Diploma of Superannuation - FNS50715

Australian Institute of Superannuation Trustees

Type of institution: Registered Training Organisation
Level: Pre-degree
CRICOS:

This qualification is designed to reflect a range of the job roles with team and business result responsibilities in superannuation industry environments. 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/Regulatory Information Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.

Structure

  • 12 units: 2 core
  • 10 elective

Subjects

  • Monitor and supervise work practices to meet financial services regulatory requirements
  • Provide advice in superannuation
  • Manage quality customer service
  • Comply with financial services regulation and industry codes of practice
  • Determine client requirements and expectations
  • Provide effective information to members
  • Invest self-managed superannuation funds assets
  • Assess complex superannuation benefit or insurance claims
  • Apply project quality management techniques
  • Supervise insurer liaison
  • Work within a defined benefit fund
  • Supervise complaints procedures
  • Maintain business technology
  • Review compliance with regulatory and contractual requirements
  • Develop client relationships with employers and establish superannuation systems
  • Manage changes to fund structure
  • Establish outsourced services and monitor performance
  • Develop and maintain in-depth knowledge of products and services used by an organisation or sector
  • Identify and evaluate marketing opportunities
  • Develop workplace policy and procedures for sustainability
  • Supervise insurance tender process
  • Provide advanced customer service to superannuation clients
  • Develop a resource plan
  • Implement continuous improvement
  • Provide leadership across the organisation
  • Supervise and monitor operational guidelines in a superannuation organisation
  • Provide appropriate services, advice and products to clients
  • Manage administration activities of a superannuation fund
  • Undertake project work
  • Analyse and present research information
  • Produce reports for superannuation
  • Meet self-managed superannuation fund compliance requirements
  • Record and implement client instructions
  • Support trustee in the selection and performance monitoring of outsourced services
  • Conduct product research to support recommendations
  • Apply principles of professional practice to work in the financial services industry

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