Skillsets
Qualifications
Units of competency
- FNSACC301 Process financial transactions and extract interim reports
- FNSACC302 Administer subsidiary accounts and ledgers
- FNSACC303 Perform financial calculations
- FNSACC304 Conduct business activities using a computerised accounting system
- FNSACC311 Process financial transactions and extract interim reports
- FNSACC312 Administer subsidiary accounts and ledgers
- FNSACC313 Perform financial calculations
- FNSACC314 Conduct business activities using a computerised accounting system
- FNSACC321 Process financial transactions and extract interim reports
- FNSACC322 Administer subsidiary accounts and ledgers
- FNSACC323 Perform financial calculations
- FNSACC401 Process business tax requirements
- FNSACC402 Prepare operational budgets
- FNSACC403 Make decisions in a legal context
- FNSACC404 Prepare financial statements for non-reporting entities
- FNSACC405 Maintain inventory records
- FNSACC406 Set up and operate a computerised accounting system
- FNSACC407 Produce job costing information
- FNSACC408 Work effectively in the accounting and bookkeeping industry
- FNSACC411 Process business tax requirements
- FNSACC412 Prepare operational budgets
- FNSACC413 Make decisions in a legal context
- FNSACC414 Prepare financial statements for non-reporting entities
- FNSACC416 Set up and operate a computerised accounting system
- FNSACC418 Work effectively in the accounting and bookkeeping industry
- FNSACC421 Prepare financial reports
- FNSACC426 Set up and operate computerised accounting systems
- FNSACC501 Provide financial and business performance information
- FNSACC502 Prepare tax documentation for individuals
- FNSACC503 Manage budgets and forecasts
- FNSACC504 Prepare financial reports for corporate entities
- FNSACC505 Establish and maintain accounting information systems
- FNSACC506 Implement and maintain internal control procedures
- FNSACC507 Provide management accounting information
- FNSACC511 Provide financial and business performance information
- FNSACC512 Prepare tax documentation for individuals
- FNSACC513 Manage budgets and forecasts
- FNSACC514 Prepare financial reports for corporate entities
- FNSACC516 Implement and maintain internal control procedures
- FNSACC517 Provide management accounting information
- FNSACC521 Provide financial and business performance information
- FNSACC522 Prepare tax documentation for individuals
- FNSACC523 Manage budgets and forecasts
- FNSACC524 Prepare financial reports for corporate entities
- FNSACC526 Implement and maintain internal control procedures
- FNSACC527 Provide management accounting information
- FNSACC601 Prepare and administer tax documentation for legal entities
- FNSACC602 Audit and report on financial systems and records
- FNSACC603 Implement tax plans and evaluate tax obligations
- FNSACC604 Monitor corporate governance activities
- FNSACC605 Implement organisational improvement programs
- FNSACC606 Conduct internal audit
- FNSACC607 Evaluate business performance
- FNSACC608 Evaluate organisation’s financial performance
- FNSACC609 Evaluate financial risk
- FNSACC610 Develop and implement financial strategies
- FNSACC611 Implement an insolvency program
- FNSACC612 Implement reconstruction plan
- FNSACC613 Prepare and analyse management accounting information
- FNSACC614 Prepare complex corporate financial reports
- FNSACC624 Monitor corporate governance activities
- FNSACC634 Monitor corporate governance activities
- FNSACM301 Administer financial accounts
- FNSACM302 Prepare, match and process receipts
- FNSACM303 Process payment documentation
- FNSACM311 Process and manage payments
- FNSACM312 Reconcile financial transactions
- FNSACM313 Process authorised payments
- FNSACM401 Evaluate and authorise payment requests
- FNSACM411 Authorise valid expense payments
- FNSAML801 Design an anti-money laundering and counter terrorism financing program
- FNSAML802 Design and assess controls to monitor money laundering and terrorism financing risk
- FNSAML803 Design and monitor a reporting system for suspicious transactions
- FNSAML804 Design customer due diligence policies and procedures
- FNSAML805 Manage assessment of organisation vulnerability to money laundering and terrorism financing
- FNSAML806 Implement an anti-money laundering and counter terrorism financing program
- FNSAML811 Design anti-money laundering and counter terrorism financing programs
- FNSAML812 Design and assess controls to monitor money laundering and terrorism financing risk
- FNSAML813 Design and monitor reporting systems for suspicious transactions
- FNSAML814 Design customer due diligence policies and procedures
- FNSAML815 Manage assessment of organisation vulnerability to money laundering and terrorism financing
- FNSAML816 Implement an anti-money laundering and counter terrorism financing program
- FNSASIC301 Establish client relationship and analyse needs
- FNSASIC302 Develop, present and negotiate client solutions
- FNSASIC303 Provide advice on first home saver account deposit products and non-cash payments
- FNSASIC304 Provide Tier 2 general advice in general insurance
- FNSASIC305 Provide Tier 2 personal advice in general insurance
- FNSASIC311 Establish client relationship and analyse needs
- FNSASIC312 Provide personal advice on non-relevant financial products
- FNSASIC314 Provide Tier 2 general advice in general insurance
- FNSASIC315 Provide Tier 2 personal advice in general insurance
