Subjects
Total number of units = 13
5 core units plus
8 elective units
The elective units must consist of:
4 from Group A electives below
2 from Group B electives below
Of the remaining 2 units:
up to 2 may be from the electives
up to 2 may be from Certificate IV or above 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
FNSINC401 Apply principles of professional practice to work in the financial services industry
FNSPRT504 Apply knowledge of the regulatory environment relevant to trustee organisations
FNSPRT505 Develop and maintain knowledge of financial services and assets
FNSPRT506 Develop understanding of traditional trustee services
FNSPRT507 Apply principles of fiduciary duty, substituted decision making and ethical decision making
Group A Elective Units
FNSACC403 Make decisions in a legal context
FNSPRT402 Prepare a will
FNSPRT403 Administer a complex estate
FNSPRT404 Administer a trust dealing with complex matters
FNSPRT405 Establish powers of attorney or financial administration orders
FNSPRT406 Administer powers of attorney or financial administration orders
FNSPRT407 Investigate and substantiate entitlement in an intestate estate
FNSPRT501 Advise clients on trust structures
FNSPRT502 Advise clients in estate planning
FNSPRT508 Administer a charitable trust
Group B Elective Units
BSBCOM501 Identify and interpret compliance requirements
BSBCUS501 Manage quality customer service
BSBMGT502 Manage people performance
BSBLDR803 Develop and cultivate collaborative partnerships and relationships
BSBRSK501 Manage risk
BSBWOR502 Lead and manage team effectiveness
BSBWOR501 Manage personal work priorities and professional development
FNSCUS506 Record and implement client instructions
FNSFPL401 Extract and analyse information on specified financial strategies and products
FNSORG601 Negotiate to achieve goals and manage disputes
FNSPIM510 Implement informed decision-making