Skillsets
Qualifications
Units of competency
- FNSACC301
Process financial transactions and extract interim reports
- FNSACC302
Administer subsidiary accounts and ledgers
- FNSACC303
Perform financial calculations
- FNSACC304
Conduct business activities using a computerised accounting system
- FNSACC311
Process financial transactions and extract interim reports
- FNSACC312
Administer subsidiary accounts and ledgers
- FNSACC313
Perform financial calculations
- FNSACC314
Conduct business activities using a computerised accounting system
- FNSACC321
Process financial transactions and extract interim reports
- FNSACC322
Administer subsidiary accounts and ledgers
- FNSACC323
Perform financial calculations
- FNSACC401
Process business tax requirements
- FNSACC402
Prepare operational budgets
- FNSACC403
Make decisions in a legal context
- FNSACC404
Prepare financial statements for non-reporting entities
- FNSACC405
Maintain inventory records
- FNSACC406
Set up and operate a computerised accounting system
- FNSACC407
Produce job costing information
- FNSACC408
Work effectively in the accounting and bookkeeping industry
- FNSACC411
Process business tax requirements
- FNSACC412
Prepare operational budgets
- FNSACC413
Make decisions in a legal context
- FNSACC414
Prepare financial statements for non-reporting entities
- FNSACC416
Set up and operate a computerised accounting system
- FNSACC418
Work effectively in the accounting and bookkeeping industry
- FNSACC421
Prepare financial reports
- FNSACC426
Set up and operate computerised accounting systems
- FNSACC501
Provide financial and business performance information
- FNSACC502
Prepare tax documentation for individuals
- FNSACC503
Manage budgets and forecasts
- FNSACC504
Prepare financial reports for corporate entities
- FNSACC505
Establish and maintain accounting information systems
- FNSACC506
Implement and maintain internal control procedures
- FNSACC507
Provide management accounting information
- FNSACC511
Provide financial and business performance information
- FNSACC512
Prepare tax documentation for individuals
- FNSACC513
Manage budgets and forecasts
- FNSACC514
Prepare financial reports for corporate entities
- FNSACC516
Implement and maintain internal control procedures
- FNSACC517
Provide management accounting information
- FNSACC521
Provide financial and business performance information
- FNSACC522
Prepare tax documentation for individuals
- FNSACC523
Manage budgets and forecasts
- FNSACC524
Prepare financial reports for corporate entities
- FNSACC526
Implement and maintain internal control procedures
- FNSACC527
Provide management accounting information
- FNSACC601
Prepare and administer tax documentation for legal entities
- FNSACC602
Audit and report on financial systems and records
- FNSACC603
Implement tax plans and evaluate tax obligations
- FNSACC604
Monitor corporate governance activities
- FNSACC605
Implement organisational improvement programs
- FNSACC606
Conduct internal audit
- FNSACC607
Evaluate business performance
- FNSACC608
Evaluate organisation’s financial performance
- FNSACC609
Evaluate financial risk
- FNSACC610
Develop and implement financial strategies
- FNSACC611
Implement an insolvency program
- FNSACC612
Implement reconstruction plan
- FNSACC613
Prepare and analyse management accounting information
- FNSACC614
Prepare complex corporate financial reports
- FNSACC624
Monitor corporate governance activities
- FNSACC634
Monitor corporate governance activities
- FNSACM301
Administer financial accounts
- FNSACM302
Prepare, match and process receipts
- FNSACM303
Process payment documentation
- FNSACM311
Process and manage payments
- FNSACM312
Reconcile financial transactions
- FNSACM313
Process authorised payments
- FNSACM401
Evaluate and authorise payment requests
- FNSACM411
Authorise valid expense payments
- FNSAML801
Design an anti-money laundering and counter terrorism financing program
- FNSAML802
Design and assess controls to monitor money laundering and terrorism financing risk
- FNSAML803
Design and monitor a reporting system for suspicious transactions
- FNSAML804
Design customer due diligence policies and procedures
- FNSAML805
Manage assessment of organisation vulnerability to money laundering and terrorism financing
- FNSAML806
Implement an anti-money laundering and counter terrorism financing program
- FNSAML811
Design anti-money laundering and counter terrorism financing programs
- FNSAML812
Design and assess controls to monitor money laundering and terrorism financing risk
- FNSAML813
Design and monitor reporting systems for suspicious transactions
- FNSAML814
Design customer due diligence policies and procedures
- FNSAML815
Manage assessment of organisation vulnerability to money laundering and terrorism financing
- FNSAML816
Implement an anti-money laundering and counter terrorism financing program
- FNSASIC301
Establish client relationship and analyse needs
- FNSASIC302
Develop, present and negotiate client solutions
- FNSASIC303
Provide advice on first home saver account deposit products and non-cash payments
- FNSASIC304
Provide Tier 2 general advice in general insurance
- FNSASIC305
Provide Tier 2 personal advice in general insurance
- FNSASIC311
Establish client relationship and analyse needs
- FNSASIC312
Provide personal advice on non-relevant financial products
- FNSASIC314
Provide Tier 2 general advice in general insurance
- FNSASIC315
Provide Tier 2 personal advice in general insurance
