Qualifications


Units of competency

  • FNSACC301 add topic Process financial transactions and extract interim reports
  • FNSACC302 add topic Administer subsidiary accounts and ledgers
  • FNSACC303 add topic Perform financial calculations
  • FNSACC401 add topic Process business tax requirements
  • FNSACC402 add topic Prepare operational budgets
  • FNSACC403 add topic Make decisions in a legal context
  • FNSACC404 add topic Prepare financial statements for non-reporting entities
  • FNSACC405 add topic Maintain inventory records
  • FNSACC406 add topic Set up and operate a computerised accounting system
  • FNSACC407 add topic Produce job costing information
  • FNSACC501 add topic Provide financial and business performance information
  • FNSACC502 add topic Prepare tax documentation for individuals
  • FNSACC503 add topic Manage budgets and forecasts
  • FNSACC504 add topic Prepare financial reports for corporate entities
  • FNSACC505 add topic Establish and maintain accounting information systems
  • FNSACC506 add topic Implement and maintain internal control procedures
  • FNSACC507 add topic Provide management accounting information
  • FNSACC601 add topic Prepare and administer tax documentation for legal entities
  • FNSACC602 add topic Audit and report on financial systems and records
  • FNSACC603 add topic Implement tax plans and evaluate tax obligations
  • FNSACC604 add topic Monitor corporate governance activities
  • FNSACC605 add topic Implement organisational improvement programs
  • FNSACC606 add topic Conduct internal audit
  • FNSACC607 add topic Evaluate business performance
  • FNSACC608 add topic Evaluate organisation’s financial performance
  • FNSACC609 add topic Evaluate financial risk
  • FNSACC610 add topic Develop and implement financial strategies
  • FNSACC611 add topic Implement an insolvency program
  • FNSACC612 add topic Implement reconstruction plan
  • FNSACC613 add topic Prepare and analyse management accounting information
  • FNSACC614 add topic Prepare complex corporate financial reports
  • FNSACM301 add topic Administer financial accounts
  • FNSACM302 add topic Prepare, match and process receipts
  • FNSACM303 add topic Process payment documentation
  • FNSACM401 add topic Evaluate and authorise payment requests
  • FNSAML801 add topic Design an anti-money laundering and counter terrorism financing program
  • FNSAML802 add topic Design and assess controls to monitor money laundering and terrorism financing risk
  • FNSAML803 add topic Design and monitor a reporting system for suspicious transactions
  • FNSAML804 add topic Design customer due diligence policies and procedures
  • FNSAML805 add topic Manage assessment of organisation vulnerability to money laundering and terrorism financing
  • FNSAML806 add topic Implement an anti-money laundering and counter terrorism financing program
  • FNSASIC301 add topic Establish client relationship and analyse needs
  • FNSASIC302 add topic Develop, present and negotiate client solutions
  • FNSASIC303 add topic Provide advice on first home saver account deposit products and non-cash payments
  • FNSASIC304 add topic Provide Tier 2 general advice in general insurance
  • FNSASIC305 add topic Provide Tier 2 personal advice in general insurance
  • FNSASICL503 add topic Provide advice in the regulated emissions market
  • FNSASICM503 add topic Provide Tier 1 personal advice in life insurance
  • FNSASICN503 add topic Provide Tier 1 personal advice in general insurance
  • FNSASICO503 add topic Provide Tier 1 general advice in general insurance
  • FNSASICQ503 add topic Provide advice in first home saver market linked accounts
  • FNSASICR503 add topic Provide advice in margin lending
  • FNSASICS503 add topic Provide advice in foreign exchange
  • FNSASICT503 add topic Provide advice in managed investments
  • FNSASICU503 add topic Provide advice in superannuation
  • FNSASICV503 add topic Provide advice in derivatives
  • FNSASICW503 add topic Provide advice in securities
  • FNSASICX503 add topic Provide advice in life insurance
  • FNSASICY503 add topic Provide advice in insurance broking
  • FNSASICZ503 add topic Provide advice in financial planning
  • FNSBKG401 add topic Develop and implement policies and procedures relevant to bookkeeping activities
  • FNSBKG402 add topic Establish and maintain a cash accounting system
  • FNSBKG403 add topic Establish and maintain an accrual accounting system
  • FNSBKG404 add topic Carry out business activity and instalment activity statement tasks
  • FNSBKG405 add topic Establish and maintain a payroll system
  • FNSBNK401 add topic Coordinate a small business customer portfolio
