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.
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Financial help
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Government funding is not available for this course.
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Cost
Course costs can vary by provider and location. Ask your training provider for a cost estimate.
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VET Student Loans are not available
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You may need to pay for equipment or materials.
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On-the-job training
- Apprenticeships and traineeships are not available for this course.
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Entry requirements
This course doesn't have any entry requirements. It could be a good starting point for your career.
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Duration
You complete this course when you’ve learned the skills, not after a set amount of time. The times shown are estimates.
- Qualification only:
6 months – 1 year
- Qualification only:
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Delivery options
You may be able to access this training in these ways:
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.
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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.
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Aldridge State High School (RTO code 30208)
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Beaudesert State High School (RTO code 30226)
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Bellbird Park State Secondary College (RTO code 45532)
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Bray Park State High School (RTO code 30237)
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Bribie Island State High School (RTO code 30238)
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Brisbane School of Distance Education (RTO code 1585)
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Caloundra State High School (RTO code 30058)
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Carinity Education - Rockhampton (RTO code 46305)
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Centenary Heights State High School (RTO code 30258)
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Centenary State High School (RTO code 30510)
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Charleville State High School (RTO code 30259)
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Corinda State High School (RTO code 30464)
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Cunnamulla P-12 State School (RTO code 46369)
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Duke Education (RTO code 22497)
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Eagleby Learning Centre (RTO code 45494)
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Earnshaw State College (RTO code 30088)
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Edge Workforce (RTO code 41114)
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Emerald State High School (RTO code 30383)
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Ferny Grove High School (RTO code 30279)
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Forest Lake State High School (RTO code 30288)
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Foxwell State Secondary College (RTO code 46603)
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Get Set Education (RTO code 45252)
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Glenala State High School (RTO code 30286)
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Gympie State High School (RTO code 30067)
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Harristown State High School (RTO code 30293)
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IVET Institute (RTO code 40548)
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Kenmore State High School (RTO code 30071)
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Kingaroy State High School (RTO code 30385)
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Kingston State College (RTO code 30386)
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Lockyer District State High School (RTO code 30390)
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Loganlea State High School (RTO code 30072)
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Longreach State High School (RTO code 30391)
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Lowood State High School (RTO code 30392)
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Mabel Park State High School (RTO code 30074)
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Macarthur Community College Inc (RTO code 6860)
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Mackay State High School (RTO code 30393)
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Moranbah State High School (RTO code 30402)
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Mount Gravatt State High School (RTO code 30406)
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Nambour Christian College (RTO code 30575)
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Nambour State College (RTO code 30084)
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Narangba Valley State High School (RTO code 30164)
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North Lakes State College (RTO code 31420)
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Pimpama State Secondary College (RTO code 41352)
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Proserpine State High School (RTO code 30338)
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Quinalow Prep-10 State School (RTO code 46225)
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Redbank Plains State High School (RTO code 46368)
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RIPLEY VALLEY STATE SECONDARY COLLEGE (RTO code 45748)
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Roma State College (RTO code 46152)
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Rosewood State High School (RTO code 30347)
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Sarina State High School (RTO code 30433)
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Skills Strategies International (RTO code 2401)
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Stanthorpe State High School (RTO code 30484)
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The Corporation of the Trustees of the Roman Catholic Archdiocese of Brisbane (RTO code 30527)
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The Ipswich State High School (RTO code 30069)
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Trinity Bay State High School (RTO code 30446)
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Wellington Point State High School (RTO code 45566)
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Windaroo Valley State High School (RTO code 30480)
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WOODCREST STATE COLLEGE (RTO code 30777)
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Yeronga State High School (RTO code 30460)
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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.
How do apprenticeships and traineeships work?
Apprenticeships and traineeships let you combine hands-on work experience with training. You’ll gain job-ready skills and earn an income while you complete a qualification.
As an apprentice or a trainee, you work with an employer while completing your training. Most of your time is spent learning on the job, with some classroom or online training to support the skills you're developing in the workplace.
For some jobs, you may need to do an apprenticeship or traineeship before you are allowed to work as a qualified tradesperson. For example, you need to do an apprenticeship if you want to work as a licensed electrician.
Find out more about apprenticeships and traineeships.
See more information about the apprenticeship or traineeship you’re interested in pursuing on the Queensland Training Information Service.
How long will this course take?
This course is competency-based training, which means you progress as you demonstrate your skills and knowledge, rather than in a set amount of time.
The duration shown here is an estimate for full-time study based on how long most people take to complete the course. You may finish earlier than other people, or it may take you a bit longer.
If you’ve already completed training or have worked in a relevant area, you could get credits or recognition of prior learning. This can reduce the training you need to complete a qualification, which could reduce the time needed for training.
Duration for apprenticeships and traineeships
Apprenticeships and traineeships take longer than doing the qualification on its own, but you learn valuable hands-on skills.
For some jobs, you may need to do an apprenticeship or traineeship before you are allowed to work as a qualified tradesperson. For example, you need to do an apprenticeship if you want to work as a licensed electrician.
Learn about how courses are delivered
Different courses have different delivery options. Consider your needs when you’re researching courses. Some courses may be delivered entirely online or partially online. Others may be delivered in a classroom.
Some courses, like those delivered through apprenticeships and traineeships, are mostly based in the workplace but with some classroom or online study.
If a certain type of delivery is important to you, talk to your provider before you enrol to make sure they offer that delivery option.
How to reduce the cost of your course
There are lots of ways you can reduce the cost of your course.
- The government could partly or fully cover the cost of your course. See information about financial help and government funding on this page.
- The government also offers funding for some costs related to your course.
- If you’ve already completed training or have worked in a relevant area, you could get a cost credit or recognition of prior learning. This can reduce the training you need to complete a qualification, which could reduce the cost.
Learn about financial help and government funding
The main cost of training is usually the course fees, which vary depending on things like which course and training provider you choose.
You may be able to get your training for free or at a reduced cost, or you could get help with paying for training-related costs. You can also pay for some courses with a VET Student Loan.
Find out more about getting help paying for your training or check if you're eligible.
What are entry requirements?
Some courses have conditions you need to meet before you can enrol in the course. They help make sure you have the right background or skills for the training.
Entry requirements might include a certain education level, skills or knowledge, work status, or experience.