- FNSASICL503
Provide advice in the regulated emissions market
- FNSASICM503
Provide Tier 1 personal advice in life insurance
- FNSASICM513
Provide general advice in life insurance
- FNSASICN503
Provide Tier 1 personal advice in general insurance
- FNSASICN513
Provide advice in general insurance
- FNSASICO503
Provide Tier 1 general advice in general insurance
- FNSASICQ503
Provide advice in first home saver market linked accounts
- FNSASICR503
Provide advice in margin lending
- FNSASICS503
Provide advice in foreign exchange
- FNSASICS513
Provide wholesale advice in foreign exchange
- FNSASICT503
Provide advice in managed investments
- FNSASICT513
Provide wholesale advice in managed investments
- FNSASICU503
Provide advice in superannuation
- FNSASICV503
Provide advice in derivatives
- FNSASICV513
Provide wholesale advice in derivatives
- FNSASICW503
Provide advice in securities
- FNSASICW513
Provide wholesale advice in securities
- FNSASICX503
Provide advice in life insurance
- FNSASICY503
Provide advice in insurance broking
- FNSASICY513
Provide advice in insurance broking
- FNSASICZ503
Provide advice in financial planning
- FNSBKG401
Develop and implement policies and procedures relevant to bookkeeping activities
- FNSBKG402
Establish and maintain a cash accounting system
- FNSBKG403
Establish and maintain an accrual accounting system
- FNSBKG404
Carry out business activity and instalment activity statement tasks
- FNSBKG405
Establish and maintain a payroll system
- FNSBNK401
Coordinate a small business customer portfolio
- FNSBNK402
Align banking products with the needs of small business customers
- FNSBNK403
Provide services in a Business Transaction Centre
- FNSBNK404
Promote mobile banking services
- FNSBNK405
Provide mobile banking sales and services
- FNSBNK406
Manage customer visits
- FNSBNK411
Coordinate small business customer portfolios
- FNSBNK412
Align banking products with the needs of small business customers
- FNSBNK413
Provide services in a Business Transaction Centre
- FNSBNK414
Promote mobile banking services
- FNSBNK415
Provide mobile banking sales and services
- FNSBNK416
Manage mobile lending services
- FNSBNK501
Manage banking and service strategy for small business customers
- FNSBNK502
Manage services in a Business Transaction Centre
- FNSBNK503
Provide business advisory services within a financial services context
- FNSBNK511
Manage banking and service strategy for small business customers
- FNSBNK512
Assess complex loans
- FNSBNK513
Provide business advisory services within a financial services context
- FNSBNK522
Manage services in a Business Transaction Centre
- FNSCMP501
Comply with financial services legislation
- FNSCRD301
Process applications for credit
- FNSCRD302
Monitor and control accounts receivable
- FNSCRD311
Process applications for credit
- FNSCRD401
Assess credit applications
- FNSCRD402
Establish and maintain appropriate security
- FNSCRD403
Manage and recover bad and doubtful debts
- FNSCRD404
Utilise the legal process to recover outstanding debt
- FNSCRD405
Manage overdue customer accounts
- FNSCRD412
Establish and maintain appropriate security options for credit facilities
- FNSCRD413
Manage and recover bad and doubtful debts
- FNSCRD415
Manage overdue customer accounts
- FNSCRD501
Respond to personal insolvency situations
- FNSCRD502
Manage factoring and invoice discounting arrangements
- FNSCRD503
Promote understanding of the role and effective use of consumer credit
- FNSCRD504
Manage the credit relationship
- FNSCRD505
Respond to corporate insolvency situations
- FNSCRD511
Respond to personal insolvency situations
- FNSCRD513
Promote client understanding of the role and effective use of consumer credit
- FNSCRD514
Identify and manage credit risk
- FNSCRD515
Respond to corporate insolvency situations
- FNSCUS301
Respond to customer enquiries
- FNSCUS311
Respond to customer enquiries
- FNSCUS401
Participate in negotiations
- FNSCUS402
Resolve disputes
- FNSCUS403
Deliver a professional service to customers
- FNSCUS411
Participate in negotiations
- FNSCUS412
Resolve disputes
- FNSCUS501
Develop and nurture relationships with clients, other professionals and third party referrers
- FNSCUS502
Monitor client requirements
- FNSCUS503
Review business performance
- FNSCUS504
Manage premium customer relationships
- FNSCUS505
Determine client requirements and expectations
- FNSCUS506
Record and implement client instructions
- FNSCUS511
Develop and maintain professional relationships in financial services industry
- FNSCUS512
Monitor clients’ financial requirements
- FNSCUS513
Review business performance
- FNSCUS515
Determine client financial requirements and expectations
- FNSCUS516
Record and implement client instructions
- FNSCUS601
Establish, manage and monitor key relationships
- FNSFLT201
Develop and use a personal budget
- FNSFLT202
Develop and use a savings plan
- FNSFLT203
Develop knowledge of debt and consumer credit
- FNSFLT204
Develop knowledge of superannuation
- FNSFLT205
Develop knowledge of the Australian financial system and markets
- FNSFLT206
Develop knowledge of taxation
- FNSFLT211
Develop and use personal budgets
- FNSFLT212
Develop and use savings plans
- FNSFLT213
Develop knowledge of debt and consumer credit
- FNSFLT214
Develop knowledge of superannuation
- FNSFLT215
Develop knowledge of the Australian financial system and markets
- FNSFLT216
Develop knowledge of taxation
- FNSFLT301
Be MoneySmart
