Establish powers of attorney or financial administration orders

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver FNSPRT405, 'Establish powers of attorney or financial administration orders'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Establish powers of attorney or financial administration orders' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Advise client on legal requirements of establishing the appointment

1.1 Identify client's circumstances and objectives relevant to the appointment of a power of attorney

1.2 Explain to the client the types of powers the attorney holds

1.3 Present and clarify for the client the legislative requirements in regards to the attorney appointment and other information on products and services relevant to the client's circumstances and their estate, including fees and charges

1.4 Ensure client's questions in regards to the preparation of the appointment are answered in appropriate language

2. Take instructions on behalf of client in relation to appointment

2.1 Assess and confirm testamentary capacity of client in accordance with legislative and organisational requirements and obtain legal or medical opinion if required

2.2 Record instructions of client and establish details of appointment

2.3 Provide client with accurate ethical advice, recommendations and options relating to power of attorney that comply with legislative requirements

3. Prepare, confirm and execute appointment

3.1 Prepare a draft power of attorney in accordance with legislative requirements and consistent with client’s instructions

3.2 Discuss and verify power of attorney with client and arrange and confirm execution in accordance with legislative and organisational requirements

3.3 Organise and advise client of record-keeping, safe storage and review of power of attorney according to organisational requirements


Qualifications and Skillsets

FNSPRT405 appears in the following qualifications:

  • FNS41310 - Certificate IV in Personal Trust Administration
  • FNS41311 - Certificate IV in Personal Trust Administration
  • FNS41315 - Certificate IV in Personal Trust Administration
  • FNS42215 - Certificate IV in Personal Trust Administration
  • FNS52015 - Diploma of Personal Trusts