Modification History
Release |
Comments |
Release 1 |
This Skill Set first released with FNS Financial Services Training Package Version 2.0. |
Description
This Skill Set is designed for administrators and contact centre staff, working for funds and other service providers, who specialise in post-retirement income stream administration and management.
Pathways Information
The units of competency in this skill set provide credit towards:
- FNS40920 Certificate IV in Superannuation
- FNS41820 Certificate IV in Financial Services.
Licensing/Regulatory Information
No licensing, legislative or certification requirements apply to this skill set at the time of publication.
Skill Set Requirements
- FNSSUP419 Provide retirement income stream information to superannuation clients
- FNSSUP420 Establish and administer retirement income streams
- FNSSUP431 Terminate retirement income streams
- FNSSUP432 Determine impact of social security entitlements on retirement income
- FNSSUP423 Apply knowledge of retirement planning issues when dealing with superannuation clients
- FNSSUP434 Develop and apply knowledge of aged care to superannuation clients
Target Group
Not applicable.
Suggested words for Statement of Attainment
The units of competency in this Skill Set from the FNS Financial Services Training Package address the needs of individuals working with clients in post-retirement income stream management.