- FNSFLT311
Develop and apply knowledge of personal finances
- FNSFLT401
Be MoneySmart through a career in small business
- FNSFLT411
Determine financial requirements of small businesses
- FNSFLT501
Assist customers to budget and manage own finances
- FNSFLT502
Facilitate customer awareness of the Australian financial system and markets
- FNSFLT503
Promote basic financial literacy skills
- FNSFLT504
Facilitate customer knowledge of personal financial statements
- FNSFLT505
Facilitate customer or employee knowledge of superannuation as an investment tool
- FNSFLT511
Assist customers to budget and manage own finances
- FNSFLT512
Facilitate customer awareness of the Australian financial system and markets
- FNSFLT513
Promote basic financial literacy in clients
- FNSFLT514
Facilitate customer knowledge of personal financial statements
- FNSFLT515
Facilitate knowledge of superannuation as an investment tool
- FNSFMB401
Prepare loan application on behalf of finance or mortgage broking clients
- FNSFMB402
Identify client needs for broking services
- FNSFMB403
Present broking options to client
- FNSFMB411
Prepare loan applications on behalf of clients
- FNSFMB412
Identify client needs and present broking options
- FNSFMB501
Settle applications and loan arrangements in the finance and mortgage broking industry
- FNSFMB502
Identify and develop broking options for clients with complex needs
- FNSFMB503
Present broking options to client with complex needs
- FNSFMB504
Implement complex loan structures
- FNSFMB511
Implement credit contracts in preparation for settlement
- FNSFMB512
Identify and develop credit options for clients with special financial circumstances
- FNSFMB513
Present credit options to clients with special financial circumstances
- FNSFMB514
Implement complex loan structures
- FNSFMK401
Reconcile financial transactions
- FNSFMK402
Develop and maintain knowledge of financial markets products
- FNSFMK403
Interpret financial markets information
- FNSFMK411
Perform reconciliations
- FNSFMK416
Conduct work within financial markets compliance framework
- FNSFMK501
Analyse financial markets and information
- FNSFMK502
Analyse financial market products for client
- FNSFMK503
Advise clients on financial risk
- FNSFMK504
Complete confirmation and settlement processes
- FNSFMK505
Comply with financial services regulation and industry codes of practice
- FNSFMK506
Detect errors and fraud when processing financial transactions
- FNSFMK507
Analyse risk mitigation in the operations process
- FNSFMK508
Monitor and process collateral
- FNSFMK509
Process transaction documentation
- FNSFMK510
Prepare trading strategies for clients
- FNSFMK511
Apply limits when trading
- FNSFMK512
Apply knowledge of emissions markets
- FNSFMK513
Undertake assessment of product and advice suitability for non-retail clients
- FNSFMK514
Complete confirmation and settlement processes
- FNSFMK515
Comply with financial services regulation and industry codes of practice
- FNSFMK516
Review and confirm human resources and IT systems satisfy requirements of licence
- FNSFMK517
Analyse risk mitigation in the operations process
- FNSFMK518
Monitor and process collateral
- FNSFMK520
Develop and monitor risk management strategies for client
- FNSFMK521
Analyse financial markets and information
- FNSFMK522
Apply financial product knowledge in the context of the deal transaction cycle
- FNSFMK523
Comply with requirements of licence and regulatory framework
- FNSFMK524
Conduct work within financial markets organisational risk management framework
- FNSFMK525
Analyse clients’ financial risk
- FNSFMK601
Price financial transactions
- FNSFMK602
Hedge financial products
- FNSFMK611
Price financial transactions
- FNSFMK612
Manage trading exposures
- FNSFMK619
Develop and implement policies and procedures to support organisational values and culture
- FNSFPL401
Extract and analyse information on specified financial strategies and products
- FNSFPL402
Prepare financial plans to set strategies and guidelines
- FNSFPL403
Implement financial plans to predetermined guidelines
- FNSFPL501
Comply with financial planning practice ethical and operational guidelines and regulations
- FNSFPL502
Conduct financial planning analysis and research
- FNSFPL503
Develop and prepare financial plan
- FNSFPL504
Implement financial plan
- FNSFPL505
Review financial plans and provide ongoing service
- FNSFPL506
Determine client financial requirements and expectations
- FNSFPL507
Provide financial planning advice
- FNSFPL508
Conduct complex financial planning research
- FNSFPL601
Provide technical and professional guidance
- FNSFPL602
Determine client requirements and expectations for clients with complex needs
- FNSFPL603
Provide comprehensive monitoring and ongoing service
- FNSFPL604
Develop complex and innovative financial planning strategies
- FNSFPL605
Present and negotiate complex and innovative financial plans
- FNSFPL606
Implement complex and innovative financial plans
- FNSFPL607
Prepare advice in margin lending
- FNSFPL608
Prepare advice in foreign exchange
- FNSFPL609
Prepare advice in managed investments
- FNSFPL610
Prepare advice in superannuation
- FNSFPL611
Provide technical and professional financial planning guidance
- FNSFPL612
Determine client requirements and expectations in financial planning
- FNSFPL613
Monitor financial plans and provide ongoing service
- FNSFPL614
Develop financial plans
- FNSFPL615
Present and negotiate financial plans
