Certificate II in Financial Services

FNS20120

This page is updated when information changes, but it's always best to talk to your training provider to confirm course details before you enrol.

Overview

This qualification is intended to address the need for increased financial literacy and basic financial skills of entrants wishing to build potential pathways into the industry.

Licensing, legislative, regulatory or certification considerations

No licensing, legislative or certification requirements apply to this unit at the time of publication.

  • Financial help

  • Cost

    Course costs can vary by provider and location. Ask your training provider for a cost estimate.

  • On-the-job training

  • Entry requirements

    This course doesn't have any entry requirements. It could be a good starting point for your career.

  • Duration

    You complete this course when you’ve learned the skills, not after a set amount of time. The times shown are estimates.

  • Delivery options

    You may be able to access this training in these ways:

    • Part-time available
    • Partially online
    • Classroom-based

Course content

This course is made up of units.

All courses have core units—these are mandatory for completing the course. Most courses also have elective units, which you can choose from to suit your needs and interests. Not all training providers offer every elective, so check with your provider to find out which electives they can offer you.

For more information about course content, talk to your training provider or visit the National Training Register.

Unit Unit type
Apply communication skills Core
Contribute to the health and safety of self and others Core
Use business software applications Core
Work together in the financial services industry Core
Balance retail transactions Elective
Design and produce spreadsheets Elective
Develop and use personal budgets Elective
Develop and use savings plans Elective
Develop knowledge of debt and consumer credit Elective
Develop knowledge of superannuation Elective
Develop knowledge of taxation Elective
Develop knowledge of the Australian financial system and markets Elective
Perform financial calculations Elective
Process customer accounts Elective
Process customer transactions in retail financial organisations Elective
Provide customer service in a retail agency Elective

Job prospects

The Certificate II in Financial Services sets you up for roles like these, but the skills you learn could take you even further.

  • Financial Investment Adviser

    ANZSCO 222311

    Offer advice and develop strategies about financial planning, investing, insurance and other financial services.

    Recommended education level:
    Bachelor degree or higher

  • Financial Investment Manager

    ANZSCO 222312

    Manage sums of money and assets on behalf of others; invest funds to bring financial returns for clients.

    Recommended education level:
    Bachelor degree or higher

  • Bank Worker

    ANZSCO 552111

    Receive deposits and pay out money; advise customers on banking services and products.

    Recommended education level:
    Certificate III or IV

  • Credit and Loans Officer

    ANZSCO 552211

    Credit and Loans Officers analyse, evaluate and process credit and loan applications.

    Recommended education level:
    Certificate III or IV

  • Bookmaker

    ANZSCO 552311

    Bookmakers determine risk, offer odds and accept bets on the outcome of racing and other events.

    Recommended education level:
    Certificate II or III

  • Insurance Consultant

    ANZSCO 552312

    Insurance Consultants prepare and check documentation associated with insurance. They may work in call centres.

    Recommended education level:
    Certificate II or III

  • Money Market Clerk

    ANZSCO 552313

    Money Market Clerks process documentation and maintain records of securities transactions and registrations.

    Recommended education level:
    Certificate II or III

  • Statistical Clerk

    ANZSCO 552314

    Statistical Clerks compile data and undertake statistical and actuarial computations.

    Recommended education level:
    Certificate II or III

Training providers delivering Certificate II in Financial Services

It's a good idea to research multiple training providers to make sure you're getting the right training for you.

Showing: 59 providers

How to enrol in this course

To enrol, choose a training provider that offers this course. You can see provider details on this page.

When you find one that you think suits you, visit their website or contact them directly to confirm details like start dates, fees, funding, delivery locations and delivery options.

The provider will guide you through the enrolment process.

Delivery locations can change as students enrol. If you're doing any workplace-based training, like an apprenticeship, this will take place in a different location from your classroom training. Contact your training provider to confirm delivery locations.
Government funding may be available. Contact your training provider to confirm.