Diploma of Personal Trusts

The whole qualification, done

Every unit in the qualification:

• Student Assessment Pack for every unit (fillable PDF + Word)
• Trainer Guides, Learner Guides and Teaching Slides across the qualification
• SCORM eLearning course for every unit — upload straight into your LMS, completion and scores tracked
• Practical Observation, Third-Party Report, Competency Conversation, Work History and Self-Assessment
• Assessor Mapping for every unit — mapped to Elements, PCs, Knowledge and Performance Evidence
• RPL Assessment Tool Kit for the full qualification, with its own mapping workbook
• Training & Assessment Strategy (TAS) — four delivery variants (Word + PDF), a compliant framework ready for your RTO to complete
• Three Assessment Validation Checklists — unit-level, RPL kit and whole-of-qualification, aligned to the 2025 Standards
• LLND Profile for the qualification, an LLND Check for every unit, plus an enrolment LLND Placement Assessment — ACSF-aligned (Word + fillable PDF)
• Yours to keep — no licence keys, no subscriptions, no tracking. Editable files, unlimited use within your RTO

Every unit in FNS52022, all included

29 units: 5 core and 24 elective.

Core units 5

• FNSINC411Conduct work according to professional practices in the financial services industry
• FNSPRT514Develop and maintain knowledge of the regulatory environment relevant to trustee organisations
• FNSPRT515Develop and maintain knowledge of financial services and assets
• FNSPRT516Develop understanding of traditional trustee services
• FNSPRT517Apply principles of fiduciary duty, substituted decision making and ethical decision making

Elective units 24

• BSBAUD514Interpret compliance requirements
• BSBLDR522Manage people performance
• BSBLDR812Develop and cultivate collaborative partnerships and relationships
• BSBOPS504Manage business risk
• BSBOPS505Manage organisational customer service
• BSBPEF501Manage personal and professional development
• BSBTWK502Manage team effectiveness
• FNSACC413Make decisions in a legal context
• FNSCUS516Record and implement client instructions
• FNSFPL401Extract and analyse information on specified financial strategies and products
• FNSINC513Identify and apply complex ethical decision making to workplace situations
• FNSINC514Apply ethical frameworks and principles to make and act upon decisions
• FNSORG601Negotiate to achieve goals and manage disputes
• FNSPIM510Implement informed decision-making
• FNSPRT412Prepare wills
• FNSPRT413Administer complex estates
• FNSPRT414Administer complex trusts
• FNSPRT415Prepare and establish powers of attorney
• FNSPRT416Administer powers of attorney and financial administration orders
• FNSPRT417Investigate and substantiate entitlement in intestate estates
• FNSPRT511Advise clients on trust structures
• FNSPRT512Advise clients in estate planning
• FNSPRT513Assess, allocate and supervise work within the personal trustee sector
• FNSPRT518Administer charitable trusts

Matched to the current release

Every order is confirmed against FNS52022's current training.gov.au release at fulfilment, so you always receive resources mapped to the national register.