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 FNS60920, all included
54 units: 9 core and 45 elective.
Core units 9
- FNSCUS516Record and implement client instructions
- FNSFPL614Develop financial plans
- FNSFPL615Present and negotiate financial plans
- FNSFPL616Implement financial plans
- FNSFPL621Comply with ethical and operational guidelines, legislation and regulations in financial planning
- FNSFPL622Conduct financial planning analysis and research
- FNSINC411Conduct work according to professional practices in the financial services industry
- FNSINC511Conduct financial product research to support product recommendations
- FNSPRM611Monitor and review organisational system compliance with legislation and regulations
Elective units 45
- BSBAUD514Interpret compliance requirements
- BSBAUD515Evaluate and review compliance
- BSBAUD516Develop and monitor processes for the management of breaches in compliance requirements
- BSBAUD601Establish and manage compliance management systems
- BSBINS402Coordinate workplace information systems
- BSBOPS505Manage organisational customer service
- BSBOPS601Develop and implement business plans
- BSBSTR501Establish innovative work environments
- BSBSUS511Develop workplace policies and procedures for sustainability
- FNSCUS511Develop and maintain professional relationships in financial services industry
- FNSCUS512Monitor clients' financial requirements
- FNSCUS515Determine client financial requirements and expectations
Show all 45 elective units
- FNSFMB512Identify and develop credit options for clients with special financial circumstances
- FNSFMK515Comply with financial services regulation and industry codes of practice
- FNSFMK522Apply financial product knowledge in the context of the deal transaction cycle
- FNSFMK525Analyse clients' financial risk
- FNSFPL607Prepare advice in margin lending
- FNSFPL608Prepare advice in foreign exchange
- FNSFPL609Prepare advice in managed investments
- FNSFPL610Prepare advice in superannuation
- FNSFPL611Provide technical and professional financial planning guidance
- FNSFPL612Determine client requirements and expectations in financial planning
- FNSFPL613Monitor financial plans and provide ongoing service
- FNSFPL617Prepare advice in derivatives
- FNSFPL618Prepare advice in securities
- FNSFPL619Prepare advice in life insurance
- FNSFPL620Prepare advice in insurance broking
- FNSIBK413Place client insurances with insurer and confirm insurance cover with clients
- FNSIBK416Deliver insurance broking services
- FNSIBK517Review insurance broking service performance
- FNSIBK518Implement changes to insurance programs of broking clients
- FNSIBK523Prepare submissions for new insurance broking business
- FNSIBK525Monitor insurance broking client programs
- FNSINC513Identify and apply complex ethical decision making to workplace situations
- FNSINC514Apply ethical frameworks and principles to make and act upon decisions
- FNSRSK512Assess risks
- FNSRSK612Determine and manage risk exposure strategies
- FNSSMS511Invest self-managed superannuation fund assets
- FNSSMS512Manage changes to memberships in self-managed superannuation funds
- FNSSMS513Manage administration activities of self-managed superannuation funds
- FNSSMS514Meet self-managed superannuation fund compliance requirements
- FNSSMS515Support trustees in selecting and monitoring performance of outsourced services
- FNSSUP423Provide knowledge of retirement planning issues when dealing with superannuation clients
- FNSSUP432Determine impact of social security entitlements on retirement income
- FNSSUP434Develop and provide knowledge of aged care to superannuation clients
Matched to the current release
Every order is confirmed against FNS60920's current training.gov.au release at fulfilment, so you always receive resources mapped to the national register.