Management and commerce · AQF Level 5

Diploma of Personal Trusts

Name: Diploma of Personal Trusts
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FNS52022

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Financial Brokers Finance Broker

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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
Conduct work according to professional practices in the financial services industry
FNSINC411
Delivered by RTOsVaries by provider
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Unit of competencyCORE
Develop and maintain knowledge of the regulatory environment relevant to trustee organisations
FNSPRT514
Delivered by RTOsVaries by provider
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Unit of competencyCORE
Develop and maintain knowledge of financial services and assets
FNSPRT515
Delivered by RTOsVaries by provider
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Unit of competencyCORE
Develop understanding of traditional trustee services
FNSPRT516
Delivered by RTOsVaries by provider
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Unit of competencyCORE
Apply principles of fiduciary duty, substituted decision making and ethical decision making
FNSPRT517
Delivered by RTOsVaries by provider
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Unit of competencyELECTIVE
Interpret compliance requirements
BSBAUD514
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Unit of competencyELECTIVE
Manage people performance
BSBLDR522
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Unit of competencyELECTIVE
Develop and cultivate collaborative partnerships and relationships
BSBLDR812
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Unit of competencyELECTIVE
Manage business risk
BSBOPS504
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Unit of competencyELECTIVE
Manage organisational customer service
BSBOPS505
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Unit of competencyELECTIVE
Manage personal and professional development
BSBPEF501
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Unit of competencyELECTIVE
Manage team effectiveness
BSBTWK502
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Unit of competencyELECTIVE
Make decisions in a legal context
FNSACC413
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Unit of competencyELECTIVE
Record and implement client instructions
FNSCUS516
Delivered by RTOsVaries by provider
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Unit of competencyELECTIVE
Extract and analyse information on specified financial strategies and products
FNSFPL401
Delivered by RTOsVaries by provider
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Unit of competencyELECTIVE
Identify and apply complex ethical decision making to workplace situations
FNSINC513
Delivered by RTOsVaries by provider
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Unit of competencyELECTIVE
Apply ethical frameworks and principles to make and act upon decisions
FNSINC514
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Unit of competencyELECTIVE
Negotiate to achieve goals and manage disputes
FNSORG601
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Unit of competencyELECTIVE
Implement informed decision-making
FNSPIM510
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Unit of competencyELECTIVE
Prepare wills
FNSPRT412
Delivered by RTOsVaries by provider
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Unit of competencyELECTIVE
Administer complex estates
FNSPRT413
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Unit of competencyELECTIVE
Administer complex trusts
FNSPRT414
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Unit of competencyELECTIVE
Prepare and establish powers of attorney
FNSPRT415
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Unit of competencyELECTIVE
Administer powers of attorney and financial administration orders
FNSPRT416
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Unit of competencyELECTIVE
Investigate and substantiate entitlement in intestate estates
FNSPRT417
Delivered by RTOsVaries by provider
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Unit of competencyELECTIVE
Advise clients on trust structures
FNSPRT511
Delivered by RTOsVaries by provider
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Unit of competencyELECTIVE
Advise clients in estate planning
FNSPRT512
Delivered by RTOsVaries by provider
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Unit of competencyELECTIVE
Assess, allocate and supervise work within the personal trustee sector
FNSPRT513
Delivered by RTOsVaries by provider
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Unit of competencyELECTIVE
Administer charitable trusts
FNSPRT518
Delivered by RTOsVaries by provider
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Diploma of Personal Trusts

Career outcomes

Filter providers

Providers offering this course

Units of competency in this qualification

Conduct work according to professional practices in the financial services industry

Develop and maintain knowledge of the regulatory environment relevant to trustee organisations

Develop and maintain knowledge of financial services and assets

Develop understanding of traditional trustee services

Apply principles of fiduciary duty, substituted decision making and ethical decision making

Interpret compliance requirements

Manage people performance

Develop and cultivate collaborative partnerships and relationships

Manage business risk

Manage organisational customer service

Manage personal and professional development

Manage team effectiveness

Make decisions in a legal context

Record and implement client instructions

Extract and analyse information on specified financial strategies and products

Identify and apply complex ethical decision making to workplace situations

Apply ethical frameworks and principles to make and act upon decisions

Negotiate to achieve goals and manage disputes

Implement informed decision-making

Prepare wills

Administer complex estates

Administer complex trusts

Prepare and establish powers of attorney

Administer powers of attorney and financial administration orders

Investigate and substantiate entitlement in intestate estates

Advise clients on trust structures

Advise clients in estate planning

Assess, allocate and supervise work within the personal trustee sector

Administer charitable trusts