  • FNSBNK402 add topic Align banking products with the needs of small business customers
  • FNSBNK403 add topic Provide services in a Business Transaction Centre
  • FNSBNK404 add topic Promote mobile banking services
  • FNSBNK405 add topic Provide mobile banking sales and services
  • FNSBNK406 add topic Manage customer visits
  • FNSBNK501 add topic Manage banking and service strategy for small business customers
  • FNSBNK502 add topic Manage services in a Business Transaction Centre
  • FNSBNK503 add topic Provide business advisory services within a financial services context
  • FNSCMP501 add topic Comply with financial services legislation
  • FNSCRD301 add topic Process applications for credit
  • FNSCRD302 add topic Monitor and control accounts receivable
  • FNSCRD401 add topic Assess credit applications
  • FNSCRD402 add topic Establish and maintain appropriate security
  • FNSCRD403 add topic Manage and recover bad and doubtful debts
  • FNSCRD404 add topic Utilise the legal process to recover outstanding debt
  • FNSCRD405 add topic Manage overdue customer accounts
  • FNSCRD501 add topic Respond to personal insolvency situations
  • FNSCRD502 add topic Manage factoring and invoice discounting arrangements
  • FNSCRD503 add topic Promote understanding of the role and effective use of consumer credit
  • FNSCRD504 add topic Manage the credit relationship
  • FNSCRD505 add topic Respond to corporate insolvency situations
  • FNSCUS301 add topic Respond to customer enquiries
  • FNSCUS401 add topic Participate in negotiations
  • FNSCUS402 add topic Resolve disputes
  • FNSCUS403 add topic Deliver a professional service to customers
  • FNSCUS501 add topic Develop and nurture relationships with clients, other professionals and third party referrers
  • FNSCUS502 add topic Monitor client requirements
  • FNSCUS503 add topic Review business performance
  • FNSCUS504 add topic Manage premium customer relationships
  • FNSCUS505 add topic Determine client requirements and expectations
  • FNSCUS506 add topic Record and implement client instructions
  • FNSCUS601 add topic Establish, manage and monitor key relationships
  • FNSFLT201 add topic Develop and use a personal budget
  • FNSFLT202 add topic Develop and use a savings plan
  • FNSFLT203 add topic Develop knowledge of debt and consumer credit
  • FNSFLT204 add topic Develop knowledge of superannuation
  • FNSFLT205 add topic Develop knowledge of the Australian financial system and markets
  • FNSFLT206 add topic Develop knowledge of taxation
  • FNSFLT301 add topic Be MoneySmart
  • FNSFLT401 add topic Be MoneySmart through a career in small business
  • FNSFLT501 add topic Assist customers to budget and manage own finances
  • FNSFLT502 add topic Facilitate customer awareness of the Australian financial system and markets
  • FNSFLT503 add topic Promote basic financial literacy skills
  • FNSFLT504 add topic Facilitate customer knowledge of personal financial statements
  • FNSFLT505 add topic Facilitate customer or employee knowledge of superannuation as an investment tool
  • FNSFMB401 add topic Prepare loan application on behalf of finance or mortgage broking clients
  • FNSFMB402 add topic Identify client needs for broking services
  • FNSFMB403 add topic Present broking options to client
  • FNSFMB501 add topic Settle applications and loan arrangements in the finance and mortgage broking industry
  • FNSFMB502 add topic Identify and develop broking options for clients with complex needs
  • FNSFMB503 add topic Present broking options to client with complex needs
  • FNSFMB504 add topic Implement complex loan structures
  • FNSFMK401 add topic Reconcile financial transactions
  • FNSFMK402 add topic Develop and maintain knowledge of financial markets products
  • FNSFMK403 add topic Interpret financial markets information
  • FNSFMK501 add topic Analyse financial markets and information
  • FNSFMK502 add topic Analyse financial market products for client
  • FNSFMK503 add topic Advise clients on financial risk
  • FNSFMK504 add topic Complete confirmation and settlement processes
  • FNSFMK505 add topic Comply with financial services regulation and industry codes of practice
  • FNSFMK506 add topic Detect errors and fraud when processing financial transactions
  • FNSFMK507 add topic Analyse risk mitigation in the operations process
  • FNSFMK508 add topic Monitor and process collateral
  • FNSFMK509 add topic Process transaction documentation
  • FNSFMK510 add topic Prepare trading strategies for clients
  • FNSFMK511 add topic Apply limits when trading
  • FNSFMK512 add topic Apply knowledge of emissions markets
  • FNSFMK601 add topic Price financial transactions
