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Project update May 2009

On 28 April the FNS04 Scoping Review NPRG accepted the final Review Scoping Report and is associated validation report. These reports are now available for download, via the following hyperlinks:

Review Scoping Report April 2009

Review Scoping Validation Report April 2009

These reports will form the basis for changes to FNS04 and will lead IBSA into the second phase of the project. IBSA will be posting further information to the website about Stage 2 of the review Friday 8 May 2009.

IBSA would like to thank Andre Lewis & Associates for conducting the Review Scoping project and for producing the comprehensive reports. IBSA also thanks members of the NPRG, especially Linda Evans (Deputy Chair IBSA Board) for chairing the group since last October 2008.

Click here to view the membership of the National Project Reference Group (NPRG) for Stage 1 of this project.

Finally, but not least, IBSA thanks all the individuals and organisations who contributed to this stage of the Financial Services (FNS04) Training Package Review.

If you have any questions please don’t hesitate to contact Rohit Gupta - Industry Manager.

Project overview

Review of the FNS04 Financial Services Training Package version 2.0 will be undertaken in two key stages.

Stage 1 is to be completed by May 2009 and involves the scoping of the Training Package through research, analysis, and the development and distribution of a discussion paper related to the outcomes of the scoping activity.

The purpose of Stage 1 is to:

  • evaluate whether the endorsed components of the Training Package meet current and anticipated future vocational training and skills recognition needs;
  • identify any barriers or gaps affecting the full implementation of the Training Package including considering implementation in a range of workplaces and institutional settings, and
  • develop a detailed report with recommendations on the redevelopment of a revised Financial Services Training Package.

Consultation with stakeholders from industry, government, regulators and training providers has been held in the ACT, Victoria, Queensland, New South Wales, Tasmania, Western Australia and South Australia. Further consultations will continue in January and February across various states and territories.

Feedback and discussions have queried the training package structure, the core units of competency, required knowledge for units of competency and how to address language, literacy and numeracy (LLN) skills that underpin competency, legislation and compliance requirements.

Andre Lewis will also be performing a technical analysis of the FNS04 components against training package handbook criteria and a review of the current training and assessment resources in common use by RTOs. At the end of the consultation, research and analysis process a draft report on the findings and recommendations for review activities will be submitted to the National Project Reference Group (NPRG) in Sydney on 18 February 2009. Once accepted by the NPRG and IBSA, this report will form the basis for changes to FNS04.

Stage 2 of the project will involve the redevelopment and improvement of existing units and qualifications, as well as the development of new units, skill sets and qualifications - if applicable - to meet the future needs of those working in the Financial Services sector across a diverse range of small, medium and large enterprises. Consultation and validation of the development work will help to inform priorities for development and redevelopment. This stage of the project will commence following acceptance of the recommendations received through Stage 1 of the project.

Background

The FNS04 Financial Services Training Package was endorsed in November 2004 by the National Training Quality Council, replacing an earlier version of the Training Package which was endorsed in 1999. An updated version of the Training Package was released in May 2007 which:

  • removed Key Competencies and inserted Employability Skills;
  • added specialisations for the Insurance Services nomenclature;
  • added new qualifications in Bookkeeping and Workers Compensation, and
  • included skill sets for Superannuation Trustees.

Project update May 2009

On 28 April the FNS04 Scoping Review NPRG accepted the final Review Scoping Report and is associated validation report. These reports are now available for download, via the following hyperlinks:

Review Scoping Report April 2009

Review Scoping Validation Report April 2009

These reports will form the basis for changes to FNS04 and will lead IBSA into the second phase of the project. IBSA will be posting further information to the website about Stage 2 of the review Friday 8 May 2009.

IBSA would like to thank Andre Lewis & Associates for conducting the Review Scoping project and for producing the comprehensive reports. IBSA also thanks members of the NPRG, especially Linda Evans (Deputy Chair IBSA Board) for chairing the group since last October 2008.

Click here to view the membership of the National Project Reference Group (NPRG) for Stage 1 of this project.

Finally, but not least, IBSA thanks all the individuals and organisations who contributed to this stage of the Financial Services (FNS04) Training Package Review.

If you have any questions please don’t hesitate to contact Rohit Gupta - Industry Manager.

Project overview

Review of the FNS04 Financial Services Training Package version 2.0 will be undertaken in two key stages.

Stage 1 is to be completed by May 2009 and involves the scoping of the Training Package through research, analysis, and the development and distribution of a discussion paper related to the outcomes of the scoping activity.

The purpose of Stage 1 is to:

  • evaluate whether the endorsed components of the Training Package meet current and anticipated future vocational training and skills recognition needs;
  • identify any barriers or gaps affecting the full implementation of the Training Package including considering implementation in a range of workplaces and institutional settings, and
  • develop a detailed report with recommendations on the redevelopment of a revised Financial Services Training Package.

Consultation with stakeholders from industry, government, regulators and training providers has been held in the ACT, Victoria, Queensland, New South Wales, Tasmania, Western Australia and South Australia. Further consultations will continue in January and February across various states and territories.

Feedback and discussions have queried the training package structure, the core units of competency, required knowledge for units of competency and how to address language, literacy and numeracy (LLN) skills that underpin competency, legislation and compliance requirements.

Andre Lewis will also be performing a technical analysis of the FNS04 components against training package handbook criteria and a review of the current training and assessment resources in common use by RTOs. At the end of the consultation, research and analysis process a draft report on the findings and recommendations for review activities will be submitted to the National Project Reference Group (NPRG) in Sydney on 18 February 2009. Once accepted by the NPRG and IBSA, this report will form the basis for changes to FNS04.

Stage 2 of the project will involve the redevelopment and improvement of existing units and qualifications, as well as the development of new units, skill sets and qualifications - if applicable - to meet the future needs of those working in the Financial Services sector across a diverse range of small, medium and large enterprises. Consultation and validation of the development work will help to inform priorities for development and redevelopment. This stage of the project will commence following acceptance of the recommendations received through Stage 1 of the project.

Background

The FNS04 Financial Services Training Package was endorsed in November 2004 by the National Training Quality Council, replacing an earlier version of the Training Package which was endorsed in 1999. An updated version of the Training Package was released in May 2007 which:

  • removed Key Competencies and inserted Employability Skills;
  • added specialisations for the Insurance Services nomenclature;
  • added new qualifications in Bookkeeping and Workers Compensation, and
  • included skill sets for Superannuation Trustees.
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