Professional Practice and Spreadsheet Applications

Duration10 weeks
Accredited UnitsApply 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)


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.

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No refunds apply unless the course is cancelled by TAFE SA. International students on a Student visa (subclass 500) are not eligible to undertake short courses.

Skills Covered

Professional Practice and Spreadsheet Applications
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.