Skills & Knowledge you will learn View Details

Analyse financial markets and information
Comply with financial services legislation and industry codes of practice
Price financial transactions
Tailor financial products to meet customer needs
Apply principles of professional practice to work in the financial services industry
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Conduct product research to support recommendations
Undertake risk identification
Implement workplace information system
Develop workplace policy and procedures for sustainability
Make decisions in a legal context
Apply economic principles to work in the financial services industry

Skills & Knowledge you will learn View Details

Apply principles of professional practice to work in the financial services industry
Manage banking and service strategy for small business customers
Provide business advisory services within a financial services context
Analyse and interpret legal requirements for a transaction
Review business performance
Manage premium customer relationships
Comply with financial services legislation and industry codes of practice
Develop and manage a budget
Identify and interpret compliance requirements
Lead and manage a sales team

Skills & Knowledge you will learn View Details

Apply principles of professional practice to work in the financial services industry
Apply knowledge of the regulatory environment relevant to trustee organisations
Develop and maintain knowledge of financial services and assets
Develop understanding of traditional trustee services
Apply principles of fiduciary duty, substituted decision making and ethical decision making
Make decisions in a legal context
Prepare a will
Administer a complex estate
Establish powers of attorney or financial administration orders
Administer powers of attorney or financial administration orders
Advise clients in estate planning
Manage quality customer service
Record and implement client instructions

Skills & Knowledge you will learn View Details

Conduct individual work within a compliance framework
Assess credit applications
Establish and maintain appropriate security
Manage and recover bad and doubtful debts
Utilise the legal process to recover outstanding debt
Manage overdue customer accounts
Resolve disputes
Apply principles of professional practice to work in the financial services industry
Implement risk management strategies
Lead team effectiveness
Manage a small team
Process business tax requirements

Skills & Knowledge you will learn View Details

Conduct individual work within a compliance framework
Assess credit applications
Establish and maintain appropriate security
Manage and recover bad and doubtful debts
Utilise the legal process to recover outstanding debt
Manage overdue customer accounts
Resolve disputes
Apply principles of professional practice to work in the financial services industry
Implement risk management strategies
Conduct customer engagement
Implement customer service standards
Contribute to health and safety of self and others

Skills & Knowledge you will learn View Details

Prepare financial reports
Introduce cloud computing into business operations
Process financial transactions and extract interim reports
Administer subsidiary accounts and ledgers
Work effectively in the accounting and bookkeeping industry
Set up and operate a computerised accounting system
Complete business activity and instalment activity statements
Establish and maintain payroll systems
Prepare operational budgets
Prepare financial statements for non-reporting entities
Process business tax requirements
Develop and use complex spreadsheets
Maintain inventory records

Skills & Knowledge you will learn View Details

Prepare financial reports
Introduce cloud computing into business operations
Process financial transactions and extract interim reports
Administer subsidiary accounts and ledgers
Work effectively in the accounting and bookkeeping industry
Set up and operate a computerised accounting system
Complete business activity and instalment activity statements
Establish and maintain payroll systems
Deliver and monitor a service to customers
Develop and use complex spreadsheets
Monitor and manage small business operations
Plan small business finances
Maintain inventory records

Skills & Knowledge you will learn View Details

Establish client relationship and analyse needs
Develop, present and negotiate client solutions
Extract and analyse information on specified financial strategies and products
Prepare financial plans to set strategies and guidelines
Implement financial plans to predetermined guidelines
Comply with financial planning practice ethical and operational guidelines and regulations
Apply principles of professional practice to work in the financial services industry
Address customer needs
Build client relationships and business networks
Use business technology
Conduct financial planning analysis and research

Skills & Knowledge you will learn View Details

Analyse financial markets and information
Apply principles of professional practice to work in the financial services industry
Assess risks
Conduct work within a compliance framework
Provide advice in foreign exchange
Provide advice in derivatives
Manage premium customer relationships
Provide appropriate and timely information and advice to clients
Analyse financial market products for client
Advise clients on financial risk
Determine client requirements and expectations
Record and implement client instructions
Provide appropriate services, advice and products to clients
Conduct product research to support recommendations

Skills & Knowledge you will learn View Details

Respond to personal insolvency situations
Manage the credit relationship
Respond to corporate insolvency situations
Apply principles of professional practice to work in the financial services industry
Conduct individual work within a compliance framework
Develop and monitor policy and procedures
Manage risk
Implement processes for the management of a breach in compliance
Manage quality customer service
Develop and implement risk mitigation plan
Manage a small team
Manage personal work priorities and professional development