A database of elements taken from Australian NTIS training packages.
| Unit | Name |
| FNSACCT401B | Process business tax requirements |
| FNSACCT402B | Produce job costing information |
| FNSACCT403B | Prepare operational budgets |
| FNSACCT404B | Make decisions in a legal context |
| FNSACCT405B | Prepare financial statements |
| FNSACCT406B | Maintain asset and inventory records |
| FNSACCT407B | Set up and operate a computerised accounting system |
| FNSACCT501B | Provide financial and business performance information |
| FNSACCT502B | Prepare income tax returns |
| FNSACCT503B | Manage budgets and forecasts |
| FNSACCT504B | Prepare financial reports for a reporting entity |
| FNSACCT505B | Establish and maintain accounting information systems |
| FNSACCT506B | Implement and maintain internal control procedures |
| FNSACCT507B | Provide management accounting information |
| FNSACCT601B | Prepare complex tax returns and lodgements |
| FNSACCT602B | Audit and report on financial systems and records |
| FNSACCT603B | Implement tax plans and evaluate tax compliance |
| FNSACCT604B | Monitor corporate governance activities |
| FNSACCT605B | Implement organisational improvement programs |
| FNSACCT606A | Conduct internal audit |
| FNSACCT607A | Evaluate business performance |
| FNSACCT608A | Evaluate organisation's financial performance |
| FNSACCT609A | Evaluate financial risk |
| FNSACCT610B | Develop and implement financial strategies |
| FNSACCT611B | Implement an insolvency program |
| FNSACCT612B | Implement reconstruction plan |
| FNSACCT613B | Prepare and analyse management accounting information |
| FNSACCT614B | Prepare complex corporate financial reports |
| FNSASIC301B | Establish client relationship and analyse needs |
| FNSASIC302B | Develop, present and negotiate client solutions |
| FNSASIC503SB | Provide advice in Foreign Exchange |
| FNSASIC503TB | Provide advice in Managed Investments |
| FNSASIC503UB | Provide advice in Superannuation |
| FNSASIC503VB | Provide advice in Derivatives |
| FNSASIC503WB | Provide advice in Securities |
| FNSASIC503XB | Provide advice in Life Insurance |
| FNSASIC503YB | Provide advice in Insurance Broking |
| FNSASIC503ZB | Provide advice in Financial Planning |
| FNSBANK401B | Coordinate a small business customer portfolio |
| FNSBANK402B | Align banking products with the needs of small business customers |
| FNSBANK403B | Provide services in a Rural Transaction Centre |
| FNSBANK501B | Manage banking and service strategy for small business customers |
| FNSBANK502B | Manage services in a Rural Transaction Centre |
| FNSBANK503B | Provide business advisory services within a financial services context |
| FNSBKPG401A | Develop and implement policies and practices relevant to bookkeeping activities |
| FNSBKPG402A | Establish and maintain a cash accounting system |
| FNSBKPG403A | Establish and maintain an accrual accounting system |
| FNSBKPG404A | Carry out business activity and instalment activity statement tasks |
| FNSBKPG405A | Establish and maintain a payroll system |
| FNSCOMP401B | Conduct individual work within a compliance framework |
| FNSCOMP402B | Facilitate compliance with statutory, legislative and regulatory requirements via staff education |
| FNSCOMP501B | Comply with financial services legislation, industry and professional codes of practice |
| FNSCOMP601B | Interpret and manage statutory, legislative and regulatory obligations for organisational compliance |
| FNSCOMP602B | Develop and implement compliance systems |
| FNSCONV501B | Take instructions in relation to a transaction |
| FNSCONV502B | Prepare and/or analyse and execute documents |
| FNSCONV503B | Establish, manage and administer trust accounts |
| FNSCONV504B | Finalise conveyancing transactions |
| FNSCONV601B | Obtain and analyse all information for the transaction |
