Current 420
The register lists these as current today. Nothing here is superseded.
Qualification 37
- FNS10120Certificate I in Basic Financial Literacy
- FNS20120Certificate II in Financial Services
- FNS30122Certificate III in Financial Services
- FNS30220Certificate III in Personal Injury Management
- FNS30322Certificate III in Accounts Administration
- FNS30420Certificate III in Mercantile Agents
- FNS40122Certificate IV in Credit Management
- FNS40222Certificate IV in Accounting and Bookkeeping
- FNS40821Certificate IV in Finance and Mortgage Broking
- FNS40920Certificate IV in Superannuation
- FNS41422Certificate IV in General Insurance
- FNS41521Certificate IV in Life Insurance
- FNS41720Certificate IV in Insurance Broking
- FNS41820Certificate IV in Financial Services
- FNS42022Certificate IV in Banking Services
- FNS42120Certificate IV in Personal Injury Management
- FNS42222Certificate IV in Personal Trust Administration
- FNS50222Diploma of Accounting
- FNS50322Diploma of Finance and Mortgage Broking Management
- FNS50422Diploma of Payroll Services
- FNS50722Diploma of Superannuation
- FNS50922Diploma of Banking Services Management
- FNS51022Diploma of Financial Markets
- FNS51120Diploma of General Insurance
- FNS51220Diploma of Insurance Broking
- FNS51420Diploma of Loss Adjusting
- FNS51522Diploma of Credit Management
- FNS51822Diploma of Financial Services
- FNS51920Diploma of Personal Injury and Disability Insurance Management
- FNS52022Diploma of Personal Trusts
- FNS60222Advanced Diploma of Accounting
- FNS60622Advanced Diploma of Banking Services Management
- FNS60722Advanced Diploma of Financial Licensing Management
- FNS60822Advanced Diploma of Integrated Risk Management
- FNS60920Advanced Diploma of Paraplanning
- FNS80020Graduate Certificate in Anti-Money Laundering and Counter Terrorism Financing
- FNS80120Graduate Diploma of Anti-Money Laundering and Counter Terrorism Financing
Skill set 18
- FNSSS00004BAS Agent Registration Skill Set
- FNSSS00005Commercial Law for Tax Agents Skill Set
- FNSSS00006Commercial Law for Tax (Financial) Advisers Skill Set
- FNSSS00007Financial Literacy Education Skill Set
- FNSSS00008Tax Law for Tax Agents Skill Set (Tax documentation)
- FNSSS00009Tax Law for Tax Agents Skill Set (Tax plans)
- FNSSS00010Anti-money Laundering and Counter Terrorism Financing Skill Set
- FNSSS00011Post-retirement Skill Set
- FNSSS00012Payroll Administrator Skill Set
- FNSSS00013Business Ethics and Conduct Skill Set
- FNSSS00014Accounting Principles Skill Set
- FNSSS00015Advanced Accounting Principles Skill Set
- FNSSS00016Integrated Risk Management Skill Set
- FNSSS00017Custody and Operations Skill Set
- FNSSS00018Life Insurance Fundamentals Skill Set
- FNSSS00019Life Insurance Claims Handling Skill Set
- FNSSS00021Mortgage Lending Skill Set
- FNSSS00022Customer Relationship Building Skill Set
Training package 1
- FNSFinancial Services Training Package
Unit of competency 364
- FNSACC314Conduct business activities using a computerised accounting system
- FNSACC321Process financial transactions and extract interim reports
- FNSACC322Administer subsidiary accounts and ledgers
- FNSACC323Perform financial calculations
- FNSACC405Maintain inventory records
- FNSACC407Produce job costing information
- FNSACC411Process business tax requirements
- FNSACC412Prepare operational budgets
- FNSACC413Make decisions in a legal context
- FNSACC414Prepare financial statements for non-reporting entities
- FNSACC418Work effectively in the accounting and bookkeeping industry
- FNSACC421Prepare financial reports
- FNSACC426Set up and operate computerised accounting systems
- FNSACC505Establish and maintain accounting information systems
- FNSACC521Provide financial and business performance information
- FNSACC522Prepare tax documentation for individuals
- FNSACC523Manage budgets and forecasts
- FNSACC524Prepare financial reports for corporate entities
- FNSACC526Implement and maintain internal control procedures
- FNSACC527Provide management accounting information
- FNSACC601Prepare and administer tax documentation for legal entities
- FNSACC602Audit and report on financial systems and records
- FNSACC603Implement tax plans and evaluate tax obligations
- FNSACC605Implement organisational improvement programs
- FNSACC606Conduct internal audit
- FNSACC607Evaluate business performance
- FNSACC608Evaluate organisation's financial performance
- FNSACC609Evaluate financial risk
- FNSACC610Develop and implement financial strategies
- FNSACC611Implement an insolvency program
- FNSACC612Implement reconstruction plan
- FNSACC613Prepare and analyse management accounting information
- FNSACC614Prepare complex corporate financial reports
- FNSACC634Monitor corporate governance activities
- FNSACM311Process and manage payments
- FNSACM312Reconcile financial transactions
- FNSACM313Process authorised payments
- FNSACM411Authorise valid expense payments
- FNSAML811Design anti-money laundering and counter terrorism financing programs
- FNSAML812Design and assess controls to monitor money laundering and terrorism financing risk
- FNSAML813Design and monitor reporting systems for suspicious transactions
- FNSAML814Design customer due diligence policies and procedures
- FNSAML815Manage assessment of organisation vulnerability to money laundering and terrorism financing
- FNSAML816Implement an anti-money laundering and counter terrorism financing program
- FNSASIC311Establish client relationship and analyse needs
- FNSASIC312Provide personal advice on non-relevant financial products
- FNSASIC314Provide Tier 2 general advice in general insurance
- FNSASIC315Provide Tier 2 personal advice in general insurance
- FNSASICM513Provide general advice in life insurance
- FNSASICN513Provide advice in general insurance
- FNSASICS513Provide wholesale advice in foreign exchange
- FNSASICT513Provide wholesale advice in managed investments
- FNSASICV513Provide wholesale advice in derivatives
- FNSASICW513Provide wholesale advice in securities
- FNSASICY513Provide advice in insurance broking
- FNSBNK411Coordinate small business customer portfolios
- FNSBNK412Align banking products with the needs of small business customers
- FNSBNK413Provide services in a Business Transaction Centre
- FNSBNK414Promote mobile banking services
- FNSBNK415Provide mobile banking sales and services
- FNSBNK416Manage mobile lending services
- FNSBNK511Manage banking and service strategy for small business customers
- FNSBNK512Assess complex loans
- FNSBNK513Provide business advisory services within a financial services context
- FNSBNK522Manage services in a Business Transaction Centre
- FNSCMP501Comply with financial services legislation
- FNSCRD302Monitor and control accounts receivable
- FNSCRD311Process applications for credit
- FNSCRD401Assess credit applications
- FNSCRD404Utilise the legal process to recover outstanding debt
- FNSCRD412Establish and maintain appropriate security options for credit facilities
- FNSCRD413Manage and recover bad and doubtful debts
- FNSCRD415Manage overdue customer accounts
- FNSCRD502Manage factoring and invoice discounting arrangements
- FNSCRD511Respond to personal insolvency situations
- FNSCRD513Promote client understanding of the role and effective use of consumer credit
- FNSCRD514Identify and manage credit risk
- FNSCRD515Respond to corporate insolvency situations
- FNSCUS311Respond to customer enquiries
- FNSCUS403Deliver a professional service to customers
- FNSCUS411Participate in negotiations
- FNSCUS412Resolve disputes
- FNSCUS504Manage premium customer relationships
- FNSCUS511Develop and maintain professional relationships in financial services industry
- FNSCUS512Monitor clients' financial requirements
- FNSCUS513Review business performance
- FNSCUS515Determine client financial requirements and expectations
- FNSCUS516Record and implement client instructions
- FNSFLT211Develop and use personal budgets
- FNSFLT212Develop and use savings plans
- FNSFLT213Develop knowledge of debt and consumer credit
- FNSFLT214Develop knowledge of superannuation
- FNSFLT215Develop knowledge of the Australian financial system and markets
- FNSFLT216Develop knowledge of taxation
- FNSFLT311Develop and apply knowledge of personal finances
- FNSFLT411Determine financial requirements of small businesses
- FNSFLT511Assist customers to budget and manage own finances
- FNSFLT512Facilitate customer awareness of the Australian financial system and markets
- FNSFLT513Promote basic financial literacy in clients
- FNSFLT514Facilitate customer knowledge of personal financial statements
- FNSFLT515Facilitate knowledge of superannuation as an investment tool
- FNSFMB411Prepare loan applications on behalf of clients
- FNSFMB412Identify client needs and present broking options
- FNSFMB511Implement credit contracts in preparation for settlement
- FNSFMB512Identify and develop credit options for clients with special financial circumstances
- FNSFMB513Present credit options to clients with special financial circumstances
- FNSFMB514Implement complex loan structures
- FNSFMK402Develop and maintain knowledge of financial markets products
- FNSFMK403Interpret financial markets information
- FNSFMK411Perform reconciliations
- FNSFMK416Conduct work within financial markets compliance framework
- FNSFMK502Analyse financial market products for client
- FNSFMK509Process transaction documentation
- FNSFMK512Apply knowledge of emissions markets
- FNSFMK513Undertake assessment of product and advice suitability for non-retail clients
- FNSFMK514Complete confirmation and settlement processes
- FNSFMK515Comply with financial services regulation and industry codes of practice
- FNSFMK516Review and confirm human resources and IT systems satisfy requirements of licence
- FNSFMK517Analyse risk mitigation in the operations process
- FNSFMK518Monitor and process collateral
- FNSFMK520Develop and monitor risk management strategies for client
- FNSFMK521Analyse financial markets and information
- FNSFMK522Apply financial product knowledge in the context of the deal transaction cycle
- FNSFMK523Comply with requirements of licence and regulatory framework
- FNSFMK524Conduct work within financial markets organisational risk management framework
- FNSFMK525Analyse clients' financial risk
- FNSFMK611Price financial transactions
- FNSFMK612Manage trading exposures
- FNSFMK619Develop and implement policies and procedures to support organisational values and culture
- FNSFPL401Extract and analyse information on specified financial strategies and products
- FNSFPL607Prepare advice in margin lending
- FNSFPL608Prepare advice in foreign exchange
- FNSFPL609Prepare advice in managed investments
- FNSFPL610Prepare advice in superannuation
- FNSFPL611Provide technical and professional financial planning guidance
- FNSFPL612Determine client requirements and expectations in financial planning
- FNSFPL613Monitor financial plans and provide ongoing service
- FNSFPL614Develop financial plans
- FNSFPL615Present and negotiate financial plans
- FNSFPL616Implement financial plans
- FNSFPL617Prepare advice in derivatives
- FNSFPL618Prepare advice in securities
- FNSFPL619Prepare advice in life insurance
- FNSFPL620Prepare advice in insurance broking
- FNSFPL621Comply with ethical and operational guidelines, legislation and regulations in financial planning
- FNSFPL622Conduct financial planning analysis and research
- FNSIAD311Provide general advice on financial products and services
- FNSIAD511Provide appropriate services, general advice and products to clients
- FNSIAD512Develop financial investment options and strategies for clients
- FNSIBK401Research, analyse and report information in insurance broking
- FNSIBK412Implement new and renewed insurance program for insurance broking clients
- FNSIBK413Place client insurances with insurer and confirm insurance cover with clients
- FNSIBK414Provide a claims service to insurance broking clients
- FNSIBK415Meet compliance requirements relating to insurance broking
- FNSIBK416Deliver insurance broking services
- FNSIBK517Review insurance broking service performance
- FNSIBK518Implement changes to insurance programs of broking clients
- FNSIBK522Negotiate complex claims settlement for insurance broking clients
- FNSIBK523Prepare submissions for new insurance broking business
- FNSIBK524Manage complex risk portfolios for insurance broking clients
- FNSIBK525Monitor insurance broking client programs
- FNSIGN404Inspect damage and develop scope of work
- FNSILA506Provide specialist theft, money and fidelity loss adjusting advice and services
- FNSILA507Provide specialist business interruption loss adjusting advice and services
