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Qualification Details

FNS30111 - Certificate III in Financial Services

Recognition of Prior Learning (RPL)

FNS30111 Certificate III in Financial Services Qualification is offered by Get Qualified Australia via our RTO partners using a combination of Recognition of Prior Learning (RPL) and Skills Recognition.

Wherever possible, the qualification will be fully assessed using your career experience without the need for further study. If required, gap training is available from our RTO partners.

Description

This qualification reflects the skills and knowledge required of entry level employees working across the entire financial services industry who perform duties such as:

• responding to customer enquiries
• sales and service
• maintaining financial records
• performing clerical duties
• applying fundamental skills in banking, credit management, insurance and retail financial services

Entry Requirements

Not applicable.

Packaging Rules

• 13 units must be achieved :

• 4 core units 

• 9 elective units 

6 elective units  must be selected from the elective list below.

The remaining 3 elective units  may be selected from the elective units listed below, any endorsed Training Package or accredited course. Elective units may be selected from a Certificate III or Certificate IV qualification.

Elective units must be relevant to the work outcome, local industry requirements and the qualification level.

Core units

FNSINC301A Work effectively in the financial services industry

BSBOHS201A Participate in OHS processes

BSBWOR203B Work effectively with others

BSBWOR204A Use business technology

Elective units

FNSACC301A Process financial transactions and extract interim reports

FNSACC303A Perform financial calculations

FNSACM302A Prepare, match and process receipts

FNSACM303A Process payment documentation

FNSASIC301C Establish client relationship and analyse needs

FNSASIC302C Develop, present and negotiate client solutions

FNSASIC303A Provide advice on First Home Saver Account Deposit Products and Non-cash Payments

FNSASIC305A Provide Tier 2 personal advice in general insurance

FNSCRD301A Process applications for credit

FNSCRD302A Monitor and control accounts receivable

FNSCRD405A Manage overdue customer accounts

FNSCUS402A Resolve disputes

FNSFLT301A Be MoneySmart

FNSIAD301A Provide general advice on financial products and services

FNSILF302A Process a life insurance application

FNSILF303A Issue a life insurance policy

FNSPRT301A Establish entitlements to an intestate estate

FNSPRT302A Administer a non-complex estate

FNSPRT303A Administer a non-completed trust

FNSRTS301A Provide customer service in a retail agency

FNSRTS302A Handle foreign currency transactions

FNSRTS303A Balance retail transactions

FNSRTS304A Administer debit card services

FNSRTS305A Process customer accounts

FNSRTS306A Process customer transactions

FNSRTS307A Maintain Automatic Teller Machine (ATM) services

FNSRTS308A Balance cash holdings

FNSRTS309A Maintain main bank account

FNSRTS401A Manage credit card services

FNSRTS402A Prepare government returns and reports

FNSSUP301A Process superannuation fund payments

FNSSUP302A Establish, maintain and process superannuation records

FNSSUP303A Process superannuation contributions

FNSSUP304A Process superannuation rollover benefits

FNSSUP305A Implement member investment instructions

FNSSUP306A Terminate superannuation plans

BSBCCO203A Conduct customer contact

BSBCCO304C Provide sales solutions to customers

BSBCMM301B Process customer complaints

BSBCUS301B Deliver and monitor a service to customers

BSBCUS403B Implement customer service standards

BSBITU304A Produce spreadsheets

BSBITU305A Conduct online transactions

BSBITU306A Design and produce business documents

BSBRKG303B Retrieve information from records

BSBRKG304B Maintain business records

BSBWOR301B Organise personal work priorities and development

TAEDEL404A Mentor in the workplace

Licencing Information

Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. You should refer to the IBSA website (www.ibsa.org.au) or the relevant regulator for specific guidance on requirements.

Employability Skills

The following table contains a summary of the employability skills required by industry for this qualification. The employability skills facets described here are broad industry requirements that may vary depending on qualification packaging options.

Industry/enterprise requirements for this qualification include: 

Communication

• conducting research to collect and analyse information and present it in report form
• having the ability to question, clarify and evaluate information
• investigating and negotiating to resolve disputes
• liaising with internal and external personnel with an ability to ‘read’ verbal and non-verbal body language
• using a range of techniques and sales skills to elicit feedback from customers
• using specialist language in written and oral communication
• writing in a range of styles to suit different audiences

Teamwork

• receiving feedback on performance
• referring matters to nominated person as required
• working as a member of a team and applying knowledge of one’s own role to achieve team goals

Problem solving

• collecting, comparing and contrasting data in order to create reports
• using problem solving tools and techniques to balance and reconcile amounts

Initiative and enterprise

• contributing to solutions to workplace challenges
• contributing to the design and preparation of reports to effectively present workplace information
• identifying cross-selling opportunities

Planning and organising

• contributing to the planning process by researching and validating information relating to estates
• planning work considering resources, time and other constraints
• processing routine documents and maintaining files, managing information, and scheduling and coordinating competing tasks

Self-management

• managing own time and priorities and dealing with contingencies
• operating within industry and organisational codes of practice, legislation and regulations
• taking responsibility as required by work role and ensuring all organisational policies and procedures are followed

Learning

• acquiring and applying knowledge of services and organisational policies and procedures
• asking questions to clarify instructions
• seeking advice on technical issues
• using online help and manuals to solve basic technology problems

Technology

• using electronic communication devices and processes such as internet, software packages and email, to produce written correspondence and reports
• using technology to assist the management of information and to assist the planning process

Pathway Information

Pathways into the qualification 

The primary pathway from this qualification is entry level employment in a range of financial services sectors.

Pathways from the qualification 

Depending on the sector entered specialist FNS10 Financial Services Training Package qualifications at Certificate III and IV would support career progression.