| FNSCRDT301B | Process applications for credit |
| FNSCRDT302B | Assess applications for debt finance |
| FNSCRDT303B | Monitor and control accounts |
| FNSCRDT401B | Evaluate credit applications |
| FNSCRDT402B | Settle application and arrangements for debt finance |
| FNSCRDT403B | Determine and establish appropriate securities to minimise risk |
| FNSCRDT404B | Manage and recover errant debts |
| FNSCRDT501B | Assess personal and corporate insolvency |
| FNSCRDT502B | Sell debts |
| FNSDMGT501B | Promote understanding of the role and effective use of consumer credit |
| FNSDMGT502B | Assist clients to identify, address and monitor own financial situation |
| FNSFBRK401B | Prepare and present loan application to lender on behalf of finance or mortgage broking client |
| FNSFBRK402A | Provide finance and/or mortgage broking services |
| FNSFBRK403A | Present broking options to client |
| FNSFBRK404B | Manage self in finance and/or mortgage broking industry |
| FNSFBRK501B | Settle application and loan arrangements in the finance/mortgage broking industry |
| FNSFBRK502B | Identify and develop complex broking options for client |
| FNSFBRK503B | Present broking options to client with complex needs |
| FNSFBRK504B | Implement complex loan structures |
| FNSFLIT201B | Develop and use a personal budget |
| FNSFLIT202B | Develop and use a savings plan |
| FNSFLIT203B | Develop understanding of debt and consumer credit |
| FNSFLIT204A | Develop understanding of superannuation |
| FNSFLIT205B | Develop understanding of the Australian financial system and markets |
| FNSFLIT501B | Assist customers to budget and manage own finances |
| FNSFLIT502B | Facilitate customer awareness of the Australian financial system and markets |
| FNSFLIT503B | Promote basic financial literacy skills |
| FNSFLIT504B | Facilitate customer understanding of personal financial statements |
| FNSFLIT505A | Facilitate customer or employee understanding of superannuation as an investment tool |
| FNSFMKT301B | Complete transaction processing |
| FNSFMKT401B | Reconcile financial transaction |
| FNSFMKT501B | Analyse financial markets and information |
| FNSFMKT502B | Analyse financial market products for client |
| FNSFMKT503B | Advice clients on financial risk |
| FNSFMKT504B | Complete settlement and confirmation processes |
| FNSFMKT601B | Price financial transactions |
| FNSFMKT602B | Trade financial products |
| FNSFMKT603B | Implement and manage compliance with stockbroking regulations and standards |
| FNSFPLN401B | Extract and analyse information on specified financial strategies and products to set guidelines |
| FNSFPLN402A | Prepare financial plans to set strategies and guidelines |
| FNSFPLN403B | Implement financial plan to predetermined guidelines |
| FNSFPLN501A | Comply with financial planning practice ethical and operational guidelines and regulations |
| FNSFPLN502B | Conduct financial planning analysis and research |
| FNSFPLN503B | Develop and prepare financial plan |
| FNSFPLN504B | Implement financial plan |
| FNSFPLN505B | Review financial plan and provide ongoing service |
| FNSFPLN506B | Meet with client to determine client requirements and expectations |
| FNSFPLN507B | Provide financial planning advice |
| FNSFPLN508B | Conduct complex financial planning research |
| FNSFPLN601B | Provide technical and professional guidance |
| FNSFPLN602A | Determine client requirements and expectations for clients with complex needs |
| FNSFPLN603B | Provide comprehensive monitoring and ongoing service |
| FNSFPLN604B | Develop complex and/or innovative financial planning strategies |
| FNSFPLN605B | Present and negotiate complex and/or innovative financial plan to the client |
| FNSFPLN606B | Implement complex and or innovative financial plan |
| FNSGINS401B | Provide technical guidance |
| FNSGINS402B | Inspect quality of work |
| FNSGINS403B | Estimate jobs |