  • FNSFMK602 add topic Hedge financial products
  • FNSFPL401 add topic Extract and analyse information on specified financial strategies and products
  • FNSFPL402 add topic Prepare financial plans to set strategies and guidelines
  • FNSFPL403 add topic Implement financial plans to predetermined guidelines
  • FNSFPL501 add topic Comply with financial planning practice ethical and operational guidelines and regulations
  • FNSFPL502 add topic Conduct financial planning analysis and research
  • FNSFPL503 add topic Develop and prepare financial plan
  • FNSFPL504 add topic Implement financial plan
  • FNSFPL505 add topic Review financial plans and provide ongoing service
  • FNSFPL506 add topic Determine client financial requirements and expectations
  • FNSFPL507 add topic Provide financial planning advice
  • FNSFPL508 add topic Conduct complex financial planning research
  • FNSFPL601 add topic Provide technical and professional guidance
  • FNSFPL602 add topic Determine client requirements and expectations for clients with complex needs
  • FNSFPL603 add topic Provide comprehensive monitoring and ongoing service
  • FNSFPL604 add topic Develop complex and innovative financial planning strategies
  • FNSFPL605 add topic Present and negotiate complex and innovative financial plans
  • FNSFPL606 add topic Implement complex and innovative financial plans
  • FNSIAD301 add topic Provide general advice on financial products and services
  • FNSIAD501 add topic Provide appropriate services, advice and products to clients
  • FNSIAD502 add topic Provide appropriate and timely information and advice to clients
  • FNSIBK302 add topic Provide general advice in general insurance broking products and services
  • FNSIBK401 add topic Research, analyse and report information in insurance broking
  • FNSIBK402 add topic Implement new or renewed insurance program for insurance broking clients
  • FNSIBK403 add topic Place client insurances with insurer and confirm insurance cover with clients
  • FNSIBK404 add topic Provide a claims service to an insurance broking client
  • FNSIBK405 add topic Meet industry and legislative guidelines and organisational procedures relating to insurance broking
  • FNSIBK406 add topic Deliver professional insurance broking services
  • FNSIBK507 add topic Review service performance
  • FNSIBK508 add topic Implement changes to broking client's insurance program
  • FNSIBK512 add topic Negotiate complex claims settlement for insurance broking client
  • FNSIBK513 add topic Prepare a submission for new business
  • FNSIBK514 add topic Manage a complex risk portfolio for a broking client
  • FNSIBK515 add topic Monitor broking client requirements and establish loss control programs
  • FNSIBK601 add topic Develop guidelines for broking services
  • FNSIBK602 add topic Manage implementation of broking service support systems
  • FNSIBK603 add topic Manage contractual, legislative and code of practice obligations and requirements
  • FNSIBK604 add topic Manage a sales plan for insurance broking services
  • FNSIBK606 add topic Manage compliance requirements for an insurance broking business
  • FNSIBK607 add topic Lead ethical work practices in an insurance brokerage
  • FNSIBK608 add topic Establish and maintain strategic networks and collaborative relationships
  • FNSIGN401 add topic Provide technical guidance
  • FNSIGN402 add topic Inspect quality of work
  • FNSIGN403 add topic Estimate jobs
  • FNSIGN404 add topic Inspect damage and develop scope of work
  • FNSIGN406 add topic Inspect property for saleable items and determine their value
  • FNSILA501 add topic Plan and implement loss investigation
  • FNSILA502 add topic Evaluate collected information
  • FNSILA503 add topic Report findings and provide guidance to involved parties
  • FNSILA504 add topic Negotiate and effect settlement
  • FNSILA505 add topic Provide ancillary services
  • FNSILD501 add topic Prepare a distribution plan
  • FNSILD502 add topic Resource a distribution plan
  • FNSILD503 add topic Establish services to provide advice
  • FNSILD504 add topic Implement and manage the distribution plan
  • FNSILF302 add topic Process a life insurance application
  • FNSILF303 add topic Issue a life insurance policy
  • FNSILF401 add topic Contribute to the life risk underwriting process
  • FNSILF402 add topic Settle policy payments and terminations
  • FNSILF403 add topic Develop and maintain in-depth knowledge of products and services used by the life insurance sector
  • FNSILF404 add topic Process requests for policy alterations and assignments
  • FNSILF405 add topic Evaluate life insurance claims
  • FNSILF406 add topic Collect and manage information to facilitate claims assessment
