Skillsets
Qualifications
Units of competency
- BSBADM405B
Organise meetings
- BSBADM502B
Manage meetings
- BSBATSIW416C
Obtain and manage consultancy services
- BSBCCO201A
Action customer contact
- BSBCCO301A
Use multiple information systems
- BSBCCO304B
Provide sales solutions to customers
- BSBCCO401A
Administer customer contact telecommunications technology
- BSBCCO402A
Gather, collate and record information
- BSBCCO609A
Integrate customer contact operations within the organisation
- BSBCMM201A
Communicate in the workplace
- BSBCMM301A
Process customer complaints
- BSBCMM401A
Make a presentation
- BSBCOM401B
Organise and monitor the operation of compliance management system
- BSBCOM402B
Implement processes for the management of a breach in compliance requirements
- BSBCOM405A
Promote compliance with legislation
- BSBCOM501B
Identify and interpret compliance requirements
- BSBCOM503B
Develop processes for the management of breaches in compliance requirements
- BSBCOM602B
Develop and create compliance requirements
- BSBCOM603B
Plan and establish compliance management systems
- BSBCUS301A
Deliver and monitor a service to customers
- BSBCUS401A
Coordinate implementation of customer service strategies
- BSBCUS402A
Address customer needs
- BSBCUS403A
Implement customer service standards
- BSBCUS501A
Manage quality customer service
- BSBCUS501B
Manage quality customer service
- BSBFIA301A
Maintain financial records
- BSBFIA302A
Process payroll
- BSBFIA401A
Prepare financial reports
- BSBFIM501A
Manage budgets and financial plans
- BSBFLM303C
Contribute to effective workplace relationships
- BSBFRA301B
Work within a franchise
- BSBFRA403B
Manage relationship with franchisor
- BSBGOV403A
Analyse financial reports and budgets
- BSBHRM506A
Manage recruitment selection and induction processes
- BSBHRM604A
Manage employee relations
- BSBINM302A
Utilise a knowledge management system
- BSBINM401A
IMPLEMENT WORKPLACE INFORMATION SYSTEM
- BSBINM501A
Manage an information or knowledge management system
- BSBINM601A
Manage knowledge and information
- BSBINN501A
Establish systems that support innovation
- BSBINN502A
Build and sustain an innovative work environment
- BSBINN601A
Manage organisational change
- BSBITB501A
Establish and maintain a workgroup computer network
- BSBITS401A
Maintain business technology
- BSBITU304A
Produce spreadsheets
- BSBITU305A
Conduct online transactions
- BSBITU306A
Design and produce business documents
- BSBITU402A
Develop and use complex spreadsheets
- BSBLED501A
Develop a workplace learning environment
- BSBLEG301A
Apply knowledge of the legal system to complete tasks
- BSBLEG413A
Identify and apply the legal framework
- BSBLEG415A
Apply the principles of contract law
- BSBLEG416A
Apply the principles of the law of torts
- BSBLEG417A
Apply the principles of evidence law
- BSBLEG512A
Apply legal principles in property law matters
- BSBLEG513A
Apply legal principles in corporation law matters
- BSBMGT401A
Show leadership in the workplace
- BSBMGT403A
Implement continuous improvement
- BSBMGT405A
Provide personal leadership
- BSBMGT502B
Manage people performance
- BSBMGT515A
Manage operational plan
- BSBMGT516A
Facilitate continuous improvement
- BSBMGT605B
Provide leadership across the organisation
- BSBMGT608C
Manage innovation and continuous improvement
- BSBMGT615A
Contribute to organisation development
- BSBMGT616A
Develop and implement strategic plans
- BSBMGT617A
Develop and implement a business plan
- BSBMKG501B
Identify and evaluate marketing opportunities
- BSBOHS303B
Contribute to OHS hazard identification and risk assessment
- BSBOHS403B
Identify hazards and assess OHS risks
- BSBOHS404B
Contribute to the implementation of strategies to control OHS risk
- BSBOHS502B
Participate in the management of the OHS information and data systems
- BSBOHS504B
