Modification History
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Release |
Comments |
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Release 1 |
This version first released with the FNS Financial Services Training Package Version 8.0. Supersedes and is not equivalent to FNS50720 Diploma of Superannuation. |
Qualification Description
This qualification reflects a range of roles with specialist responsibilities in the superannuation industry. Individuals in these roles have autonomy in performing technical operations, apply solutions to a range of often complex problems, and research, analyse and evaluate information from a variety of sources. They apply initiative to plan, coordinate and evaluate their own work and provide guidance to others.
Licensing, legislative, regulatory or certification considerations
Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. Refer to the relevant regulator for specific guidance on requirements.
Entry Requirements
Nil
Packaging Rules
Total number of units = 12
2 core units plus
10 elective units , of which:
- at least 4 must be from Group A and/or Group B
- of the remaining elective units:
- at least 4 must be from any of the elective groups below
- up to 2 may be from any currently endorsed Certificate IV or above training package qualification or accredited course.
Elective units must be relevant to the work environment and the qualification, maintain the overall integrity of the AQF alignment, not duplicate the outcome of another unit chosen for the qualification, and contribute to a valid industry-supported vocational outcome.
Core units
FNSINC411 Conduct work according to professional practices in the financial services industry
FNSINC412 Apply and maintain knowledge of financial products and services
Elective units
Group A – Superannuation
FNSSUP417 Assess superannuation benefits and insurance claims under special conditions of release
FNSSUP509 Work within a defined benefit fund
FNSSUP511 Manage customer complaints in superannuation
FNSSUP512 Manage insurer liaison within a superannuation organisation
FNSSUP513 Develop client relationships with employers and establish superannuation systems
FNSSUP514 Provide information or general advice to superannuation clients
FNSSUP515 Produce reports for superannuation
FNSSUP516 Manage compliance with operational guidelines in superannuation organisations
FNSSUP517 Review performance of superannuation funds against regulatory and contractual requirements
FNSSUP518 Provide information to superannuation fund members in writing
Group B – Self-managed superannuation
FNSSMS411 Process self-managed superannuation contributions
FNSSMS512 Manage changes to memberships in self-managed superannuation funds
FNSSMS513 Manage administration activities of self-managed superannuation funds
FNSSMS514 Meet self-managed superannuation fund compliance requirements
Group C – General
BSBINS401 Analyse and present research information
BSBLDR602 Provide leadership across the organisation
BSBMKG541 Identify and evaluate marketing opportunities
BSBPMG422 Apply project quality management techniques
BSBPMG430 Undertake project work
BSBSTR402 Implement continuous improvement
BSBSUS511 Develop workplace policies and procedures for sustainability
BSBTEC403 Apply digital solutions to work processes
FNSCUS511 Develop and maintain professional relationships in financial services industry
FNSFMK515 Comply with financial services regulation and industry codes of practice
FNSINC513 Identify and apply complex ethical decision making to workplace situations
FNSINC514 Apply ethical frameworks and principles to make and act upon decisions
FNSORG503 Develop a resource plan
FNSORG514 Develop, monitor and supervise work practices to meet financial services regulatory requirements
FNSORG614 Establish and manage outsourced services
Qualification Mapping Information
No equivalent qualification. Supersedes and is not equivalent to FNS50720 Diploma of Superannuation.
Links
Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe
