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Financial Services Training Package Subjects


The following is a list of Financial Services Training Package subjects available using WebTrain based Learning Management Systems. These units contain assessment items only.

Financial Services Training Package

FNB20199 - Certificate II in Financial Services


FNB30199 - Certificate III Financial Services


FNB30201 - Certificate III Financial Services (General Insurance)


FNB40199 - Certificate IV Financial Services


FNB40401 - Certificate IV Financial Services (General Insurance)


FSRA Tier 2 Assessments


Units Available (Assessment only)

(FNACRM01B) Process Credit Applications
(FNACRM02B) Administer Accounts
(FNACRM03B) Evaluate Credit Applications
(FNACRM04B) Monitor & Control Accounts
(FNAMERC01B) Collect Debts
(FNAMERC02B) Repossess Property
(FNAMERC03B) Serve Legal Processes
(FNAMERC04B) Locate Subjects
(FNAPTA03A) Administer Non-Complex Estates & Trusts
(FNAPTA06A) Promote & Cross Sell Services of Trust Corporation to Existing Clients
(FNAPTA07A) Maintain Daily Financial Records
(FNARFS06A) Process Loan Applications
(FNARFS07A) Settle Loans
(FNARFS08A) Administer Customer Loans
(FNARFS09A) Process Customer Accounts
(FNARFS10A) Maintain ATM Services
(FNARFS12A) Process Specialist Services
(FNARFS14A) Deliver a Service to Customers
(FNARFS16A) Sell/Cross Sell Products & Services
(FNARFS17A) Co-ordinate Sales/Service Performance
(FNARFS19A) Prepare Statistical & Ad-Hoc Reports
(FNARFS23A) Balance Cash Holdings
(FNARFS24A) Maintain Bank Account
(FNARFS25A) Administer Fixed Asset Register
(FNARFS26A) Administer Accounts
(FNBACC04A) Produce Financial Reports
(FNBASC01A) Establish Client Relationship and Analyse Needs
(FNBASCO2A) Develop, Present and Negotiate Client Solutions
(FNBASX05A) Complete Transaction Processing
(FNBBRK50A) Implement New or Renewed Insurance Program
(FNBBRK54A) Place Client Insurances with Insurers & Confirm Insurance Cover with Client
(FNBBRK55A) Provide Client Claims Services
(FNBCOM07A) Respond to Customer Inquiries
(FNBCOM08A) Collect, Assess & Use Information
(FNBCOM09A) Collate Information and Prepare Reports
(FNBCOM11A) Resolve Disputes
(FNBFIN60A) Prepare, Match & Process Receipts
(FNBFIN61A) Prepare & Bank Receipts
(FNBFIN62A) Evaluate & Authorise Payment Requests
(FNBFIN63A) Process Payment Documentation
(FNBFIN65A) Process Journal Entries
(FNBFIN68A) Prepare Reports for Management
(FNBGDS76A) Prepare, Monitor and Analyse Budgets
(FNBGDS78A) Provide & Implement Sales Support Mechanisms
(FNBGDS80A) Convert a Single Line Product Inquiry to Maximise Sales
(FNBGDS81A) Tailor an Insurance Package to Meet Customer Needs
(FNBGDS82A) Provide Ongoing Sales Services
(FNBGEN01A) Participate in Negotiation
(FNBGEN02A) Evaluate Risk for Renewal Business
(FNBGEN03A) Underwrite Renewal Business
(FNBGEN04A) Evaluate Risk for new Business
(FNBGEN05A) Underwrite New Business
(FNBGEN07A) Issue Renewal & Cancellation Advice
(FNBGEN08A) Issue Contract Of Insurance
(FNBGEN09A) Process Alteration to Insurance Policy
(FNBGEN10A) Follow Company Procedures to Process Claim
(FNBGEN11A) Receive & Record/Register Claim
(FNBGEN12A) Analyse Insurance Claims
(FNBGEN13A) Accept or Reject a Claim
(FNBGEN14A) Settle Claims
(FNBGEN15A) Investigate Claims
(FNBGEN21A) Resolve Insurance Disputes
(FNBLDS89A) Provide Appropriate Services, Advice and Products to Clients
(FNBLIF28A) Process & Issue New Business Proposals
(FNBLIF29A) Undertake Risk Assessment
(FNBLIF31A) Receive & Process Service Requests
(FNBLIF32A) Process Policy Payments & Terminations
(FNBSUP37A) Maintain Employer & Member Records
(FNBSUP39A) Implement Trustee Investment Instructions
(FNBSUP40A) Process Superannuation Fund Payments
(FNBSUP42A) Terminate Superannuation Plans
*(FNBFS01B) Work Within a Financial Services Industry Context - Core
*(FNBFS02A) Communicate in the Workplace -Core
*(FNBFS03B) Work as Part of a Team -Core
*(FNBFS04B) Use Technology in the Workplace - Core
*(FNBFS05A) Apply Health & Safety Practices in the Workplace -Core
*(FNBFS06B) Resolve Customer Complaints - Core
(FNBASC01A) Establish Client Relationship and Analyse Needs
(FNBASC03A) Advisory Skills
(FNBSUP12A) Supervise Work Within the Superannuation Industry
(FNBSUP13A) Supervise Complaints Procedures
(FNBSUP19A) Provide Advanced Customer Service to Superannuation Clients

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