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.
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)
Course enquiries and more information
Freecall 1800 882 661