Apply principles of OHS risk management
- BSBOHS506B
Monitor and facilitate the management of hazards associated with plant
- BSBOHS507B
Facilitate the application of principles of occupational health to control OHS risk
- BSBOHS601B
Develop a systematic approach to managing OHS
- BSBOHS602B
Develop OHS information and data analysis and reporting and recording processes
- BSBOHS603B
Analyse and evaluate OHS risk
- BSBOHS604B
Apply ergonomic principles to control OHS risk
- BSBOHS605B
Apply occupational hygiene principles to control OHS risk
- BSBOHS606B
Develop and implement crisis management processes
- BSBOHS607B
Advise on application of safe design principles to control OHS risk
- BSBOHS608B
Conduct an OHS audit
- BSBOHS609B
Evaluate an organisation's OHS performance
- BSBPMG403A
Apply cost management techniques
- BSBPMG404A
Apply quality management techniques
- BSBPMG407A
Apply risk management techniques
- BSBPMG501A
Manage application of project integrative processes
- BSBPMG508A
Manage project risk
- BSBPMG510A
Manage projects
- BSBPMG605A
Direct quality management of a project program
- BSBPMG607A
Direct communications management of a project program
- BSBPMG608A
Direct risk management of a project program
- BSBREL402A
Build client relationships and business networks
- BSBREL701A
Develop and cultivate collaborative partnerships and relationships
- BSBRES401A
Analyse and present research information
- BSBRKG303B
Retrieve information from records
- BSBRKG304B
Maintain business records
- BSBRKG404A
Monitor and maintain records in an online environment
- BSBRSK401A
Identify risk and apply risk management processes
- BSBRSK501A
Manage risk
- BSBSBM401A
Establish business and legal requirements
- BSBSLS501A
Develop a sales plan
- BSBSLS502A
Lead and manage a sales team
- BSBSMB401A
Establish legal and risk management requirements of small business
- BSBSMB405A
Monitor and manage small business operations
- BSBSMB407A
Manage a small team
- BSBSMB409A
Build and maintain relationships with small business stakeholders
- BSBSUS301A
Implement and monitor environmentally sustainable work practices
- BSBSUS501A
Develop workplace policy and procedures for sustainability
- BSBWHS303A
Participate in WHS hazard identification, risk assessment and risk control
- BSBWOR203A
Work effectively with others
- BSBWOR204A
Use business technology
- BSBWOR301A
Organise personal work priorities and development
- BSBWOR401A
Establish effective workplace relationships
- BSBWOR402A
Promote team effectiveness
- BSBWOR404A
Develop work priorities
- BSBWOR404B
Develop work priorities
- BSBWOR501A
Manage personal work priorities and professional development
- BSBWOR502A
Ensure team effectiveness
- BSBWRT301A
Write simple documents
- CHCCOM3C
Utilise specialist communication skills to build strong relationships
- CHCDIS509D
Maximise participation in work by people with disabilities
- CHCTC302A
Provide client-centred telephone counselling
- CULMS406C
Deliver information, activities and events
- FNSACC301A
Process financial transactions and extract interim reports
- FNSACC302A
Administer subsidiary accounts and ledgers
- FNSACC303A
Perform financial calculations
- FNSACC401A
Process business tax requirements
- FNSACC402A
Prepare operational budgets
- FNSACC403A
Make decisions in a legal context
- FNSACC403B
Make decisions in a legal context
- FNSACC404A
Prepare financial statements for non-reporting entities
- FNSACC405A
Maintain inventory records
- FNSACC406A
Set up and operate a computerised accounting system
- FNSACC407A
Produce job costing information
- FNSACC501A
Provide financial and business performance information
- FNSACC502A
Prepare income tax returns for individuals
- FNSACC502B
Prepare legally compliant tax returns for individuals
- FNSACC503A
Manage budgets and forecasts
- FNSACC504A