  • FNSILF407 add topic Settle life insurance claims
  • FNSILF408 add topic Process life insurance contract maturity and surrender payment requests
  • FNSILF501 add topic Assess extraordinary risks
  • FNSILF502 add topic Underwrite complex medical risks
  • FNSILF503 add topic Underwrite complex non-medical risks
  • FNSILF504 add topic Manage complex life insurance claims
  • FNSILF505 add topic Manage ongoing disability claims
  • FNSILF506 add topic Manage group life insurance claims
  • FNSILF507 add topic Manage group life insurance policy administration
  • FNSINC301 add topic Work effectively in the financial services industry
  • FNSINC401 add topic Apply principles of professional practice to work in the financial services industry
  • FNSINC402 add topic Develop and maintain in-depth knowledge of products and services used by an organisation or sector
  • FNSINC501 add topic Conduct product research to support recommendations
  • FNSINC502 add topic Assess financial products and services vulnerability to money laundering and terrorism financing
  • FNSINC601 add topic Apply economic principles to work in the financial services industry
  • FNSINC602 add topic Interpret and use financial statistics and tools
  • FNSINC801 add topic Lead compliance with financial services legislation and industry codes of practice
  • FNSINC802 add topic Develop and build effective relationships with regulatory and industry bodies
  • FNSISV301 add topic Evaluate risk for renewal business
  • FNSISV302 add topic Process alteration to insurance policy
  • FNSISV303 add topic Issue contract of insurance
  • FNSISV304 add topic Issue insurance renewal advice
  • FNSISV305 add topic Issue insurance cancellation advice
  • FNSISV306 add topic Receive and record or register a claim
  • FNSISV307 add topic Follow organisation procedures to process claim
  • FNSISV308 add topic Process facultative and treaty reinsurance claims
  • FNSISV309 add topic Settle insurance claims
  • FNSISV310 add topic Process insurance claims payments
  • FNSISV401 add topic Evaluate risk for new business
  • FNSISV402 add topic Underwrite new business
  • FNSISV403 add topic Survey potential risk exposure
  • FNSISV404 add topic Underwrite renewal business
  • FNSISV405 add topic Analyse insurance claims
  • FNSISV406 add topic Use specialist terminology in insurance claims
  • FNSISV407 add topic Use medical terminology in an insurance context
  • FNSISV501 add topic Issue contracts of insurance covering non-routine and complex situations
  • FNSISV502 add topic Review operational performance of the portfolio
  • FNSISV503 add topic Undertake post-loss risk management
  • FNSISV504 add topic Negotiate treaty reinsurance
  • FNSISV505 add topic Determine risk rating for investment and insurance products
  • FNSISV506 add topic Investigate insurance claims
  • FNSISV507 add topic Implement claim recovery procedures
  • FNSISV508 add topic Review and advise on claims costs, policies and procedures
  • FNSISV509 add topic Analyse financial, medical and psychological claims assessments
  • FNSISV510 add topic Manage non-routine and complex claims
  • FNSISV511 add topic Settle non-routine and complex claims
  • FNSISV512 add topic Work with legal teams to resolve complex claims
  • FNSISV513 add topic Provide decisions on legal liability and indemnity of a claim
  • FNSISV514 add topic Review and update claim reserves in portfolio
  • FNSISV515 add topic Evaluate and report on status of claims portfolio
  • FNSISV516 add topic Allocate authorities and guidelines for distribution
  • FNSISV517 add topic Review claims settlement policies and procedures
  • FNSMCA301 add topic Collect debts
  • FNSMCA302 add topic Repossess property
  • FNSMCA303 add topic Serve legal process
  • FNSMCA304 add topic Locate subjects
  • FNSMCA401 add topic Develop and document case recommendations
  • FNSMCA402 add topic Initiate legal recovery of debts
  • FNSORG301 add topic Administer fixed asset register
  • FNSORG401 add topic Conduct individual work within a compliance framework
  • FNSORG501 add topic Develop and manage a budget
  • FNSORG502 add topic Develop and monitor policy and procedures
  • FNSORG503 add topic Develop a resource plan
  • FNSORG504 add topic Monitor and supervise work practices to meet financial services regulatory requirements
  • FNSORG505 add topic Prepare financial reports to meet statutory requirements
  • FNSORG506 add topic Prepare financial forecasts and projections
  • FNSORG507 add topic Manage client service and business information
  • FNSORG508 add topic Analyse and comment on management reports