- FNSFPL616
Implement financial plans
- FNSFPL617
Prepare advice in derivatives
- FNSFPL618
Prepare advice in securities
- FNSFPL619
Prepare advice in life insurance
- FNSFPL620
Prepare advice in insurance broking
- FNSFPL621
Comply with ethical and operational guidelines, legislation and regulations in financial planning
- FNSFPL622
Conduct financial planning analysis and research
- FNSIAD301
Provide general advice on financial products and services
- FNSIAD311
Provide general advice on financial products and services
- FNSIAD501
Provide appropriate services, advice and products to clients
- FNSIAD502
Provide appropriate and timely information and advice to clients
- FNSIAD511
Provide appropriate services, general advice and products to clients
- FNSIAD512
Develop financial investment options and strategies for clients
- FNSIBK302
Provide general advice in general insurance broking products and services
- FNSIBK401
Research, analyse and report information in insurance broking
- FNSIBK402
Implement new or renewed insurance program for insurance broking clients
- FNSIBK403
Place client insurances with insurer and confirm insurance cover with clients
- FNSIBK404
Provide a claims service to an insurance broking client
- FNSIBK405
Meet industry and legislative guidelines and organisational procedures relating to insurance broking
- FNSIBK406
Deliver professional insurance broking services
- FNSIBK412
Implement new and renewed insurance program for insurance broking clients
- FNSIBK413
Place client insurances with insurer and confirm insurance cover with clients
- FNSIBK414
Provide a claims service to insurance broking clients
- FNSIBK415
Meet compliance requirements relating to insurance broking
- FNSIBK416
Deliver insurance broking services
- FNSIBK507
Review service performance
- FNSIBK508
Implement changes to broking client's insurance program
- FNSIBK512
Negotiate complex claims settlement for insurance broking client
- FNSIBK513
Prepare a submission for new business
- FNSIBK514
Manage a complex risk portfolio for a broking client
- FNSIBK515
Monitor broking client requirements and establish loss control programs
- FNSIBK517
Review insurance broking service performance
- FNSIBK518
Implement changes to insurance programs of broking clients
- FNSIBK522
Negotiate complex claims settlement for insurance broking clients
- FNSIBK523
Prepare submissions for new insurance broking business
- FNSIBK524
Manage complex risk portfolios for insurance broking clients
- FNSIBK525
Monitor insurance broking client programs
- FNSIBK601
Develop guidelines for broking services
- FNSIBK602
Manage implementation of broking service support systems
- FNSIBK603
Manage contractual, legislative and code of practice obligations and requirements
- FNSIBK604
Manage a sales plan for insurance broking services
- FNSIBK606
Manage compliance requirements for an insurance broking business
- FNSIBK607
Lead ethical work practices in an insurance brokerage
- FNSIBK608
Establish and maintain strategic networks and collaborative relationships
- FNSIGN401
Provide technical guidance
- FNSIGN402
Inspect quality of work
- FNSIGN403
Estimate jobs
- FNSIGN404
Inspect damage and develop scope of work
- FNSIGN406
Inspect property for saleable items and determine their value
- FNSILA501
Plan and implement loss investigation
- FNSILA502
Evaluate collected information
- FNSILA503
Report findings and provide guidance to involved parties
- FNSILA504
Negotiate and effect settlement
- FNSILA505
Provide ancillary services
- FNSILA506
Provide specialist theft, money and fidelity loss adjusting advice and services
- FNSILA507
Provide specialist business interruption loss adjusting advice and services
- FNSILA508
Provide specialist liability loss adjusting advice and services
- FNSILA509
Provide specialist building loss adjusting advice and services
- FNSILA510
Provide specialist construction loss adjusting advice and services
- FNSILA511
Plan and implement loss investigations
- FNSILA512
Evaluate collected information and report findings in loss adjusting
- FNSILA514
Negotiate and affect settlement relating to loss situation, damage or injury
- FNSILD501
Prepare a distribution plan
- FNSILD502
Resource a distribution plan
- FNSILD503
Establish services to provide advice
- FNSILD504
Implement and manage the distribution plan
- FNSILF302
Process a life insurance application
- FNSILF303
Issue a life insurance policy
- FNSILF401
Contribute to the life risk underwriting process
- FNSILF402
Settle policy payments and terminations
- FNSILF403
Develop and maintain in-depth knowledge of products and services used by the life insurance sector
- FNSILF404
Process requests for policy alterations and assignments
- FNSILF405
Evaluate life insurance claims
- FNSILF406
Collect and manage information to facilitate claims assessment
- FNSILF407
Settle life insurance claims
- FNSILF408
Process life insurance contract maturity and surrender payment requests
- FNSILF409
Work effectively and sustainably in the life insurance industry
- FNSILF410
Underwrite financial risk in life insurance policies
- FNSILF411
Undertake the life risk underwriting process
- FNSILF412
Underwrite retrospective risk in life insurance policies
- FNSILF413
Develop and maintain in-depth knowledge of life insurance products and services
- FNSILF415
Evaluate life insurance claims
- FNSILF416
Manage information for claims assessments
- FNSILF417
Settle life insurance claims