- FNSILA508Provide specialist liability loss adjusting advice and services
- FNSILA509Provide specialist building loss adjusting advice and services
- FNSILA510Provide specialist construction loss adjusting advice and services
- FNSILA511Plan and implement loss investigations
- FNSILA512Evaluate collected information and report findings in loss adjusting
- FNSILA514Negotiate and affect settlement relating to loss situation, damage or injury
- FNSILD501Prepare a distribution plan
- FNSILD502Resource a distribution plan
- FNSILD504Implement and manage the distribution plan
- FNSILF302Process a life insurance application
- FNSILF303Issue a life insurance policy
- FNSILF409Work effectively and sustainably in the life insurance industry
- FNSILF410Underwrite financial risk in life insurance policies
- FNSILF411Undertake the life risk underwriting process
- FNSILF412Underwrite retrospective risk in life insurance policies
- FNSILF413Develop and maintain in-depth knowledge of life insurance products and services
- FNSILF415Evaluate life insurance claims
- FNSILF416Manage information for claims assessments
- FNSILF417Settle life insurance claims
- FNSILF507Manage group life insurance policy administration
- FNSILF512Underwrite complex risks
- FNSILF514Manage complex life insurance claims
- FNSILF515Manage ongoing disability claims
- FNSILF516Manage group life insurance claims
- FNSINC311Work together in the financial services industry
- FNSINC411Conduct work according to professional practices in the financial services industry
- FNSINC412Apply and maintain knowledge of financial products and services
- FNSINC413XApply codes and standards of ethical practice to own role
- FNSINC511Conduct financial product research to support product recommendations
- FNSINC512Assess vulnerability of financial products and services to money laundering and terrorism financing
- FNSINC513Identify and apply complex ethical decision making to workplace situations
- FNSINC514Apply ethical frameworks and principles to make and act upon decisions
- FNSINC611Apply economic principles to work in the financial services industry
- FNSINC612Interpret and use financial statistics and tools
- FNSINC802Develop and build effective relationships with regulatory and industry bodies
- FNSINC811Lead compliance with financial services regulations and industry codes of practice
- FNSISV405Analyse insurance claims
- FNSISV408Manage handling and settlement of routine insurance claims for retail clients
- FNSISV411Evaluate insurance risk for business
- FNSISV412Underwrite insurance business
- FNSISV413Survey potential risk exposure
- FNSISV416Use specialist terminology in insurance claims
- FNSISV417Use medical terminology in an insurance context
- FNSISV418Manage insurance claims portfolios
- FNSISV503Undertake post-loss risk management
- FNSISV508Review and advise on claims costs, policies and procedures
- FNSISV513Provide decisions on legal liability and indemnity of a claim
- FNSISV514Review and update claim reserves in portfolio
- FNSISV519Analyse financial, medical and psychological claims assessments
- FNSISV520Manage non-routine and complex insurance claims
- FNSISV521Settle non-routine and complex insurance claims
- FNSISV522Work with legal teams to resolve non-routine and complex insurance claims
- FNSISV524Negotiate treaty reinsurance
- FNSISV525Evaluate and report on status of insurance claims portfolios
- FNSISV526Allocate authorities and guidelines for distribution
- FNSISV527Implement insurance claim recovery procedures
- FNSISV531Issue insurance contracts covering non-routine and complex situations
- FNSISV532Review operational performance of insurance portfolios
- FNSISV535Determine risk rating for investment and insurance products
- FNSISV536Investigate insurance claims
- FNSISV537Review claims settlement policies and procedures
- FNSMCA311Collect debts
- FNSMCA312Repossess property
- FNSMCA313Serve legal process
- FNSMCA314Locate individuals
- FNSMCA411Evaluate debt collection actions and develop recommendations
- FNSMCA412Undertake legal action for recovery of debts
- FNSMCA413Identify and manage individuals experiencing hardship
- FNSORG301Administer fixed asset register
- FNSORG411Conduct individual work within a compliance framework
- FNSORG501Develop and manage a budget
- FNSORG503Develop a resource plan
- FNSORG506Prepare financial forecasts and projections
- FNSORG507Manage client service and business information
- FNSORG508Analyse and comment on management reports
- FNSORG512Develop, implement and monitor policy and procedures
- FNSORG514Develop, monitor and supervise work practices to meet financial services regulatory requirements
- FNSORG515Prepare financial reports to meet statutory requirements
- FNSORG601Negotiate to achieve goals and manage disputes
- FNSORG602Develop and manage financial systems
- FNSORG613Establish and implement operational guidelines in financial services organisations
- FNSORG614Establish and manage outsourced services
- FNSPAY511Process salary packaging arrangements and additional allowances in payroll
- FNSPAY512Process superannuation payments in payroll
- FNSPAY513Process complex employee terminations in payroll
- FNSPAY514Interpret and apply knowledge of industrial regulations relevant to payroll
- FNSPAY515Interpret and apply knowledge of taxation systems relevant to payroll
- FNSPIM301Process benefit payments
- FNSPIM302Determine claim liability
- FNSPIM313Work within the personal injury management sector
- FNSPIM314Assess and determine initial entitlements for personal injury claims
- FNSPIM406Develop and maintain knowledge of personal injury management insurance
- FNSPIM407Register policy
- FNSPIM408Renew and maintain policy
- FNSPIM410Collect, assess and use information
- FNSPIM411Plan and implement rehabilitation and return to life strategies
- FNSPIM415Manage personal injury case loads
- FNSPIM419Maintain relationships with personal injury clients
- FNSPIM423Educate clients on personal injury management issues
- FNSPIM424Assist personal injury clients with job placement
- FNSPIM425Facilitate recovery and return to life
- FNSPIM434Manage personal injury claims
- FNSPIM505Use medical knowledge in the management of personal injury claims
- FNSPIM509Comply with regulatory frameworks
- FNSPIM510Implement informed decision-making
- FNSPIM516Promote health benefits of returning to work
- FNSPIM517Manage complex return to work cases
- FNSPIM518Evaluate and improve return to work programs
- FNSPIM521Develop return to work or injury management strategies
- FNSPIM522Facilitate workplace assessment with stakeholders for personal injury cases
- FNSPIM531Facilitate the setting and achievement of goals in personal injury management
- FNSPRM605Establish or review marketing, client services and supplier relationships
- FNSPRM606Establish or review human resources, administration and information support
- FNSPRM611Monitor and review organisational system compliance with legislation and regulations
- FNSPRM612Improve business of financial practices
- FNSPRM613Grow financial practices
- FNSPRT311Establish entitlements to intestate estates
- FNSPRT312Administer non-complex estates
- FNSPRT313Administer non-complex trusts
- FNSPRT412Prepare wills
- FNSPRT413Administer complex estates
- FNSPRT414Administer complex trusts
- FNSPRT415Prepare and establish powers of attorney
- FNSPRT416Administer powers of attorney and financial administration orders
- FNSPRT417Investigate and substantiate entitlement in intestate estates
- FNSPRT511Advise clients on trust structures
- FNSPRT512Advise clients in estate planning
- FNSPRT513Assess, allocate and supervise work within the personal trustee sector
- FNSPRT514Develop and maintain knowledge of the regulatory environment relevant to trustee organisations
- FNSPRT515Develop and maintain knowledge of financial services and assets
- FNSPRT516Develop understanding of traditional trustee services
- FNSPRT517Apply principles of fiduciary duty, substituted decision making and ethical decision making
- FNSPRT518Administer charitable trusts
- FNSRSK411Apply risk management strategies to own work
- FNSRSK511Undertake risk identification
- FNSRSK512Assess risks
- FNSRSK611Develop and implement risk mitigation plan
- FNSRSK612Determine and manage risk exposure strategies
- FNSRTS303Balance retail transactions
- FNSRTS307Maintain Automatic Teller Machine (ATM) services
- FNSRTS308Balance cash holdings
- FNSRTS309Maintain main bank account
- FNSRTS311Provide customer service in a retail agency
- FNSRTS312Execute foreign currency transactions
- FNSRTS314Administer card services
- FNSRTS315Process customer accounts
- FNSRTS316Process customer transactions in retail financial organisations
- FNSRTS401Manage credit card services
- FNSRTS402Prepare government returns and reports
- FNSSAM311Provide ancillary products and services that meet client needs
- FNSSAM413Identify and provide initial information to potential new clients
- FNSSAM421Provide information on financial products and services to clients
- FNSSAM422Implement promotional strategies for financial products and services
- FNSSAM503Monitor market opportunities
- FNSSAM512Assess market needs and identify opportunities for new financial products and services
- FNSSAM521Apply advanced techniques to provide financial products and services
- FNSSAM611Monitor performance of financial products and services in meeting client needs
- FNSSAM612Identify and evaluate marketing opportunities in the financial services industry
- FNSSAM613Tailor financial products to meet client needs
- FNSSAM614Establish agreements with intermediaries for product distribution
- FNSSMS411Process self-managed superannuation contributions
- FNSSMS511Invest self-managed superannuation fund assets
- FNSSMS512Manage changes to memberships in self-managed superannuation funds
- FNSSMS513Manage administration activities of self-managed superannuation funds
- FNSSMS514Meet self-managed superannuation fund compliance requirements
- FNSSMS515Support trustees in selecting and monitoring performance of outsourced services
- FNSSUP311Process superannuation fund payments
- FNSSUP312Establish, maintain and process superannuation records
- FNSSUP313Process superannuation fund contributions
- FNSSUP314Process superannuation rollover benefits
- FNSSUP315Implement superannuation fund member investment instructions
- FNSSUP316Terminate superannuation plans
- FNSSUP416Establish and maintain superannuation accumulation funds
- FNSSUP417Assess superannuation benefits and insurance claims under special conditions of release
- FNSSUP418Participate in superannuation fund reviews
- FNSSUP419Provide retirement income stream information to superannuation clients
- FNSSUP420Establish and administer retirement income streams
- FNSSUP421Process superannuation benefits and insurance claims under special conditions of release
- FNSSUP422Assist organisation to meet regulatory superannuation compliance requirements
- FNSSUP423Provide knowledge of retirement planning issues when dealing with superannuation clients
- FNSSUP424Establish and customise employer accounts in superannuation
- FNSSUP431Terminate retirement income streams
- FNSSUP432Determine impact of social security entitlements on retirement income
- FNSSUP434Develop and provide knowledge of aged care to superannuation clients
- FNSSUP509Work within a defined benefit fund
- FNSSUP511Manage customer complaints in superannuation
- FNSSUP512Manage insurer liaison within a superannuation organisation
- FNSSUP513Develop client relationships with employers and establish superannuation systems
- FNSSUP514Provide information or general advice to superannuation clients
- FNSSUP515Produce reports for superannuation
- FNSSUP516Manage compliance with operational guidelines in superannuation organisations
- FNSSUP517Review performance of superannuation funds against regulatory and contractual requirements
- FNSSUP518Provide information to superannuation fund members in writing
- FNSTPB411Complete business activity and instalment activity statements
- FNSTPB412Establish and maintain payroll systems
- FNSTPB503Apply legal principles in contract and consumer law
- FNSTPB504Apply legal principles in corporations and trust law
- FNSTPB505Apply legal principles in property law
- FNSTPB516Apply taxation requirements when providing tax (financial) advice services
- FNSTPB517Apply legal principles in commercial law when providing tax (financial) advice services
Superseded — replacement not equivalent 182
The register has superseded these and declares the replacement NOT equivalent: the content moved, so assessment tools, mapping and trainer files have to be revisited rather than renumbered.