- FNSASICL503 Provide advice in the regulated emissions market
- FNSASICM503 Provide Tier 1 personal advice in life insurance
- FNSASICM513 Provide general advice in life insurance
- FNSASICN503 Provide Tier 1 personal advice in general insurance
- FNSASICN513 Provide advice in general insurance
- FNSASICO503 Provide Tier 1 general advice in general insurance
- FNSASICQ503 Provide advice in first home saver market linked accounts
- FNSASICR503 Provide advice in margin lending
- FNSASICS503 Provide advice in foreign exchange
- FNSASICS513 Provide wholesale advice in foreign exchange
- FNSASICT503 Provide advice in managed investments
- FNSASICT513 Provide wholesale advice in managed investments
- FNSASICU503 Provide advice in superannuation
- FNSASICV503 Provide advice in derivatives
- FNSASICV513 Provide wholesale advice in derivatives
- FNSASICW503 Provide advice in securities
- FNSASICW513 Provide wholesale advice in securities
- FNSASICX503 Provide advice in life insurance
- FNSASICY503 Provide advice in insurance broking
- FNSASICY513 Provide advice in insurance broking
- FNSASICZ503 Provide advice in financial planning
- FNSBKG401 Develop and implement policies and procedures relevant to bookkeeping activities
- FNSBKG402 Establish and maintain a cash accounting system
- FNSBKG403 Establish and maintain an accrual accounting system
- FNSBKG404 Carry out business activity and instalment activity statement tasks
- FNSBKG405 Establish and maintain a payroll system
- FNSBNK401 Coordinate a small business customer portfolio
- FNSBNK402 Align banking products with the needs of small business customers
- FNSBNK403 Provide services in a Business Transaction Centre
- FNSBNK404 Promote mobile banking services
- FNSBNK405 Provide mobile banking sales and services
- FNSBNK406 Manage customer visits
- FNSBNK411 Coordinate small business customer portfolios
- FNSBNK412 Align banking products with the needs of small business customers
- FNSBNK413 Provide services in a Business Transaction Centre
- FNSBNK414 Promote mobile banking services
- FNSBNK415 Provide mobile banking sales and services
- FNSBNK416 Manage mobile lending services
- FNSBNK501 Manage banking and service strategy for small business customers
- FNSBNK502 Manage services in a Business Transaction Centre
- FNSBNK503 Provide business advisory services within a financial services context
- FNSBNK511 Manage banking and service strategy for small business customers
- FNSBNK512 Assess complex loans
- FNSBNK513 Provide business advisory services within a financial services context
- FNSBNK522 Manage services in a Business Transaction Centre
- FNSCMP501 Comply with financial services legislation
- FNSCRD301 Process applications for credit
- FNSCRD302 Monitor and control accounts receivable
- FNSCRD311 Process applications for credit
- FNSCRD401 Assess credit applications
- FNSCRD402 Establish and maintain appropriate security
- FNSCRD403 Manage and recover bad and doubtful debts
- FNSCRD404 Utilise the legal process to recover outstanding debt
- FNSCRD405 Manage overdue customer accounts
- FNSCRD412 Establish and maintain appropriate security options for credit facilities
- FNSCRD413 Manage and recover bad and doubtful debts
- FNSCRD415 Manage overdue customer accounts
- FNSCRD501 Respond to personal insolvency situations
- FNSCRD502 Manage factoring and invoice discounting arrangements
- FNSCRD503 Promote understanding of the role and effective use of consumer credit
- FNSCRD504 Manage the credit relationship
- FNSCRD505 Respond to corporate insolvency situations
- FNSCRD511 Respond to personal insolvency situations
- FNSCRD513 Promote client understanding of the role and effective use of consumer credit
- FNSCRD514 Identify and manage credit risk
- FNSCRD515 Respond to corporate insolvency situations
- FNSCUS301 Respond to customer enquiries
- FNSCUS311 Respond to customer enquiries
- FNSCUS401 Participate in negotiations
- FNSCUS402 Resolve disputes
- FNSCUS403 Deliver a professional service to customers
- FNSCUS411 Participate in negotiations
- FNSCUS412 Resolve disputes
- FNSCUS501 Develop and nurture relationships with clients, other professionals and third party referrers
- FNSCUS502 Monitor client requirements
- FNSCUS503 Review business performance
- FNSCUS504 Manage premium customer relationships
- FNSCUS505 Determine client requirements and expectations
- FNSCUS506 Record and implement client instructions
- FNSCUS511 Develop and maintain professional relationships in financial services industry
- FNSCUS512 Monitor clients’ financial requirements
- FNSCUS513 Review business performance
- FNSCUS515 Determine client financial requirements and expectations
- FNSCUS516 Record and implement client instructions
- FNSCUS601 Establish, manage and monitor key relationships
- FNSFLT201 Develop and use a personal budget
- FNSFLT202 Develop and use a savings plan
- FNSFLT203 Develop knowledge of debt and consumer credit
- FNSFLT204 Develop knowledge of superannuation
- FNSFLT205 Develop knowledge of the Australian financial system and markets
- FNSFLT206 Develop knowledge of taxation
- FNSFLT211 Develop and use personal budgets
- FNSFLT212 Develop and use savings plans
- FNSFLT213 Develop knowledge of debt and consumer credit
- FNSFLT214 Develop knowledge of superannuation
- FNSFLT215 Develop knowledge of the Australian financial system and markets
- FNSFLT216 Develop knowledge of taxation
- FNSFLT301 Be MoneySmart