- FNSILF501
Assess extraordinary risks
- FNSILF502
Underwrite complex medical risks
- FNSILF503
Underwrite complex non-medical risks
- FNSILF504
Manage complex life insurance claims
- FNSILF505
Manage ongoing disability claims
- FNSILF506
Manage group life insurance claims
- FNSILF507
Manage group life insurance policy administration
- FNSILF512
Underwrite complex risks
- FNSILF514
Manage complex life insurance claims
- FNSILF515
Manage ongoing disability claims
- FNSILF516
Manage group life insurance claims
- FNSINC301
Work effectively in the financial services industry
- FNSINC311
Work together in the financial services industry
- FNSINC401
Apply principles of professional practice to work in the financial services industry
- FNSINC402
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
- FNSINC411
Conduct work according to professional practices in the financial services industry
- FNSINC412
Apply and maintain knowledge of financial products and services
- FNSINC413X
Apply codes and standards of ethical practice to own role
- FNSINC501
Conduct product research to support recommendations
- FNSINC502
Assess financial products and services vulnerability to money laundering and terrorism financing
- FNSINC503
Identify situations requiring complex ethical decision making
- FNSINC504
Apply ethical frameworks and principles to make and act upon decisions
- FNSINC511
Conduct financial product research to support product recommendations
- FNSINC512
Assess vulnerability of financial products and services to money laundering and terrorism financing
- FNSINC513
Identify and apply complex ethical decision making to workplace situations
- FNSINC514
Apply ethical frameworks and principles to make and act upon decisions
- FNSINC601
Apply economic principles to work in the financial services industry
- FNSINC602
Interpret and use financial statistics and tools
- FNSINC611
Apply economic principles to work in the financial services industry
- FNSINC612
Interpret and use financial statistics and tools
- FNSINC801
Lead compliance with financial services legislation and industry codes of practice
- FNSINC802
Develop and build effective relationships with regulatory and industry bodies
- FNSINC811
Lead compliance with financial services regulations and industry codes of practice
- FNSISV301
Evaluate risk for renewal business
- FNSISV302
Process alteration to insurance policy
- FNSISV303
Issue contract of insurance
- FNSISV304
Issue insurance renewal advice
- FNSISV305
Issue insurance cancellation advice
- FNSISV306
Receive and record or register a claim
- FNSISV307
Follow organisation procedures to process claim
- FNSISV308
Process facultative and treaty reinsurance claims
- FNSISV309
Settle insurance claims
- FNSISV310
Process insurance claims payments
- FNSISV401
Evaluate risk for new business
- FNSISV402
Underwrite new business
- FNSISV403
Survey potential risk exposure
- FNSISV404
Underwrite renewal business
- FNSISV405
Analyse insurance claims
- FNSISV406
Use specialist terminology in insurance claims
- FNSISV407
Use medical terminology in an insurance context
- FNSISV408
Manage handling and settlement of routine insurance claims for retail clients
- FNSISV411
Evaluate insurance risk for business
- FNSISV412
Underwrite insurance business
- FNSISV413
Survey potential risk exposure
- FNSISV416
Use specialist terminology in insurance claims
- FNSISV417
Use medical terminology in an insurance context
- FNSISV418
Manage insurance claims portfolios
- FNSISV501
Issue contracts of insurance covering non-routine and complex situations
- FNSISV502
Review operational performance of the portfolio
- FNSISV503
Undertake post-loss risk management
- FNSISV504
Negotiate treaty reinsurance
- FNSISV505
Determine risk rating for investment and insurance products
- FNSISV506
Investigate insurance claims
- FNSISV507
Implement claim recovery procedures
- FNSISV508
Review and advise on claims costs, policies and procedures
- FNSISV509
Analyse financial, medical and psychological claims assessments
- FNSISV510
Manage non-routine and complex claims
- FNSISV511
Settle non-routine and complex claims
- FNSISV512
Work with legal teams to resolve complex claims
- FNSISV513
Provide decisions on legal liability and indemnity of a claim
- FNSISV514
Review and update claim reserves in portfolio
- FNSISV515
Evaluate and report on status of claims portfolio
- FNSISV516
Allocate authorities and guidelines for distribution
- FNSISV517
Review claims settlement policies and procedures
- FNSISV519
Analyse financial, medical and psychological claims assessments
- FNSISV520
Manage non-routine and complex insurance claims
- FNSISV521
Settle non-routine and complex insurance claims
- FNSISV522
Work with legal teams to resolve non-routine and complex insurance claims
- FNSISV524
Negotiate treaty reinsurance
- FNSISV525
Evaluate and report on status of insurance claims portfolios
- FNSISV526
Allocate authorities and guidelines for distribution
- FNSISV527
Implement insurance claim recovery procedures
- FNSISV531
Issue insurance contracts covering non-routine and complex situations
- FNSISV532
Review operational performance of insurance portfolios
- FNSISV535
Determine risk rating for investment and insurance products
- FNSISV536
Investigate insurance claims
- FNSISV537
Review claims settlement policies and procedures
- FNSMCA301
Collect debts
- FNSMCA302
Repossess property
- FNSMCA303
Serve legal process
- FNSMCA304
Locate subjects
