CPD module · education only

Administrator handovers

BD-101 · ~45 min · In progress · 60%

Learning outcomes

• List the artefacts a new administrator needs on day one
• Distinguish board pack continuity from member-facing scripts
• Flag gaps that need a licensed practitioner, not education copy

This module orients benefits professionals to administrator handover checklists. It is education only — not FAIS advice and not an accredited CPD activity on this staging site.

A practical handover covers: fund identifiers, as-at dates for fee and contribution extracts, open exception queues, and who owns member communications.

Use the checklist as a desk template. Do not treat progress stubs or certificate teasers as proof of accreditation.