Training Plan v3.

4 2011

RTO ID: 121487

Certificate IV in Financial Services - FNS40107
Level 1, 54 St Kilda Road
Victorian Student/Delta Number:
St Kilda VIC 3182
Telephone: (03) 8648 8670
Commencement date: 30/05/2011
Facsimile: (03) 9509 8612
Email: admin@originhr.com.au Completion date: 8/10/2011

Trainer
Proposed  Completion   Observation  /  Evidence   Oral  Questions   Unit  Completion  
Unit  code  and  title Proposed    Commence  Date Origin  Trainer  and  Assessor Assessment  Methods Delivery  Mode Nominal  Hrs Online  Assessed Completions
Date Assessed Completed Date
Signature
Online  Automated  &  Written  
FNSICGEN301B   Training  
30-­‐May-­‐11 6-­‐Jun-­‐11 Assessment  with  Observation  &   30 Outcome  recorded  online
Communicate  in  the  workplace Facilitation/Online
Evidence  Tasks
Online  Automated  &  Written  
FNSICGEN404B Training  
7-­‐Jun-­‐11 12-­‐Jun-­‐11 Assessment  with  Observation  &   25 Outcome  recorded  online
Resolve  disputes Facilitation/Online
Evidence  Tasks
Online  Automated  &  Written  
FNSICCUS401B Training  
13-­‐Jun-­‐11 22-­‐Jun-­‐11 Assessment  with  Observation  &   35 Outcome  recorded  online
Deliver  a  professional  service  to  customers Facilitation/Online
Evidence  Tasks
Online  Automated  &  Written  
FNSICGEN304B   Training  
23-­‐Jun-­‐11 28-­‐Jun-­‐11 Assessment  with  Observation  &   25 Outcome  recorded  online
Apply  health  &  safety  practices  in  the  workplace Facilitation/Online
Evidence  Tasks
Online  Automated  &  Written  
FNSICGEN303B   Training  
29-­‐Jun-­‐11 6-­‐Jul-­‐11 Assessment  with  Observation  &   30 Outcome  recorded  online
Work  with  others Facilitation/Online
Evidence  Tasks
Online  Automated  &  Written  
BSBITU401A   Training  
7-­‐Jul-­‐11 30-­‐Jul-­‐11 Assessment  with  Observation  &   100 Outcome  recorded  online
Design  and  develop  complex  text  documents Facilitation/Online
Evidence  Tasks
Online  Automated  &  Written  
FNSICGEN403B Training  
31-­‐Jul-­‐11 3-­‐Aug-­‐11 Assessment  with  Observation  &   10 Outcome  recorded  online
Collect,  assess  &  use  information Facilitation/Online
Evidence  Tasks
Online  Automated  &  Written  
BSBITU402A Training  
4-­‐Aug-­‐11 15-­‐Aug-­‐11 Assessment  with  Observation  &   50 Outcome  recorded  online
Develop  and  use  complex  spreadsheets Facilitation/Online
Evidence  Tasks

Online  Automated  &  Written  

FNSICIND401B Training  
16-­‐Aug-­‐11 23-­‐Aug-­‐11 Assessment  with  Observation  &   30 Outcome  recorded  online
Apply  principles  of  professional  practice  to  work  in  the  financial  services  industry Facilitation/Online
Evidence  Tasks

Online  Automated  &  Written  

FNSICSAM401B Training  
24-­‐Aug-­‐11 31-­‐Aug-­‐11 Assessment  with  Observation  &   30 Outcome  recorded  online
Sell  financial  products  and  services Facilitation/Online
Evidence  Tasks
Online  Automated  &  Written  
FNSASIC301B   Training  
1-­‐Sep-­‐11 13-­‐Sep-­‐11 Assessment  with  Observation  &   50 Outcome  recorded  online
Establish  client  relationship  &  analyse  needs Facilitation/Online
Evidence  Tasks
Online  Automated  &  Written  
FNSICGEN302B Training  
14-­‐Sep-­‐11 26-­‐Sep-­‐11 Assessment  with  Observation  &   50 Outcome  recorded  online
Use  technology  In  the  workplace Facilitation/Online
Evidence  Tasks
Online  Automated  &  Written  
FNSASIC302B   Training  
27-­‐Sep-­‐11 8-­‐Oct-­‐11 Assessment  with  Observation  &   50 Outcome  recorded  online
Develop,  present  and  negotiate  client  solutions Facilitation/Online
Evidence  Tasks

I  have  completed  a  pre-­‐training  review  and  have  agreed  to  this  plan  and  the  completion  of  the  above  units.  My  responsibilities  have  been  explained  to  me.

PLEASE SIGN & COMPLETE ALL SECTIONS BELOW:

*Trainee Name

*Employer details (if applicable)

*email
*Tel

*Signature *Employer's Signature (If Applicable) RTO's Signature

Trainer - Oskar Santos

*Date 30/05/2011 Date 30/05/2011 Date 30/05/2011