Release 

Comments 

Release 1

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

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Work within industry requirements and guidelines

1.1 Apply relevant workplace procedures, instructions, organisational guidelines and codes of practice

1.2 Carry out work tasks safely and effectively according to specific organisational policies, guidelines and procedures, professional practice and ethical principles

1.3 Seek assistance from appropriate personnel to clarify application of guidelines, procedures and legislation, where necessary

2. Establish and identify relationships

2.1 Develop and maintain positive relationships

2.2 Identify needs, objectives and expectations of relevant stakeholders

2.3 Identify and respond to instructions and enquiries according to organisational policies and procedures

2.4 Identify required stakeholders to report queries and concerns about safety in the workplace

3. Obtain and develop workplace information

3.1 Access required information management systems and databases according to organisational policies and procedures

3.2 Develop workplace documents, input and extract data, and make calculations using organisational software

3.3 Confirm that presentation of written information meets relevant requirements

3.4 Assess risk and take action to reduce risk and to eliminate workplace hazards

4. Work in a team environment

4.1 Provide support to team members and contribute to work group goals and tasks

4.2 Share required financial information with group to ensure designated goals are met

4.3 Seek feedback on own performance, identify opportunities for improvement, and share feedback with group if required

S KILL 

DESCRIPTION 

Learning

• Maintains accurate and current knowledge of regulations and standards relevant to role

Oral communication

• Engages in verbal exchanges, using active listening and questioning techniques to convey and clarify information
• Communicates with others suitable to the audience

Reading

• Interprets, consolidates and checks completeness of information and data

Writing

• Records and completes organisational documentation and correspondence using clear language and correct spelling, grammar and terminology

Planning and organising

• Plans and implements routine tasks and workload, making limited decisions on sequencing, timing and collaboration, and seeking assistance in setting priorities

Problem solving

• Makes low-impact decisions within familiar situations, based on a range of predefined or routine solutions, and evaluates the effectiveness of the outcomes
• Responds to predictable routine problems by implementing standard or logical solutions

Self-management

• Understands roles and responsibilities for task and makes basic decisions on work completion parameters
• Identifies and takes steps to follow accepted communication practices and protocols
• Complies with work instructions and contributes to work group discussions and tasks using accepted conventions

Teamwork

• Uses a limited range of accepted practices for communicating in a work environment
• Responds to common cultural and other differences of people in the work context and makes adjustments when addressing the differences

Technology

• Uses digital systems and technologies for accessing, entering, storing and sharing information according to routine procedures and security requirements
• Works with proprietary and organisational software to develop workplace documents, input and extract data, and make calculations

Release 

Comments 

Release 1

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