The document lists Financial Services and Business Services Training Package units of competency that have been developed or are under development, along with full qualifications and skill sets/short courses available from Money101 including customer service, anti-money laundering, financial planning, and bookkeeping courses. Release dates for newly developed units, qualifications, and courses are provided.

1. Contact: 03 8612 3100
Donna Ewing | 0419 503 550 | donna.ewing@money101.com.au
Catherine Birchall | 0414 840 767 | cbirchall@money101.com.au
FNS10 uNitS oF competeNcy
developed uNder developmeNt – releaSe date September 2011
FNSASIC301C Establish client relationship and analyse needs FNSASICU503A Provide advice in Superannuation
FNSASIC302C Develop, present and negotiate client solutions FNSCUS505A Determine client requirements and expectations
FNSASICZ503A Provide advice in financial planning FNSCUS506A Record and implement client instructions
FNSFPL401A Extract and analyse information on specified
FNSFLT201A Develop and use a personal budget
financial strategies and products
FNSFPL402A Prepare financial plans to set strategies and guidelines FNSFLT202A Develop and use a savings plan
FNSFPL403A Implement financial plans to predetermined guidelines FNSFLT203A Develop understanding of debt and consumer credit
FNSFPL501A Comply with financial planning practice ethical and operational
FNSFLT204A Develop understanding of superannuation
guidelines and regulations
FNSFLT205A Develop understanding of the Australian financial system
FNSFPL502A Conduct financial planning analysis and research
and markets
FNSFPL503A Develop and prepare financial plan FNSFLT206A Develop understanding of taxation
FNSFPL504A Implement financial plan FNSFPL506A Determine client requirements and expectations
FNSFPL505A Review financial plans and provide ongoing service FNSIAD501A Provide appropriate services, advice and products to clients
FNSINC401A Apply principles of professional practice to work in the financial
services industry – This is an excellent financial services FNSINC501A Conduct product research to support recommendations
induction module
FNSRSK401A Implement risk management strategies (contextualised for
Anti-Money Laundering and CTF)

2. Contact: 03 8612 3100
Donna Ewing | 0419 503 550 | donna.ewing@money101.com.au
Catherine Birchall | 0414 840 767 | cbirchall@money101.com.au
bSb uNitS oF competeNcy
developed uNder developmeNt
BSBITU402A Develop and use complex spreadsheets
BSBCUS402A Address customer needs
Release date: September 2011
BSBOHS303B Contribute to OHS hazard identification and risk assessment
Full FNS10 qualiFicatioNS
FNS40710 CertIV in Financial Practice Support FNS50610 Diploma of Financial Planning Release date: September 2011
FNS10110 Certificate I in Financial Services Release date: September 2011
FNS20110 Certificate II in Financial Services Release date: October 2011
Skill SetS / Short courSeS
RG146 for Superannuation Tier 1 (6 modules)
Service101 Advanced customer service (3 modules)
Maps to FNSINC501A, FNSIAD501A, FNSCUS505A, FNSCUS506A,
Maps to BSBCUS402A
FNSASICU503A Release date: September 2011
Introduction to Anti-Money Laundering and Counter-Terrorism Financing
BAS Agent Skill Set
(3 modules)
Maps to FNSBKG404A, FNSBKG405A Release date: October 2011
Maps to FNSRSK401A (contextualised for AML/CTF)
RG146 for Tier2 product advice (3 modules)
NCCP refresher course Release date: September 2011
Maps to FNSINC401A, FNSASIC301C and FNSASIC302C
RG146 for Financial Planning Tier 1 (6 modules)
Maps to FNSFPL501A, 502A, 503A, 504A, 505A, 506A, FSR Tier 1 refresher course Release date: September 2011
FNSASICZ503A
Note: All units have assessment tasks, mapping documents, assessor
marking guides and student workbooks. Mutual Banking Code of Practice Release date: September 2011
EFT Code of Practice Release date: September 2011