FNS20104 - Certificate II in Financial Services

The Certificate II is a stand alone credential designed to facilitate entry to the industry and develop basic work skills. The purpose of this qualification is to meet the needs of remote and indigenous communities and new entrants wishing to build potential pathways into the Financial Services industry. Employment outcomes are limited and individuals are strongly advised that in order to meet the entry-level requirements of this industry, the Certificate III in Financial Services should be undertaken.

Employability Skills

The following table contains a summary of the employability skills for this qualification. This table should be interpreted in conjunction with the detailed requirements of each unit of competency packaged in this qualification. The outcomes described here are broad industry requirements that may vary depending on the packaging options.

Communication	Having the ability to ask questions in order to prepare a verbal or written response to customer enquiries Using active listening skills Using verbal and written skills to communicate effectively with customers
Teamwork	Consulting others when developing personal financial plans Working with diverse persons and groups Working with others to develop one's knowledge and expertise in credit management
Problem solving	Analysing and comparing information from different sources Comparing and contrasting the performance of different plans, funds and credit facilities Researching information relevant to a customer enquiry
Initiative and enterprise	Developing flexible approaches to personal skill development and goal setting Identifying hazards in the workplace Participating in identifying improvements to workplace processes
Planning and organising	Following defined workplace processes and ensuring all documentation meets organisational policies and procedures Performing basic administration and organisational skills Recognising hazards in the workplace and applying risk control measures
Self management	Demonstrating the skill to operate within scope of authority, meet time lines and comply with Codes of Practice and Other organisational requirements
Learning	Applying knowledge of the industry to workplace activities Asking questions to clarify instructions Learning new ideas, skills and techniques by developing a budget and a personal savings plan Using online help to resolve technical issues
Technology	Using calculators and computer software programs to prepare workplace documentation Using the telephone and computer technology to communicate effectively with customers Working safely with technology

Total number of units = 8
4 Industry core units
4 Elective units

All four (4) elective units may be selected from the list below
All four (4) elective units must be selected from the FNS04 Financial Services Training Package units
Of the four (4) elective units, all four (4) units may be selected from the list of units suitable at Certificate II level or Certificate III level.
The choice of electives should be appropriate to the level and integrity of the qualification and to the workplace outcomes it is designed to meet.
See Levels Chart for full list of units available in the FNS04 Financial Services Training Package.