- FNSFLT311 Develop and apply knowledge of personal finances
- FNSFLT401 Be MoneySmart through a career in small business
- FNSFLT411 Determine financial requirements of small businesses
- FNSFLT501 Assist customers to budget and manage own finances
- FNSFLT502 Facilitate customer awareness of the Australian financial system and markets
- FNSFLT503 Promote basic financial literacy skills
- FNSFLT504 Facilitate customer knowledge of personal financial statements
- FNSFLT505 Facilitate customer or employee knowledge of superannuation as an investment tool
- FNSFLT511 Assist customers to budget and manage own finances
- FNSFLT512 Facilitate customer awareness of the Australian financial system and markets
- FNSFLT513 Promote basic financial literacy in clients
- FNSFLT514 Facilitate customer knowledge of personal financial statements
- FNSFLT515 Facilitate knowledge of superannuation as an investment tool
- FNSFMB401 Prepare loan application on behalf of finance or mortgage broking clients
- FNSFMB402 Identify client needs for broking services
- FNSFMB403 Present broking options to client
- FNSFMB411 Prepare loan applications on behalf of clients
- FNSFMB412 Identify client needs and present broking options
- FNSFMB501 Settle applications and loan arrangements in the finance and mortgage broking industry
- FNSFMB502 Identify and develop broking options for clients with complex needs
- FNSFMB503 Present broking options to client with complex needs
- FNSFMB504 Implement complex loan structures
- FNSFMB511 Implement credit contracts in preparation for settlement
- FNSFMB512 Identify and develop credit options for clients with special financial circumstances
- FNSFMB513 Present credit options to clients with special financial circumstances
- FNSFMB514 Implement complex loan structures
- FNSFMK401 Reconcile financial transactions
- FNSFMK402 Develop and maintain knowledge of financial markets products
- FNSFMK403 Interpret financial markets information
- FNSFMK411 Perform reconciliations
- FNSFMK416 Conduct work within financial markets compliance framework
- FNSFMK501 Analyse financial markets and information
- FNSFMK502 Analyse financial market products for client
- FNSFMK503 Advise clients on financial risk
- FNSFMK504 Complete confirmation and settlement processes
- FNSFMK505 Comply with financial services regulation and industry codes of practice
- FNSFMK506 Detect errors and fraud when processing financial transactions
- FNSFMK507 Analyse risk mitigation in the operations process
- FNSFMK508 Monitor and process collateral
- FNSFMK509 Process transaction documentation
- FNSFMK510 Prepare trading strategies for clients
- FNSFMK511 Apply limits when trading
- FNSFMK512 Apply knowledge of emissions markets
- FNSFMK513 Undertake assessment of product and advice suitability for non-retail clients
- FNSFMK514 Complete confirmation and settlement processes
- FNSFMK515 Comply with financial services regulation and industry codes of practice
- FNSFMK516 Review and confirm human resources and IT systems satisfy requirements of licence
- FNSFMK517 Analyse risk mitigation in the operations process
- FNSFMK518 Monitor and process collateral
- FNSFMK520 Develop and monitor risk management strategies for client
- FNSFMK521 Analyse financial markets and information
- FNSFMK522 Apply financial product knowledge in the context of the deal transaction cycle
- FNSFMK523 Comply with requirements of licence and regulatory framework
- FNSFMK524 Conduct work within financial markets organisational risk management framework
- FNSFMK525 Analyse clients’ financial risk
- FNSFMK601 Price financial transactions
- FNSFMK602 Hedge financial products
- FNSFMK611 Price financial transactions
- FNSFMK612 Manage trading exposures
- FNSFMK619 Develop and implement policies and procedures to support organisational values and culture
- FNSFPL401 Extract and analyse information on specified financial strategies and products
- FNSFPL402 Prepare financial plans to set strategies and guidelines
- FNSFPL403 Implement financial plans to predetermined guidelines
- FNSFPL501 Comply with financial planning practice ethical and operational guidelines and regulations
- FNSFPL502 Conduct financial planning analysis and research
- FNSFPL503 Develop and prepare financial plan
- FNSFPL504 Implement financial plan
- FNSFPL505 Review financial plans and provide ongoing service
- FNSFPL506 Determine client financial requirements and expectations
- FNSFPL507 Provide financial planning advice
- FNSFPL508 Conduct complex financial planning research
- FNSFPL601 Provide technical and professional guidance
- FNSFPL602 Determine client requirements and expectations for clients with complex needs
- FNSFPL603 Provide comprehensive monitoring and ongoing service
- FNSFPL604 Develop complex and innovative financial planning strategies
- FNSFPL605 Present and negotiate complex and innovative financial plans
- FNSFPL606 Implement complex and innovative financial plans
- FNSFPL607 Prepare advice in margin lending
- FNSFPL608 Prepare advice in foreign exchange
- FNSFPL609 Prepare advice in managed investments
- FNSFPL610 Prepare advice in superannuation
- FNSFPL611 Provide technical and professional financial planning guidance
- FNSFPL612 Determine client requirements and expectations in financial planning
- FNSFPL613 Monitor financial plans and provide ongoing service
- FNSFPL614 Develop financial plans
- FNSFPL615 Present and negotiate financial plans