Qualification 69
- FNS20115Certificate II in Financial Services
- FNS30107Certificate III in Financial Services
- FNS30215Certificate III in Personal Injury Management
- FNS30315Certificate III in Accounts Administration
- FNS30415Certificate III in Mercantile Agents
- FNS30507Certificate III in Financial Services (Workers Compensation)
- FNS30610Certificate III in Insurance Broking
- FNS40115Certificate IV in Credit Management
- FNS40215Certificate IV in Bookkeeping
- FNS40304Certificate IV in Financial Services (Credit Management)
- FNS40310Certificate IV in Personal Injury Management (Claims Management)
- FNS40410Certificate IV in Personal Injury Management (ReturntoWork)
- FNS40510Certificate IV in Personal Injury Management (Underwriting)
- FNS40611Certificate IV in Accounting
- FNS40615Certificate IV in Accounting
- FNS40815Certificate IV in Finance and Mortgage Broking
- FNS40915Certificate IV in Superannuation
- FNS41007Certificate IV in Financial Services (Workers Compensation)
- FNS41011Certificate IV in Banking Services
- FNS41211Certificate IV in Mobile Banking
- FNS41310Certificate IV in Personal Trust Administration
- FNS41315Certificate IV in Personal Trust Administration
- FNS41415Certificate IV in General Insurance
- FNS41510Certificate IV in Life Insurance
- FNS41515Certificate IV in Life Insurance
- FNS41710Certificate IV in Insurance Broking
- FNS41715Certificate IV in Insurance Broking
- FNS41815Certificate IV in Financial Services
- FNS41915Certificate IV in Personal Injury Management
- FNS42015Certificate IV in Banking Services
- FNS42115Certificate IV in Personal Injury Management
- FNS50110Diploma of Personal Injury Management
- FNS50115Diploma of Personal Injury Management
- FNS50204Diploma of Accounting
- FNS50210Diploma of Accounting
- FNS50215Diploma of Accounting
- FNS50217Diploma of Accounting
- FNS50315Diploma of Finance and Mortgage Broking Management
- FNS50410Diploma of Conveyancing
- FNS50515Diploma of Personal Trustees
- FNS50715Diploma of Superannuation
- FNS50720Diploma of Superannuation
- FNS50811Diploma of Integrated Risk Management
- FNS50915Diploma of Banking Services Management
- FNS50920Diploma of Banking Services Management
- FNS51004Diploma of Financial Services (Financial Markets)
- FNS51015Diploma of Financial Markets
- FNS51104Diploma of Financial Risk Management
- FNS51115Diploma of General Insurance
- FNS51204Diploma of Financial Services (Banking)
- FNS51210Diploma of Insurance Broking
- FNS51215Diploma of Insurance Broking
- FNS51310Diploma of Life Insurance
- FNS51410Diploma of Loss Adjusting
- FNS51415Diploma of Loss Adjusting
- FNS51515Diploma of Credit Management
- FNS51710Diploma of Applied Anti-Money Laundering and Counter Terrorism Financing Management
- FNS51815Diploma of Financial Services
- FNS51915Diploma of Personal Injury and Disability Insurance Management
- FNS60110Advanced Diploma of Insurance Broking
- FNS60204Advanced Diploma of Accounting
- FNS60210Advanced Diploma of Accounting
- FNS60215Advanced Diploma of Accounting
- FNS60217Advanced Diploma of Accounting
- FNS60310Advanced Diploma of Conveyancing
- FNS60510Advanced Diploma of Superannuation
- FNS60615Advanced Diploma of Banking Services Management
- FNS60715Advanced Diploma of Financial Licensing Management
- FNS60815Advanced Diploma of Integrated Risk Management
Training package 2
Unit of competency 111
- FNSACC504APrepare financial reports for corporate entities
- FNSACC607AEvaluate business performance
- FNSACC608AEvaluate organisation's financial performance
- FNSACC609AEvaluate financial risk
- FNSACC610ADevelop and implement financial strategies
- FNSACCT406BMaintain asset and inventory records
- FNSACM301Administer financial accounts
- FNSACM302Prepare, match and process receipts
- FNSACM303Process payment documentation
- FNSACM401Evaluate and authorise payment requests
- FNSASIC302Develop, present and negotiate client solutions
- FNSASIC305Provide Tier 2 personal advice in general insurance
- FNSASICM503Provide Tier 1 personal advice in life insurance
- FNSASICN503Provide Tier 1 personal advice in general insurance
- FNSASICS503Provide advice in foreign exchange
- FNSASICT503Provide advice in managed investments
- FNSASICV503Provide advice in derivatives
- FNSASICW503Provide advice in securities
- FNSASICY503AProvide advice in Insurance Broking
- FNSBKG401Develop and implement policies and procedures relevant to bookkeeping activities
- FNSCRDT303BMonitor and control accounts
- FNSCRDT401BEvaluate credit applications
- FNSCRDT403BDetermine and establish appropriate securities to minimise risk
- FNSCRDT502BSell debts
- FNSCUS501Develop and nurture relationships with clients, other professionals and third party referrers
- FNSDMGT501BPromote understanding of the role and effective use of consumer credit
- FNSFLT401Be MoneySmart through a career in small business
- FNSFLT505Facilitate customer or employee knowledge of superannuation as an investment tool
- FNSFMB402Identify client needs for broking services
- FNSFMB403Present broking options to client
- FNSFMB501Settle applications and loan arrangements in the finance and mortgage broking industry
- FNSFMB503Present broking options to client with complex needs
- FNSFMK502AAnalyse financial market products for client
- FNSFPL501Comply with financial planning practice ethical and operational guidelines and regulations
- FNSFPL502Conduct financial planning analysis and research
- FNSFPL604Develop complex and innovative financial planning strategies
- FNSFPL605Present and negotiate complex and innovative financial plans
- FNSIAD502Provide appropriate and timely information and advice to clients
- FNSIBK401AResearch and analyse client and industry information for a broking risk assessment
- FNSIBK402BProvide personal advice in general insurance broking products and services
- FNSIBK403AImplement an agreed insurance program for a broking client
- FNSIBK405AMeet industry and legislative guidelines and organisational procedures relating to insurance broking
- FNSIBK406Deliver professional insurance broking services
- FNSIBK501BProvide general advice in general insurance broking products and services
- FNSIBK502BProvide general advice in life insurance broking products and services
- FNSIBK503BProvide personal advice in general insurance broking products and services
- FNSIBK504BProvide personal advice in life insurance broking products and services
- FNSIBK505AUndertake risk analysis for an insurance broking client
- FNSIBK506AMonitor broking clients
- FNSIBK508AImplement changes to broking client's insurance program
- FNSIBK509AIdentify and advise on significant risk changes to broking client insurances
- FNSIBK510AAssess and negotiate complex risk portfolio for broking client at renewal
- FNSIBK511AReview incidence of loss for broking clients
- FNSIBK513Prepare a submission for new business
- FNSIBK515Monitor broking client requirements and establish loss control programs
- FNSIBK601ADevelop guidelines for broking services
- FNSIBK604ADevelop and manage marketing plans for an insurance broking business
- FNSIBK605AManage insurance brokerage service performance
- FNSICIND301BWork in the financial services industry
- FNSICIND401BApply principles of professional practice to work in the financial services industry
- FNSIGN406AInspect vehicle or property for saleable items and determine their value
- FNSILA501Plan and implement loss investigation
- FNSILA502Evaluate collected information
- FNSILA503Report findings and provide guidance to involved parties
- FNSILA504Negotiate and effect settlement
- FNSILF301AProcess and issue a life insurance policy
- FNSILF405Evaluate life insurance claims
- FNSILF406Collect and manage information to facilitate claims assessment
- FNSILF407Settle life insurance claims
- FNSILF502Underwrite complex medical risks
- FNSILF504Manage complex life insurance claims
- FNSILF505Manage ongoing disability claims
- FNSILF506Manage group life insurance claims
- FNSINBK507BMeet compliance requirements relating to insurance broking
- FNSINBK603BReview insurance brokerage service performance
- FNSINC401Apply principles of professional practice to work in the financial services industry
- FNSINSV508BReview claims settlement policies and procedures
- FNSISV401Evaluate risk for new business
- FNSISV402Underwrite new business
- FNSISV404Underwrite renewal business
- FNSISV510Manage non-routine and complex claims
- FNSISV511Settle non-routine and complex claims
- FNSISV517Review claims settlement policies and procedures
- FNSMCA401Develop and document case recommendations
- FNSMCA402Initiate legal recovery of debts
- FNSORG401Conduct individual work within a compliance framework
- FNSORG504Monitor and supervise work practices to meet financial services regulatory requirements
- FNSPIM304Assess and determine ongoing entitlements
- FNSPIM401Plan and implement rehabilitation and return to work and health strategies
- FNSPIM402ARepresent personal injury management agent or insurer at conciliation and review hearings
- FNSPIM405Facilitate a return to work
- FNSPIM409AMaintain customer relationship
- FNSPIM411AManage personal injury case loads
- FNSPRM601Establish, supervise and monitor practice systems to conform with legislation and regulations
- FNSPRT303CAdminister a non-completed trust
- FNSPRT401Administer an intestate estate
- FNSRSK401Implement risk management strategies
- FNSRSK502Assess risks
- FNSRSK601Develop and implement risk mitigation plan
- FNSRSK602Determine and manage risk exposure strategies
- FNSSAM401Sell financial products and services
- FNSSAM501Apply advanced selling techniques to selling of financial products and services
- FNSSAM511Apply advanced techniques to sell financial products and services
- FNSSMS502Manage changes to fund structure
- FNSSUP302Establish, maintain and process superannuation records
- FNSSUP403Administer retirement income streams
- FNSSUP405AImplement fund review practices
- FNSSUP406AEstablish and maintain fund or plan
- FNSSUP501Supervise complaints procedures
- FNSSUP502ASupervise insurer liaison
- FNSSUP504Provide advanced customer service to superannuation clients
Superseded — replacement equivalent 938
The register has superseded these and declares the replacement equivalent to what it replaced.