| FNSGINS404B | Inspect damage and develop scope of work |
| FNSGINS405B | Inspect vehicle systems/components and determine preferred repair action |
| FNSGINS406B | Inspect vehicle/property for saleable items and determine their value |
| FNSICACC301B | Administer accounts payable |
| FNSICACC302B | Administer financial accounts |
| FNSICACC303B | Prepare, match and process receipts |
| FNSICACC304B | Prepare and bank receipts |
| FNSICACC305B | Process payment documentation |
| FNSICACC306B | Process journal entries |
| FNSICACC307B | Reconcile and monitor accounts receivable |
| FNSICACC401B | Evaluate and authorise payment requests |
| FNSICADV301B | Provide general advice on financial products and services |
| FNSICADV501B | Provide appropriate services, advice and products to clients |
| FNSICADV502B | Provide appropriate and timely information and advice to clients |
| FNSICCUS301B | Respond to customer enquiries |
| FNSICCUS302B | Process customer complaints |
| FNSICCUS303B | Provide inbound telephone service |
| FNSICCUS304B | Provide outbound telephone customer solutions |
| FNSICCUS305A | Maintain customer database |
| FNSICCUS401A | Deliver a professional service to customers |
| FNSICCUS402B | Maintain customer relationship |
| FNSICCUS403B | Coordinate, evaluate and improve customer service |
| FNSICCUS404B | Implement a service support system |
| FNSICCUS501B | Develop and nurture relationships with clients, other professionals and third party referrers |
| FNSICCUS502B | Monitor client requirements |
| FNSICCUS503B | Review service performance |
| FNSICCUS504B | Manage business customer relationships |
| FNSICCUS505B | Manage premium customer relationships |
| FNSICCUS506A | Determine client requirements and expectations |
| FNSICCUS507B | Record and implement client instructions |
| FNSICCUS601B | Establish, supervise and monitor key relationships |
| FNSICCUS602B | Implement customer service strategy |
| FNSICGEN301B | Communicate in the workplace |
| FNSICGEN302B | Use technology in the workplace |
| FNSICGEN303B | Work with others |
| FNSICGEN304B | Apply health and safety practices in the workplace |
| FNSICGEN305B | Maintain daily financial/business records |
| FNSICGEN401B | Participate in formal communication processes |
| FNSICGEN402B | Participate in negotiations |
| FNSICGEN403B | Collect, assess and use information |
| FNSICGEN404B | Resolve disputes |
| FNSICGEN501B | Produce research reports and make presentations |
| FNSICGEN502B | Solve workplace problems |
| FNSICIND301B | Work in the financial services industry |
| FNSICIND401B | Apply principles of professional practice to work in the financial services industry |
| FNSICORG301B | Administer fixed asset register |
| FNSICORG302B | Prepare reports for management |
| FNSICORG401B | Contribute to resource planning |
| FNSICORG402B | Work with specialist and outsourced services |
| FNSICORG501B | Develop a budget |
| FNSICORG502B | Manage a budget |
| FNSICORG503B | Develop an operational plan |
| FNSICORG504B | Implement an operational plan |
| FNSICORG505B | Manage staff performance to achieve strategic targets |
| FNSICORG506B | Develop and monitor policy and procedures |
| FNSICORG507B | Develop a resource plan |
| FNSICORG508B | Manage a project |
| FNSICORG509B | Maintain integrity of financial systems |
| FNSICORG510B | Manage own professional development |
| FNSICORG511B | Manage the staff training function |
| FNSICORG512B | Act as a formal complaints officer |
| FNSICORG513B | Implement quality systems within work area |
| FNSICORG514B | Supervise work within a financial services context |
| FNSICORG515B | Provide mentoring and coaching within the workplace |
| FNSICORG516B | Prepare financial reports to meet statutory requirements |
| FNSICORG517B | Prepare financial forecasts and projections |
