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Training package details

FNS - Financial Services Training Package (Release 8.2)

Summary

Usage recommendation:
Current
Mapping:
MappingNotesDate
Supersedes FNS10 - Financial Services Training Package 25/Mar/2015

Release Status:
Current
Releases:
ReleaseRelease dateApproval process
8.2 (this release) 03/Nov/2022Minor upgrade (Approval date: 03/Nov/2022)
(View details for release 8.1) 23/Sep/2022 Minor upgrade (Approval date: 31/Aug/2022)
(View details for release 8.0) 15/Jun/2022 Endorsement date: 06/Apr/2022
(View details for release 7.0) 27/Jan/2022 Endorsement date: 19/Aug/2021
(View details for release 6.2) 09/Jul/2021 Minor upgrade (Approval date: 09/Jul/2021)
(View details for release 6.1) 12/Feb/2021 Minor upgrade (Approval date: 12/Feb/2021)
(View details for release 6.0) 02/Feb/2021 Endorsement date: 02/Dec/2020
(View details for release 5.0) 04/Nov/2020 Endorsement date: 04/Nov/2020
(View details for release 4.0) 01/Jul/2020 Endorsement date: 25/Feb/2020
(View details for release 3.1) 06/Sep/2018 Minor upgrade (Approval date: 06/Sep/2018)
(View details for release 3.0) 13/Feb/2018 Endorsement date: 13/Feb/2018
(View details for release 2.1) 12/Sep/2016 Minor upgrade (Approval date: 12/Sep/2016)
(View details for release 2.0) 14/Jan/2016 Endorsement date: 12/Oct/2015
(View details for release 1.1) 22/Apr/2015 Minor upgrade (Approval date: 22/Apr/2015)
(View details for release 1.0) 25/Mar/2015 Endorsement date: 06/Mar/2015


Disclaimer:
Following the establishment of the new training package development process, any references to the former Skills Service Organisations (SSOs) or Industry Skills Councils (ISCs) found in the content of this training package or its components should be referred to the Jobs and Skills Council (JSC) listed below.

Training Package Developer

Organisation:
Future Skills Organisation 

Qualifications

 CodeTitleUsageRelease

Toggle visibility of information in grouping for 'Qualification Level: Certificate I'Qualification Level: Certificate I

 FNS10120 - Certificate I in Basic Financial LiteracyCertificate I in Basic Financial LiteracyCurrent

Toggle visibility of information in grouping for 'Qualification Level: Certificate II'Qualification Level: Certificate II

 FNS20120 - Certificate II in Financial ServicesCertificate II in Financial ServicesCurrent

Toggle visibility of information in grouping for 'Qualification Level: Certificate III'Qualification Level: Certificate III

 FNS30122 - Certificate III in Financial ServicesCertificate III in Financial ServicesCurrent
 FNS30220 - Certificate III in Personal Injury ManagementCertificate III in Personal Injury ManagementCurrent
 FNS30322 - Certificate III in Accounts AdministrationCertificate III in Accounts AdministrationCurrent
 FNS30420 - Certificate III in Mercantile AgentsCertificate III in Mercantile AgentsCurrent

Toggle visibility of information in grouping for 'Qualification Level: Certificate IV'Qualification Level: Certificate IV

 FNS40122 - Certificate IV in Credit ManagementCertificate IV in Credit ManagementCurrent
 FNS40222 - Certificate IV in Accounting and BookkeepingCertificate IV in Accounting and BookkeepingCurrent
 FNS40821 - Certificate IV in Finance and Mortgage BrokingCertificate IV in Finance and Mortgage BrokingCurrent
 FNS40920 - Certificate IV in SuperannuationCertificate IV in SuperannuationCurrent
 FNS41422 - Certificate IV in General InsuranceCertificate IV in General InsuranceCurrent
 FNS41521 - Certificate IV in Life InsuranceCertificate IV in Life InsuranceCurrent
 FNS41720 - Certificate IV in Insurance BrokingCertificate IV in Insurance BrokingCurrent
 FNS41820 - Certificate IV in Financial ServicesCertificate IV in Financial ServicesCurrent
 FNS42022 - Certificate IV in Banking ServicesCertificate IV in Banking ServicesCurrent
 FNS42120 - Certificate IV in Personal Injury ManagementCertificate IV in Personal Injury ManagementCurrent
 FNS42222 - Certificate IV in Personal Trust AdministrationCertificate IV in Personal Trust AdministrationCurrent

Toggle visibility of information in grouping for 'Qualification Level: Diploma'Qualification Level: Diploma

