Total number of units = 13

3 core units plus

10 elective units

The elective units consist of:

5 from Group A electives below

3 from Group A or Group B electives below.

Of the remaining 2 units:

2 may be from Group A or Group B

2 may be from a Certificate IV in any currently endorsed training package or accredited course

1 may be from a Certificate III in any currently endorsed training package or accredited course.

The elective units chosen must be relevant to the work outcome and meet local industry needs.

Core Units

BSBWHS201 Contribute to health and safety of self and others

FNSCUS402 Resolve disputes

FNSINC401 Apply principles of professional practice to work in the financial services industry

Elective Units

Group A

Superannuation

FNSSUP301 Process superannuation fund payments

FNSSUP303 Process superannuation contributions

FNSSUP401 Process complex superannuation benefit or insurance claim

FNSSUP402 Assist in meeting superannuation compliance requirements

FNSSUP404 Establish and customise employer accounts

FNSSUP406 Establish and maintain fund or plan

FNSSUP407 Assess complex superannuation benefit or insurance claim

FNSSUP408 Participate in fund review practices

FNSSUP409 Provide specialist retirement income stream information to clients

FNSSUP410 Establish and administer retirement income streams

FNSSUP411 Terminate retirement income streams

FNSSUP412 Determine impact of social security entitlements on retirement income

FNSSUP413 Apply knowledge of retirement planning issues when dealing with clients

FNSSUP414 Develop and apply knowledge of aged care

FNSSUP508 Provide effective information to members

Group B

General

BSBSMB411 Manage specialist external advisory services

BSBCUE405 Survey stakeholders to gather and record information

BSBCUS301 Deliver and monitor a service to customers

BSBCUS403 Implement customer service standards

BSBITS401 Maintain business technology

BSBSUS401 Implement and monitor environmentally sustainable work practices

FNSINC402 Develop and maintain in-depth knowledge of products and services used by an organisation or sector

FNSSMS401 Process self-managed superannuation contribution

Nil.