Qualification 97
- FNS10104Certificate I in Financial Services
- FNS10110Certificate I in Financial Services
- FNS10115Certificate I in Financial Services
- FNS20104Certificate II in Financial Services
- FNS20110Certificate II in Financial Services
- FNS20111Certificate II in Financial Services
- FNS30110Certificate III in Financial Services
- FNS30111Certificate III in Financial Services
- FNS30115Certificate III in Financial Services
- FNS30120Certificate III in Financial Services
- FNS30210Certificate III in Personal Injury Management (ClaimsManagement)
- FNS30304Certificate III in Financial Services (Accounts Clerical)
- FNS30310Certificate III in Accounts Administration
- FNS30311Certificate III in Accounts Administration
- FNS30317Certificate III in Accounts Administration
- FNS30404Certificate III in Financial Services (Mercantile Agents)
- FNS30410Certificate III in Mercantile Agents
- FNS30510Certificate III in General Insurance
- FNS30511Certificate III in General Insurance
- FNS40110Certificate IV in Credit Management
- FNS40111Certificate IV in Credit Management
- FNS40120Certificate IV in Credit Management
- FNS40204Certificate IV in Financial Services (Personal Trust Administration)
- FNS40207Certificate IV in Financial Services (Bookkeeping)
- FNS40210Certificate IV in Bookkeeping
- FNS40211Certificate IV in Bookkeeping
- FNS40217Certificate IV in Accounting and Bookkeeping
- FNS40604Certificate IV in Financial Services (Accounting)
- FNS40610Certificate IV in Accounting
- FNS40704Certificate IV in Financial Services (Financial Practice Support)
- FNS40710Certificate IV in Financial Practice Support
- FNS40804Certificate IV in Financial Services (Finance/Mortgage Broking)
- FNS40810Certificate IV in Finance and Mortgage Broking
- FNS40811Certificate IV in Finance and Mortgage Broking
- FNS40820Certificate IV in Finance and Mortgage Broking
- FNS40904Certificate IV in Financial Services (Superannuation)
- FNS40910Certificate IV in Superannuation
- FNS40911Certificate IV in Superannuation
- FNS41010Certificate IV in Banking Services
- FNS41110Certificate IV in Financial Markets Operations
- FNS41210Certificate IV in Mobile Banking
- FNS41311Certificate IV in Personal Trust Administration
- FNS41410Certificate IV in General Insurance
- FNS41411Certificate IV in General Insurance
- FNS41420Certificate IV in General Insurance
- FNS41512Certificate IV in Life Insurance
- FNS41610Certificate IV in Loss Adjusting
- FNS41811Certificate IV in Financial Services
- FNS42020Certificate IV in Banking Services
- FNS42215Certificate IV in Personal Trust Administration
- FNS50310Diploma of Finance and Mortgage Broking Management
- FNS50311Diploma of Finance and Mortgage Broking Management
- FNS50320Diploma of Finance and Mortgage Broking Management
- FNS50411Diploma of Conveyancing
- FNS50417Diploma of Payroll Services
- FNS50504Diploma of Financial Services (Finance/Mortgage Broking Management)
- FNS50510Diploma of Personal Trustees
- FNS50511Diploma of Personal Trustees
- FNS50604Diploma of Financial Services (Conveyancing)
- FNS50610Diploma of Financial Planning
- FNS50611Diploma of Financial Planning
- FNS50704Diploma of Financial Services (Personal Trustees)
- FNS50710Diploma of Superannuation
- FNS50711Diploma of Superannuation
- FNS50804Diploma of Financial Services (Financial Planning)
- FNS50810Diploma of Financial Risk Management
- FNS50904Diploma of Financial Services (Superannuation)
- FNS50910Diploma of Banking Services Management
- FNS51010Diploma of Financial Markets
- FNS51011Diploma of Financial Markets
- FNS51020Diploma of Financial Markets
- FNS51110Diploma of General Insurance
- FNS51312Diploma of Life Insurance
- FNS51407Diploma of Personal Injury Management (Workers Compensation)
- FNS51510Diploma of Credit Management
- FNS51511Diploma of Credit Management
- FNS51520Diploma of Credit Management
- FNS51610Diploma of Securitisation
- FNS51611Diploma of Securitisation
- FNS51811Diploma of Financial Services
- FNS51820Diploma of Financial Services
- FNS52015Diploma of Personal Trusts
- FNS60304Advanced Diploma of Financial Services (Conveyancing)
- FNS60311Advanced Diploma of Conveyancing
- FNS60404Advanced Diploma of Financial Services (Financial Planning)
- FNS60410Advanced Diploma of Financial Planning
- FNS60504Advanced Diploma of Financial Services (Superannuation)
- FNS60513Advanced Diploma of Superannuation
- FNS60610Advanced Diploma of Banking Services Management
- FNS60620Advanced Diploma of Banking Services Management
- FNS60710Advanced Diploma of Financial Licensing Management
- FNS60711Advanced Diploma of Financial Licensing Management
- FNS60720Advanced Diploma of Financial Licensing Management
- FNS60810Advanced Diploma of Financial Risk Management
- FNS60811Advanced Diploma of Integrated Risk Management
- FNS60820Advanced Diploma of Integrated Risk Management
- FNS80115Graduate Diploma of Anti-Money Laundering and Counter Terrorism Financing
Skill set 2
- FNSSS00001BAS Agent Registration Skill Set
- FNSSS00002Financial Literacy Education Skill Set
Unit of competency 839
- FNSACC301Process financial transactions and extract interim reports
- FNSACC301AProcess financial transactions and extract interim reports
- FNSACC302Administer subsidiary accounts and ledgers
- FNSACC302AAdminister subsidiary accounts and ledgers
- FNSACC303Perform financial calculations
- FNSACC303APerform financial calculations
- FNSACC304Conduct business activities using a computerised accounting system
- FNSACC311Process financial transactions and extract interim reports
- FNSACC312Administer subsidiary accounts and ledgers
- FNSACC313Perform financial calculations
- FNSACC401Process business tax requirements
- FNSACC401AProcess business tax requirements
- FNSACC402Prepare operational budgets
- FNSACC402APrepare operational budgets
- FNSACC403Make decisions in a legal context
- FNSACC403AMake decisions in a legal context
- FNSACC403BMake decisions in a legal context
- FNSACC404Prepare financial statements for non-reporting entities
- FNSACC404APrepare financial statements for non-reporting entities
- FNSACC405AMaintain inventory records
- FNSACC406Set up and operate a computerised accounting system
- FNSACC406ASet up and operate a computerised accounting system
- FNSACC407AProduce job costing information
- FNSACC408Work effectively in the accounting and bookkeeping industry
- FNSACC416Set up and operate a computerised accounting system
- FNSACC501Provide financial and business performance information
- FNSACC501AProvide financial and business performance information
- FNSACC502Prepare tax documentation for individuals
- FNSACC502APrepare income tax returns for individuals
- FNSACC502BPrepare legally compliant tax returns for individuals
- FNSACC503Manage budgets and forecasts
- FNSACC503AManage budgets and forecasts
- FNSACC504Prepare financial reports for corporate entities
- FNSACC505AEstablish and maintain accounting information systems
- FNSACC506Implement and maintain internal control procedures
- FNSACC506AImplement and maintain internal control procedures
- FNSACC507Provide management accounting information
- FNSACC507AProvide management accounting information
- FNSACC511Provide financial and business performance information
- FNSACC512Prepare tax documentation for individuals
- FNSACC513Manage budgets and forecasts
- FNSACC514Prepare financial reports for corporate entities
- FNSACC516Implement and maintain internal control procedures
- FNSACC517Provide management accounting information
- FNSACC601APrepare complex tax returns
- FNSACC601BPrepare and administer compliant tax returns for legal entities
- FNSACC602AAudit and report on financial systems and records
- FNSACC603AImplement tax plans and evaluate tax compliance
- FNSACC604Monitor corporate governance activities
- FNSACC604AMonitor corporate governance activities
- FNSACC605AImplement organisational improvement programs
- FNSACC606AConduct internal audit
- FNSACC611AImplement an insolvency program
- FNSACC612AImplement reconstruction plan
- FNSACC613APrepare and analyse management accounting information
- FNSACC614APrepare complex corporate financial reports
- FNSACC624Monitor corporate governance activities
- FNSACCT401BProcess business tax requirements
- FNSACCT403BPrepare operational budgets
- FNSACCT404BMake decisions in a legal context
- FNSACCT405BPrepare financial statements
- FNSACCT407BSet up and operate a computerised accounting system
- FNSACCT501BProvide financial and business performance information
- FNSACCT502BPrepare income tax returns
- FNSACCT503BManage budgets and forecasts
- FNSACCT504BPrepare financial reports for a reporting entity
- FNSACCT505BEstablish and maintain accounting information systems
- FNSACCT506BImplement and maintain internal control procedures
- FNSACCT507BProvide management accounting information
- FNSACCT601BPrepare complex tax returns and lodgements
- FNSACCT602BAudit and report on financial systems and records
- FNSACCT603BImplement tax plans and evaluate tax compliance
- FNSACCT604BMonitor corporate governance activities
- FNSACCT605BImplement organisational improvement programs
- FNSACCT606BConduct internal audit
- FNSACCT607BEvaluate business performance
- FNSACCT608BEvaluate organisation's financial performance
- FNSACCT609BEvaluate financial risk
- FNSACCT610BDevelop and implement financial strategies
- FNSACCT611BImplement an insolvency program
- FNSACCT612BImplement reconstruction plan
- FNSACCT613BPrepare and analyse management accounting information
- FNSACCT614BPrepare complex corporate financial reports
- FNSACM301AAdminister financial accounts
- FNSACM302APrepare, match and process receipts
- FNSACM303AProcess payment documentation
- FNSACM401AEvaluate and authorise payment requests
- FNSAML801Design an anti-money laundering and counter terrorism financing program
- FNSAML802Design and assess controls to monitor money laundering and terrorism financing risk
- FNSAML803Design and monitor a reporting system for suspicious transactions
- FNSAML804Design customer due diligence policies and procedures
- FNSAML805Manage assessment of organisation vulnerability to money laundering and terrorism financing
- FNSAML806Implement an anti-money laundering and counter terrorism financing program
- FNSASIC301Establish client relationship and analyse needs
- FNSASIC301BEstablish client relationship and analyse needs
- FNSASIC301CEstablish client relationship and analyse needs
- FNSASIC302BDevelop, present and negotiate client solutions
- FNSASIC302CDevelop, present and negotiate client solutions
- FNSASIC303AProvide advice on First Home Saver Account Deposit Products and Non-cash Payments
- FNSASIC304Provide Tier 2 general advice in general insurance
- FNSASIC304AProvide Tier 2 general advice in general insurance
- FNSASIC305AProvide Tier 2 personal advice in general insurance
- FNSASIC503SBProvide advice in Foreign Exchange
- FNSASIC503TBProvide advice in Managed Investments
- FNSASIC503UBProvide advice in Superannuation