Prepare financial reports for corporate entities
- FNSACC505A
Establish and maintain accounting information systems
- FNSACC506A
Implement and maintain internal control procedures
- FNSACC507A
Provide management accounting information
- FNSACC601A
Prepare complex tax returns
- FNSACC601B
Prepare and administer compliant tax returns for legal entities
- FNSACC602A
Audit and report on financial systems and records
- FNSACC603A
Implement tax plans and evaluate tax compliance
- FNSACC604A
Monitor corporate governance activities
- FNSACC605A
Implement organisational improvement programs
- FNSACC606A
Conduct internal audit
- FNSACC607A
Evaluate business performance
- FNSACC608A
Evaluate organisation's financial performance
- FNSACC609A
Evaluate financial risk
- FNSACC610A
Develop and implement financial strategies
- FNSACC611A
Implement an insolvency program
- FNSACC612A
Implement reconstruction plan
- FNSACC613A
Prepare and analyse management accounting information
- FNSACC614A
Prepare complex corporate financial reports
- FNSACM301A
Administer financial accounts
- FNSACM302A
Prepare, match and process receipts
- FNSACM303A
Process payment documentation
- FNSACM401A
Evaluate and authorise payment requests
- FNSASIC301C
Establish client relationship and analyse needs
- FNSASIC302C
Develop, present and negotiate client solutions
- FNSASIC303A
Provide advice on First Home Saver Account Deposit Products and Non-cash Payments
- FNSASIC304A
Provide Tier 2 general advice in general insurance
- FNSASIC305A
Provide Tier 2 personal advice in general insurance
- FNSASICL503A
Provide advice in the regulated emissions market
- FNSASICM503A
Provide Tier 1 personal advice in life insurance
- FNSASICN503A
Provide Tier 1 personal advice in general insurance
- FNSASICO503A
Provide Tier 1 general advice in general insurance
- FNSASICP503A
Provide Tier 1 general advice in life insurance
- FNSASICQ503A
Provide advice in First Home Saver Market Linked Accounts
- FNSASICR503A
Provide advice in Margin Lending
- FNSASICS503A
Provide advice in Foreign Exchange
- FNSASICT503A
Provide advice in Managed Investments
- FNSASICU503A
Provide advice in Superannuation
- FNSASICV503A
Provide advice in Derivatives
- FNSASICW503A
Provide advice in Securities
- FNSASICX503A
Provide advice in Life Insurance
- FNSASICY503A
Provide advice in Insurance Broking
- FNSASICZ503A
Provide advice in Financial Planning
- FNSBKG401A
Develop and implement policies and procedures relevant to bookkeeping activities
- FNSBKG402A
Establish and maintain a cash accounting system
- FNSBKG403A
Establish and maintain an accrual accounting system
- FNSBKG404A
Carry out business activity and instalment activity statement tasks
- FNSBKG405A
Establish and maintain a payroll system
- FNSBNK401A
Coordinate a small business customer portfolio
- FNSBNK402A
Align banking products with the needs of small business customers
- FNSBNK403A
Provide services in a Business Transaction Centre
- FNSBNK404A
Promote mobile banking services
- FNSBNK405A
Provide mobile banking sales and service
- FNSBNK406A
Manage customer visits
- FNSBNK501A
Manage banking and service strategy for small business customers
- FNSBNK502A
Manage services in a Business Transaction Centre
- FNSBNK503A
Provide business advisory services within a financial services context
- FNSCMP501A
Comply with financial services legislation
- FNSCNV501A
Take instructions in relation to a transaction
- FNSCNV502A
Read and interpret a legal document and provide advice
- FNSCNV503A
Analyse and interpret legal requirements for a transaction
- FNSCNV504A
Prepare legal documents
- FNSCNV505A
Finalise the conveyancing transaction
- FNSCNV506A
Establish and manage a trust account
- FNSCNV601A
Identify and conduct searches
- FNSCRD301A
Process applications for credit
- FNSCRD302A
Monitor and control accounts receivable