- FNSMCA311
Collect debts
- FNSMCA312
Repossess property
- FNSMCA313
Serve legal process
- FNSMCA314
Locate individuals
- FNSMCA401
Develop and document case recommendations
- FNSMCA402
Initiate legal recovery of debts
- FNSMCA411
Evaluate debt collection actions and develop recommendations
- FNSMCA412
Undertake legal action for recovery of debts
- FNSMCA413
Identify and manage individuals experiencing hardship
- FNSORG301
Administer fixed asset register
- FNSORG401
Conduct individual work within a compliance framework
- FNSORG411
Conduct individual work within a compliance framework
- FNSORG501
Develop and manage a budget
- FNSORG502
Develop and monitor policy and procedures
- FNSORG503
Develop a resource plan
- FNSORG504
Monitor and supervise work practices to meet financial services regulatory requirements
- FNSORG505
Prepare financial reports to meet statutory requirements
- FNSORG506
Prepare financial forecasts and projections
- FNSORG507
Manage client service and business information
- FNSORG508
Analyse and comment on management reports
- FNSORG512
Develop, implement and monitor policy and procedures
- FNSORG514
Develop, monitor and supervise work practices to meet financial services regulatory requirements
- FNSORG515
Prepare financial reports to meet statutory requirements
- FNSORG601
Negotiate to achieve goals and manage disputes
- FNSORG602
Develop and manage financial systems
- FNSORG603
Establish and prepare operational guidelines in a financial services organisation
- FNSORG604
Establish outsourced services and monitor performance
- FNSORG613
Establish and implement operational guidelines in financial services organisations
- FNSORG614
Establish and manage outsourced services
- FNSPAY501
Process salary packaging arrangements and additional allowances in payroll
- FNSPAY502
Process superannuation payments in payroll
- FNSPAY503
Process complex employee terminations in payroll
- FNSPAY504
Interpret and apply knowledge of industrial regulations relevant to payroll
- FNSPAY505
Interpret and apply knowledge of taxation systems relevant to payroll
- FNSPAY511
Process salary packaging arrangements and additional allowances in payroll
- FNSPAY512
Process superannuation payments in payroll
- FNSPAY513
Process complex employee terminations in payroll
- FNSPAY514
Interpret and apply knowledge of industrial regulations relevant to payroll
- FNSPAY515
Interpret and apply knowledge of taxation systems relevant to payroll
- FNSPIM301
Process benefit payments
- FNSPIM302
Determine claim liability
- FNSPIM303
Work within the personal injury management sector
- FNSPIM304
Assess and determine ongoing entitlements
- FNSPIM313
Work within the personal injury management sector
- FNSPIM314
Assess and determine initial entitlements for personal injury claims
- FNSPIM401
Plan and implement rehabilitation and return to work and health strategies
- FNSPIM403
Educate clients on personal injury management issues
- FNSPIM404
Assist clients with job placement
- FNSPIM405
Facilitate a return to work
- FNSPIM406
Develop and maintain knowledge of personal injury management insurance
- FNSPIM407
Register policy
- FNSPIM408
Renew and maintain policy
- FNSPIM409
Maintain customer relationship
- FNSPIM410
Collect, assess and use information
- FNSPIM411
Plan and implement rehabilitation and return to life strategies
- FNSPIM412
Participate in formal communication processes
- FNSPIM413
Assist with preparations for conciliation and review hearings
- FNSPIM414
Manage personal injury claims
- FNSPIM415
Manage personal injury case loads
- FNSPIM416
Work effectively in the medical indemnity sector
- FNSPIM417
Analyse and manage medical indemnity claims
- FNSPIM419
Maintain relationships with personal injury clients
- FNSPIM423
Educate clients on personal injury management issues
- FNSPIM424
Assist personal injury clients with job placement
- FNSPIM425
Facilitate recovery and return to life
- FNSPIM434
Manage personal injury claims
- FNSPIM501
Develop a return to work or injury management strategy
- FNSPIM502
Facilitate workplace assessment with stakeholders for personal injury cases
- FNSPIM503
Represent personal injury management agent or insurer at conciliation and review hearings
- FNSPIM504
Manage impairment benefit claims
- FNSPIM505
Use medical knowledge in the management of personal injury claims
- FNSPIM506
Promote the health benefits of returning to work
- FNSPIM507
Manage complex return to work cases
- FNSPIM508
Evaluate and improve return to work programs
- FNSPIM509
Comply with regulatory frameworks
- FNSPIM510
Implement informed decision-making
- FNSPIM511
Facilitate the setting and achievement of goals
- FNSPIM512
Negotiate settlements for medical indemnity claims
- FNSPIM516
Promote health benefits of returning to work
- FNSPIM517
Manage complex return to work cases
- FNSPIM518
Evaluate and improve return to work programs
- FNSPIM521
Develop return to work or injury management strategies
- FNSPIM522
Facilitate workplace assessment with stakeholders for personal injury cases
- FNSPIM531
Facilitate the setting and achievement of goals in personal injury management
- FNSPRM601
Establish, supervise and monitor practice systems to conform with legislation and regulations
- FNSPRM602
Improve the practice
- FNSPRM603
Grow the practice
- FNSPRM604
Prepare, supervise and monitor application of practice guidelines
- FNSPRM605
Establish or review marketing, client services and supplier relationships
