Certificate III Financial Services
Course Description
This qualification is designed to reflect the role of entry level employees working across the entire financial services spectrum. Upon successfully completing this course and starting your career in this fast growing, dynamic industry, you will be qualified to perform duties such as responding to customer enquiries, providing sales and customer service and maintaining financial records.
Course Overview
- Financial Services
- Certificate III
- 4 core + 9 electives
- Existing industry employee
- Now by Distance Learning only
- Mailed to you upon enrolment
- Short answers plus assignments
- Full online support.
- $1,700
Employment Pathways
The following employment pathways are available to graduates upon successfully completing this qualification:
Potential Roles
- Customer Service Representative
- Member Services Officer
- Credit and Loans Assistant
- Insurance Clerk
- Superannuation Clerk
- Investment Clerk
Potential Employers
- Banks
- Building Societies
- Credit Unions
- Financial Planning and Advising Firms
- Insurance Companies
- Insurance Broking Firms
Course Subjects
A minimum of 13 units including 4 core industry units plus 9 elective units must be completed to achieve a qualification in Certificate III in Financial Services [FNS30107]. Of the 9 elective units, at least 6 units must be from the Financial Service Training Package and up to 3 units may be from other endorsed packages – up to 3 units may be from Certificate IV level.
The Financial Services Reform Act (RG146) requires 2 units of competence to be demonstrated for ASIC Tier 2 workplace compliance
| Industry Core Units (Compulsory) | |
|---|---|
FNSICIND301B |
Work in the financial services industry |
FNSICGEN301B |
Communicate in the workplace |
FNSICGEN302B |
Use technology in the workplace |
FNSICGEN304B |
Apply health & safety practices in the workplace |
| Elective Units (Select 9 units from the below - a minimum of 9 must be from Financial Services) | |
|---|---|
Financial Services Stream Units - Certificate III Level |
|
FNSICCUS302B |
Process customer complaints |
FNSICGEN303B |
Work with others |
FNSRETA309B |
Balance cash holdings |
FNSRETA306B |
Process customer transactions |
FNSICCUS305B |
Maintain customer database |
FNSCRDT301B |
Process applications for credit |
FNSICCUS301B |
Respond to customer enquiries [also in Asic T2] |
FNSLIFE302B |
Receive and process service requests |
FNSICSAM301B |
Identify opportunities for cross-selling products and services [also in Asic T2] |
| Financial Services Stream Units - Certificate IV Level (Maximum 3 units) | |
FNSICGEN403B |
Collect, assess and use information (Cert IV unit) |
FNSICCUS401B |
Deliver a professional service to customers |
FNSICCUS402B |
Maintain customer relations |
FNSGEN404B |
Resolve disputes |
| Units for ASIC RG146 requirements of the FSR legislation - ASIC Tier 2 5 units can be achieved through successful completion of the distance delivery workbook. RG146 accreditation for basic deposit, non-cash payment and general insurance |
|
FNSASIC301B |
Establish client relationship and analyse needs |
FNSASIC302B |
Develop, present & negotiate client solutions |
| Units embedded in ASIC Tier 2 Training Package The following 3 units can be achieved through the full completion of the distance delivery ASIC Tier 2 workbook or may be chosen as individual units if ASIC Tier 2 is not required |
|
FNSICCUS301B |
Respond to customer enquiries |
FNSLIFE302B |
Receive and process service requests |
FNSICSAM301B |
Identify opportunities for cross-selling products and services |
| Business Services Package Units Up to 3 may be selected [refer to Business unit list if additional choice is required] |
|
BSBITU301A |
Create and use databases |
BSBWOR301A |
Organise personal work priorities and development |
BSBFIA301A |
Maintain financial records |
BSBFIA302A |
Process payroll [equivalent to BSBADM308A] |
BSBFIA303A |
Process accounts payable and receivable |
BSBFIA304A |
Maintain general ledger |
Qualification
Upon successfully completing this course, you will be awarded the nationally recognised qualification of Certificate III in Financial Services FNS30107.
FutureStaff is a registered training organisation with VETAB (Vocational Education and Training Accreditation Board). This course may be delivered in association with an affiliated Registered Training Organisation.
To find out more about our open-entry self-paced Distance Learning and fast-track workshop courses:
Call: 1300 559 666
Email: education@futurestaff.com.au