Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSPRT404 Mapping and Delivery Guide
Administer a trust dealing with complex matters
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSPRT404 - Administer a trust dealing with complex matters |
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Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to establish and administer a trust with complex matters and manage and monitor the trust's assets.It applies to individuals who are senior level personal trust officers in the personal trustee sector and have highly developed communication and financial management skills. They are also able to administer trusts that have complex matters in regards to the trust's assets and beneficiaries.Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the personal trustee field of work and include access to: common office equipment, technology, software and consumables appropriate legislation and regulations relevant to administering a trust organisational reference materials such as policies, procedures, manuals and checklists. Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards. |
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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: Create trust file |
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Element: Establish and administer trust |
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Element: Evaluate and review trust performance |
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Element: Report performance to appropriate persons and advise if changes to trust are required |
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