- FNSCRD401A
Assess credit applications
- FNSCRD402A
Establish and maintain appropriate securitisation
- FNSCRD403A
Manage and recover bad and doubtful debts
- FNSCRD404A
Utilise the legal process to recover outstanding debt
- FNSCRD405A
Manage overdue customer accounts
- FNSCRD501A
Respond to personal insolvency situations
- FNSCRD502A
Manage factoring and invoice discounting arrangements
- FNSCRD503A
Promote understanding of the role and effective use of consumer credit
- FNSCRD504A
Manage the credit relationship
- FNSCRD505A
Respond to corporate insolvency situations
- FNSCUS301A
Respond to customer enquiries
- FNSCUS401A
Participate in negotiations
- FNSCUS402A
Resolve disputes
- FNSCUS403A
Deliver a professional service to customers
- FNSCUS501A
Develop and nurture relationships with clients, other professionals and third party referrers
- FNSCUS502A
Monitor client requirements
- FNSCUS503A
Review business performance
- FNSCUS504A
Manage premium customer relationships
- FNSCUS505A
Determine client requirements and expectations
- FNSCUS506A
Record and implement client instructions
- FNSCUS601A
Establish, manage and monitor key relationships
- FNSFLT201A
Develop and use a personal budget
- FNSFLT202A
Develop and use a savings plan
- FNSFLT203A
Develop understanding of debt and consumer credit
- FNSFLT204A
Develop understanding of superannuation
- FNSFLT205A
Develop understanding of the Australian financial system and markets
- FNSFLT206A
Develop understanding of taxation
- FNSFLT301A
Be MoneySmart
- FNSFLT301A
Be MoneySmart
- FNSFLT401A
Be MoneySmart through a career in small business
- FNSFLT501A
Assist customers to budget and manage own finances
- FNSFLT502A
Facilitate customer awareness of the Australian financial system and markets
- FNSFLT503A
Promote basic financial literacy skills
- FNSFLT504A
Facilitate customer understanding of personal financial statements
- FNSFLT505A
Facilitate customer or employee understanding of superannuation as an investment tool
- FNSFMB401A
Prepare loan application on behalf of finance or mortgage broking clients
- FNSFMB402A
Provide finance and mortgage broking services
- FNSFMB403A
Present broking options to client
- FNSFMB501A
Settle applications and loan arrangements in the finance and mortgage broking industry
- FNSFMB502A
Identify and develop complex broking options for client
- FNSFMB503A
Present broking options to client with complex needs
- FNSFMB504A
Implement complex loan structures
- FNSFMK401A
Reconcile financial transactions
- FNSFMK402A
Develop and maintain knowledge of financial markets products
- FNSFMK403A
Interpret financial markets information
- FNSFMK501A
Analyse financial markets and information
- FNSFMK502A
Analyse financial market products for client
- FNSFMK503A
Advise clients on financial risk
- FNSFMK504A
Complete settlement and confirmation processes
- FNSFMK505A
Comply with financial services legislation and industry codes of practice
- FNSFMK506A
Detect errors and fraud when processing financial transactions
- FNSFMK507A
Analyse risk mitigation in the operations process
- FNSFMK508A
Monitor and process collateral
- FNSFMK509A
Apply knowledge of transaction documentation and processing
- FNSFMK510A
Prepare trading strategies for clients
- FNSFMK511A
Apply limits when trading
- FNSFMK512A
Apply knowledge of emissions markets
- FNSFMK601A
Price financial transactions
- FNSFMK602A
Hedge financial products
- FNSFPL401A
Extract and analyse information on specified financial strategies and products
- FNSFPL402A
Prepare financial plans to set strategies and guidelines
- FNSFPL403A
Implement financial plans to predetermined guidelines
- FNSFPL501A
Comply with financial planning practice ethical and operational guidelines and regulations
- FNSFPL502A
Conduct financial planning analysis and research