- FNSASIC503VBProvide advice in Derivatives
- FNSASIC503WBProvide advice in Securities
- FNSASIC503XBProvide advice in Life Insurance
- FNSASIC503YBProvide advice in Insurance Broking
- FNSASIC503ZBProvide advice in Financial Planning
- FNSASICL503AProvide advice in the regulated emissions market
- FNSASICM503AProvide Tier 1 personal advice in life insurance
- FNSASICN503AProvide Tier 1 personal advice in general insurance
- FNSASICO503AProvide Tier 1 general advice in general insurance
- FNSASICQ503AProvide advice in First Home Saver Market Linked Accounts
- FNSASICR503AProvide advice in Margin Lending
- FNSASICS503AProvide advice in Foreign Exchange
- FNSASICT503AProvide advice in Managed Investments
- FNSASICU503AProvide advice in Superannuation
- FNSASICV503AProvide advice in Derivatives
- FNSASICW503AProvide advice in Securities
- FNSASICX503AProvide advice in Life Insurance
- FNSASICY503Provide advice in insurance broking
- FNSASICZ503AProvide advice in Financial Planning
- FNSBANK401BCoordinate a small business customer portfolio
- FNSBANK402BAlign banking products with the needs of small business customers
- FNSBANK403BProvide services in a Rural Transaction Centre
- FNSBANK501BManage banking and service strategy for small business customers
- FNSBANK502BManage services in a Rural Transaction Centre
- FNSBANK503BProvide business advisory services within a financial services context
- FNSBKG401ADevelop and implement policies and procedures relevant to bookkeeping activities
- FNSBKG402AEstablish and maintain a cash accounting system
- FNSBKG403AEstablish and maintain an accrual accounting system
- FNSBKG404Carry out business activity and instalment activity statement tasks
- FNSBKG404ACarry out business activity and instalment activity statement tasks
- FNSBKG405Establish and maintain a payroll system
- FNSBKG405AEstablish and maintain a payroll system
- FNSBKPG401ADevelop and implement policies and practices relevant to bookkeeping activities
- FNSBKPG402AEstablish and maintain a cash accounting system
- FNSBKPG403AEstablish and maintain an accrual accounting system
- FNSBKPG404ACarry out business activity and instalment activity statement tasks
- FNSBKPG405AEstablish and maintain a payroll system
- FNSBNK401Coordinate a small business customer portfolio
- FNSBNK401ACoordinate a small business customer portfolio
- FNSBNK402Align banking products with the needs of small business customers
- FNSBNK402AAlign banking products with the needs of small business customers
- FNSBNK403Provide services in a Business Transaction Centre
- FNSBNK403AProvide services in a Business Transaction Centre
- FNSBNK404Promote mobile banking services
- FNSBNK404APromote mobile banking services
- FNSBNK405Provide mobile banking sales and services
- FNSBNK405AProvide mobile banking sales and service
- FNSBNK406Manage customer visits
- FNSBNK406AManage customer visits
- FNSBNK501Manage banking and service strategy for small business customers
- FNSBNK501AManage banking and service strategy for small business customers
- FNSBNK502Manage services in a Business Transaction Centre
- FNSBNK502AManage services in a Business Transaction Centre
- FNSBNK503Provide business advisory services within a financial services context
- FNSBNK503AProvide business advisory services within a financial services context
- FNSCMP501AComply with financial services legislation
- FNSCNV501ATake instructions in relation to a transaction
- FNSCNV502ARead and interpret a legal document and provide advice
- FNSCNV503AAnalyse and interpret legal requirements for a transaction
- FNSCNV504APrepare legal documents
- FNSCNV505AFinalise the conveyancing transaction
- FNSCNV506AEstablish and manage a trust account
- FNSCNV601AIdentify and conduct searches
- FNSCOMP501BComply with financial services legislation, industry and professional codes of practice
- FNSCONV501BTake instructions in relation to a transaction
- FNSCONV503BEstablish, manage and administer trust accounts
- FNSCONV504BFinalise conveyancing transactions
- FNSCONV601BObtain and analyse all information for the transaction
- FNSCRD301Process applications for credit
- FNSCRD301AProcess applications for credit
- FNSCRD302AMonitor and control accounts receivable
- FNSCRD401AAssess credit applications
- FNSCRD402Establish and maintain appropriate security
- FNSCRD402AEstablish and maintain appropriate securitisation
- FNSCRD403Manage and recover bad and doubtful debts
- FNSCRD403AManage and recover bad and doubtful debts
- FNSCRD404AUtilise the legal process to recover outstanding debt
- FNSCRD405Manage overdue customer accounts
- FNSCRD405AManage overdue customer accounts
- FNSCRD501Respond to personal insolvency situations
- FNSCRD501ARespond to personal insolvency situations
- FNSCRD502AManage factoring and invoice discounting arrangements
- FNSCRD503Promote understanding of the role and effective use of consumer credit
- FNSCRD503APromote understanding of the role and effective use of consumer credit
- FNSCRD504Manage the credit relationship
- FNSCRD504AManage the credit relationship
- FNSCRD505Respond to corporate insolvency situations
- FNSCRD505ARespond to corporate insolvency situations
- FNSCRDT404BManage and recover errant debts
- FNSCRDT501BAssess personal and corporate insolvency
- FNSCUS301Respond to customer enquiries
- FNSCUS301ARespond to customer enquiries
- FNSCUS401Participate in negotiations
- FNSCUS401AParticipate in negotiations
- FNSCUS402Resolve disputes
- FNSCUS402AResolve disputes
- FNSCUS403ADeliver a professional service to customers
- FNSCUS501ADevelop and nurture relationships with clients, other professionals and third party referrers
- FNSCUS502Monitor client requirements
- FNSCUS502AMonitor client requirements
- FNSCUS503Review business performance
- FNSCUS503AReview business performance
- FNSCUS504AManage premium customer relationships
- FNSCUS505Determine client requirements and expectations
- FNSCUS505ADetermine client requirements and expectations
- FNSCUS506Record and implement client instructions
- FNSCUS506ARecord and implement client instructions
- FNSCUS601AEstablish, manage and monitor key relationships
- FNSFBRK401BPrepare and present loan application to lender on behalf of finance or mortgage broking client
- FNSFBRK402BProvide finance and/or mortgage broking services
- FNSFBRK403BPresent broking options to client
- FNSFBRK501BSettle application and loan arrangements in the finance/mortgage broking industry
- FNSFBRK502BIdentify and develop complex broking options for client
- FNSFBRK503BPresent broking options to client with complex needs
- FNSFBRK504BImplement complex loan structures
- FNSFLIT201BDevelop and use a personal budget
- FNSFLIT202BDevelop and use a savings plan
- FNSFLIT203BDevelop understanding of debt and consumer credit
- FNSFLIT204BDevelop understanding of superannuation
- FNSFLIT205BDevelop understanding of the Australian financial system and markets
- FNSFLIT501BAssist customers to budget and manage own finances
- FNSFLIT502BFacilitate customer awareness of the Australian financial system and markets
- FNSFLIT503BPromote basic financial literacy skills
- FNSFLIT504BFacilitate customer understanding of personal financial statements
- FNSFLIT505BFacilitate customer or employee understanding of superannuation as an investment tool
- FNSFLT201Develop and use a personal budget
- FNSFLT201ADevelop and use a personal budget
- FNSFLT202Develop and use a savings plan
- FNSFLT202ADevelop and use a savings plan
- FNSFLT203Develop knowledge of debt and consumer credit
- FNSFLT203ADevelop understanding of debt and consumer credit
- FNSFLT204Develop knowledge of superannuation
- FNSFLT204ADevelop understanding of superannuation
- FNSFLT205Develop knowledge of the Australian financial system and markets
- FNSFLT205ADevelop understanding of the Australian financial system and markets
- FNSFLT206Develop knowledge of taxation
- FNSFLT206ADevelop understanding of taxation
- FNSFLT301Be MoneySmart
- FNSFLT301ABe MoneySmart
- FNSFLT401ABe MoneySmart through a career in small business
- FNSFLT501Assist customers to budget and manage own finances
- FNSFLT501AAssist customers to budget and manage own finances
- FNSFLT502Facilitate customer awareness of the Australian financial system and markets
- FNSFLT502AFacilitate customer awareness of the Australian financial system and markets
- FNSFLT503Promote basic financial literacy skills
- FNSFLT503APromote basic financial literacy skills
- FNSFLT504Facilitate customer knowledge of personal financial statements
- FNSFLT504AFacilitate customer understanding of personal financial statements
- FNSFLT505AFacilitate customer or employee understanding of superannuation as an investment tool
- FNSFMB401Prepare loan application on behalf of finance or mortgage broking clients
- FNSFMB401APrepare loan application on behalf of finance or mortgage broking clients
- FNSFMB402AProvide finance and mortgage broking services
- FNSFMB403APresent broking options to client
- FNSFMB501ASettle applications and loan arrangements in the finance and mortgage broking industry
- FNSFMB502Identify and develop broking options for clients with complex needs
- FNSFMB502AIdentify and develop complex broking options for client
- FNSFMB503APresent broking options to client with complex needs
- FNSFMB504Implement complex loan structures
- FNSFMB504AImplement complex loan structures
- FNSFMK401Reconcile financial transactions
- FNSFMK401AReconcile financial transactions
- FNSFMK402ADevelop and maintain knowledge of financial markets products
- FNSFMK403AInterpret financial markets information
- FNSFMK501Analyse financial markets and information
- FNSFMK501AAnalyse financial markets and information
- FNSFMK503Advise clients on financial risk
- FNSFMK503AAdvise clients on financial risk
- FNSFMK504Complete confirmation and settlement processes
- FNSFMK504AComplete settlement and confirmation processes
- FNSFMK505Comply with financial services regulation and industry codes of practice
- FNSFMK505AComply with financial services legislation and industry codes of practice
- FNSFMK506ADetect errors and fraud when processing financial transactions
- FNSFMK507Analyse risk mitigation in the operations process
- FNSFMK507AAnalyse risk mitigation in the operations process
- FNSFMK508Monitor and process collateral
- FNSFMK508AMonitor and process collateral
- FNSFMK509AApply knowledge of transaction documentation and processing
- FNSFMK510Prepare trading strategies for clients
- FNSFMK510APrepare trading strategies for clients
- FNSFMK511AApply limits when trading
- FNSFMK512AApply knowledge of emissions markets
- FNSFMK601Price financial transactions
- FNSFMK601APrice financial transactions
- FNSFMK602Hedge financial products
- FNSFMK602AHedge financial products
- FNSFMKT401BReconcile financial transaction
- FNSFMKT501BAnalyse financial markets and information
- FNSFMKT502BAnalyse financial market products for client
- FNSFMKT503BAdvice clients on financial risk
- FNSFMKT504BComplete settlement and confirmation processes
