Certificate III in Financial Services

This course will privide you with further foundation skills and knowledge needed to pursue a career in the financial services sector.

About this Qualification

This qualification is designed to reflect the job role 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.

What you will Learn

This course will assist you with vital skills including:
• 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.

Your Career

This qualification is designed to reflect the role of entry-level employees who perform routine duties such as:
• Accounts payable/accounts receivable
• Payroll
• Cashier
• Preparation of trial balance
• Bookkeeping
• EFT/e-business
• Purchases and sales
• Manual and computerised systems
• Preparation of financial reports.

Units of Competency

Core Units

BSBOHS303B Contribute to PHS hazard identification and risk assessment
BSBWOR203A Work effectively with others
BSBWOR204A Use business technology
 

Elective Units

BSBITU304A Produce spreadsheets
BSBWRT301A Write simple documents
FNSACC303A Perform financial calculations
FNSASIC301C Establish client relationship and analyse needs
FNSASIC302C Develop, present and negotiate client solutions
FNSRTS307A Maintain Automatic Teller Machine (ATM) services
FNSRTS308A Balance cash holdings
FNSSAM401A Sell financial products and services
FNSSAM403A Prospect for new clients

Duration

6 to 12 months

Cost

$190* (Training delivered across Victoria with Victorian State & Commonwealth Government funding. People with disabilities encouraged to apply for training)