  • FNSORG601 add topic Negotiate to achieve goals and manage disputes
  • FNSORG602 add topic Develop and manage financial systems
  • FNSORG603 add topic Establish and prepare operational guidelines in a financial services organisation
  • FNSORG604 add topic Establish outsourced services and monitor performance
  • FNSPIM301 add topic Process benefit payments
  • FNSPIM302 add topic Determine claim liability
  • FNSPIM303 add topic Work within the personal injury management sector
  • FNSPIM304 add topic Assess and determine ongoing entitlements
  • FNSPIM401 add topic Plan and implement rehabilitation and return to work and health strategies
  • FNSPIM403 add topic Educate clients on personal injury management issues
  • FNSPIM404 add topic Assist clients with job placement
  • FNSPIM405 add topic Facilitate a return to work
  • FNSPIM406 add topic Develop and maintain knowledge of personal injury management insurance
  • FNSPIM407 add topic Register policy
  • FNSPIM408 add topic Renew and maintain policy
  • FNSPIM409 add topic Maintain customer relationship
  • FNSPIM410 add topic Collect, assess and use information
  • FNSPIM412 add topic Participate in formal communication processes
  • FNSPIM413 add topic Assist with preparations for conciliation and review hearings
  • FNSPIM414 add topic Manage personal injury claims
  • FNSPIM415 add topic Manage personal injury case loads
  • FNSPIM416 add topic Work effectively in the medical indemnity sector
  • FNSPIM417 add topic Analyse and manage medical indemnity claims
  • FNSPIM501 add topic Develop a return to work or injury management strategy
  • FNSPIM502 add topic Facilitate workplace assessment with stakeholders for personal injury cases
  • FNSPIM503 add topic Represent personal injury management agent or insurer at conciliation and review hearings
  • FNSPIM504 add topic Manage impairment benefit claims
  • FNSPIM505 add topic Use medical knowledge in the management of personal injury claims
  • FNSPIM506 add topic Promote the health benefits of returning to work
  • FNSPIM507 add topic Manage complex return to work cases
  • FNSPIM508 add topic Evaluate and improve return to work programs
  • FNSPIM509 add topic Comply with regulatory frameworks
  • FNSPIM510 add topic Implement informed decision-making
  • FNSPIM511 add topic Facilitate the setting and achievement of goals
  • FNSPIM512 add topic Negotiate settlements for medical indemnity claims
  • FNSPRM601 add topic Establish, supervise and monitor practice systems to conform with legislation and regulations
  • FNSPRM602 add topic Improve the practice
  • FNSPRM603 add topic Grow the practice
  • FNSPRM604 add topic Prepare, supervise and monitor application of practice guidelines
  • FNSPRM605 add topic Establish or review marketing, client services and supplier relationships
  • FNSPRM606 add topic Establish or review human resources, administration and information support
  • FNSPRT301 add topic Establish entitlements to an intestate estate
  • FNSPRT302 add topic Administer a non-complex estate
  • FNSPRT303 add topic Administer a non-complex trust
  • FNSPRT401 add topic Administer an intestate estate
  • FNSPRT402 add topic Prepare a will
  • FNSPRT403 add topic Administer a complex estate
  • FNSPRT404 add topic Administer a trust dealing with complex matters
  • FNSPRT405 add topic Establish powers of attorney or financial administration orders
  • FNSPRT406 add topic Administer powers of attorney or financial administration orders
  • FNSPRT407 add topic Investigate and substantiate entitlement in an intestate estate
  • FNSPRT501 add topic Advise clients on trust structures
  • FNSPRT502 add topic Advise clients in estate planning
  • FNSPRT503 add topic Assess, allocate and supervise work within the personal trustee sector
  • FNSPRT504 add topic Apply knowledge of the regulatory environment relevant to trustee organisations
  • FNSPRT505 add topic Develop and maintain knowledge of financial services and assets
  • FNSPRT506 add topic Develop understanding of traditional trustee services
  • FNSPRT507 add topic Apply principles of fiduciary duty, substituted decision-making and ethical decision-making
  • FNSPRT508 add topic Administer a charitable trust
  • FNSRSK401 add topic Implement risk management strategies
  • FNSRSK501 add topic Undertake risk identification
  • FNSRSK502 add topic Assess risks
  • FNSRSK601 add topic Develop and implement risk mitigation plan
  • FNSRSK602 add topic Determine and manage risk exposure strategies
  • FNSRTS301 add topic Provide customer service in a retail agency
  • FNSRTS302 add topic Handle foreign currency transactions
  • FNSRTS303 add topic Balance retail transactions