- FNSPRM606
Establish or review human resources, administration and information support
- FNSPRM611
Monitor and review organisational system compliance with legislation and regulations
- FNSPRM612
Improve business of financial practices
- FNSPRM613
Grow financial practices
- FNSPRT301
Establish entitlements to an intestate estate
- FNSPRT302
Administer a non-complex estate
- FNSPRT303
Administer a non-complex trust
- FNSPRT311
Establish entitlements to intestate estates
- FNSPRT312
Administer non-complex estates
- FNSPRT313
Administer non-complex trusts
- FNSPRT401
Administer an intestate estate
- FNSPRT402
Prepare a will
- FNSPRT403
Administer a complex estate
- FNSPRT404
Administer a trust dealing with complex matters
- FNSPRT405
Establish powers of attorney or financial administration orders
- FNSPRT406
Administer powers of attorney or financial administration orders
- FNSPRT407
Investigate and substantiate entitlement in an intestate estate
- FNSPRT412
Prepare wills
- FNSPRT413
Administer complex estates
- FNSPRT414
Administer complex trusts
- FNSPRT415
Prepare and establish powers of attorney
- FNSPRT416
Administer powers of attorney and financial administration orders
- FNSPRT417
Investigate and substantiate entitlement in intestate estates
- FNSPRT501
Advise clients on trust structures
- FNSPRT502
Advise clients in estate planning
- FNSPRT503
Assess, allocate and supervise work within the personal trustee sector
- FNSPRT504
Apply knowledge of the regulatory environment relevant to trustee organisations
- FNSPRT505
Develop and maintain knowledge of financial services and assets
- FNSPRT506
Develop understanding of traditional trustee services
- FNSPRT507
Apply principles of fiduciary duty, substituted decision-making and ethical decision-making
- FNSPRT508
Administer a charitable trust
- FNSPRT511
Advise clients on trust structures
- FNSPRT512
Advise clients in estate planning
- FNSPRT513
Assess, allocate and supervise work within the personal trustee sector
- FNSPRT514
Develop and maintain knowledge of the regulatory environment relevant to trustee organisations
- FNSPRT515
Develop and maintain knowledge of financial services and assets
- FNSPRT516
Develop understanding of traditional trustee services
- FNSPRT517
Apply principles of fiduciary duty, substituted decision making and ethical decision making
- FNSPRT518
Administer charitable trusts
- FNSRSK401
Implement risk management strategies
- FNSRSK411
Apply risk management strategies to own work
- FNSRSK501
Undertake risk identification
- FNSRSK502
Assess risks
- FNSRSK511
Undertake risk identification
- FNSRSK512
Assess risks
- FNSRSK601
Develop and implement risk mitigation plan
- FNSRSK602
Determine and manage risk exposure strategies
- FNSRSK611
Develop and implement risk mitigation plan
- FNSRSK612
Determine and manage risk exposure strategies
- FNSRTS301
Provide customer service in a retail agency
- FNSRTS302
Handle foreign currency transactions
- FNSRTS303
Balance retail transactions
- FNSRTS304
Administer debit card services
- FNSRTS305
Process customer accounts
- FNSRTS306
Process customer transactions
- FNSRTS307
Maintain Automatic Teller Machine (ATM) services
- FNSRTS308
Balance cash holdings
- FNSRTS309
Maintain main bank account
- FNSRTS311
Provide customer service in a retail agency
- FNSRTS312
Execute foreign currency transactions
- FNSRTS314
Administer card services
- FNSRTS315
Process customer accounts
- FNSRTS316
Process customer transactions in retail financial organisations
- FNSRTS401
Manage credit card services
- FNSRTS402
Prepare government returns and reports
- FNSSAM301
Identify opportunities for cross-selling products and services
- FNSSAM311
Provide ancillary products and services that meet client needs
- FNSSAM401
Sell financial products and services
- FNSSAM402
Implement a sales plan
- FNSSAM403
Prospect for new clients
- FNSSAM411
Sell financial products and services
- FNSSAM413
Identify and provide initial information to potential new clients
- FNSSAM421
Provide information on financial products and services to clients
- FNSSAM422
Implement promotional strategies for financial products and services
- FNSSAM501
Apply advanced selling techniques to selling of financial products and services
- FNSSAM502
Assess market needs
- FNSSAM503
Monitor market opportunities
- FNSSAM511
Apply advanced techniques to sell financial products and services
- FNSSAM512
Assess market needs and identify opportunities for new financial products and services
- FNSSAM521
Apply advanced techniques to provide financial products and services
- FNSSAM601
Monitor performance in sales of financial products or services
- FNSSAM602
Identify and evaluate marketing opportunities in the financial services industry
- FNSSAM603
Tailor financial products to meet customer needs
- FNSSAM604
Establish agreements with intermediaries for product distribution
- FNSSAM611
Monitor performance of financial products and services in meeting client needs
- FNSSAM612
Identify and evaluate marketing opportunities in the financial services industry
- FNSSAM613
Tailor financial products to meet client needs
- FNSSAM614
Establish agreements with intermediaries for product distribution
- FNSSMS401
Process self-managed superannuation contribution
- FNSSMS411
Process self-managed superannuation contributions
- FNSSMS501
Invest self-managed superannuation funds assets
- FNSSMS502
Manage changes to fund structure
- FNSSMS503
