Financial Services

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FNS30122 - Certificate III in Financial Services

This qualification reflects role of entry level employees working across the entire financial services industry who perform duties relating to administrative, clerical and customer service roles in banking, credit management, insurance and retail financial services. Individuals at this level apply knowledge and skills to demonstrate autonomy and judgement and to take limited responsibility in known situations under general supervision.

Hours 240 hr Training Package FNS
Type Board Developed Course Work Placement Mandatory 70 hours
Unit Value

2 unit Preliminary

2 unit HSC

 SBAT Opportunity to complete a School Based Traineeship and gain credit towards the HSC
Specialisation No Recognition National AQF and HSC Qualification
HSC Exam Yes ATAR Yes

ASSESSMENT

This course is competency based and the student’s performance is assessed against prescribed industry standards. Assessment methods may include:

  • Observation 
  • Student demonstration
  • Questioning
  • Written tasks
  • Tests

DUTIES AND TASKS IN FINANCIAL SERVICES

This qualification is designed to reflect the job role of entry level employees working across the entire 

financial services industry who perform duties such as:

  • Responding to customer enquiries
  • Sales and service
  • Maintaining financial records
  • Performing clerical duties
  • Applying fundamental skills in banking, credit management, insurance and retail financial services

PERSONAL REQUIREMENTS

  • Able to work methodically, accurately and neatly
  • Good oral and written communication skills
  • Able to work as part of a team
  • Neat personal appearance

FURTHER STUDY

  • Certificate IV in Finance and Mortgage Broking 
  • Diploma in Financial Services

JOB ROLES IN THE FINANCE INDUSTRY

  • Bank Officer
  • Credit and Loans Officer
  • Customer Service Officer (Financial Services)
  • Insurance Officer
  • Trust and Estate Officer
  • Loan Assistant