Qualification details

Release 

Comments 

Release 3

This version first released with FNS10 Financial Services Training Package Version 5.0.

Update imported units:

BSBWOR203A to BSBWOR203B;
BSBCMM301A to BSBCMM301B;
BSBCCO201A Action customer contact replaced by equivalent unit BSBCCO203A Conduct customer contact.

Qualification outcomes remain unchanged.

Release 2

This version first released with FNS10 Financial Services Training Package version 3.0.

Advice relating to ASIC requirements removed from the qualification and reference made to the regulator and Regulatory advice held on the IBSA website.

Release 1

This Qualification first released with FNS10 Financial Services Training Package version 2.0.

Replaced BSBOHS303B Contribute to OHS hazard identification and risk with BSBOHS201A Participate in OHS processes. This is considered a more appropriate unit for this qualification.

Replaces FNS30510 Certificate III in General Insurance.

Employability Skill 

Industry/enterprise requirements for this qualification include: 

Communication

• conducting research to collect and analyse information and present in report form
• having the ability to question, clarify and evaluate information
• investigating and negotiating to resolve disputes
• liaising with internal and external personnel with an ability to 'read' verbal and non-verbal body language
• using a range of techniques and sales skills to elicit feedback from customers
• using specialist language in written and oral communication
• writing in a range of styles to suit different audiences

Teamwork

• receiving feedback on performance
• referring matters to nominated person as required
• working as a member of a team and applying knowledge of one's own role to achieve team goals

Problem Solving

• collecting, comparing and contrasting data in order to create reports
• investigating skills to provide information to assist with the determination of entitlements for persons where estates are to be finalised
• using problem solving tools and techniques to balance and reconcile amounts

Initiative and Enterprise

• contributing to solutions to workplace challenges
• contributing to the designing and preparation of reports to effectively present workplace information
• identifying cross-selling opportunities

Planning and Organising

• contributing to the planning process by researching and validating information relating to estates
• planning work considering resources, time and other constraints
• processing routine documents and maintaining files, managing information, and scheduling and coordinating competing tasks
• undertaking contingency planning and risk management to meet client needs within area of responsibility

Self-management

• managing own time and priorities and dealing with contingencies
• operating within codes of ethics, codes of professional conduct, legislation and regulations
• taking responsibility as required by work role and ensuring all organisational policies and procedures are followed

Learning

• acquiring and applying knowledge of services and organisational policies and procedures
• asking questions to clarify instructions
• seeking advice on technical issues
• using online help and manuals to solve basic technology problems

Technology

• using electronic communication devices and processes such as internet software packages and email, to produce written correspondence and reports
• using technology to assist the management of information and to assist the planning process