What are the units of competency for the full Diploma of Financial Services (Financial Planning)?
The units of competency of our full Diploma of Financial Services (Financial Planning) include the following units of competency: Industry Core Competency Units Communicate in the workplace Use technology in the workplace Apply health and safety practices in the workplace Apply principles of professional practice to work in the financial services industry Sectoral Core Competency Units Comply with financial planning practice, ethical and operational guidelines & regulatory requirements Conduct financial planning analysis and research Develop and prepare a financial plan Implement financial plan Review financial plan and provide ongoing service ASIC Competency Units Establish client relationship and analyse needs Develop, present and negotiate client solutions Provide advice in Financial Planning Provide advice in Insurance Provide advice in Superannuation Provide advice in Managed Investments Provide advice in Securities Provide advice in Derivatives Elective Competency Units Meet with