| FNSICORG518B | Implement business practices |
| FNSICORG519B | Analyse and comment on management reports |
| FNSICORG601B | Prepare strategic plans |
| FNSICORG602B | Recruit, select and induct staff |
| FNSICORG603B | Negotiate to achieve goals and manage disputes |
| FNSICORG604B | Provide leadership and motivation in a workplace team |
| FNSICORG605B | Draw up and execute employment contracts |
| FNSICORG606B | Manage flow of information |
| FNSICORG607B | Develop systems |
| FNSICORG608B | Control a budget |
| FNSICORG609B | Develop and manage financial systems |
| FNSICORG610B | Manage infrastructure |
| FNSICORG611B | Manage the selection and implementation of information technology systems |
| FNSICORG612B | Establish and prepare operational guidelines in a financial services organisation |
| FNSICORG613B | Establish outsourced services and monitor performance |
| FNSICPRO401A | Develop and maintain in-depth knowledge of products and services used by your organisation or sector |
| FNSICPRO402A | Match financial products to customer needs |
| FNSICPRO403B | Tailor a product/service to meet customer needs |
| FNSICPRO501B | Allocate authorities and guidelines for distribution |
| FNSICPRO502B | Conduct product research to support recommendations |
| FNSICPRO601A | Develop a financial product |
| FNSICPRO602B | Establish agreements with intermediaries for product distribution |
| FNSICPRO603B | Develop a business plan for a financial product |
| FNSICPRO604B | Coordinate implementation of product/fund support systems |
| FNSICSAM301B | Identify opportunities for cross selling products and services |
| FNSICSAM401B | Sell financial products and services |
| FNSICSAM402B | Implement a sales plan |
| FNSICSAM403B | Prospect for new clients |
| FNSICSAM501B | Develop a sales plan |
| FNSICSAM502B | Apply advanced selling techniques to selling of financial products and services |
| FNSICSAM503B | Develop a marketing plan |
| FNSICSAM504A | Implement, monitor and evaluate a marketing plan |
| FNSICSAM505B | Assess market needs |
| FNSICSAM506B | Monitor market opportunities |
| FNSICSAM601A | Monitor performance in sales of financial products or services |
| FNSICSAM602B | Identify and evaluate marketing opportunities in the financial services industry |
| FNSINBK301B | Implement insurance program for broking clients |
| FNSINBK302A | Place broking client insurance with insurers |
| FNSINBK303A | Confirm insurance cover with broking client |
| FNSINBK304B | Provide a broking claims service to clients |
| FNSINBK501B | Prepare a new business submission for a broking client |
| FNSINBK502B | Monitor broking clients |
| FNSINBK503A | Implement changes to broking client's insurance program |
| FNSINBK504B | Identify and advise on significant risk changes to broking client insurances |
| FNSINBK505B | Assess and negotiate complex risk portfolio for broker client at renewal |
| FNSINBK506B | Review incidence of loss for broking clients |
| FNSINBK507B | Meet compliance requirements relating to insurance broking |
| FNSINBK508B | Negotiate complex claims settlement for insurance broking client |
| FNSINBK601B | Develop guidelines for broking services |
| FNSINBK602B | Implement the broking service support system |
| FNSINBK603B | Review insurance brokerage service performance |
| FNSINSV301B | Evaluate risk for renewal business |
| FNSINSV302B | Process alteration to insurance policy |
| FNSINSV303A | Issue contract of insurance |
| FNSINSV304B | Issue renewal advice |
| FNSINSV305B | Issue cancellation advice |
| FNSINSV306B | Receive and record/register a claim |
| FNSINSV307B | Follow organisation procedures to process claim |
| FNSINSV308B | Process facultative and treaty reinsurance claims |
| FNSINSV309B | Settle claims |
| FNSINSV310B | Process a claims payment |
| FNSINSV401B | Evaluate risk for new business |
