Qualification details

Release 

Comments 

Release 4

This version released with FNS10 Financial Services Training Package version 5.0

Update imported units:
BSBCOM603CB to BSBCOM603C; BSBCUS501B to BSBCUS501C; BSBITS401A to BSBITS401B;
BSBRSK501A to BSBRSK501B; BSBWOR501A to BSBWOR501B.

Qualification outcomes remain unchanged.

Release 3

This version released with FNS10 Financial Services Training Package version 3.1

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

Release 2

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

FNSACC403A updated to current FNSACC403B.

Release 1

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

FNSBLEG415A Apply the principles of contract law has been moved from the electives to the core.

FNSACC403A Make decisions in a legal context has been moved from the electives to the core of the Diploma of Conveyancing.

BSBITS401A Maintain business technology has been moved from the core to electives.

BSBOHS303B Contribute to OHS hazard identification and risk assessment has been moved from the core to electives.

BSBWOR401A Establish effective workplace relationships has been moved from the core to electives.

Packaging rule for this qualification have been changed to 9 core units and 9 electives.

Replaces FNS60310 Advanced Diploma of Conveyancing.

Employability Skill 

Industry/enterprise requirements for this qualification include: 

Communication

• adjusting interpersonal styles and methods as required
• communicating ideas and information cognisant of social and cultural diversity and special needs
• consulting, questioning, clarifying and evaluating information
• developing and writing reports to specifications
• fostering business relationships and providing a high level of customer service and relationship management
• preparing and presenting correspondence in appropriate electronic format
• using effective telephone techniques and having the ability to negotiate solutions with clients and colleagues

Teamwork

• contributing to team cohesion
• developing and maintaining professional networks
• making constructive contributions to group decision making processes
• providing feedback, support and encouragement to team members
• referring to other professionals as required

Problem solving

• analysing performance data, identifying problems and taking remedial action
• applying analytical and diagnostic skills, data interpretation skills and conducting comparative analyses
• checking the accuracy of calculations
• collecting, comparing and contrasting data
• developing, monitoring and controlling a budget
• using evaluative and deductive reasoning skills
• using problem solving tools and techniques

Initiative and enterprise

• benchmarking the business
• designing a work environment that facilitates effective and productive workflow and communication
• developing strategies to develop and maintain customer loyalty
• finding and securing new business relationships
• identifying new and emerging opportunities and developing strategies to capitalise on them
• monitoring the external environment and identifying emerging practices and trends
• setting goals in respect to client follow-ups

Planning and organising

• developing and implementing policies and procedures in respect to trust accounts and other organisational requirements
• ensuring the integrity of systems, records and reporting procedures are maintained
• locating information on statutory and legislative requirements
• planning work considering resources, time and other constraints
• processing documents and maintaining files, managing information and scheduling and coordinating competing tasks

Self-management

• acting as a role model for others
• asking for and responding to feedback on performance
• managing own time and priorities and dealing with contingencies
• planning own work schedule and monitoring and evaluating own work performance
• presenting a positive organisational image
• 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 all industry codes of practice and legislative requirements

Learning

• contributing to the learning of others through implementing team building exercises
• developing and maintaining personal competency
• developing and monitoring individual training plans
• encouraging continuous education and professional development
• identifying and documenting training needs to meet ongoing compliance
• maintaining currency of knowledge of legislation and industry codes of practice
• using online help for self learning purposes

Technology

• conducting web searches and using corporate templates
• operating computers, using word processing, spreadsheet and database skills to produce workplace documentation
• operating the organisation’s business or records system
• reviewing and evaluating financial and IT systems for compliance with trust account requirements
• using business technology to access, organise and monitor information
• using customised software to track clients
• using research data devices and telecommunication