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RG146 TIER II
The topics in this course include:
- The role of an Advisor
- Client Relationships
- Client Needs & Solutions
- Applications, documents and processes
- Disputes and Complaints
To successfully complete the Deposit Products course learners must attain 100% in the final online quiz and satisfactorily pass a telephone role-play.
The units included are:
- FNSASIC301 Establishing client relationship and analyse needs
- FNSASIC302 Develop, present and negotiate client solutions
- FNSIAD301 Provide general advice on financial products and services