Packaging Rules

13 units must be achieved.

3 core units
plus 10 elective units

5 elective units must be selected from Group A.

A further 3 elective units must be selected from Group A or B.

The remaining 2 elective units may be selected from the elective units listed below, any endorsed Training Package or accredited course. Elective units may be selected from a Certificate IV qualification; 1 elective unit may be selected from a Certificate III qualification.

Elective units must be relevant to the work outcome, local industry requirements and the qualification level.

Core units of competency:
FNSCUS402A Resolve disputes
FNSINC401A Apply principles of professional practice to work in the financial services industry
BSBOHS201A Participate in OHS processes

Elective units of competency:
Group A (superannuation)
FNSSUP301A Process superannuation fund payments
FNSSUP401A Process complex superannuation benefit or insurance claim
FNSSUP402A Assist in meeting superannuation compliance requirements
FNSSUP403A Administer retirement income streams
FNSSUP404A Establish and customise complex employer accounts
FNSSUP405A Implement fund review practices
FNSSUP406A Establish and maintain fund or plan
FNSSUP407A Assess complex superannuation benefit or insurance claim
FNSSUP508A Provide effective information to members

Group B (General)
FNSINC402A Develop and maintain in-depth knowledge of products and services used by an organisation or sector
FNSSMS401A Process self-managed superannuation contribution
BSBATSIW416C Obtain and manage consultancy services
BSBCCO405A Survey stakeholders to gather and record information
BSBCUS301B Deliver and monitor a service to customers
BSBCUS403B Implement customer service standards
BSBITS401B Maintain business technology
BSBSUS301A Implement and monitor environmentally sustainable work practices