- FNSFMKT601BPrice financial transactions
- FNSFMKT602BTrade financial products
- FNSFPL401AExtract and analyse information on specified financial strategies and products
- FNSFPL402APrepare financial plans to set strategies and guidelines
- FNSFPL403AImplement financial plans to predetermined guidelines
- FNSFPL501AComply with financial planning practice ethical and operational guidelines and regulations
- FNSFPL502AConduct financial planning analysis and research
- FNSFPL503ADevelop and prepare financial plan
- FNSFPL504AImplement financial plan
- FNSFPL505AReview financial plans and provide ongoing service
- FNSFPL506ADetermine client requirements and expectations
- FNSFPL507AProvide financial planning advice
- FNSFPL508AConduct complex financial planning research
- FNSFPL601Provide technical and professional guidance
- FNSFPL601AProvide technical and professional guidance
- FNSFPL602Determine client requirements and expectations for clients with complex needs
- FNSFPL602ADetermine client requirements and expectations for clients with complex needs
- FNSFPL603Provide comprehensive monitoring and ongoing service
- FNSFPL603AProvide comprehensive monitoring and ongoing service
- FNSFPL604ADevelop complex and innovative financial planning strategies
- FNSFPL605APresent and negotiate complex and innovative financial plans
- FNSFPL606Implement complex and innovative financial plans
- FNSFPL606AImplement complex and innovative financial plans
- FNSFPLN402BPrepare financial plans to set strategies and guidelines
- FNSFPLN403BImplement financial plan to predetermined guidelines
- FNSFPLN501BComply with financial planning practice ethical and operational guidelines and regulations
- FNSFPLN502BConduct financial planning analysis and research
- FNSFPLN503BDevelop and prepare financial plan
- FNSFPLN504BImplement financial plan
- FNSFPLN505BReview financial plan and provide ongoing service
- FNSFPLN506BMeet with client to determine client requirements and expectations
- FNSFPLN507BProvide financial planning advice
- FNSFPLN508BConduct complex financial planning research
- FNSFPLN601BProvide technical and professional guidance
- FNSFPLN602BDetermine client requirements and expectations for clients with complex needs
- FNSFPLN603BProvide comprehensive monitoring and ongoing service
- FNSFPLN604BDevelop complex and/or innovative financial planning strategies
- FNSFPLN605BPresent and negotiate complex and/or innovative financial plan to the client
- FNSFPLN606BImplement complex and or innovative financial plan
- FNSGINS401BProvide technical guidance
- FNSGINS402BInspect quality of work
- FNSGINS403BEstimate jobs
- FNSGINS404BInspect damage and develop scope of work
- FNSGINS405BInspect vehicle systems/components and determine preferred repair action
- FNSGINS406BInspect vehicle/property for saleable items and determine their value
- FNSIAD301Provide general advice on financial products and services
- FNSIAD301AProvide general advice on financial products and services
- FNSIAD501Provide appropriate services, advice and products to clients
- FNSIAD501AProvide appropriate services, advice and products to clients
- FNSIAD502AProvide appropriate and timely information and advice to clients
- FNSIBK302AProvide general advice in general insurance broking products and services (Tier 2)
- FNSIBK302BProvide general advice in general insurance broking products and services
- FNSIBK402Implement new or renewed insurance program for insurance broking clients
- FNSIBK402AProvide personal advice in general insurance broking products and services (Tier 2)
- FNSIBK403Place client insurances with insurer and confirm insurance cover with clients
- FNSIBK404Provide a claims service to an insurance broking client
- FNSIBK404AProvide a claims service to an insurance broking client
- FNSIBK405Meet industry and legislative guidelines and organisational procedures relating to insurance broking
- FNSIBK501AProvide general advice in general insurance broking products and services (Tier 1)
- FNSIBK502AProvide general advice in life insurance broking products and services (Tier 1)
- FNSIBK503AProvide personal advice in general insurance broking products and services (Tier 1)
- FNSIBK504AProvide personal advice in life insurance broking products and services (Tier 1)
- FNSIBK507Review service performance
- FNSIBK507AReview broking client service performance
- FNSIBK508Implement changes to broking client's insurance program
- FNSIBK512Negotiate complex claims settlement for insurance broking client
- FNSIBK512ANegotiate complex claims settlement for insurance broking client
- FNSIBK514Manage a complex risk portfolio for a broking client
- FNSIBK602AImplement broking service support systems
- FNSIBK603AManage contractual obligations for insurance and insurance broking products
- FNSIBK606AManage compliance requirements for an insurance broking business
- FNSICACC302BAdminister financial accounts
- FNSICACC303BPrepare, match and process receipts
- FNSICACC305BProcess payment documentation
- FNSICACC401BEvaluate and authorise payment requests
- FNSICADV301BProvide general advice on financial products and services
- FNSICADV501BProvide appropriate services, advice and products to clients
- FNSICADV502BProvide appropriate and timely information and advice to clients
- FNSICCUS301BRespond to customer enquiries
- FNSICCUS402BMaintain customer relationship
- FNSICCUS501BDevelop and nurture relationships with clients, other professionals and third party referrers
- FNSICCUS502BMonitor client requirements
- FNSICCUS503BReview service performance
- FNSICCUS505BManage premium customer relationships
- FNSICCUS506BDetermine client requirements and expectations
- FNSICCUS507BRecord and implement client instructions
- FNSICCUS601BEstablish, supervise and monitor key relationships
- FNSICGEN401BParticipate in formal communication processes
- FNSICGEN402BParticipate in negotiations
- FNSICGEN403BCollect, assess and use information
- FNSICGEN404BResolve disputes
- FNSICORG301BAdminister fixed asset register
- FNSICORG506BDevelop and monitor policy and procedures
- FNSICORG507BDevelop a resource plan
- FNSICORG514BSupervise work within a financial services context
- FNSICORG516BPrepare financial reports to meet statutory requirements
- FNSICORG517BPrepare financial forecasts and projections
- FNSICORG518BImplement business practices
- FNSICORG519BAnalyse and comment on management reports
- FNSICORG603BNegotiate to achieve goals and manage disputes
- FNSICORG609BDevelop and manage financial systems
- FNSICORG612BEstablish and prepare operational guidelines in a financial services organisation
- FNSICORG613BEstablish outsourced services and monitor performance
- FNSICPRO401BDevelop and maintain in-depth knowledge of products and services used by your organisation or sector
- FNSICPRO501BAllocate authorities and guidelines for distribution
- FNSICPRO502BConduct product research to support recommendations
- FNSICPRO601BDevelop a financial product
- FNSICPRO602BEstablish agreements with intermediaries for product distribution
- FNSICSAM301BIdentify opportunities for cross selling products and services
- FNSICSAM401BSell financial products and services
- FNSICSAM402BImplement a sales plan
- FNSICSAM403BProspect for new clients
- FNSICSAM502BApply advanced selling techniques to selling of financial products and services
- FNSICSAM505BAssess market needs
- FNSICSAM506BMonitor market opportunities
- FNSICSAM601BMonitor performance in sales of financial products or services
- FNSICSAM602BIdentify and evaluate marketing opportunities in the financial services industry
- FNSIGN401AProvide technical guidance
- FNSIGN402AInspect quality of work
- FNSIGN403AEstimate jobs
- FNSIGN404AInspect damage and develop scope of work
- FNSILA501APlan and implement loss investigation
- FNSILA502AEvaluate collected information
- FNSILA503AReport findings and provide guidance to involved parties
- FNSILA504ANegotiate and effect settlement
- FNSILA505AProvide ancillary services
- FNSILD501APrepare a distribution plan
- FNSILD502AResource a distribution plan
- FNSILD503AEstablish services to provide advice
- FNSILD504AImplement and manage the distribution plan
- FNSILF302AProcess a life insurance application
- FNSILF303AIssue a life insurance policy
- FNSILF401Contribute to the life risk underwriting process
- FNSILF401AContribute to the life risk underwriting process
- FNSILF402ASettle policy payments and terminations
- FNSILF403Develop and maintain in-depth knowledge of products and services used by the life insurance sector
- FNSILF403ADevelop and maintain in-depth knowledge of products and services used by the Life Insurance sector
- FNSILF404AProcess requests for policy alterations and assignments
- FNSILF405AEvaluate life insurance claims
- FNSILF406ACollect and manage information to facilitate claims assessment
- FNSILF407ASettle life insurance claims
- FNSILF408AProcess life insurance contract maturity and surrender payment requests
- FNSILF501AAssess extraordinary risks
- FNSILF502AUnderwrite complex medical risks
- FNSILF503AUnderwrite complex non-medical risks
- FNSILF504AManage complex life insurance claims
- FNSILF505AManage ongoing disability claims
- FNSILF506AManage group life insurance claims
- FNSILF507AManage group life insurance policy administration
- FNSINBK304BProvide a broking claims service to clients
- FNSINBK502BMonitor broking clients
- FNSINBK503BImplement changes to broking client's insurance program
- FNSINBK504BIdentify and advise on significant risk changes to broking client insurances
- FNSINBK505BAssess and negotiate complex risk portfolio for broker client at renewal
- FNSINBK506BReview incidence of loss for broking clients
- FNSINBK508BNegotiate complex claims settlement for insurance broking client
- FNSINBK601BDevelop guidelines for broking services
- FNSINBK602BImplement the broking service support system
- FNSINC301Work effectively in the financial services industry
- FNSINC301AWork effectively in the financial services industry
- FNSINC401AApply principles of professional practice to work in the financial services industry
- FNSINC402Develop and maintain in-depth knowledge of products and services used by an organisation or sector
- FNSINC402ADevelop and maintain in-depth knowledge of products and services used by an organisation or sector
- FNSINC501Conduct product research to support recommendations
- FNSINC501AConduct product research to support recommendations
- FNSINC502Assess financial products and services vulnerability to money laundering and terrorism financing
- FNSINC503Identify situations requiring complex ethical decision making
- FNSINC504Apply ethical frameworks and principles to make and act upon decisions
- FNSINC601Apply economic principles to work in the financial services industry
- FNSINC601AApply economic principles to work in the financial services industry
- FNSINC602Interpret and use financial statistics and tools
- FNSINC602AInterpret and use financial statistics and tools
