Qualification details

Release 

Comments 

Release 2

This version first released with FNS Financial Services Training Package version 5.0.

Update imported units:
BSBCCO402A Gather, collate and record information replaced by equivalent unit BSBCCO405A Survey stakeholders to gather and record information;
BSBCUS301A to BSBCUS301B;
BSBCUS403A to BSBCUS403B;
BSBITS401A to BSBITS401B.

Qualification outcomes remain unchanged.

Release 1

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

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

Replaces FNS40910 Certificate IV in Superannuation.

Employability Skill 

Industry/enterprise requirements for this qualification include: 

Communication

• developing and writing reports to specifications
• negotiating solutions with clients
• preparing and presenting correspondence in appropriate electronic formats
• questioning, listening and clarifying clients’ requirements
• using effective telephone techniques and having the ability to negotiate solutions with clients and colleagues

Teamwork

• coaching and mentoring staff on new skills
• contributing to team cohesion
• making constructive contributions to group decision making processes
• participating in the process of monitoring and reviewing team performance
• providing feedback, support and encouragement to team members
• referring matters to a higher authority as required and outsourcing tasks to internal and external specialists

Problem solving

• applying analytical skills, data interpretation skills and conducting comparative analyses
• checking claim applications for errors and inconsistencies
• checking the accuracy of calculations
• conducting data integrity checks
• identifying OHS hazards and risk control

Initiative and enterprise

• identifying opportunities for further improvement and effectively managing change by integrating new information into work practices
• implementing continuous improvement practices
• seeking specialist advice as required

Planning and organising

• contributing to the planning process by researching and validating information relating to claims
• ensuring the integrity of systems, records and reporting procedures are maintained
• implementing internal monitoring/audit program to ensure ongoing compliance
• planning work considering resources, time and other constraints

Self-management

• defining and understanding own work role
• managing own time and priorities and dealing with contingencies
• taking responsibility as required by work role and ensuring all organisational policies and procedures are followed
• understanding and acting upon compliance implications
• working ethically and complying with industry professional code of practice and legislative requirements

Learning

• acquiring and applying knowledge of legislation, products, services and organisational policies and procedures
• coaching and mentoring others to acquire new knowledge and skills
• developing and maintaining personal competency
• identifying opportunities for professional development
• understanding and following workplace safety procedures
• using online help for self-learning purposes

Technology

• conducting web searches and using corporate templates
• operating computers and using word processing, spreadsheet and database skills to produce workplace documentation
• using business technology to access, organise and monitor information
• using research data devices and telecommunication devices and equipment