Modification History
|
Release |
Comments |
|
Release 2 |
This version released with FNS Financial Services Training Package version 1.1 Release 2 created to correct typographical error |
|
Release 1 |
This qualification first released with FNS Financial Services Training Package version 1.0 |
Qualification Description
This qualification reflects the job role of individuals working in organisations offering personal trustee services. At this level individuals are expected to apply theoretical and specialised skills in a range of situations and to display initiative and judgement in completing activities. They have autonomy in performing complex technical work and can be responsible for planning, coordinating and evaluating the work of others within broad but generally well-defined parameters.
Licensing/Regulatory Information
Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. Registered trustee services are licensed. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.
Entry Requirements
Nil
Packaging Rules
Total number of units = 11
6 core units plus
5 elective units
The elective units consist of:
- 3 from the electives below.
Of the remaining 2 units:
- up to 2 may be from the electives
- up to 2 may be from Certificate IV, Diploma or Advanced Diploma 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
BSBINM401 Implement workplace information system
FNSCUS502 Monitor client requirements
FNSINC401 Apply principles of professional practice to work in the financial services industry
FNSPRT501 Advise clients on trust structures
FNSPRT502 Advise clients in estate planning
FNSPRT503 Assess, allocate and supervise work within the personal trustee sector
Elective Units
BSBLED501 Develop a workplace learning environment
BSBMGT502 Manage people performance
BSBMGT605 Provide leadership across the organisation
BSBMKG501 Identify and evaluate marketing opportunities
BSBSUS501 Develop workplace policy and procedures for sustainability
FNSFPL506 Determine client requirements and expectations
Qualification Mapping Information
|
Code and title current version |
Code and title previous version |
Comments |
Equivalence status |
|
FNS50515 Diploma of Personal Trustees |
FNS50511 Diploma of Personal Trustees |
Updated to meet Standards for Training Packages. |
Equivalent qualification |
Links
Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe
