Management and Commerce · AQF Level 4

Certificate IV in Personal Trust Administration

Name: Certificate IV in Personal Trust Administration
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FNS42222

1 provider

Career outcomes

Trust Officer

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College for Law, Education and Training

Private RTOUnclaimed

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Units of competency in this qualification

Each unit is nationally recognised. Open a unit to see what it covers and which other qualifications include it.

Unit of competencyCORE
Deliver a professional service to customers
FNSCUS403
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Unit of competencyCORE
Conduct work according to professional practices in the financial services industry
FNSINC411
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Unit of competencyCORE
Prepare wills
FNSPRT412
Delivered by RTOsVaries by provider
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Unit of competencyCORE
Administer complex estates
FNSPRT413
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Unit of competencyCORE
Administer complex trusts
FNSPRT414
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Unit of competencyCORE
Prepare and establish powers of attorney
FNSPRT415
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Unit of competencyCORE
Administer powers of attorney and financial administration orders
FNSPRT416
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Unit of competencyCORE
Develop and maintain knowledge of financial services and assets
FNSPRT515
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Unit of competencyELECTIVE
Work within compliance frameworks
BSBAUD412
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Unit of competencyELECTIVE
Apply business risk management processes
BSBOPS403
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Unit of competencyELECTIVE
Implement customer service strategies
BSBOPS404
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Unit of competencyELECTIVE
Develop personal work priorities
BSBPEF402
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Unit of competencyELECTIVE
Build and maintain business relationships
BSBTWK401
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Unit of competencyELECTIVE
Make decisions in a legal context
FNSACC413
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Unit of competencyELECTIVE
Participate in negotiations
FNSCUS411
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Unit of competencyELECTIVE
Resolve disputes
FNSCUS412
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Unit of competencyELECTIVE
Extract and analyse information on specified financial strategies and products
FNSFPL401
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Unit of competencyELECTIVE
Maintain relationships with personal injury clients
FNSPIM419
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Unit of competencyELECTIVE
Implement informed decision-making
FNSPIM510
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Unit of competencyELECTIVE
Establish entitlements to intestate estates
FNSPRT311
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Unit of competencyELECTIVE
Administer non-complex estates
FNSPRT312
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Unit of competencyELECTIVE
Administer non-complex trusts
FNSPRT313
Delivered by RTOsVaries by provider
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Unit of competencyELECTIVE
Investigate and substantiate entitlement in intestate estates
FNSPRT417
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Unit of competencyELECTIVE
Advise clients on trust structures
FNSPRT511
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Unit of competencyELECTIVE
Advise clients in estate planning
FNSPRT512
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Unit of competencyELECTIVE
Administer charitable trusts
FNSPRT518
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Certificate IV in Personal Trust Administration

Career outcomes

Filter providers

Provider offering this course

College for Law, Education and Training

Units of competency in this qualification

Deliver a professional service to customers

Conduct work according to professional practices in the financial services industry

Prepare wills

Administer complex estates

Administer complex trusts

Prepare and establish powers of attorney

Administer powers of attorney and financial administration orders

Develop and maintain knowledge of financial services and assets

Work within compliance frameworks

Apply business risk management processes

Implement customer service strategies

Develop personal work priorities

Build and maintain business relationships

Make decisions in a legal context

Participate in negotiations

Resolve disputes

Extract and analyse information on specified financial strategies and products

Maintain relationships with personal injury clients

Implement informed decision-making

Establish entitlements to intestate estates

Administer non-complex estates

Administer non-complex trusts

Investigate and substantiate entitlement in intestate estates

Advise clients on trust structures

Advise clients in estate planning

Administer charitable trusts