Professional Practice and Spreadsheet Applications


This module covers an understanding of financial service industry practices and compliance requirements, professional development, maintaining ethical principles and advanced Microsoft Excel applications for financial planning calculations.

Skills Covered

1. Identify scope, sectors and responsibilities of industry, identify and apply guidelines, procedures and legislation, identify sustainability issues, manage information, participate in and facilitate work team activities, plan work to be completed and develop and maintain personal competency
2. Prepare to develop spreadsheet, develop a linked spreadsheet solution, automate and standardise spreadsheet operation, use spreadsheets and represent numerical data in graphic form

  • Apply principles of professional practice to work in the financial services industry (FNSINC401)

    Develop and nurture relationships with clients other professionals and third party referrers (FNSCUS501)

Short Course Delivery Locations Some short courses can provide accreditation for industry-specific registration, while others merely provide skills and knowledge in the subject area. Concession prices are available for some courses.



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