FNS30115 - Certificate III in Financial Services

A financial services professional? Get recognised for it.

Working in the Financial Services sector, it's a good bet you have already mastered the tasks required to earn formal recognition. Conducting online transactions, retrieving records, and balancing retail transactions all qualify.

Whether you are just entering the field, seeking certification, or intent on improving your employment options, knowledge of intestate estates, debit card services, accounts receivable, and maintenance of ATM machines contribute to the qualification.

Put your Financial Services career account in good standing to secure the credit you deserve.

See if you’re eligible today with our Free Skills Review.

RPL Cost Traditional study cost Your savings
$1,000* $3,000 $2,000

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* RPL cost includes all assessment services and issue of your nationally recognised qualification.

Want to know if you’re eligible to obtain this qualification via Skills Recognition & RPL? Then why not start a Free Skills Review, it requires only 3 minutes to complete!

Take the initiative today to determine your eligibility.

Yes. All of our qualifications are issued by RTOs which have been approved by the Australian Skills Quality Authority (ASQA) to deliver nationally recognised qualifications that meet national quality assurance requirements. This means that they are recognised by industry and educational institutions in all Australian states and territories as conforming to the required competency standards.

Yes. Because all of our qualifications are issued by reputable RTOs and contain the nationally recognised training logo, they each verify that a candidate has met the Units of Competency required to work in their industry occupation. These qualifications do not indicate how you have obtained the qualification (i.e. through RPL), and are exactly the same as a qualification received from a training provider through any other means.

Get Qualified Australia allows you up 3 months to complete the RPL process, however the actual duration is dependent on the length of time it takes you to provide your evidence. While this is generally 4 weeks, the quicker you submit your evidence, the sooner the process will be completed.

Once all the required evidence has been submitted and your evidence has been assessed, the RTO will then review and issue your qualification within 2-4 weeks, provided that no further evidence is required. This makes it possible for you to achieve your qualification in as little as 1 month, and up to 3 months.

Requests for extensions beyond the allotted 3 month period will be considered on an individual case basis.

While our Customer Service Agents will determine the best evidence for your portfolio, evidence generally takes the form of:

  • Resume/CV
  • References
  • Performance Appraisals
  • Portfolio/work samples
  • Photographic and video evidence
  • Education, training and qualifications
  • Job Description
  • Policies and Procedures
  • Workplace communication
  • Bookkeeping and financial records

Click here to learn more about the types of evidence you can provide.

 

The options are really endless. Most people use qualifications to enhance their careers, from achieving a promotion or pay rise, to climbing organisational ranks and getting new job opportunities. In fact, qualifications have shown to increase employability by 11%, and result in promotions 42% of the time.

Other people might use their qualification to improve visa or migration prospects, access postgraduate study, open up their own businesses, meet regulatory requirements, or obtain a licence in their industry or occupation.

Please note that while our qualifications may help you meet minimum licensing requirements, only your state’s relevant licensing authority may issue you your licence. For more information about trades licensing, click here.

Total number of units = 13 

4 core units  plus

9 elective  units

 

The elective units consist of:

  • 6 from the electives below.

 Of the remaining 3 units:

  • up to 3 may be from electives
  • up to 3 may be from Certificate III or IV currently endorsed Training Package or accredited course.

 

The elective units chosen must be relevant to the work outcome and meet local industry needs.

 

Core Units 

BSBWHS201 

Contribute to health and safety of self and others

BSBWOR203 

Work effectively with others

BSBWOR204 

Use business technology

FNSINC301 

Work effectively in the financial services industry

 

Elective Units 

BSBCUE203 

Conduct customer engagement

BSBCUE304 

Provide sales solutions to customers

BSBCMM301 

Process customer complaints

BSBCUS301 

Deliver and monitor a service to customers

BSBCUS403 

Implement customer service standards

BSBITU304 

Produce spreadsheets

BSBITU305 

Conduct online transactions

BSBITU306 

Design and produce business documents

BSBRKG303 

Retrieve information from records

BSBRKG304 

Maintain business records

BSBWOR301 

Organise personal work priorities and development

FNSACC301 

Process financial transactions and extract interim reports

FNSACC303 

Perform financial calculations

FNSPRT302

Administer a non-complex estate

FNSPRT303 

Administer a non-complex trust

FNSRTS301 

Provide customer service in a retail agency

FNSRTS302 

Handle foreign currency transactions

FNSRTS303 

Balance retail transactions

FNSRTS304 

Administer debit card services

FNSRTS305 

Process customer accounts

FNSRTS306 

Process customer transactions

FNSPRT301 

Establish entitlements to an intestate estate

FNSILF303 

Issue a life insurance policy

FNSILF302 

Process a life insurance application

FNSIAD301 

Provide general advice on financial products and services

FNSFLT301 

Be MoneySmart

FNSCUS402 

Resolve disputes

FNSCRD405 

Manage overdue customer accounts

FNSCRD302 

Monitor and control accounts receivable

FNSCRD301 

Process applications for credit

FNSASIC305 

Provide Tier 2 personal advice in general insurance

FNSASIC303 

Provide advice on First Home Saver Account deposit products and non-cash payments

FNSASIC302 

Develop, present and negotiate client solutions

FNSASIC301 

Establish client relationship and analyse needs

FNSACM303 

Process payment documentation

FNSACM302 

Prepare, match and process receipts

FNSRTS307 

Maintain Automatic Teller Machine (ATM) services

FNSRTS308 

Balance cash holdings

FNSRTS309 

Maintain main bank account

FNSRTS401 

Manage credit card services

FNSRTS402 

Prepare government returns and reports

FNSSUP301 

Process superannuation fund payments

FNSSUP302 

Establish, maintain and process superannuation records

FNSSUP303 

Process superannuation contributions

FNSSUP305 

Implement member investment instructions

FNSSUP306 

Terminate superannuation plans

TAEDEL404A 

Mentor in the workplace

 

Not Available

Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.

Visit Get Qualified Australia’s Trade Licensing page for more information surrounding licensing

  • National Training - Provider Code 21792

  • The Australian Academy of Business - Provider Code 32138

Did you know that the Australian Qualifications Framework (AQF) perfectly aligns certificate and diploma level qualifications with higher education? This means that it’s now possible to receive exemptions and fast track university degrees using diploma and above level qualifications.

Enrol in one of our qualifications today, and unlock the potential to seek maximum unit exemptions for your desired Graduate Diploma, Bachelor, or Masters Degree in a cost, time and effort-effective way. Speak with one of our Skills Recognition Consultants today or complete our Free Skills Review to discover the highest qualification level you’re eligible for.
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