Certificate IV in Personal Trust Administration - FNS42215

Course ID: FNS42215

Course overview

This qualification is designed to reflect job roles of a person working in varied contexts within personal trust administration.

Individuals in these roles apply solutions to a defined range of predictable and unpredictable problems and analyse and evaluate information from a variety of sources. They work autonomously, may provide guidance to others and have limited responsibility for the output of others.

Total number of units = 11 

7 core units  plus

4 elective  units

The elective units consist of:

  • 2 from the electives below

Of the remaining 2 units:

  • up to 2 may be from the electives below
  • up to 2 may be from Certificate III or above in any currently endorsed training package or accredited course.

The elective units chosen must be relevant to the work outcome and meet local industry needs.

Core Units 

  • FNSINC401 Apply principles of professional practice to work in the financial services industry
  • FNSPRT402 Prepare a will
  • FNSPRT403 Administer a complex estate
  • FNSPRT404 Administer a trust dealing with complex matters
  • FNSPRT405 Establish powers of attorney or financial administration orders
  • FNSPRT406 Administer powers of attorney or financial administration orders
  • FNSPRT505 Develop and maintain knowledge of financial services and assets

Elective Units 

  • BSBCOM405 Promote compliance with legislation
  • BSBCUS402 Address customer needs
  • BSBREL402 Build client relationships and business networks
  • BSBRSK401 Identify risk and apply risk management processes
  • BSBLDR403 Lead team effectiveness
  • BSBWOR404 Develop work priorities
  • FNSACC413 Make decisions in a legal context
  • FNSCUS401 Participate in negotiations
  • FNSCUS402 Resolve disputes
  • FNSFPL401 Extract and analyse information on specified financial strategies and products
  • FNSPIM409 Maintain customer relationship
  • FNSPIM510 Implement informed decision-making
  • FNSPRT302 Administer a non-complex estate
  • FNSPRT303 Administer a trust with non-complex matters
  • FNSPRT407 Investigate and substantiate entitlement in an intestate estate
  • FNSPRT501 Advise clients on trust structures
  • FNSPRT502 Advise clients in estate planning
  • FNSPRT508 Administer a charitable trust

Training providers who offer this course