| 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 |