 FNS50222 - Diploma of AccountingDiploma of AccountingCurrent
 FNS50322 - Diploma of Finance and Mortgage Broking ManagementDiploma of Finance and Mortgage Broking ManagementCurrent
 FNS50422 - Diploma of Payroll ServicesDiploma of Payroll ServicesCurrent
 FNS50722 - Diploma of SuperannuationDiploma of SuperannuationCurrent
 FNS50922 - Diploma of Banking Services ManagementDiploma of Banking Services ManagementCurrent
 FNS51022 - Diploma of Financial MarketsDiploma of Financial MarketsCurrent
 FNS51120 - Diploma of General InsuranceDiploma of General InsuranceCurrent
 FNS51220 - Diploma of Insurance BrokingDiploma of Insurance BrokingCurrent
 FNS51420 - Diploma of Loss AdjustingDiploma of Loss AdjustingCurrent
 FNS51522 - Diploma of Credit ManagementDiploma of Credit ManagementCurrent
 FNS51822 - Diploma of Financial ServicesDiploma of Financial ServicesCurrent
 FNS51920 - Diploma of Personal Injury and Disability Insurance ManagementDiploma of Personal Injury and Disability Insurance ManagementCurrent
 FNS52022 - Diploma of Personal TrustsDiploma of Personal TrustsCurrent

Toggle visibility of information in grouping for 'Qualification Level: Advanced Diploma'Qualification Level: Advanced Diploma

 FNS60222 - Advanced Diploma of AccountingAdvanced Diploma of AccountingCurrent
 FNS60622 - Advanced Diploma of Banking Services ManagementAdvanced Diploma of Banking Services ManagementCurrent
 FNS60722 - Advanced Diploma of Financial Licensing ManagementAdvanced Diploma of Financial Licensing ManagementCurrent
 FNS60822 - Advanced Diploma of Integrated Risk ManagementAdvanced Diploma of Integrated Risk ManagementCurrent
 FNS60920 - Advanced Diploma of ParaplanningAdvanced Diploma of ParaplanningCurrent

Toggle visibility of information in grouping for 'Qualification Level: Graduate Certificate'Qualification Level: Graduate Certificate

 FNS80020 - Graduate Certificate in Anti-Money Laundering and Counter Terrorism FinancingGraduate Certificate in Anti-Money Laundering and Counter Terrorism FinancingCurrent

Toggle visibility of information in grouping for 'Qualification Level: Graduate Diploma'Qualification Level: Graduate Diploma

 FNS80120 - Graduate Diploma of Anti-Money Laundering and Counter Terrorism FinancingGraduate Diploma of Anti-Money Laundering and Counter Terrorism FinancingCurrent

Skill sets

CodeSort Table listing the training package skill sets by the Code columnTitleUsageSort Table listing the training package skill sets by the Usage columnReleaseSort Table listing the training package skill sets by the Release column
FNSSS00009 - Tax Law for Tax Agents Skill Set (Tax plans)Tax Law for Tax Agents Skill Set (Tax plans)Current
FNSSS00008 - Tax Law for Tax Agents Skill Set (Tax documentation)Tax Law for Tax Agents Skill Set (Tax documentation)Current
FNSSS00011 - Post-retirement Skill SetPost-retirement Skill SetCurrent
FNSSS00012 - Payroll Administrator Skill SetPayroll Administrator Skill SetCurrent
FNSSS00021 - Mortgage Lending Skill SetMortgage Lending Skill SetCurrent
FNSSS00018 - Life Insurance Fundamentals Skill SetLife Insurance Fundamentals Skill SetCurrent
FNSSS00019 - Life Insurance Claims Handling Skill SetLife Insurance Claims Handling Skill SetCurrent
FNSSS00016 - Integrated Risk Management Skill SetIntegrated Risk Management Skill SetCurrent
FNSSS00007 - Financial Literacy Education Skill SetFinancial Literacy Education Skill SetCurrent
FNSSS00022 - Customer Relationship Building Skill SetCustomer Relationship Building Skill SetCurrent
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Units of competency