- FNSFPL616 Implement financial plans
- FNSFPL617 Prepare advice in derivatives
- FNSFPL618 Prepare advice in securities
- FNSFPL619 Prepare advice in life insurance
- FNSFPL620 Prepare advice in insurance broking
- FNSFPL621 Comply with ethical and operational guidelines, legislation and regulations in financial planning
- FNSFPL622 Conduct financial planning analysis and research
- FNSIAD301 Provide general advice on financial products and services
- FNSIAD311 Provide general advice on financial products and services
- FNSIAD501 Provide appropriate services, advice and products to clients
- FNSIAD502 Provide appropriate and timely information and advice to clients
- FNSIAD511 Provide appropriate services, general advice and products to clients
- FNSIAD512 Develop financial investment options and strategies for clients
- FNSIBK302 Provide general advice in general insurance broking products and services
- FNSIBK401 Research, analyse and report information in insurance broking
- FNSIBK402 Implement new or renewed insurance program for insurance broking clients
- FNSIBK403 Place client insurances with insurer and confirm insurance cover with clients
- FNSIBK404 Provide a claims service to an insurance broking client
- FNSIBK405 Meet industry and legislative guidelines and organisational procedures relating to insurance broking
- FNSIBK406 Deliver professional insurance broking services
- FNSIBK412 Implement new and renewed insurance program for insurance broking clients
- FNSIBK413 Place client insurances with insurer and confirm insurance cover with clients
- FNSIBK414 Provide a claims service to insurance broking clients
- FNSIBK415 Meet compliance requirements relating to insurance broking
- FNSIBK416 Deliver insurance broking services
- FNSIBK507 Review service performance
- FNSIBK508 Implement changes to broking client's insurance program
- FNSIBK512 Negotiate complex claims settlement for insurance broking client
- FNSIBK513 Prepare a submission for new business
- FNSIBK514 Manage a complex risk portfolio for a broking client
- FNSIBK515 Monitor broking client requirements and establish loss control programs
- FNSIBK517 Review insurance broking service performance
- FNSIBK518 Implement changes to insurance programs of broking clients
- FNSIBK522 Negotiate complex claims settlement for insurance broking clients
- FNSIBK523 Prepare submissions for new insurance broking business
- FNSIBK524 Manage complex risk portfolios for insurance broking clients
- FNSIBK525 Monitor insurance broking client programs
- FNSIBK601 Develop guidelines for broking services
- FNSIBK602 Manage implementation of broking service support systems
- FNSIBK603 Manage contractual, legislative and code of practice obligations and requirements
- FNSIBK604 Manage a sales plan for insurance broking services
- FNSIBK606 Manage compliance requirements for an insurance broking business
- FNSIBK607 Lead ethical work practices in an insurance brokerage
- FNSIBK608 Establish and maintain strategic networks and collaborative relationships
- FNSIGN401 Provide technical guidance
- FNSIGN402 Inspect quality of work
- FNSIGN403 Estimate jobs
- FNSIGN404 Inspect damage and develop scope of work
- FNSIGN406 Inspect property for saleable items and determine their value
- FNSILA501 Plan and implement loss investigation
- FNSILA502 Evaluate collected information
- FNSILA503 Report findings and provide guidance to involved parties
- FNSILA504 Negotiate and effect settlement
- FNSILA505 Provide ancillary services
- FNSILA506 Provide specialist theft, money and fidelity loss adjusting advice and services
- FNSILA507 Provide specialist business interruption loss adjusting advice and services
- FNSILA508 Provide specialist liability loss adjusting advice and services
- FNSILA509 Provide specialist building loss adjusting advice and services
- FNSILA510 Provide specialist construction loss adjusting advice and services
- FNSILA511 Plan and implement loss investigations
- FNSILA512 Evaluate collected information and report findings in loss adjusting
- FNSILA514 Negotiate and affect settlement relating to loss situation, damage or injury
- FNSILD501 Prepare a distribution plan
- FNSILD502 Resource a distribution plan
- FNSILD503 Establish services to provide advice
- FNSILD504 Implement and manage the distribution plan
- FNSILF302 Process a life insurance application
- FNSILF303 Issue a life insurance policy
- FNSILF401 Contribute to the life risk underwriting process
- FNSILF402 Settle policy payments and terminations
- FNSILF403 Develop and maintain in-depth knowledge of products and services used by the life insurance sector
- FNSILF404 Process requests for policy alterations and assignments
- FNSILF405 Evaluate life insurance claims
- FNSILF406 Collect and manage information to facilitate claims assessment
- FNSILF407 Settle life insurance claims
- FNSILF408 Process life insurance contract maturity and surrender payment requests
- FNSILF409 Work effectively and sustainably in the life insurance industry
- FNSILF410 Underwrite financial risk in life insurance policies
- FNSILF411 Undertake the life risk underwriting process
- FNSILF412 Underwrite retrospective risk in life insurance policies
- FNSILF413 Develop and maintain in-depth knowledge of life insurance products and services
- FNSILF415 Evaluate life insurance claims
- FNSILF416 Manage information for claims assessments
- FNSILF417 Settle life insurance claims
- FNSILF501 Assess extraordinary risks