| FNSINSV402B | Underwrite new business |
| FNSINSV403B | Survey potential risk exposure |
| FNSINSV404B | Underwrite renewal business |
| FNSINSV405B | Analyse insurance claims |
| FNSINSV406B | Use specialist terminology in insurance claims |
| FNSINSV501B | Issue contracts of insurance covering non-routine situations |
| FNSINSV502B | Review operational performance of the portfolio |
| FNSINSV503B | Undertake post loss risk management |
| FNSINSV504B | Negotiate treaty reinsurance |
| FNSINSV505B | Determine risk rating for investment and insurance products |
| FNSINSV506B | Investigate claims |
| FNSINSV507B | Implement claim recovery procedures |
| FNSINSV508B | Review claims settlement policies and procedures |
| FNSINSV509B | Analyse financial, medical and psychological claims assessments |
| FNSINSV510B | Case manage claims rehabilitation |
| FNSINSV511B | Manage non-routine, complex claims |
| FNSINSV512B | Settle non-routine, complex claims |
| FNSINSV513B | Work with legal teams to resolve complex claims |
| FNSINSV514B | Provide decisions on legal liability and indemnity of a claim |
| FNSINSV515B | Review and update claim reserves in portfolio |
| FNSINSV516B | Evaluate and report on status of claims portfolio to identified stakeholders |
| FNSLDIS501B | Prepare a distribution plan |
| FNSLDIS502B | Resource the distribution plan |
| FNSLDIS503B | Establish services to provide advice |
| FNSLDIS504B | Implement and manage the distribution plan |
| FNSLIFE301B | Process and issue a life insurance policy |
| FNSLIFE302B | Receive and process service requests |
| FNSLIFE303B | Process policy payments and terminations |
| FNSLIFE401B | Undertake life insurance risk assessment |
| FNSLIFE402B | Settle policy payments and terminations |
| FNSLIFE501B | Assess extraordinary risks |
| FNSLOSS501B | Plan and implement loss investigation |
| FNSLOSS502B | Evaluate collected information |
| FNSLOSS503B | Report findings and provide guidance to involved parties |
| FNSLOSS504B | Negotiate/effect settlement |
| FNSLOSS505B | Provide ancillary services |
| FNSMERC301B | Collect debts |
| FNSMERC302B | Repossess property |
| FNSMERC303B | Serve legal process |
| FNSMERC304B | Locate subjects |
| FNSMERC401B | Develop and document case recommendations |
| FNSMERC402B | Initiate legal recovery of debts |
| FNSPERT301B | Establish entitlements to an Intestate Estate |
| FNSPERT302B | Administer a non-complex Estate |
| FNSPERT303B | Administer a non-completed Trust |
| FNSPERT401B | Apply principles of professional practice to work in the personal trustee industry |
| FNSPERT402B | Administer an Intestate Estate |
| FNSPERT403B | Prepare a Will |
| FNSPERT404B | Administer a complex Estate |
| FNSPERT405B | Administer a complex Trust |
| FNSPERT406B | Establish Powers of Attorney or accept appointment under Financial Administration Orders |
| FNSPERT407B | Administer Powers of Attorney or Financial Administration Orders |
| FNSPERT501A | Advise clients on Trust structures |
| FNSPERT502B | Advise clients in Estate Planning |
| FNSPERT503B | Allocate, assess and supervise work within the personal trustee sector |
| FNSPRAC501B | Manage and maintain small/medium business operations |
| FNSPRAC601B | Establish, supervise and monitor practice systems to conform with legislation and regulations |
| FNSPRAC602B | Improve the practice |
| FNSPRAC603B | Grow the practice |
| FNSPRAC701B | Prepare, supervise and monitor application of practice guidelines |
| FNSPRAC702B | Establish or review marketing, client services and supplier relationships |
| FNSPRAC703B | Establish or review human resources, administration and information support |
| FNSRETA301B | Provide customer service in a retail agency |
| FNSRETA302B | Handle foreign currency transactions |
| FNSRETA303B | Monitor and manage transactions |
| FNSRETA304B | Administer debit card services |
