Total number of units = 11

6 core units plus

5 elective units

The elective units consist of:

3 from the electives below.

Of the remaining 2 units:

up to 2 may be from the electives

up to 2 may be from Certificate IV, Diploma or Advanced Diploma in any currently endorsed Training Package or accredited course.

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

Core Units

BSBINM401Implement workplace information system

FNSCUS502Monitor client requirements

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

FNSPRT501Advise clients on trust structures

FNSPRT502Advise clients in estate planning

FNSPRT503Assess, allocate and supervise work within the personal trustee sector

Elective Units

BSBLED501Develop a workplace learning environment

BSBMGT502Manage people performance

BSBMGT605Provide leadership across the organisation

BSBMKG501Identify and evaluate marketing opportunities

BSBSUS501Develop workplace policy and procedures for sustainability

FNSFPL506Determine client requirements and expectations

Nil