CodeSort Table listing the units of competency related to this training package. by the Code columnTitleUsageReleaseSort Table listing the units of competency related to this training package. by the Release column
FNSILA507 - Provide specialist business interruption loss adjusting advice and servicesProvide specialist business interruption loss adjusting advice and servicesCurrent
FNSILA506 - Provide specialist theft, money and fidelity loss adjusting advice and servicesProvide specialist theft, money and fidelity loss adjusting advice and servicesCurrent
FNSIGN404 - Inspect damage and develop scope of workInspect damage and develop scope of workCurrent
FNSIBK525 - Monitor insurance broking client programsMonitor insurance broking client programsCurrent
FNSIBK524 - Manage complex risk portfolios for insurance broking clientsManage complex risk portfolios for insurance broking clientsCurrent
FNSIBK523 - Prepare submissions for new insurance broking businessPrepare submissions for new insurance broking businessCurrent
FNSIBK522 - Negotiate complex claims settlement for insurance broking clientsNegotiate complex claims settlement for insurance broking clientsCurrent
FNSIBK518 - Implement changes to insurance programs of broking clientsImplement changes to insurance programs of broking clientsCurrent
FNSIBK517 - Review insurance broking service performanceReview insurance broking service performanceCurrent
FNSIBK416 - Deliver insurance broking servicesDeliver insurance broking servicesCurrent
FNSIBK415 - Meet compliance requirements relating to insurance brokingMeet compliance requirements relating to insurance brokingCurrent
FNSIBK414 - Provide a claims service to insurance broking clientsProvide a claims service to insurance broking clientsCurrent
FNSIBK413 - Place client insurances with insurer and confirm insurance cover with clientsPlace client insurances with insurer and confirm insurance cover with clientsCurrent
FNSIBK412 - Implement new and renewed insurance program for insurance broking clientsImplement new and renewed insurance program for insurance broking clientsCurrent
FNSIBK401 - Research, analyse and report information in insurance brokingResearch, analyse and report information in insurance brokingCurrent
FNSIAD512 - Develop financial investment options and strategies for clientsDevelop financial investment options and strategies for clientsCurrent
FNSIAD511 - Provide appropriate services, general advice and products to clientsProvide appropriate services, general advice and products to clientsCurrent
FNSIAD311 - Provide general advice on financial products and servicesProvide general advice on financial products and servicesCurrent
FNSFPL622 - Conduct financial planning analysis and researchConduct financial planning analysis and researchCurrent
FNSFPL621 - Comply with ethical and operational guidelines, legislation and regulations in financial planningComply with ethical and operational guidelines, legislation and regulations in financial planningCurrent
FNSFPL620 - Prepare advice in insurance brokingPrepare advice in insurance brokingCurrent
FNSFPL619 - Prepare advice in life insurancePrepare advice in life insuranceCurrent
FNSFPL618 - Prepare advice in securitiesPrepare advice in securitiesCurrent
FNSFPL617 - Prepare advice in derivativesPrepare advice in derivativesCurrent
FNSFPL616 - Implement financial plansImplement financial plansCurrent
FNSFPL615 - Present and negotiate financial plansPresent and negotiate financial plansCurrent
FNSFPL614 - Develop financial plansDevelop financial plansCurrent
FNSFPL613 - Monitor financial plans and provide ongoing serviceMonitor financial plans and provide ongoing serviceCurrent
FNSFPL612 - Determine client requirements and expectations in financial planningDetermine client requirements and expectations in financial planningCurrent
FNSFPL611 - Provide technical and professional financial planning guidanceProvide technical and professional financial planning guidanceCurrent
FNSFPL610 - Prepare advice in superannuationPrepare advice in superannuationCurrent
FNSFPL609 - Prepare advice in managed investmentsPrepare advice in managed investmentsCurrent
FNSFPL608 - Prepare advice in foreign exchangePrepare advice in foreign exchangeCurrent
FNSFPL607 - Prepare advice in margin lendingPrepare advice in margin lendingCurrent
FNSFPL401 - Extract and analyse information on specified financial strategies and productsExtract and analyse information on specified financial strategies and productsCurrent
FNSFMK619 - Develop and implement policies and procedures to support organisational values and cultureDevelop and implement policies and procedures to support organisational values and cultureCurrent
FNSFMK612 - Manage trading exposuresManage trading exposuresCurrent
FNSFMK611 - Price financial transactionsPrice financial transactionsCurrent
FNSFMK525 - Analyse clients' financial riskAnalyse clients' financial riskCurrent
FNSFMK524 - Conduct work within financial markets organisational risk management frameworkConduct work within financial markets organisational risk management frameworkCurrent
FNSFMK523 - Comply with requirements of licence and regulatory frameworkComply with requirements of licence and regulatory frameworkCurrent
FNSFMK522 - Apply financial product knowledge in the context of the deal transaction cycleApply financial product knowledge in the context of the deal transaction cycleCurrent
FNSFMK521 - Analyse financial markets and informationAnalyse financial markets and informationCurrent
FNSFMK520 - Develop and monitor risk management strategies for clientDevelop and monitor risk management strategies for clientCurrent
FNSFMK518 - Monitor and process collateralMonitor and process collateralCurrent
FNSFMK517 - Analyse risk mitigation in the operations processAnalyse risk mitigation in the operations processCurrent
FNSFMK516 - Review and confirm human resources and IT systems satisfy requirements of licenceReview and confirm human resources and IT systems satisfy requirements of licenceCurrent
FNSFMK515 - Comply with financial services regulation and industry codes of practiceComply with financial services regulation and industry codes of practiceCurrent
FNSFMK514 - Complete confirmation and settlement processesComplete confirmation and settlement processesCurrent
FNSFMK513 - Undertake assessment of product and advice suitability for non-retail clientsUndertake assessment of product and advice suitability for non-retail clientsCurrent
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