- FNSFPL503A
Develop and prepare financial plan
- FNSFPL504A
Implement financial plan
- FNSFPL505A
Review financial plans and provide ongoing service
- FNSFPL506A
Determine client requirements and expectations
- FNSFPL507A
Provide financial planning advice
- FNSFPL508A
Conduct complex financial planning research
- FNSFPL601A
Provide technical and professional guidance
- FNSFPL602A
Determine client requirements and expectations for clients with complex needs
- FNSFPL603A
Provide comprehensive monitoring and ongoing service
- FNSFPL604A
Develop complex and innovative financial planning strategies
- FNSFPL605A
Present and negotiate complex and innovative financial plans
- FNSFPL606A
Implement complex and innovative financial plans
- FNSIAD301A
Provide general advice on financial products and services
- FNSIAD501A
Provide appropriate services, advice and products to clients
- FNSIAD502A
Provide appropriate and timely information and advice to clients
- FNSIBK301A
Provide insurance broking services in response to a customer enquiry
- FNSIBK302A
Provide general advice in general insurance broking products and services (Tier 2)
- FNSIBK302B
Provide general advice in general insurance broking products and services
- FNSIBK401A
Research and analyse client and industry information for a broking risk assessment
- FNSIBK402A
Provide personal advice in general insurance broking products and services (Tier 2)
- FNSIBK402B
Provide personal advice in general insurance broking products and services
- FNSIBK403A
Implement an agreed insurance program for a broking client
- FNSIBK404A
Provide a claims service to an insurance broking client
- FNSIBK405A
Meet industry and legislative guidelines and organisational procedures relating to insurance broking
- FNSIBK501A
Provide general advice in general insurance broking products and services (Tier 1)
- FNSIBK501B
Provide general advice in general insurance broking products and services
- FNSIBK502A
Provide general advice in life insurance broking products and services (Tier 1)
- FNSIBK502B
Provide general advice in life insurance broking products and services
- FNSIBK503A
Provide personal advice in general insurance broking products and services (Tier 1)
- FNSIBK503B
Provide personal advice in general insurance broking products and services
- FNSIBK504A
Provide personal advice in life insurance broking products and services (Tier 1)
- FNSIBK504B
Provide personal advice in life insurance broking products and services
- FNSIBK505A
Undertake risk analysis for an insurance broking client
- FNSIBK506A
Monitor broking clients
- FNSIBK507A
Review broking client service performance
- FNSIBK508A
Implement changes to broking client's insurance program
- FNSIBK509A
Identify and advise on significant risk changes to broking client insurances
- FNSIBK510A
Assess and negotiate complex risk portfolio for broking client at renewal
- FNSIBK511A
Review incidence of loss for broking clients
- FNSIBK512A
Negotiate complex claims settlement for insurance broking client
- FNSIBK601A
Develop guidelines for broking services
- FNSIBK602A
Implement broking service support systems
- FNSIBK603A
Manage contractual obligations for insurance and insurance broking products
- FNSIBK604A
Develop and manage marketing plans for an insurance broking business
- FNSIBK605A
Manage insurance brokerage service performance
- FNSIBK606A
Manage compliance requirements for an insurance broking business
- FNSIGN401A
Provide technical guidance
- FNSIGN402A
Inspect quality of work
- FNSIGN403A
Estimate jobs
- FNSIGN404A
Inspect damage and develop scope of work
- FNSIGN405A
Inspect vehicle systems and components and determine preferred repair action
- FNSIGN406A
Inspect vehicle or property for saleable items and determine their value
- FNSILA501A
Plan and implement loss investigation
