Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSPRT501A Mapping and Delivery Guide
Advise clients on trust structures
Version 1.0
Issue Date: April 2024
Qualification | - |
Unit of Competency | FNSPRT501A - Advise clients on trust structures |
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Description | This unit describes the performance outcomes, skills and knowledge required to determine client needs, advise on a suitable trust structure, and prepare relevant documentation for its settlement.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: Determine client needs and build rapport |
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Element: Reconcile client concerns and gain confirmation |
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Element: Prepare and document trust deed |
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Element: Provide ongoing service |
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