Certificate III in Financial Services

FNS30122

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 reflects the 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 skills and knowledge to demonstrate autonomy and judgement and to take limited responsibility in known situations under general supervision.

Licensing, legislative, regulatory or certification considerations

Work functions in the occupational areas where this qualification is used may be subject to regulatory requirements. Refer to the relevant regulator for specific guidance on requirements.

  • Financial help

  • Cost

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

    To see how government funding could help to reduce the cost of your course, check your eligibility for funding.

  • On-the-job training

    This traineeship is available:

    • Financial Services Worker Level III
  • 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:

    • Workplace-based
    • Some classroom learning
    • Part-time available
    • Partially online
    • Practical learning

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
Work together in the financial services industry Core
Administer card services Elective
Administer non-complex estates Elective
Administer non-complex trusts Elective
Administer subsidiary accounts and ledgers Elective
Apply and maintain knowledge of financial products and services Elective
Apply digital solutions to work processes Elective
Assess vulnerability of financial products and services to money laundering and terrorism financing Elective
Authorise valid expense payments Elective
Balance cash holdings Elective
Balance retail transactions Elective
Collect and record data Elective
Conduct business activities using a computerised accounting system Elective
Conduct individual work within a compliance framework Elective
Deliver and monitor a service to customers Elective
Design and produce business documents Elective
Design and produce spreadsheets Elective
Determine financial requirements of small businesses Elective
Develop and apply knowledge of personal finances Elective
Engage in workplace communication Elective
Engage with customers Elective
Establish client relationship and analyse needs Elective
Establish entitlements to intestate estates Elective
Establish, maintain and process superannuation records Elective
Execute foreign currency transactions Elective
Implement superannuation fund member investment instructions Elective
Issue a life insurance policy Elective
Maintain Automatic Teller Machine (ATM) services Elective
Maintain business records Elective
Maintain financial records Elective
Maintain main bank account Elective
Manage credit card services Elective
Manage handling and settlement of routine insurance claims for retail clients Elective
Manage overdue customer accounts Elective
Monitor and control accounts receivable Elective
Organise personal work priorities Elective
Organise workplace information Elective
Perform financial calculations Elective
Prepare government returns and reports Elective
Process a life insurance application Elective
Process and manage payments Elective
Process applications for credit Elective
Process authorised payments Elective
Process customer accounts Elective
Process customer complaints Elective
Process customer transactions in retail financial organisations Elective
Process financial transactions and extract interim reports Elective
Process superannuation fund contributions Elective
Process superannuation fund payments Elective
Process superannuation rollover benefits Elective
Provide ancillary products and services that meet client needs Elective
Provide customer service in a retail agency Elective
Provide general advice on financial products and services Elective
Provide personal advice on non-relevant financial products Elective
Provide Tier 2 general advice in general insurance Elective
Provide Tier 2 personal advice in general insurance Elective
Purchase goods and services Elective
Reconcile financial transactions Elective
Research using the internet Elective
Resolve disputes Elective
Retrieve information from records Elective
Terminate superannuation plans Elective
Use inclusive work practices Elective
Work within compliance frameworks Elective

Job prospects

The Certificate III 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

  • Accounts Clerk

    ANZSCO 551111

    Accounts Clerks monitor creditor and debtor accounts, and undertake related routine documentation. They may work in call centres.

    Recommended education level:
    Certificate II or III

  • Payroll Clerk

    ANZSCO 551311

    Arrange the payment of salaries and wages to employees of an organisation.

    Recommended education level:
    Certificate II or III

  • 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

  • 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

  • Debt Collector

    ANZSCO 599311

    Debt Collectors collect consumer, commercial, insurance and other forms of debt for clients, make arrangements to settle overdue accounts, formalise payment arrangements and follow up until accounts are fully paid.

    Recommended education level:
    Certificate II or III

  • Insurance Agent

    ANZSCO 611211

    Insurance Agents represent insurance companies in selling insurance to clients.

    Recommended education level:
    Certificate III or IV

Training providers delivering Certificate III 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: 12 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.