Qualification Outline
22/07/2026 6:01 AM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Certificate IV in Personal Trust Administration
Certificate IV in Personal Trust Administration
FNS42222
BHU7
Current
Approved
National Endorsed, State Implementation and Classification
Releases
| Release Version | Release Date | TGA Status | DTWD Status |
|---|---|---|---|
| 1.00 | 15/06/2022 | Current | Approved |
Description
This qualification reflects the roles of individuals working in varied contexts within personal trust administration. Individuals in these roles apply solutions to a defined range of predictable and unpredictable problems and analyse and evaluate information from a variety of sources. They work autonomously, may provide guidance to others and have limited responsibility for the output of others.
Licensing, legislative, regulatory or certification considerations
No licensing, legislative or certification requirements apply to this qualification at the time of publication. However, some units will specify relevant licensing, legislative and/or regulatory requirements that impact on the unit. Refer to the relevant regulator for specific guidance on requirements.
Schedule
Packaging Rules
Total number of units = eleven (11)- eight (8) core units plus
- three (3) elective units, of which:
- at least two (2) must be from the elective units listed below
- up to one (1) may be from this qualification or any currently endorsed Certificate III or above training package qualification or accredited course.
Elective units must be relevant to the work environment and the qualification, maintain the overall integrity of the AQF alignment, not duplicate the outcome of another unit chosen for the qualification, and contribute to a valid industry-supported vocational outcome.
1. Core Units
All eight (8) units must be completed.
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| OEB95 | FNSPRT413 | Administer complex estates | 60 | Unit of competency |
| OEB94 | FNSPRT414 | Administer complex trusts | 60 | Unit of competency |
| OEC86 | FNSPRT416 | Administer powers of attorney and financial administration orders | 50 | Unit of competency |
| OBR53 | FNSINC411 | Conduct work according to professional practices in the financial services industry | 25 | Unit of competency |
| AUQ84 | FNSCUS403 | Deliver a professional service to customers | 30 | Unit of competency |
| OEB88 | FNSPRT515 | Develop and maintain knowledge of financial services and assets | 55 | Unit of competency |
| OEC91 | FNSPRT415 | Prepare and establish powers of attorney | 50 | Unit of competency |
| OEC92 | FNSPRT412 | Prepare wills | 60 | Unit of competency |
2. Elective Units
At least two (2) units must be chosen from the elective units listed below. Please refer to the packaging rules for the full details of available options.
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| AZH6 | FNS42215 | Certificate IV in Personal Trust Administration | Qualification |
No information
Entry Requirements
Nil
Traineeships and Apprenticeships