- FNSINC801Lead compliance with financial services legislation and industry codes of practice
- FNSINSV301BEvaluate risk for renewal business
- FNSINSV302BProcess alteration to insurance policy
- FNSINSV303BIssue contract of insurance
- FNSINSV304BIssue renewal advice
- FNSINSV305BIssue cancellation advice
- FNSINSV306BReceive and record/register a claim
- FNSINSV307BFollow organisation procedures to process claim
- FNSINSV308BProcess facultative and treaty reinsurance claims
- FNSINSV309BSettle claims
- FNSINSV310BProcess a claims payment
- FNSINSV401BEvaluate risk for new business
- FNSINSV402BUnderwrite new business
- FNSINSV403BSurvey potential risk exposure
- FNSINSV404BUnderwrite renewal business
- FNSINSV405BAnalyse insurance claims
- FNSINSV406BUse specialist terminology in insurance claims
- FNSINSV501BIssue contracts of insurance covering non-routine situations
- FNSINSV502BReview operational performance of the portfolio
- FNSINSV503BUndertake post loss risk management
- FNSINSV504BNegotiate treaty reinsurance
- FNSINSV505BDetermine risk rating for investment and insurance products
- FNSINSV506BInvestigate claims
- FNSINSV507BImplement claim recovery procedures
- FNSINSV509BAnalyse financial, medical and psychological claims assessments
- FNSINSV511BManage non-routine, complex claims
- FNSINSV512BSettle non-routine, complex claims
- FNSINSV513BWork with legal teams to resolve complex claims
- FNSINSV514BProvide decisions on legal liability and indemnity of a claim
- FNSINSV515BReview and update claim reserves in portfolio
- FNSINSV516BEvaluate and report on status of claims portfolio to identified stakeholders
- FNSISV301AEvaluate risk for renewal business
- FNSISV302AProcess alteration to insurance policy
- FNSISV303AIssue contract of insurance
- FNSISV304AIssue renewal advice
- FNSISV305AIssue cancellation advice
- FNSISV306AReceive and record or register a claim
- FNSISV307AFollow organisation procedures to process claim
- FNSISV308AProcess facultative and treaty reinsurance claims
- FNSISV309ASettle claims
- FNSISV310AProcess claims payments
- FNSISV401AEvaluate risk for new business
- FNSISV402AUnderwrite new business
- FNSISV403Survey potential risk exposure
- FNSISV403ASurvey potential risk exposure
- FNSISV404AUnderwrite renewal business
- FNSISV405AAnalyse insurance claims
- FNSISV406Use specialist terminology in insurance claims
- FNSISV406AUse specialist terminology in insurance claims
- FNSISV407Use medical terminology in an insurance context
- FNSISV407AUse medical terminology in an insurance context
- FNSISV501Issue contracts of insurance covering non-routine and complex situations
- FNSISV501AIssue contracts of insurance covering non-routine and complex situations
- FNSISV502Review operational performance of the portfolio
- FNSISV502AReview operational performance of the portfolio
- FNSISV503AUndertake post-loss risk management
- FNSISV504Negotiate treaty reinsurance
- FNSISV504ANegotiate treaty reinsurance
- FNSISV505Determine risk rating for investment and insurance products
- FNSISV505ADetermine risk rating for investment and insurance products
- FNSISV506Investigate insurance claims
- FNSISV506AInvestigate claims
- FNSISV507Implement claim recovery procedures
- FNSISV507AImplement claim recovery procedures
- FNSISV508AReview and advise on claims costs, policies and procedures
- FNSISV509Analyse financial, medical and psychological claims assessments
- FNSISV509AAnalyse financial, medical and psychological claims assessments
- FNSISV510AManage non-routine and complex claims
- FNSISV511ASettle non-routine and complex claims
- FNSISV512Work with legal teams to resolve complex claims
- FNSISV512AWork with legal teams to resolve complex claims
- FNSISV513AProvide decisions on legal liability and indemnity of a claim
- FNSISV514AReview and update claim reserves in portfolio
- FNSISV515Evaluate and report on status of claims portfolio
- FNSISV515AEvaluate and report on status of claims portfolio
- FNSISV516Allocate authorities and guidelines for distribution
- FNSISV516AAllocate authorities and guidelines for distribution
- FNSISV517AReview claims settlement policies and procedures
- FNSLDIS501BPrepare a distribution plan
- FNSLDIS502BResource the distribution plan
- FNSLDIS503BEstablish services to provide advice
- FNSLDIS504BImplement and manage the distribution plan
- FNSLIFE301BProcess and issue a life insurance policy
- FNSLIFE401BUndertake life insurance risk assessment
- FNSLIFE402BSettle policy payments and terminations
- FNSLIFE501BAssess extraordinary risks
- FNSLOSS501BPlan and implement loss investigation
- FNSLOSS502BEvaluate collected information
- FNSLOSS503BReport findings and provide guidance to involved parties
- FNSLOSS504BNegotiate/effect settlement
- FNSLOSS505BProvide ancillary services
- FNSMCA301Collect debts
- FNSMCA301ACollect debts
- FNSMCA302Repossess property
- FNSMCA302ARepossess property
- FNSMCA303Serve legal process
- FNSMCA303AServe legal process
- FNSMCA304Locate subjects
- FNSMCA304ALocate subjects
- FNSMCA401ADevelop and document case recommendations
- FNSMCA402AInitiate legal recovery of debts
- FNSMERC301BCollect debts
- FNSMERC302BRepossess property
- FNSMERC303BServe legal process
- FNSMERC304BLocate subjects
- FNSMERC401BDevelop and document case recommendations
- FNSMERC402BInitiate legal recovery of debts
- FNSORG301AAdminister fixed asset register
- FNSORG401AConduct individual work within a compliance framework
- FNSORG501ADevelop and manage a budget
- FNSORG502Develop and monitor policy and procedures
- FNSORG502ADevelop and monitor policy and procedures
- FNSORG503ADevelop a resource plan
- FNSORG504AMonitor and supervise work practices to meet financial services regulatory requirements
- FNSORG505Prepare financial reports to meet statutory requirements
- FNSORG505APrepare financial reports to meet statutory requirements
- FNSORG506APrepare financial forecasts and projections
- FNSORG507AManage client service and business information
- FNSORG508AAnalyse and comment on management reports
- FNSORG601ANegotiate to achieve goals and manage disputes
- FNSORG602ADevelop and manage financial systems
- FNSORG603Establish and prepare operational guidelines in a financial services organisation
- FNSORG603AEstablish and prepare operational guidelines in a financial services organisation
- FNSORG604Establish outsourced services and monitor performance
- FNSORG604AEstablish outsourced services and monitor performance
- FNSPAY501Process salary packaging arrangements and additional allowances in payroll
- FNSPAY502Process superannuation payments in payroll
- FNSPAY503Process complex employee terminations in payroll
- FNSPAY504Interpret and apply knowledge of industrial regulations relevant to payroll
- FNSPAY505Interpret and apply knowledge of taxation systems relevant to payroll
- FNSPERT301BEstablish entitlements to an Intestate Estate
- FNSPERT302BAdminister a non-complex Estate
- FNSPERT303BAdminister a non-completed Trust
- FNSPERT402BAdminister an Intestate Estate
- FNSPERT403BPrepare a Will
- FNSPERT404BAdminister a complex Estate
- FNSPERT405BAdminister a complex Trust
- FNSPERT406BEstablish Powers of Attorney or accept appointment under Financial Administration Orders
- FNSPERT407BAdminister Powers of Attorney or Financial Administration Orders
- FNSPERT501BAdvise clients on Trust Structures
- FNSPERT502BAdvise clients in Estate Planning
- FNSPERT503BAllocate, assess and supervise work within the personal trustee sector
- FNSPIM301AProcess benefit payments
- FNSPIM302ADetermine claim liability
- FNSPIM303Work within the personal injury management sector
- FNSPIM303AWork within the personal injury management sector
- FNSPIM304AManage claims
- FNSPIM401APlan and implement rehabilitation and return to work and health strategies
- FNSPIM403Educate clients on personal injury management issues
- FNSPIM403AEducate clients on personal injury management issues
- FNSPIM404Assist clients with job placement
- FNSPIM404AAssist injured persons with job placement
- FNSPIM405AFacilitate a return to work
- FNSPIM406ADevelop and maintain knowledge of personal injury management insurance
- FNSPIM407ARegister policy
- FNSPIM408ARenew and maintain policy
- FNSPIM409Maintain customer relationship
- FNSPIM410ACollect, assess and use information
- FNSPIM412AParticipate in formal communication processes
- FNSPIM414Manage personal injury claims
- FNSPIM501Develop a return to work or injury management strategy
- FNSPIM501ADevelop a return to work and health strategy
- FNSPIM502Facilitate workplace assessment with stakeholders for personal injury cases
- FNSPIM502AFacilitate workplace assessment with stakeholders for personal injury cases
- FNSPIM506Promote the health benefits of returning to work
- FNSPIM507Manage complex return to work cases
- FNSPIM508Evaluate and improve return to work programs
- FNSPIM511Facilitate the setting and achievement of goals
- FNSPRAC601BEstablish, supervise and monitor practice systems to conform with legislation and regulations
- FNSPRAC602BImprove the practice
- FNSPRAC603BGrow the practice
- FNSPRAC701BPrepare, supervise and monitor application of practice guidelines
- FNSPRAC702BEstablish or review marketing, client services and supplier relationships
- FNSPRAC703BEstablish or review human resources, administration and information support
- FNSPRM601AEstablish, supervise and monitor practice systems to conform with legislation and regulations
- FNSPRM602Improve the practice
- FNSPRM602AImprove the practice
- FNSPRM603Grow the practice
- FNSPRM603AGrow the practice
- FNSPRM604APrepare, supervise and monitor application of practice guidelines
- FNSPRM605AEstablish or review marketing, client services and supplier relationships
- FNSPRM606AEstablish or review human resources, administration and information support
- FNSPRT301Establish entitlements to an intestate estate
- FNSPRT301AEstablish entitlements to an intestate estate
- FNSPRT302Administer a non-complex estate
- FNSPRT302AAdminister a non-complex estate
- FNSPRT303Administer a non-complex trust
- FNSPRT303AAdminister a non-complex trust
- FNSPRT401AAdminister an intestate estate
- FNSPRT402Prepare a will
- FNSPRT402APrepare a will
- FNSPRT403Administer a complex estate
- FNSPRT403AAdminister a complex estate
- FNSPRT404Administer a trust dealing with complex matters
- FNSPRT404AAdminister a complex trust
- FNSPRT405Establish powers of attorney or financial administration orders
- FNSPRT405AEstablish powers of attorney
- FNSPRT406Administer powers of attorney or financial administration orders
- FNSPRT406AAdminister powers of attorney or financial administration orders
- FNSPRT407Investigate and substantiate entitlement in an intestate estate
- FNSPRT501Advise clients on trust structures
- FNSPRT501AAdvise clients on trust structures
- FNSPRT502Advise clients in estate planning
- FNSPRT502AAdvise clients in estate planning
- FNSPRT503Assess, allocate and supervise work within the personal trustee sector