- FNSILF502 Underwrite complex medical risks
- FNSILF503 Underwrite complex non-medical risks
- FNSILF504 Manage complex life insurance claims
- FNSILF505 Manage ongoing disability claims
- FNSILF506 Manage group life insurance claims
- FNSILF507 Manage group life insurance policy administration
- FNSILF512 Underwrite complex risks
- FNSILF514 Manage complex life insurance claims
- FNSILF515 Manage ongoing disability claims
- FNSILF516 Manage group life insurance claims
- FNSINC301 Work effectively in the financial services industry
- FNSINC311 Work together in the financial services industry
- FNSINC401 Apply principles of professional practice to work in the financial services industry
- FNSINC402 Develop and maintain in-depth knowledge of products and services used by an organisation or sector
- FNSINC411 Conduct work according to professional practices in the financial services industry
- FNSINC412 Apply and maintain knowledge of financial products and services
- FNSINC413X Apply codes and standards of ethical practice to own role
- FNSINC501 Conduct product research to support recommendations
- FNSINC502 Assess financial products and services vulnerability to money laundering and terrorism financing
- FNSINC503 Identify situations requiring complex ethical decision making
- FNSINC504 Apply ethical frameworks and principles to make and act upon decisions
- FNSINC511 Conduct financial product research to support product recommendations
- FNSINC512 Assess vulnerability of financial products and services to money laundering and terrorism financing
- FNSINC513 Identify and apply complex ethical decision making to workplace situations
- FNSINC514 Apply ethical frameworks and principles to make and act upon decisions
- FNSINC601 Apply economic principles to work in the financial services industry
- FNSINC602 Interpret and use financial statistics and tools
- FNSINC611 Apply economic principles to work in the financial services industry
- FNSINC612 Interpret and use financial statistics and tools
- FNSINC801 Lead compliance with financial services legislation and industry codes of practice
- FNSINC802 Develop and build effective relationships with regulatory and industry bodies
- FNSINC811 Lead compliance with financial services regulations and industry codes of practice
- FNSISV301 Evaluate risk for renewal business
- FNSISV302 Process alteration to insurance policy
- FNSISV303 Issue contract of insurance
- FNSISV304 Issue insurance renewal advice
- FNSISV305 Issue insurance cancellation advice
- FNSISV306 Receive and record or register a claim
- FNSISV307 Follow organisation procedures to process claim
- FNSISV308 Process facultative and treaty reinsurance claims
- FNSISV309 Settle insurance claims
- FNSISV310 Process insurance claims payments
- FNSISV401 Evaluate risk for new business
- FNSISV402 Underwrite new business
- FNSISV403 Survey potential risk exposure
- FNSISV404 Underwrite renewal business
- FNSISV405 Analyse insurance claims
- FNSISV406 Use specialist terminology in insurance claims
- FNSISV407 Use medical terminology in an insurance context
- FNSISV408 Manage handling and settlement of routine insurance claims for retail clients
- FNSISV411 Evaluate insurance risk for business
- FNSISV412 Underwrite insurance business
- FNSISV413 Survey potential risk exposure
- FNSISV416 Use specialist terminology in insurance claims
- FNSISV417 Use medical terminology in an insurance context
- FNSISV418 Manage insurance claims portfolios
- FNSISV501 Issue contracts of insurance covering non-routine and complex situations
- FNSISV502 Review operational performance of the portfolio
- FNSISV503 Undertake post-loss risk management
- FNSISV504 Negotiate treaty reinsurance
- FNSISV505 Determine risk rating for investment and insurance products
- FNSISV506 Investigate insurance claims
- FNSISV507 Implement claim recovery procedures
- FNSISV508 Review and advise on claims costs, policies and procedures
- FNSISV509 Analyse financial, medical and psychological claims assessments
- FNSISV510 Manage non-routine and complex claims
- FNSISV511 Settle non-routine and complex claims
- FNSISV512 Work with legal teams to resolve complex claims
- FNSISV513 Provide decisions on legal liability and indemnity of a claim
- FNSISV514 Review and update claim reserves in portfolio
- FNSISV515 Evaluate and report on status of claims portfolio
- FNSISV516 Allocate authorities and guidelines for distribution
- FNSISV517 Review claims settlement policies and procedures
- FNSISV519 Analyse financial, medical and psychological claims assessments
- FNSISV520 Manage non-routine and complex insurance claims
- FNSISV521 Settle non-routine and complex insurance claims
- FNSISV522 Work with legal teams to resolve non-routine and complex insurance claims
- FNSISV524 Negotiate treaty reinsurance
- FNSISV525 Evaluate and report on status of insurance claims portfolios
- FNSISV526 Allocate authorities and guidelines for distribution
- FNSISV527 Implement insurance claim recovery procedures
- FNSISV531 Issue insurance contracts covering non-routine and complex situations
- FNSISV532 Review operational performance of insurance portfolios
- FNSISV535 Determine risk rating for investment and insurance products
- FNSISV536 Investigate insurance claims
- FNSISV537 Review claims settlement policies and procedures
- FNSMCA301 Collect debts
- FNSMCA302 Repossess property
- FNSMCA303 Serve legal process