  • FNSRTS304 add topic Administer debit card services
  • FNSRTS305 add topic Process customer accounts
  • FNSRTS306 add topic Process customer transactions
  • FNSRTS307 add topic Maintain Automatic Teller Machine (ATM) services
  • FNSRTS308 add topic Balance cash holdings
  • FNSRTS309 add topic Maintain main bank account
  • FNSRTS401 add topic Manage credit card services
  • FNSRTS402 add topic Prepare government returns and reports
  • FNSSAM301 add topic Identify opportunities for cross-selling products and services
  • FNSSAM401 add topic Sell financial products and services
  • FNSSAM402 add topic Implement a sales plan
  • FNSSAM403 add topic Prospect for new clients
  • FNSSAM501 add topic Apply advanced selling techniques to selling of financial products and services
  • FNSSAM502 add topic Assess market needs
  • FNSSAM503 add topic Monitor market opportunities
  • FNSSAM601 add topic Monitor performance in sales of financial products or services
  • FNSSAM602 add topic Identify and evaluate marketing opportunities in the financial services industry
  • FNSSAM603 add topic Tailor financial products to meet customer needs
  • FNSSAM604 add topic Establish agreements with intermediaries for product distribution
  • FNSSMS401 add topic Process self-managed superannuation contribution
  • FNSSMS501 add topic Invest self-managed superannuation funds assets
  • FNSSMS502 add topic Manage changes to fund structure
  • FNSSMS503 add topic Manage administration activities of a superannuation fund
  • FNSSMS504 add topic Meet self-managed superannuation fund compliance requirements
  • FNSSMS505 add topic Support trustee in the selection and performance monitoring of outsourced services
  • FNSSMS601 add topic Provide advice in self-managed superannuation funds
  • FNSSMS602 add topic Consider taxation requirements when advising in self-managed superannuation funds
  • FNSSMS603 add topic Apply legislative and operational requirements to advising in self-managed superannuation funds
  • FNSSUP301 add topic Process superannuation fund payments
  • FNSSUP302 add topic Establish, maintain and process superannuation records
  • FNSSUP303 add topic Process superannuation contributions
  • FNSSUP304 add topic Process superannuation rollover benefits
  • FNSSUP305 add topic Implement member investment instructions
  • FNSSUP306 add topic Terminate superannuation plans
  • FNSSUP401 add topic Process complex superannuation benefit or insurance claim
  • FNSSUP402 add topic Assist in meeting superannuation compliance requirements
  • FNSSUP403 add topic Administer retirement income streams
  • FNSSUP404 add topic Establish and customise employer accounts
  • FNSSUP406 add topic Establish and maintain fund or plan
  • FNSSUP407 add topic Assess complex superannuation benefit or insurance claims
  • FNSSUP408 add topic Participate in fund review practices
  • FNSSUP409 add topic Provide specialist retirement income stream information to clients
  • FNSSUP410 add topic Establish and administer retirement income streams
  • FNSSUP411 add topic Terminate retirement income streams
  • FNSSUP412 add topic Determine impact of social security entitlements on retirement income
  • FNSSUP413 add topic Apply knowledge of retirement planning issues when dealing with clients
  • FNSSUP414 add topic Develop and apply knowledge of aged care
  • FNSSUP501 add topic Supervise complaints procedures
  • FNSSUP502 add topic Supervise insurer liaison
  • FNSSUP503 add topic Develop client relationships with employers and establish superannuation systems
  • FNSSUP504 add topic Provide advanced customer service to superannuation clients
  • FNSSUP505 add topic Produce reports for superannuation
  • FNSSUP506 add topic Supervise and monitor operational guidelines in a superannuation organisation
  • FNSSUP507 add topic Review compliance with regulatory and contractual requirements
  • FNSSUP508 add topic Provide effective information to members
  • FNSSUP509 add topic Work within a defined benefit fund
  • FNSSUP510 add topic Supervise insurance tender process
  • FNSSUP601 add topic Liaise with and support trustees
  • FNSSUP602 add topic Manage official complaints procedures and proceedings
  • FNSSUP603 add topic Integrate investment strategy with fund operations
  • FNSTPB503 add topic Apply legal principles in contract and consumer law
  • FNSTPB504 add topic Apply legal principles in corporations and trust law
  • FNSTPB505 add topic Apply legal principles in property law
  • FNSTPB506 add topic Apply taxation requirements when providing tax (financial) advice services
  • FNSTPB507 add topic Apply legal principles in commercial law when providing tax (financial) advice services