FNS30115 - Certificate III in Financial Services

Recognise your experience

If you already have industry experience, then utilising Recognition of Prior Learning (RPL) to turn your existing skills into a nationally recognised qualification is an ideal way of achieving industry accreditation while broadening your career opportunities.

As this is not a course, you do not need to complete the units listed below. Instead, you simply need to prove that you’re competent in the units shown. Our Facilitators will help make this process as easy and smooth as possible for you. 

Want to know if you’re eligible to obtain this qualification via Skills Recognition & RPL? Then why not start a Free Skills Review, and speak with an RPL Specialist to determine your eligibility. Take the initiative today. It only takes 3 minutes!

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

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

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

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

 

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

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