- FNSMCA304 Locate subjects
- FNSMCA311 Collect debts
- FNSMCA312 Repossess property
- FNSMCA313 Serve legal process
- FNSMCA314 Locate individuals
- FNSMCA401 Develop and document case recommendations
- FNSMCA402 Initiate legal recovery of debts
- FNSMCA411 Evaluate debt collection actions and develop recommendations
- FNSMCA412 Undertake legal action for recovery of debts
- FNSMCA413 Identify and manage individuals experiencing hardship
- FNSORG301 Administer fixed asset register
- FNSORG401 Conduct individual work within a compliance framework
- FNSORG411 Conduct individual work within a compliance framework
- FNSORG501 Develop and manage a budget
- FNSORG502 Develop and monitor policy and procedures
- FNSORG503 Develop a resource plan
- FNSORG504 Monitor and supervise work practices to meet financial services regulatory requirements
- FNSORG505 Prepare financial reports to meet statutory requirements
- FNSORG506 Prepare financial forecasts and projections
- FNSORG507 Manage client service and business information
- FNSORG508 Analyse and comment on management reports
- FNSORG512 Develop, implement and monitor policy and procedures
- FNSORG514 Develop, monitor and supervise work practices to meet financial services regulatory requirements
- FNSORG515 Prepare financial reports to meet statutory requirements
- FNSORG601 Negotiate to achieve goals and manage disputes
- FNSORG602 Develop and manage financial systems
- FNSORG603 Establish and prepare operational guidelines in a financial services organisation
- FNSORG604 Establish outsourced services and monitor performance
- FNSORG613 Establish and implement operational guidelines in financial services organisations
- FNSORG614 Establish and manage outsourced services
- FNSPAY501 Process salary packaging arrangements and additional allowances in payroll
- FNSPAY502 Process superannuation payments in payroll
- FNSPAY503 Process complex employee terminations in payroll
- FNSPAY504 Interpret and apply knowledge of industrial regulations relevant to payroll
- FNSPAY505 Interpret and apply knowledge of taxation systems relevant to payroll
- FNSPAY511 Process salary packaging arrangements and additional allowances in payroll
- FNSPAY512 Process superannuation payments in payroll
- FNSPAY513 Process complex employee terminations in payroll
- FNSPAY514 Interpret and apply knowledge of industrial regulations relevant to payroll
- FNSPAY515 Interpret and apply knowledge of taxation systems relevant to payroll
- FNSPIM301 Process benefit payments
- FNSPIM302 Determine claim liability
- FNSPIM303 Work within the personal injury management sector
- FNSPIM304 Assess and determine ongoing entitlements
- FNSPIM313 Work within the personal injury management sector
- FNSPIM314 Assess and determine initial entitlements for personal injury claims
- FNSPIM401 Plan and implement rehabilitation and return to work and health strategies
- FNSPIM403 Educate clients on personal injury management issues
- FNSPIM404 Assist clients with job placement
- FNSPIM405 Facilitate a return to work
- FNSPIM406 Develop and maintain knowledge of personal injury management insurance
- FNSPIM407 Register policy
- FNSPIM408 Renew and maintain policy
- FNSPIM409 Maintain customer relationship
- FNSPIM410 Collect, assess and use information
- FNSPIM411 Plan and implement rehabilitation and return to life strategies
- FNSPIM412 Participate in formal communication processes
- FNSPIM413 Assist with preparations for conciliation and review hearings
- FNSPIM414 Manage personal injury claims
- FNSPIM415 Manage personal injury case loads
- FNSPIM416 Work effectively in the medical indemnity sector
- FNSPIM417 Analyse and manage medical indemnity claims
- FNSPIM419 Maintain relationships with personal injury clients
- FNSPIM423 Educate clients on personal injury management issues
- FNSPIM424 Assist personal injury clients with job placement
- FNSPIM425 Facilitate recovery and return to life
- FNSPIM434 Manage personal injury claims
- FNSPIM501 Develop a return to work or injury management strategy
- FNSPIM502 Facilitate workplace assessment with stakeholders for personal injury cases
- FNSPIM503 Represent personal injury management agent or insurer at conciliation and review hearings
- FNSPIM504 Manage impairment benefit claims
- FNSPIM505 Use medical knowledge in the management of personal injury claims
- FNSPIM506 Promote the health benefits of returning to work
- FNSPIM507 Manage complex return to work cases
- FNSPIM508 Evaluate and improve return to work programs
- FNSPIM509 Comply with regulatory frameworks
- FNSPIM510 Implement informed decision-making
- FNSPIM511 Facilitate the setting and achievement of goals
- FNSPIM512 Negotiate settlements for medical indemnity claims
- FNSPIM516 Promote health benefits of returning to work
- FNSPIM517 Manage complex return to work cases
- FNSPIM518 Evaluate and improve return to work programs
- FNSPIM521 Develop return to work or injury management strategies
- FNSPIM522 Facilitate workplace assessment with stakeholders for personal injury cases
- FNSPIM531 Facilitate the setting and achievement of goals in personal injury management
- FNSPRM601 Establish, supervise and monitor practice systems to conform with legislation and regulations
- FNSPRM602 Improve the practice
- FNSPRM603 Grow the practice
- FNSPRM604 Prepare, supervise and monitor application of practice guidelines
- FNSPRM605 Establish or review marketing, client services and supplier relationships