Manage administration activities of a superannuation fund
- FNSSMS504
Meet self-managed superannuation fund compliance requirements
- FNSSMS505
Support trustee in the selection and performance monitoring of outsourced services
- FNSSMS511
Invest self-managed superannuation fund assets
- FNSSMS512
Manage changes to memberships in self-managed superannuation funds
- FNSSMS513
Manage administration activities of self-managed superannuation funds
- FNSSMS514
Meet self-managed superannuation fund compliance requirements
- FNSSMS515
Support trustees in selecting and monitoring performance of outsourced services
- FNSSMS601
Provide advice in self-managed superannuation funds
- FNSSMS602
Consider taxation requirements when advising in self-managed superannuation funds
- FNSSMS603
Apply legislative and operational requirements to advising in self-managed superannuation funds
- FNSSUP301
Process superannuation fund payments
- FNSSUP302
Establish, maintain and process superannuation records
- FNSSUP303
Process superannuation contributions
- FNSSUP304
Process superannuation rollover benefits
- FNSSUP305
Implement member investment instructions
- FNSSUP306
Terminate superannuation plans
- FNSSUP311
Process superannuation fund payments
- FNSSUP312
Establish, maintain and process superannuation records
- FNSSUP313
Process superannuation fund contributions
- FNSSUP314
Process superannuation rollover benefits
- FNSSUP315
Implement superannuation fund member investment instructions
- FNSSUP316
Terminate superannuation plans
- FNSSUP401
Process complex superannuation benefit or insurance claim
- FNSSUP402
Assist in meeting superannuation compliance requirements
- FNSSUP403
Administer retirement income streams
- FNSSUP404
Establish and customise employer accounts
- FNSSUP406
Establish and maintain fund or plan
- FNSSUP407
Assess complex superannuation benefit or insurance claims
- FNSSUP408
Participate in fund review practices
- FNSSUP409
Provide specialist retirement income stream information to clients
- FNSSUP410
Establish and administer retirement income streams
- FNSSUP411
Terminate retirement income streams
- FNSSUP412
Determine impact of social security entitlements on retirement income
- FNSSUP413
Apply knowledge of retirement planning issues when dealing with clients
- FNSSUP414
Develop and apply knowledge of aged care
- FNSSUP416
Establish and maintain superannuation accumulation funds
- FNSSUP417
Assess superannuation benefits and insurance claims under special conditions of release
- FNSSUP418
Participate in superannuation fund reviews
- FNSSUP419
Provide retirement income stream information to superannuation clients
- FNSSUP420
Establish and administer retirement income streams
- FNSSUP421
Process superannuation benefits and insurance claims under special conditions of release
- FNSSUP422
Assist organisation to meet regulatory superannuation compliance requirements
- FNSSUP423
Provide knowledge of retirement planning issues when dealing with superannuation clients
- FNSSUP424
Establish and customise employer accounts in superannuation
- FNSSUP431
Terminate retirement income streams
- FNSSUP432
Determine impact of social security entitlements on retirement income
- FNSSUP434
Develop and provide knowledge of aged care to superannuation clients
- FNSSUP501
Supervise complaints procedures
- FNSSUP502
Supervise insurer liaison
- FNSSUP503
Develop client relationships with employers and establish superannuation systems
- FNSSUP504
Provide advanced customer service to superannuation clients
- FNSSUP505
Produce reports for superannuation
- FNSSUP506
Supervise and monitor operational guidelines in a superannuation organisation
- FNSSUP507
Review compliance with regulatory and contractual requirements
- FNSSUP508
Provide effective information to members
- FNSSUP509
Work within a defined benefit fund
- FNSSUP510
Supervise insurance tender process
- FNSSUP511
Manage customer complaints in superannuation
- FNSSUP512
Manage insurer liaison within a superannuation organisation
- FNSSUP513
Develop client relationships with employers and establish superannuation systems
- FNSSUP514
Provide information or general advice to superannuation clients
- FNSSUP515
Produce reports for superannuation
- FNSSUP516
Manage compliance with operational guidelines in superannuation organisations
- FNSSUP517
Review performance of superannuation funds against regulatory and contractual requirements
- FNSSUP518
Provide information to superannuation fund members in writing
- FNSSUP601
Liaise with and support trustees
- FNSSUP602
Manage official complaints procedures and proceedings
- FNSSUP603
Integrate investment strategy with fund operations
- FNSTPB401
Complete business activity and instalment activity statements
- FNSTPB402
Establish and maintain payroll systems
- FNSTPB411
Complete business activity and instalment activity statements
- FNSTPB412
Establish and maintain payroll systems
- FNSTPB503
Apply legal principles in contract and consumer law
- FNSTPB504
Apply legal principles in corporations and trust law
- FNSTPB505
Apply legal principles in property law
- FNSTPB506
Apply taxation requirements when providing tax (financial) advice services
- FNSTPB507
Apply legal principles in commercial law when providing tax (financial) advice services
- FNSTPB516
Apply taxation requirements when providing tax (financial) advice services
- FNSTPB517
Apply legal principles in commercial law when providing tax (financial) advice services