Packaging Rules

11 units must be achieved:

7 core units
plus 4 elective units.

2elective units must be selected from Group A or elsewhere in this Training Package.

The remaining 2 elective units may be selected from Group A, any endorsed Training Package or accredited course. Elective units may be selected from a Certificate IV or Diploma qualification.

Candidates may count 1 unit from Group B below as a credit towards this qualification.

Elective units must be relevant to the work outcome, local industry requirements and the qualification level.

Core units of competency:
FNSINC401A Apply principles of professional practice to work in the financial services industry
FNSPRT401A Administer an intestate estate
FNSPRT402A Prepare a will
FNSPRT403A Administer a complex estate
FNSPRT404A Administer a complex trust
FNSPRT405A Establish powers of attorney
FNSPRT406A Administer powers of attorney or financial administration orders

Elective units of competency:
Group A
FNSACC403B Make decisions in a legal context
FNSCUS401A Participate in negotiations
FNSCUS402A Resolve disputes
FNSFPL401A Extract and analyse information on specified financial strategies and products
FNSPIM409A Maintain customer relationships
FNSPRT501A Advise clients on Trust Structures
FNSPRT502A Advise clients in Estate Planning
BSBCOM405A Promote compliance with legislation
BSBCUS402B Address customer needs
BSBREL402A Build customer relationships and business networks
BSBRSK401A Identify risk and apply risk management processes
BSBWOR402A Promote team effectiveness
BSBWOR404A Develop work priorities

Group B
FNSPRT301A Establish entitlements to an intestate estate
FNSPRT302A Administer a non complex estate
FNSPRT303A Administer a non complex trust