- FNSILA502A
Evaluate collected information
- FNSILA503A
Report findings and provide guidance to involved parties
- FNSILA504A
Negotiate and effect settlement
- FNSILA505A
Provide ancillary services
- FNSILD501A
Prepare a distribution plan
- FNSILD502A
Resource a distribution plan
- FNSILD503A
Establish services to provide advice
- FNSILD504A
Implement and manage the distribution plan
- FNSILF301A
Process and issue a life insurance policy
- FNSILF302A
Process a life insurance application
- FNSILF303A
Issue a life insurance policy
- FNSILF401A
Contribute to the life risk underwriting process
- FNSILF402A
Settle policy payments and terminations
- FNSILF403A
Develop and maintain in-depth knowledge of products and services used by the Life Insurance sector
- FNSILF404A
Process requests for policy alterations and assignments
- FNSILF405A
Evaluate life insurance claims
- FNSILF406A
Collect and manage information to facilitate claims assessment
- FNSILF407A
Settle life insurance claims
- FNSILF408A
Process life insurance contract maturity and surrender payment requests
- FNSILF501A
Assess extraordinary risks
- FNSILF502A
Underwrite complex medical risks
- FNSILF503A
Underwrite complex non-medical risks
- FNSILF504A
Manage complex life insurance claims
- FNSILF505A
Manage ongoing disability claims
- FNSILF506A
Manage group life insurance claims
- FNSILF507A
Manage group life insurance policy administration
- FNSINC301A
Work effectively in the financial services industry
- FNSINC401A
Apply principles of professional practice to work in the financial services industry
- FNSINC402A
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
- FNSINC501A
Conduct product research to support recommendations
- FNSINC601A
Apply economic principles to work in the financial services industry
- FNSINC602A
Interpret and use financial statistics and tools
- FNSISV301A
Evaluate risk for renewal business
- FNSISV302A
Process alteration to insurance policy
- FNSISV303A
Issue contract of insurance
- FNSISV304A
Issue renewal advice
- FNSISV305A
Issue cancellation advice
- FNSISV306A
Receive and record or register a claim
- FNSISV307A
Follow organisation procedures to process claim
- FNSISV308A
Process facultative and treaty reinsurance claims
- FNSISV309A
Settle claims
- FNSISV310A
Process claims payments
- FNSISV401A
Evaluate risk for new business
- FNSISV402A
Underwrite new business
- FNSISV403A
Survey potential risk exposure
- FNSISV404A
Underwrite renewal business
- FNSISV405A
Analyse insurance claims
- FNSISV406A
Use specialist terminology in insurance claims
- FNSISV407A
Use medical terminology in an insurance context
- FNSISV501A
Issue contracts of insurance covering non-routine and complex situations
- FNSISV502A
Review operational performance of the portfolio
- FNSISV503A
Undertake post-loss risk management
- FNSISV504A
Negotiate treaty reinsurance
- FNSISV505A
Determine risk rating for investment and insurance products
- FNSISV506A
Investigate claims
- FNSISV507A
Implement claim recovery procedures
- FNSISV508A
Review and advise on claims costs, policies and procedures
- FNSISV509A
Analyse financial, medical and psychological claims assessments
- FNSISV510A
Manage non-routine and complex claims
- FNSISV511A
Settle non-routine and complex claims
- FNSISV512A
Work with legal teams to resolve complex claims
- FNSISV513A
Provide decisions on legal liability and indemnity of a claim
- FNSISV514A
Review and update claim reserves in portfolio
- FNSISV515A
Evaluate and report on status of claims portfolio
- FNSISV516A
Allocate authorities and guidelines for distribution
- FNSISV517A
Review claims settlement policies and procedures
- FNSMCA301A
Collect debts
- FNSMCA302A
Repossess property
- FNSMCA303A
Serve legal process
- FNSMCA304A
Locate subjects
- FNSMCA401A
Develop and document case recommendations
