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Level 5 - Skills

Study Times 

The table below provides a brief course outline and a credit value for each unit in the Skills Level 5 Qualification.

To complete this qualification, you must complete the Core Knowledge strand, and one additional strand of your choice.

Students have 8 months in total to complete their entire qualification – Approximately 4.5 months for the Core Knowledge Strand, and 3.5 months for your chosen Strand.

If you are struggling to meet the provided timeframe, we may be able to arrange an extension on request - find out more here.

 

ID

Title

Credits

Assessment Type

Module 1 Core Knowledge (compulsory)

35

 

31855

Demonstrate and apply knowledge of financial services legislation, good conduct, professionalism, and the Six Step Process.

10

Written Answers

31856

Demonstrate and apply knowledge of the financial services sector to provide financial advice solutions.

8

Written Answers

31857

Demonstrate and apply knowledge of key factors in the economic environment to provide financial advice solutions.

7

Written Answers

31858

Interpret and explain provisions in the regulatory framework in a financial advice services context.

10

Written Answers

Module 2 - Investment

30 total

 

31859

Demonstrate and apply knowledge of the investment services environment and concepts.

5

Written Answers

31861-62-64

Gathering & analysing client information, demonstrating and applying knowledge of investment assets, services, and financial instruments, and providing advice in an investment context using the Six Step Process.

20

Answers + Portfolio of Evidence

31863

Demonstrate and apply knowledge of economic factors to provide investment solutions.

5

Written Answers

Module 3 – Life, Disability & Health Insurance

25 total

 

31865

Demonstrate and apply knowledge of the life, disability, and health insurance services environment and concepts.

5

Written Answers

31866-67-69

Establish, analyse & review L&H Insurance concepts, Analyse L&H insurance products, structures, and options, and provide advice in a L&H insurance context using the Six Step Process.

20

Answers + Portfolio of Evidence

31868

Demonstrate and apply knowledge of the administrative processes required to provide life, disability, and health insurance services.

5

Written Answers

Module 4 – General Insurance

25 total

 

31870

Demonstrate and apply knowledge of the general insurance services environment and concepts.

5

Written Answers

31871-72-74

Apply knowledge of general insurance products to meet client needs, demonstrate and apply knowledge of the administrative process required to provide general insurance services, and provide advice in a general insurance context using the Six Step Process.

20

Answers + Portfolio of Evidence

31873

Provide general insurance services using knowledge of the relevant administrative processes.

5

Written Answers

Module 5 – Residential Property Lending

25 total

28385 v2

Demonstrate understanding of the relationship between residential property lending products and individual needs.

5

Written Answers

31875

Demonstrate understanding of legislative and regulatory frameworks, key lending concepts, and typical organisational policies and frameworks.

5

Written Answers

31876-77-79

Gather and analyse information to determine client needs, apply knowledge of residential property lending products to meet needs and process loan applications, and provide advice in a residential property lending context using the Six Step Process.

20

Answers + Portfolio of Evidence

 

 

 

 

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