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This qualification is designed to reflect the role of entry level employees working across the entire financial services spectrum who perform duties such as responding to customer enquiries, sales and service, maintaining financial records, performing clerical duties, and retail financial services.
Entry
Requirements: There are no specific entry requirements.
Length:
Self-paced (average 6 months full-time).
Cost:
$1800.00 (or $1620.00 concession).
Austudy
Approved? Yes.
Commencement
Date: Courses can be commenced at any time.
Delivery
Modes: Available by attendance and/or distance education.
Course
Structure:
A
total of 13 units must be completed to achieve the qualification.
Core units (4):
- Contribute to OHS hazard identification and risk assessment
- Work effectively with others
- Use business technology
- Work effectively in the financial services industry
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Elective units (9):
(choose at least 3 of the following):
- Action customer contact
- Produce spreadsheets
- Maintain business records
- Perform financial calculations
- Establish client relationship and analyse needs*
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- Develop, present and negotiate client solutions*
- Prepare, match and process receipts
- Process payment documentation
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(choose up to 3 of the following):
- Write simple documents
- Work effectively in the financial services industry
- Process customer complaints
- Deliver and monitor a service to customers
- Administer subsidiary accounts and ledgers
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- Maintain financial records
- Process payroll
- Contribute to effective workplace relationships
- Organise personal work priorities and development
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(choose up to 3 of the following):
- Coordinate implementation of customer service strategies
- Address customer needs
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- Develop work priorities
- Analyse and present research information
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*
If Tier 2 ASIC compliance is sought these units must be selected.
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Last
updated: July-2011
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