Total number of units = 11

7 core units plus

4 elective units

The elective units consist of:

2 from Group A.

Of the remaining 2 units:

up to 2 may be from Group A

up to 2 may be from Certificate IV or Diploma in any currently endorsed training package or accredited course

1 may be selected from Group B.

The elective units chosen must be relevant to the work outcome and meet local industry needs.

Core Units

FNSINC401Apply principles of professional practice to work in the financial services industry

FNSPRT401Administer an intestate estate

FNSPRT402Prepare a will

FNSPRT403Administer a complex estate

FNSPRT404Administer a trust dealing with complex matters

FNSPRT405Establish powers of attorney or financial administration order

FNSPRT406Administer powers of attorney or financial administration orders

Elective Units

Group A

BSBCOM405Promote compliance with legislation

BSBCUS402Address customer needs

BSBLDR403Lead team effectiveness

BSBREL402Build customer relationships and business networks

BSBRSK401Identify risk and apply risk management processes

BSBWOR404Develop work priorities

FNSACC403Make decisions in a legal context

FNSCUS401Participate in negotiations

FNSCUS402Resolve disputes

FNSFPL401Extract and analyse information on specified financial strategies and products

FNSPIM409Maintain customer relationships

FNSPRT501Advise clients on trust structures

FNSPRT502Advise clients in estate planning

Group B

FNSPRT301Establish entitlements to an intestate estate

FNSPRT302Administer a non-complex estate

FNSPRT303Administer a non-complex trust

Nil