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

Want to save a further $200 off this qualification? Contact us today to learn how!

* 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 


Contribute to health and safety of self and others


Work effectively with others


Use business technology


Work effectively in the financial services industry


Elective Units 


Conduct customer engagement


Provide sales solutions to customers


Process customer complaints


Deliver and monitor a service to customers


Implement customer service standards


Produce spreadsheets


Conduct online transactions


Design and produce business documents


Retrieve information from records


Maintain business records


Organise personal work priorities and development


Process financial transactions and extract interim reports


Perform financial calculations


Administer a non-complex estate


Administer a non-complex trust


Provide customer service in a retail agency


Handle foreign currency transactions


Balance retail transactions


Administer debit card services


Process customer accounts


Process customer transactions


Establish entitlements to an intestate estate


Issue a life insurance policy


Process a life insurance application


Provide general advice on financial products and services


Be MoneySmart


Resolve disputes


Manage overdue customer accounts


Monitor and control accounts receivable


Process applications for credit


Provide Tier 2 personal advice in general insurance


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


Develop, present and negotiate client solutions


Establish client relationship and analyse needs


Process payment documentation


Prepare, match and process receipts


Maintain Automatic Teller Machine (ATM) services


Balance cash holdings


Maintain main bank account


Manage credit card services


Prepare government returns and reports


Process superannuation fund payments


Establish, maintain and process superannuation records


Process superannuation contributions


Implement member investment instructions


Terminate superannuation plans


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

  • 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.
  Learn more

Pocket your savings by accessing our qualifications at a fraction of the cost. Select your preferred payment plan and activate your special offer.
  Learn more