Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSPRT403A Mapping and Delivery Guide
Administer a complex estate
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSPRT403A - Administer a complex estate |
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Description | This unit describes the performance outcomes, skills and knowledge required to administer a complex estate, including proving the will, confirming client instructions, advising beneficiaries, confirming and collecting assets, and ensuring all financial and legal requirements are met.This unit may apply to job roles subject to licensing, legislative, regulatory or certification requirements so Commonwealth, State or Territory requirements should be confirmed with the relevant body. | ||
Employability Skills | This unit contains employability skills. | ||
Learning Outcomes and Application | This unit applies to job roles in the personal trustee industry. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. |
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Prerequisites/co-requisites | |||
Competency Field |
Development and validation strategy and guide for assessors and learners | Student Learning Resources | Handouts Activities |
Slides PPT |
Assessment 1 | Assessment 2 | Assessment 3 | Assessment 4 | |
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Elements of Competency | Performance Criteria | |||||||
Element: Initiate the process of accepting the role of executor |
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Element: Identify, collect and distribute assets |
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Element: Ensure legal and financial requirements are finalised |
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