- FNSPRT503AAllocate, assess and supervise work within the personal trustee sector
- FNSPRT504Apply knowledge of the regulatory environment relevant to trustee organisations
- FNSPRT505Develop and maintain knowledge of financial services and assets
- FNSPRT506Develop understanding of traditional trustee services
- FNSPRT507Apply principles of fiduciary duty, substituted decision-making and ethical decision-making
- FNSPRT508Administer a charitable trust
- FNSRETA301BProvide customer service in a retail agency
- FNSRETA303BMonitor and manage transactions
- FNSRETA304BAdminister debit card services
- FNSRETA305BProcess customer accounts
- FNSRETA306BProcess customer transactions
- FNSRETA307BMaintain Automatic Teller Machine (ATM) services
- FNSRETA309BBalance cash holdings
- FNSRETA310BMaintain main bank account
- FNSRETA402BAdminister credit card services
- FNSRETA404BPrepare government returns
- FNSRISK501BUndertake risk identification
- FNSRISK502BAssess risks
- FNSRISK601BDevelop and implement risk mitigation plan
- FNSRISK602BDetermine and manage risk exposure strategies
- FNSRSK401AImplement risk management strategies
- FNSRSK501Undertake risk identification
- FNSRSK501AUndertake risk identification
- FNSRSK502AAssess risks
- FNSRSK601ADevelop and implement risk mitigation plan
- FNSRSK602ADetermine and manage risk exposure strategies
- FNSRTS301Provide customer service in a retail agency
- FNSRTS301AProvide customer service in a retail agency
- FNSRTS302Handle foreign currency transactions
- FNSRTS302AHandle foreign currency transactions
- FNSRTS303ABalance retail transactions
- FNSRTS304Administer debit card services
- FNSRTS304AAdminister debit card services
- FNSRTS305Process customer accounts
- FNSRTS305AProcess customer accounts
- FNSRTS306Process customer transactions
- FNSRTS306AProcess customer transactions
- FNSRTS307AMaintain Automatic Teller Machine (ATM) services
- FNSRTS308ABalance cash holdings
- FNSRTS309AMaintain main bank account
- FNSRTS401AManage credit card services
- FNSRTS402APrepare government returns and reports
- FNSSAM301Identify opportunities for cross-selling products and services
- FNSSAM301AIdentify opportunities for cross-selling products and services
- FNSSAM401ASell financial products and services
- FNSSAM402Implement a sales plan
- FNSSAM402AImplement a sales plan
- FNSSAM403Prospect for new clients
- FNSSAM403AProspect for new clients
- FNSSAM411Sell financial products and services
- FNSSAM501AApply advanced selling techniques to selling of financial products and services
- FNSSAM502Assess market needs
- FNSSAM502AAssess market needs
- FNSSAM503AMonitor market opportunities
- FNSSAM601Monitor performance in sales of financial products or services
- FNSSAM601AMonitor performance in sales of financial products or services
- FNSSAM602Identify and evaluate marketing opportunities in the financial services industry
- FNSSAM602AIdentify and evaluate marketing opportunities in the financial services industry
- FNSSAM603Tailor financial products to meet customer needs
- FNSSAM603ATailor financial products to meet customer needs
- FNSSAM604Establish agreements with intermediaries for product distribution
- FNSSAM604AEstablish agreements with intermediaries for product distribution
- FNSSMS401Process self-managed superannuation contribution
- FNSSMS401AProcess self-managed superannuation contribution
- FNSSMS501Invest self-managed superannuation funds assets
- FNSSMS501AInvest self-managed superannuation funds assets
- FNSSMS502AManage changes to fund structure
- FNSSMS503Manage administration activities of a superannuation fund
- FNSSMS503AManage administration activities of a superannuation fund
- FNSSMS504Meet self-managed superannuation fund compliance requirements
- FNSSMS504AMeet self-managed superannuation fund compliance requirements
- FNSSMS505Support trustee in the selection and performance monitoring of outsourced services
- FNSSMS505ASupport trustee in the selection and performance monitoring of outsourced services
- FNSSMS601AProvide advice in self-managed superannuation funds
- FNSSMS602AApply taxation requirements when advising in self-managed superannuation funds
- FNSSMS603AApply legislative and operational requirements to advising in self-managed superannuation funds
- FNSSMSF401BProcess Self Managed Superannuation contributions
- FNSSMSF501BInvest Self Managed Superannuation Funds assets
- FNSSMSF502BManage changes to fund structure
- FNSSMSF503BManage administration activities of a superannuation fund
- FNSSMSF504BMeet Self Managed Superannuation Funds compliance requirements
- FNSSMSF505BSupport trustee in the selection and performance monitoring of outsourced services
- FNSSMSF601BProvide advice in Self Managed Superannuation Funds
- FNSSMSF602BApply taxation requirements when advising in Self Managed Superannuation Funds
- FNSSMSF603BApply legislative and operational requirements to advising in Self Managed Superannuation Funds
- FNSSUP301Process superannuation fund payments
- FNSSUP301AProcess superannuation fund payments
- FNSSUP302AEstablish, maintain and process superannuation records
- FNSSUP303Process superannuation contributions
- FNSSUP303AProcess superannuation contributions
- FNSSUP304Process superannuation rollover benefits
- FNSSUP304AProcess superannuation rollover benefits
- FNSSUP305Implement member investment instructions
- FNSSUP305AImplement member investment instructions
- FNSSUP306Terminate superannuation plans
- FNSSUP306ATerminate superannuation plans
- FNSSUP401Process complex superannuation benefit or insurance claim
- FNSSUP401AProcess complex superannuation benefit or insurance claim
- FNSSUP402Assist in meeting superannuation compliance requirements
- FNSSUP402AAssist in meeting superannuation compliance requirements
- FNSSUP403AAdminister retirement income streams
- FNSSUP404Establish and customise employer accounts
- FNSSUP404AEstablish and customise complex employer accounts
- FNSSUP406Establish and maintain fund or plan
- FNSSUP407Assess complex superannuation benefit or insurance claims
- FNSSUP407AAssess complex superannuation benefit or insurance claims
- FNSSUP408Participate in fund review practices
- FNSSUP409Provide specialist retirement income stream information to clients
- FNSSUP410Establish and administer retirement income streams
- FNSSUP411Terminate retirement income streams
- FNSSUP412Determine impact of social security entitlements on retirement income
- FNSSUP413Apply knowledge of retirement planning issues when dealing with clients
- FNSSUP414Develop and apply knowledge of aged care
- FNSSUP501ASupervise complaints procedures
- FNSSUP502Supervise insurer liaison
- FNSSUP503Develop client relationships with employers and establish superannuation systems
- FNSSUP503ADevelop client relationships with employers and establish superannuation systems
- FNSSUP504AProvide advanced customer service to superannuation clients
- FNSSUP505Produce reports for superannuation
- FNSSUP505AProduce reports for superannuation
- FNSSUP506Supervise and monitor operational guidelines in a superannuation organisation
- FNSSUP506ASupervise and monitor operational guidelines in a superannuation organisation
- FNSSUP507Review compliance with regulatory and contractual requirements
- FNSSUP507AReview compliance with regulatory and contractual requirements
- FNSSUP508Provide effective information to members
- FNSSUP508AProvide effective information to members
- FNSSUP509AWork within a defined benefit fund
- FNSSUP601ALiaise with and support trustees
- FNSSUP602AManage official complaints procedures and proceedings
- FNSSUP603AIntegrate investment strategy with fund operations
- FNSSUPR305BProcess superannuation fund payments
- FNSSUPR401BProcess complex superannuation benefit and/or insurance claim
- FNSSUPR402BAssist in meeting superannuation compliance requirements
- FNSSUPR403BWork within a defined benefit fund
- FNSSUPR404BAdminister retirement income streams
- FNSSUPR405BEstablish and customise complex employer accounts
- FNSSUPR406BImplement fund review practices
- FNSSUPR407BEstablish and maintain fund or plan
- FNSSUPR408BAssess complex superannuation benefit and/or insurance claims
- FNSSUPR501BSupervise complaints procedures
- FNSSUPR502BSupervise insurer liaison
- FNSSUPR503BDevelop client relationships with employers and establish superannuation systems
- FNSSUPR504BProvide advanced customer service to superannuation clients
- FNSSUPR505BProduce reports for superannuation
- FNSSUPR506BSupervise and monitor operational guidelines in a superannuation organisation
- FNSSUPR507BReview compliance with regulatory and contractual requirements
- FNSSUPR508BProvide effective information to members
- FNSSUPR601BLiaise with and support trustees
- FNSSUPR602BManage official complaints procedures and proceedings
- FNSSUPR603BIntegrate investment strategy with fund operations
- FNSTPB401Complete business activity and instalment activity statements
- FNSTPB402Establish and maintain payroll systems
- FNSTPB501AApply legal principles in corporations and trusts law
- FNSTPB502AApply legal principles in commercial and property law
- FNSTPB506Apply taxation requirements when providing tax (financial) advice services
- FNSTPB507Apply legal principles in commercial law when providing tax (financial) advice services
- FNSWCMP301AProcess benefit payments
- FNSWCMP302ADetermine claim liability
- FNSWCMP303AWork within the workers compensation industry sector
- FNSWCMP304AManage claims
- FNSWCMP401BPlan and implement rehabilitation and return to work strategies
- FNSWCMP402BRepresent workers compensation agent/insurer at conciliation and review hearings
- FNSWCMP403BEducate clients on workers compensation issues
- FNSWCMP404AAssist workers with job placement
- FNSWCMP501AManage workers compensation case loads
- FNSWCMP502ADevelop a return to work strategy
- FNSWCMP503AFacilitate workplace assessment with stakeholders for workers compensation cases
What this list leaves out
Products the register has deleted, cancelled, let lapse or is still re-accrediting. Across the whole register that is 56,180 products; nobody can deliver any of them, so listing them here would be noise. Every one of them still has a page: search for the code and we will read the register live and tell you exactly what it says.
And the one thing no page on this site can show: which RTOs deliver a given product. The national register does not publish that, so we do not have it and we will not estimate it.
This is as far as the register goes. What comes after it, we don't know.
Is any of this sitting on your scope?
The free scope check reads your RTO's live scope from the register and flags every superseded product on it — and every replacement the register calls not equivalent.
Check my scopeSearch all 69,829 products
Background reading: equivalent vs not equivalent, checking a superseded qualification by hand, live scope vs scope history, and the 1,020 of 3,884 RTOs carrying a superseded qualification on live scope.