- FNSMCA402A
Initiate legal recovery of debts
- FNSORG301A
Administer fixed asset register
- FNSORG401A
Conduct individual work within a compliance framework
- FNSORG501A
Develop and manage a budget
- FNSORG502A
Develop and monitor policy and procedures
- FNSORG503A
Develop a resource plan
- FNSORG504A
Monitor and supervise work practices to meet financial services regulatory requirements
- FNSORG505A
Prepare financial reports to meet statutory requirements
- FNSORG506A
Prepare financial forecasts and projections
- FNSORG507A
Manage client service and business information
- FNSORG508A
Analyse and comment on management reports
- FNSORG601A
Negotiate to achieve goals and manage disputes
- FNSORG602A
Develop and manage financial systems
- FNSORG603A
Establish and prepare operational guidelines in a financial services organisation
- FNSORG604A
Establish outsourced services and monitor performance
- FNSPIM301A
Process benefit payments
- FNSPIM302A
Determine claim liability
- FNSPIM303A
Work within the personal injury management sector
- FNSPIM304A
Manage claims
- FNSPIM401A
Plan and implement rehabilitation and return to work and health strategies
- FNSPIM402A
Represent personal injury management agent or insurer at conciliation and review hearings
- FNSPIM403A
Educate clients on personal injury management issues
- FNSPIM404A
Assist injured persons with job placement
- FNSPIM405A
Facilitate a return to work
- FNSPIM406A
Develop and maintain knowledge of personal injury management insurance
- FNSPIM407A
Register policy
- FNSPIM408A
Renew and maintain policy
- FNSPIM409A
Maintain customer relationship
- FNSPIM410A
Collect, assess and use information
- FNSPIM411A
Manage personal injury case loads
- FNSPIM412A
Participate in formal communication processes
- FNSPIM501A
Develop a return to work and health strategy
- FNSPIM502A
Facilitate workplace assessment with stakeholders for personal injury cases
- FNSPRM601A
Establish, supervise and monitor practice systems to conform with legislation and regulations
- FNSPRM602A
Improve the practice
- FNSPRM603A
Grow the practice
- FNSPRM604A
Prepare, supervise and monitor application of practice guidelines
- FNSPRM605A
Establish or review marketing, client services and supplier relationships
- FNSPRM606A
Establish or review human resources, administration and information support
- FNSPRT301A
Establish entitlements to an intestate estate
- FNSPRT302A
Administer a non-complex estate
- FNSPRT303A
Administer a non-complex trust
- FNSPRT401A
Administer an intestate estate
- FNSPRT402A
Prepare a will
- FNSPRT403A
Administer a complex estate
- FNSPRT404A
Administer a complex trust
- FNSPRT405A
Establish powers of attorney
- FNSPRT406A
Administer powers of attorney or financial administration orders
- FNSPRT501A
Advise clients on trust structures
- FNSPRT502A
Advise clients in estate planning
- FNSPRT503A
Allocate, assess and supervise work within the personal trustee sector
- FNSRSK401A
Implement risk management strategies
- FNSRSK501A
Undertake risk identification
- FNSRSK502A
Assess risks
- FNSRSK601A
Develop and implement risk mitigation plan
- FNSRSK602A
Determine and manage risk exposure strategies
- FNSRTS301A
Provide customer service in a retail agency
- FNSRTS302A
Handle foreign currency transactions
- FNSRTS302C
Handle foreign currency transactions
- FNSRTS303A
Balance retail transactions
- FNSRTS304A
Administer debit card services
- FNSRTS305A
Process customer accounts
- FNSRTS306A
Process customer transactions
- FNSRTS307A
Maintain Automatic Teller Machine (ATM) services
- FNSRTS308A
Balance cash holdings
- FNSRTS309A
Maintain main bank account
- FNSRTS401A
Manage credit card services
- FNSRTS402A
Prepare government returns and reports
- FNSSAM301A
Identify opportunities for cross-selling products and services
- FNSSAM401A