| FNSRETA305B | Process customer accounts |
| FNSRETA306A | Process customer transactions |
| FNSRETA307B | Maintain Automatic Teller Machine (ATM) services |
| FNSRETA308B | Prepare statistical and ad hoc reports |
| FNSRETA309B | Balance cash holdings |
| FNSRETA310B | Maintain main bank account |
| FNSRETA401B | Communicate new technologies to customers |
| FNSRETA402B | Administer credit card services |
| FNSRETA403B | Administer portfolios |
| FNSRETA404B | Prepare government returns |
| FNSRETA501B | Produce financial statements |
| FNSRISK501B | Undertake risk identification |
| FNSRISK502A | Assess risks |
| FNSRISK601A | Develop and implement risk mitigation plan |
| FNSRISK602B | Determine and manage risk exposure strategies |
| FNSSMSF401B | Process Self Managed Superannuation contributions |
| FNSSMSF501B | Invest Self Managed Superannuation Funds assets |
| FNSSMSF502B | Manage changes to fund structure |
| FNSSMSF503B | Manage administration activities of a superannuation fund |
| FNSSMSF504B | Meet Self Managed Superannuation Funds compliance requirements |
| FNSSMSF505B | Support trustee in the selection and performance monitoring of outsourced services |
| FNSSMSF601B | Provide advice in Self Managed Superannuation Funds |
| FNSSMSF602B | Apply taxation requirements when advising in Self Managed Superannuation Funds |
| FNSSMSF603B | Apply legislative and operational requirements to advising in Self Managed Superannuation Funds |
| FNSSUPR301B | Establish, maintain and process superannuation records |
| FNSSUPR302B | Process superannuation contributions |
| FNSSUPR303B | Process superannuation Eligible Termination Payment (ETP) benefits |
| FNSSUPR304B | Implement trustee investment instructions |
| FNSSUPR305B | Process superannuation fund payments |
| FNSSUPR306B | Terminate superannuation plans |
| FNSSUPR401B | Process complex superannuation benefit and/or insurance claim |
| FNSSUPR402B | Assist in meeting superannuation compliance requirements |
| FNSSUPR403B | Work within a defined benefit fund |
| FNSSUPR404B | Administer retirement income streams |
| FNSSUPR405B | Establish and customise complex employer accounts |
| FNSSUPR406B | Implement fund review practices |
| FNSSUPR407B | Establish and maintain fund or plan |
| FNSSUPR408B | Assess complex superannuation benefit and/or insurance claims |
| FNSSUPR501B | Supervise complaints procedures |
| FNSSUPR502B | Supervise insurer liaison |
| FNSSUPR503B | Develop client relationships with employers and establish superannuation systems |
| FNSSUPR504B | Provide advanced customer service to superannuation clients |
| FNSSUPR505B | Produce reports for superannuation |
| FNSSUPR506B | Supervise and monitor operational guidelines in a superannuation organisation |
| FNSSUPR507B | Review compliance with regulatory and contractual requirements |
| FNSSUPR508B | Provide effective information to members |
| FNSSUPR601B | Liaise with and support trustees |
| FNSSUPR602B | Manage official complaints procedures and proceedings |
| FNSSUPR603A | Integrate investment strategy with fund operations |
| FNSWCMP301A | Process benefit payments |
| FNSWCMP302A | Determine claim liability |
| FNSWCMP303A | Work within the workers compensation industry sector |
| FNSWCMP304A | Manage claims |
| FNSWCMP401B | Plan and implement rehabilitation and return to work strategies |
| FNSWCMP402B | Represent workers compensation agent/insurer at conciliation and review hearings |
| FNSWCMP403A | Educate clients on workers' compensation issues |
| FNSWCMP403B | Educate clients on workers compensation issues |
| FNSWCMP404A | Assist workers with job placement |
| FNSWCMP501A | Manage workers compensation case loads |
| FNSWCMP502A | Develop a return to work strategy |
| FNSWCMP503A | Facilitate workplace assessment with stakeholders for workers compensation cases |