- FNSPRM606 Establish or review human resources, administration and information support
- FNSPRM611 Monitor and review organisational system compliance with legislation and regulations
- FNSPRM612 Improve business of financial practices
- FNSPRM613 Grow financial practices
- FNSPRT301 Establish entitlements to an intestate estate
- FNSPRT302 Administer a non-complex estate
- FNSPRT303 Administer a non-complex trust
- FNSPRT311 Establish entitlements to intestate estates
- FNSPRT312 Administer non-complex estates
- FNSPRT313 Administer non-complex trusts
- FNSPRT401 Administer an intestate estate
- FNSPRT402 Prepare a will
- FNSPRT403 Administer a complex estate
- FNSPRT404 Administer a trust dealing with complex matters
- FNSPRT405 Establish powers of attorney or financial administration orders
- FNSPRT406 Administer powers of attorney or financial administration orders
- FNSPRT407 Investigate and substantiate entitlement in an intestate estate
- FNSPRT412 Prepare wills
- FNSPRT413 Administer complex estates
- FNSPRT414 Administer complex trusts
- FNSPRT415 Prepare and establish powers of attorney
- FNSPRT416 Administer powers of attorney and financial administration orders
- FNSPRT417 Investigate and substantiate entitlement in intestate estates
- FNSPRT501 Advise clients on trust structures
- FNSPRT502 Advise clients in estate planning
- FNSPRT503 Assess, allocate and supervise work within the personal trustee sector
- FNSPRT504 Apply knowledge of the regulatory environment relevant to trustee organisations
- FNSPRT505 Develop and maintain knowledge of financial services and assets
- FNSPRT506 Develop understanding of traditional trustee services
- FNSPRT507 Apply principles of fiduciary duty, substituted decision-making and ethical decision-making
- FNSPRT508 Administer a charitable trust
- FNSPRT511 Advise clients on trust structures
- FNSPRT512 Advise clients in estate planning
- FNSPRT513 Assess, allocate and supervise work within the personal trustee sector
- FNSPRT514 Develop and maintain knowledge of the regulatory environment relevant to trustee organisations
- FNSPRT515 Develop and maintain knowledge of financial services and assets
- FNSPRT516 Develop understanding of traditional trustee services
- FNSPRT517 Apply principles of fiduciary duty, substituted decision making and ethical decision making
- FNSPRT518 Administer charitable trusts
- FNSRSK401 Implement risk management strategies
- FNSRSK411 Apply risk management strategies to own work
- FNSRSK501 Undertake risk identification
- FNSRSK502 Assess risks
- FNSRSK511 Undertake risk identification
- FNSRSK512 Assess risks
- FNSRSK601 Develop and implement risk mitigation plan
- FNSRSK602 Determine and manage risk exposure strategies
- FNSRSK611 Develop and implement risk mitigation plan
- FNSRSK612 Determine and manage risk exposure strategies
- FNSRTS301 Provide customer service in a retail agency
- FNSRTS302 Handle foreign currency transactions
- FNSRTS303 Balance retail transactions
- FNSRTS304 Administer debit card services
- FNSRTS305 Process customer accounts
- FNSRTS306 Process customer transactions
- FNSRTS307 Maintain Automatic Teller Machine (ATM) services
- FNSRTS308 Balance cash holdings
- FNSRTS309 Maintain main bank account
- FNSRTS311 Provide customer service in a retail agency
- FNSRTS312 Execute foreign currency transactions
- FNSRTS314 Administer card services
- FNSRTS315 Process customer accounts
- FNSRTS316 Process customer transactions in retail financial organisations
- FNSRTS401 Manage credit card services
- FNSRTS402 Prepare government returns and reports
- FNSSAM301 Identify opportunities for cross-selling products and services
- FNSSAM311 Provide ancillary products and services that meet client needs
- FNSSAM401 Sell financial products and services
- FNSSAM402 Implement a sales plan
- FNSSAM403 Prospect for new clients
- FNSSAM411 Sell financial products and services
- FNSSAM413 Identify and provide initial information to potential new clients
- FNSSAM421 Provide information on financial products and services to clients
- FNSSAM422 Implement promotional strategies for financial products and services
- FNSSAM501 Apply advanced selling techniques to selling of financial products and services
- FNSSAM502 Assess market needs
- FNSSAM503 Monitor market opportunities
- FNSSAM511 Apply advanced techniques to sell financial products and services
- FNSSAM512 Assess market needs and identify opportunities for new financial products and services
- FNSSAM521 Apply advanced techniques to provide financial products and services
- FNSSAM601 Monitor performance in sales of financial products or services
- FNSSAM602 Identify and evaluate marketing opportunities in the financial services industry
- FNSSAM603 Tailor financial products to meet customer needs
- FNSSAM604 Establish agreements with intermediaries for product distribution
- FNSSAM611 Monitor performance of financial products and services in meeting client needs
- FNSSAM612 Identify and evaluate marketing opportunities in the financial services industry
- FNSSAM613 Tailor financial products to meet client needs
- FNSSAM614 Establish agreements with intermediaries for product distribution
- FNSSMS401 Process self-managed superannuation contribution
- FNSSMS411 Process self-managed superannuation contributions
- FNSSMS501 Invest self-managed superannuation funds assets
- FNSSMS502 Manage changes to fund structure
