The whole qualification, done
Every unit in the qualification:
- Student Assessment Pack for every unit (fillable PDF + Word)
- Trainer Guides, Learner Guides and Teaching Slides across the qualification
- SCORM eLearning course for every unit — upload straight into your LMS, completion and scores tracked
- Practical Observation, Third-Party Report, Competency Conversation, Work History and Self-Assessment
- Assessor Mapping for every unit — mapped to Elements, PCs, Knowledge and Performance Evidence
- RPL Assessment Tool Kit for the full qualification, with its own mapping workbook
- Training & Assessment Strategy (TAS) — four delivery variants (Word + PDF), a compliant framework ready for your RTO to complete
- Three Assessment Validation Checklists — unit-level, RPL kit and whole-of-qualification, aligned to the 2025 Standards
- LLND Profile for the qualification, an LLND Check for every unit, plus an enrolment LLND Placement Assessment — ACSF-aligned (Word + fillable PDF)
- Yours to keep — no licence keys, no subscriptions, no tracking. Editable files, unlimited use within your RTO
Every unit in FNS40821, all included
27 units: 7 core and 20 elective.
Core units 7
- BSBPEF501Manage personal and professional development
- FNSCUS511Develop and maintain professional relationships in financial services industry
- FNSFMB411Prepare loan applications on behalf of clients
- FNSFMB412Identify client needs and present broking options
- FNSFMK515Comply with financial services regulation and industry codes of practice
- FNSINC411Conduct work according to professional practices in the financial services industry
- FNSINC412Apply and maintain knowledge of financial products and services
Elective units 20
- BSBESB401Research and develop business plans
- BSBOPS304Deliver and monitor a service to customers
- BSBOPS404Implement customer service strategies
- BSBPEF402Develop personal work priorities
- BSBTEC301Design and produce business documents
- BSBTEC302Design and produce spreadsheets
- FNSASIC311Establish client relationship and analyse needs
- FNSASIC312Provide personal advice on non-relevant financial products
- FNSCRD401Assess credit applications
- FNSCRD412Establish and maintain appropriate security options for credit facilities
- FNSCRD413Manage and recover bad and doubtful debts
- FNSCUS403Deliver a professional service to customers
- FNSFLT411Determine financial requirements of small businesses
- FNSFMB511Implement credit contracts in preparation for settlement
- FNSFMB513Present credit options to clients with special financial circumstances
- FNSINC513Identify and apply complex ethical decision making to workplace situations
- FNSINC514Apply ethical frameworks and principles to make and act upon decisions
- FNSMCA413Identify and manage individuals experiencing hardship
- FNSSAM413Identify and provide initial information to potential new clients
- FNSSAM421Provide information on financial products and services to clients
Matched to the current release
Every order is confirmed against FNS40821's current training.gov.au release at fulfilment, so you always receive resources mapped to the national register.