Qualification Outline

Date retreived
22/07/2026 6:02 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

Qualification
National Code:
FNS42215
State Code:
AZH6
TGA Status:
Replaced
DTWD Status:
Replaced
National Endorsed, State Implementation and Classification
Field of Education
0811 - Banking, Finance And Related Fields
Original TGA Release Date
14/01/2016
Approved Date
13/08/2021
Stream of Study
Initial Vocational (3100 - 3600)
VET Act Classifier
C
Nominal Hours
515
Duration
2 Semesters
Current Release Number
4.00
Current Release Date
09/07/2021
VET Act Conditions
—
Releases
Release Version Release Date TGA Status DTWD Status
4.00 09/07/2021 Current Approved
3.00 13/02/2018 Replaced Approved
2.00 12/09/2016 Replaced Approved
1.00 14/01/2016 Replaced Approved
Description

This qualification is designed to reflect job roles of a person 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/Regulatory Information
No licensing 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 FNS Implementation Guide Companion Volume for guidance on requirements.

Schedule
Packaging Rules
Total number of units = eleven (11)
- seven (7) core units plus
- four (4) elective units

The elective units consist of:
- two (2) from the electives below

Of the remaining two (2) units:
- up to two (2) may be from the electives below
- up to two (2) may be from Certificate III or above in any currently endorsed training package or accredited course.

The elective units chosen must be relevant to the work outcome and meet local industry needs.
1. Core Units

All seven (7) units must be completed.

State Code National Code Title Hours Type
AUS78 FNSPRT403 Administer a complex estate 60 Unit of competency
AUS71 FNSPRT404 Administer a trust dealing with complex matters 60 Unit of competency
AUS72 FNSPRT406 Administer powers of attorney or financial administration orders 50 Unit of competency
AUR82 FNSINC401 Apply principles of professional practice to work in the financial services industry 20 Unit of competency
AWF13 FNSPRT505 Develop and maintain knowledge of financial services and assets 55 Unit of competency
AUS69 FNSPRT405 Establish powers of attorney or financial administration orders 50 Unit of competency
AUS83 FNSPRT402 Prepare a will 60 Unit of competency
2. Elective Units

At least two (2) units must be completed.
Please refer to the packaging rules for the full details of available options.

State Code National Code Title Hours Type
AUH55 BSBCUS402 Address customer needs 30 Unit of competency
AWF11 FNSPRT508 Administer a charitable trust 55 Unit of competency
AUX18 FNSPRT302 Administer a non-complex estate 50 Unit of competency
AUS73 FNSPRT303 Administer a non-complex trust 45 Unit of competency
AUS90 FNSPRT502 Advise clients in estate planning 60 Unit of competency
AUS77 FNSPRT501 Advise clients on trust structures 60 Unit of competency
AUH39 BSBREL402 Build client relationships and business networks 30 Unit of competency
AUJ35 BSBWOR404 Develop work priorities 30 Unit of competency
AUX04 FNSPRT301 Establish entitlements to an intestate estate 30 Unit of competency
AUX20 FNSFPL401 Extract and analyse information on specified financial strategies and products 50 Unit of competency
AUI64 BSBRSK401 Identify risk and apply risk management processes 40 Unit of competency
AWF19 FNSPIM510 Implement informed decision-making 45 Unit of competency
AWF15 FNSPRT407 Investigate and substantiate entitlement in an intestate estate 35 Unit of competency
AUI57 BSBLDR403 Lead team effectiveness 40 Unit of competency
AUS55 FNSPIM409 Maintain customer relationship 25 Unit of competency
BBH99 FNSACC413 Make decisions in a legal context 60 Unit of competency
AUQ76 FNSCUS401 Participate in negotiations 20 Unit of competency
AUL55 BSBCOM405 Promote compliance with legislation 30 Unit of competency
AUQ80 FNSCUS402 Resolve disputes 30 Unit of competency
Replaces
State Code National Code Title Type
AWF9 FNS41315 Certificate IV in Personal Trust Administration Qualification
Replaced By
State Code National Code Title Type
BHU7 FNS42222 Certificate IV in Personal Trust Administration Qualification
No information
Entry Requirements

Nil

Traineeships and Apprenticeships
No information