- FNSSMS503 Manage administration activities of a superannuation fund
- FNSSMS504 Meet self-managed superannuation fund compliance requirements
- FNSSMS505 Support trustee in the selection and performance monitoring of outsourced services
- FNSSMS511 Invest self-managed superannuation fund assets
- FNSSMS512 Manage changes to memberships in self-managed superannuation funds
- FNSSMS513 Manage administration activities of self-managed superannuation funds
- FNSSMS514 Meet self-managed superannuation fund compliance requirements
- FNSSMS515 Support trustees in selecting and monitoring performance of outsourced services
- FNSSMS601 Provide advice in self-managed superannuation funds
- FNSSMS602 Consider taxation requirements when advising in self-managed superannuation funds
- FNSSMS603 Apply legislative and operational requirements to advising in self-managed superannuation funds
- FNSSUP301 Process superannuation fund payments
- FNSSUP302 Establish, maintain and process superannuation records
- FNSSUP303 Process superannuation contributions
- FNSSUP304 Process superannuation rollover benefits
- FNSSUP305 Implement member investment instructions
- FNSSUP306 Terminate superannuation plans
- FNSSUP311 Process superannuation fund payments
- FNSSUP312 Establish, maintain and process superannuation records
- FNSSUP313 Process superannuation fund contributions
- FNSSUP314 Process superannuation rollover benefits
- FNSSUP315 Implement superannuation fund member investment instructions
- FNSSUP316 Terminate superannuation plans
- FNSSUP401 Process complex superannuation benefit or insurance claim
- FNSSUP402 Assist in meeting superannuation compliance requirements
- FNSSUP403 Administer retirement income streams
- FNSSUP404 Establish and customise employer accounts
- FNSSUP406 Establish and maintain fund or plan
- FNSSUP407 Assess complex superannuation benefit or insurance claims
- FNSSUP408 Participate in fund review practices
- FNSSUP409 Provide specialist retirement income stream information to clients
- FNSSUP410 Establish and administer retirement income streams
- FNSSUP411 Terminate retirement income streams
- FNSSUP412 Determine impact of social security entitlements on retirement income
- FNSSUP413 Apply knowledge of retirement planning issues when dealing with clients
- FNSSUP414 Develop and apply knowledge of aged care
- FNSSUP416 Establish and maintain superannuation accumulation funds
- FNSSUP417 Assess superannuation benefits and insurance claims under special conditions of release
- FNSSUP418 Participate in superannuation fund reviews
- FNSSUP419 Provide retirement income stream information to superannuation clients
- FNSSUP420 Establish and administer retirement income streams
- FNSSUP421 Process superannuation benefits and insurance claims under special conditions of release
- FNSSUP422 Assist organisation to meet regulatory superannuation compliance requirements
- FNSSUP423 Provide knowledge of retirement planning issues when dealing with superannuation clients
- FNSSUP424 Establish and customise employer accounts in superannuation
- FNSSUP431 Terminate retirement income streams
- FNSSUP432 Determine impact of social security entitlements on retirement income
- FNSSUP434 Develop and provide knowledge of aged care to superannuation clients
- FNSSUP501 Supervise complaints procedures
- FNSSUP502 Supervise insurer liaison
- FNSSUP503 Develop client relationships with employers and establish superannuation systems
- FNSSUP504 Provide advanced customer service to superannuation clients
- FNSSUP505 Produce reports for superannuation
- FNSSUP506 Supervise and monitor operational guidelines in a superannuation organisation
- FNSSUP507 Review compliance with regulatory and contractual requirements
- FNSSUP508 Provide effective information to members
- FNSSUP509 Work within a defined benefit fund
- FNSSUP510 Supervise insurance tender process
- FNSSUP511 Manage customer complaints in superannuation
- FNSSUP512 Manage insurer liaison within a superannuation organisation
- FNSSUP513 Develop client relationships with employers and establish superannuation systems
- FNSSUP514 Provide information or general advice to superannuation clients
- FNSSUP515 Produce reports for superannuation
- FNSSUP516 Manage compliance with operational guidelines in superannuation organisations
- FNSSUP517 Review performance of superannuation funds against regulatory and contractual requirements
- FNSSUP518 Provide information to superannuation fund members in writing
- FNSSUP601 Liaise with and support trustees
- FNSSUP602 Manage official complaints procedures and proceedings
- FNSSUP603 Integrate investment strategy with fund operations
- FNSTPB401 Complete business activity and instalment activity statements
- FNSTPB402 Establish and maintain payroll systems
- FNSTPB411 Complete business activity and instalment activity statements
- FNSTPB412 Establish and maintain payroll systems
- FNSTPB503 Apply legal principles in contract and consumer law
- FNSTPB504 Apply legal principles in corporations and trust law
- FNSTPB505 Apply legal principles in property law
- FNSTPB506 Apply taxation requirements when providing tax (financial) advice services
- FNSTPB507 Apply legal principles in commercial law when providing tax (financial) advice services
- FNSTPB516 Apply taxation requirements when providing tax (financial) advice services
- FNSTPB517 Apply legal principles in commercial law when providing tax (financial) advice services