Sell financial products and services
- FNSSAM402A
Implement a sales plan
- FNSSAM403A
Prospect for new clients
- FNSSAM501A
Apply advanced selling techniques to selling of financial products and services
- FNSSAM502A
Assess market needs
- FNSSAM503A
Monitor market opportunities
- FNSSAM601A
Monitor performance in sales of financial products or services
- FNSSAM602A
Identify and evaluate marketing opportunities in the financial services industry
- FNSSAM603A
Tailor financial products to meet customer needs
- FNSSAM604A
Establish agreements with intermediaries for product distribution
- FNSSMS401A
Process self-managed superannuation contribution
- FNSSMS501A
Invest self-managed superannuation funds assets
- FNSSMS502A
Manage changes to fund structure
- FNSSMS503A
Manage administration activities of a superannuation fund
- FNSSMS504A
Meet self-managed superannuation fund compliance requirements
- FNSSMS505A
Support trustee in the selection and performance monitoring of outsourced services
- FNSSMS601A
Provide advice in self-managed superannuation funds
- FNSSMS602A
Apply taxation requirements when advising in self-managed superannuation funds
- FNSSMS603A
Apply legislative and operational requirements to advising in self-managed superannuation funds
- FNSSUP301A
Process superannuation fund payments
- FNSSUP302A
Establish, maintain and process superannuation records
- FNSSUP303A
Process superannuation contributions
- FNSSUP304A
Process superannuation rollover benefits
- FNSSUP305A
Implement member investment instructions
- FNSSUP306A
Terminate superannuation plans
- FNSSUP401A
Process complex superannuation benefit or insurance claim
- FNSSUP402A
Assist in meeting superannuation compliance requirements
- FNSSUP403A
Administer retirement income streams
- FNSSUP404A
Establish and customise complex employer accounts
- FNSSUP405A
Implement fund review practices
- FNSSUP406A
Establish and maintain fund or plan
- FNSSUP407A
Assess complex superannuation benefit or insurance claims
- FNSSUP501A
Supervise complaints procedures
- FNSSUP502A
Supervise insurer liaison
- FNSSUP503A
Develop client relationships with employers and establish superannuation systems
- FNSSUP504A
Provide advanced customer service to superannuation clients
- FNSSUP505A
Produce reports for superannuation
- FNSSUP506A
Supervise and monitor operational guidelines in a superannuation organisation
- FNSSUP507A
Review compliance with regulatory and contractual requirements
- FNSSUP508A
Provide effective information to members
- FNSSUP509A
Work within a defined benefit fund
- FNSSUP601A
Liaise with and support trustees
- FNSSUP602A
Manage official complaints procedures and proceedings
- FNSSUP603A
Integrate investment strategy with fund operations
- FNSTPB501A
Apply legal principles in corporations and trusts law
- FNSTPB502A
Apply legal principles in commercial and property law
- HLTHIR403B
Work effectively with culturally diverse clients and co-workers
- MSAPMSUP390A
Use structured problem solving tools
- PSPFRAU502B
Anticipate and detect possible fraud activity
- PSPFRAU504B
Conduct fraud risk assessments
- PSPFRAU505B
Develop fraud control plans
- PSPGOV311A
Work with a coach or mentor
- PSPGOV414A
Provide workplace mentoring
- PSPGOV509A
Conduct evaluations
- PSPGOV516A
Develop and use emotional intelligence
- PSPIM402A
Undertake initial rehabilitation assessments
- PSPIM404A
Conduct situational workplace assessments
- PSPIM405A
Develop return to work plans
- PSPIM406A
Implement and monitor return to work plans
- PSPIM504A
Contribute to a quality injury management system
- PSPREG417A
Undertake compliance audits
- PSPREG502A
Coordinate investigation processes
- TAADEL404B
Facilitate work-based learning
- TAADEL504B
Lead and coordinate training services
- TAEDEL402A
Plan, organise and facilitate learning in the workplace