation to a conveyancing transaction
BSBCNV611Interpret a legal document and provide advice in a conveyancing transaction
BSBCNV612Identify and apply legal requirements for a conveyancing transaction
BSBHRM525Manage recruitment and onboarding
BSBLDR522Manage people performance
BSBLEG529Apply legal principles in corporation law matters
BSBMKG541Identify and evaluate marketing opportunities
BSBOPS502Manage business operational plans
BSBOPS505Manage organisational customer service
BSBPEF501Manage personal and professional development
BSBPMG430Undertake project work
BSBPMG536Manage project risk
BSBPMG540Manage project integration
BSBSTR501Establish innovative work environments
BSBSTR502Facilitate continuous improvement
BSBSUS511Develop workplace policies and procedures for sustainability
BSBWHS504Manage WHS risks
BSBWHS513Lead WHS risk management
BSBWHS517Contribute to managing a WHS information system
FNSASICM513Provide general advice in life insurance
FNSBNK511Manage banking and service strategy for small business customers
FNSBNK513Provide business advisory services within a financial services context
FNSBNK522Manage services in a Business Transaction Centre
FNSCMP501Comply with financial services legislation
FNSCRD401Assess credit applications
FNSCRD412Establish and maintain appropriate security options for credit facilities
FNSCRD511Respond to personal insolvency situations
FNSCRD513Promote client understanding of the role and effective use of consumer credit
FNSCRD514Identify and manage credit risk
FNSCRD515Respond to corporate insolvency situations
FNSCUS504Manage premium customer relationships
FNSCUS511Develop and maintain professional relationships in financial services industry
FNSCUS512Monitor clients' financial requirements
FNSCUS513Review business performance
FNSCUS515Determine client financial requirements and expectations
FNSCUS516Record and implement client instructions
FNSFLT511Assist customers to budget and manage own finances
FNSFLT512Facilitate customer awareness of the Australian financial system and markets
FNSFLT513Promote basic financial literacy in clients
FNSFLT514Facilitate customer knowledge of personal financial statements
FNSFLT515Facilitate knowledge of superannuation as an investment tool
FNSFMK509Process transaction documentation
FNSFMK515Comply with financial services regulation and industry codes of practice
FNSFMK520Develop and monitor risk management strategies for client
FNSFMK521Analyse financial markets and information
FNSFMK524Conduct work within financial markets organisational risk management framework
FNSIAD511Provide appropriate services, general advice and products to clients
FNSIAD512Develop financial investment options and strategies for clients
FNSILD501Prepare a distribution plan
FNSILD502Resource a distribution plan
FNSILD504Implement and manage the distribution plan
FNSILF507Manage group life insurance policy administration
FNSILF512Underwrite complex risks
FNSILF514Manage complex life insurance claims
FNSILF515Manage ongoing disability claims
FNSILF516Manage group life insurance claims
FNSINC411Conduct work according to professional practices in the financial services industry
FNSINC412Apply and maintain knowledge of financial products and services
FNSINC511Conduct financial product research to support product recommendations
FNSINC513Identify and apply complex ethical decision making to workplace situations
FNSINC514Apply ethical frameworks and principles to make and act upon decisions
FNSISV417Use medical terminology in an insurance context
FNSISV503Undertake post-loss risk management
FNSISV513Provide decisions on legal liability and indemnity of a claim
FNSISV514Review and update claim reserves in portfolio
FNSISV519Analyse financial, medical and psychological claims assessments
FNSISV537Review claims settlement policies and procedures
FNSORG501Develop and manage a budget
FNSORG503Develop a resource plan
FNSORG506Prepare financial forecasts and projections
FNSORG507Manage client service and business information
FNSORG508Analyse and comment on management reports
FNSORG512Develop, implement and monitor policy and procedures
FNSORG514Develop, monitor and supervise work practices to meet financial services regulatory requirements
FNSORG613Establish and implement operational guidelines in financial services organisations
FNSORG614Establish and manage outsourced services
FNSPRT513Assess, allocate and supervise work within the personal trustee sector
FNSRSK411Apply risk management strategies to own work
FNSRSK511Undertake risk identification
FNSRSK512Assess risks
FNSRSK611Develop and implement risk mitigation plan
FNSSAM503Monitor market opportunities
FNSSAM512Assess market needs and identify opportunities for new financial products and services
FNSSAM521Apply advanced techniques to provide financial products and services
FNSSAM612Identify and evaluate marketing opportunities in the financial services industry
FNSSAM613Tailor financial products to meet client needs
FNSSAM614Establish agreements with intermediaries for product distribution
Source: training.gov.auUnit list from the FNS51822 unit grid on training.gov.au, the national register of vocational education, current release. Core and elective packaging rules are set by the course; your provider confirms which electives they offer.More about our sources: How we check our facts

Who offers it

5 registered training providers can deliver this course. Pick your state to see local providers first, with everyone who can deliver there below. Or search a name. Each arrow opens the provider's page here, which links to their own website.

Australia Institute of Business and TechnologyBased in QLD · Registered since 2015→
ELITE EDUCATION VOCATIONAL INSTITUTEBased in NSW · Registered since 2016→
Financial Education Professionals Pty LtdBased in NSW · Registered since 2001→
Institute of Strategic ManagementBased in NSW · Registered since 2009→
Management Consultancy International Pty LtdBased in NSW · Registered since 2005→

Providers are listed alphabetically. A listing is not a recommendation or an endorsement, and providers do not pay to appear. Based-in shows each provider's registered head office; most providers deliver online Australia-wide. The → link opens the provider's page on this site, which links to their own website. Contact the provider for current intakes, fees and study modes.