About the Course
This qualification is designed to reflect the job role of entry level employees working in the financial services industry performing duties relating to administration, accounts and customer service roles in banking, credit management, insurance, and retail financial services. The qualification is also suited to employees of small business entities performing a range of duties which may include accounts and bookkeeping.
The learner will gain practical “work ready skills” using the latest office, accounting, and bookkeeping software (including MS Office, MYOB and XERO) in a paperless cloud-based environment.
This course can be completed in a variety of delivery modes, including: online/flexible/self-paced, traineeship or as part of a school-based VET program. All modes of delivery are fully supported by email or zoom.
Units of competency
Core Units
FNSINC311 Work together in the financial services industry.
Elective Units
FNSFLT411 Determine financial requirements of small businesses
BSBTEC302 Design and produce spreadsheets
FNSACC426 Set up and operate computerised accounting systems
FNSACC321 Process financial transactions and extract interim reports
FNSACC323 Perform financial calculations
FNSACM312 Reconcile financial transactions. FNSFLT216 Develop knowledge of taxation
FNSFLT213 Develop knowledge of debt and consumer credit
FNSCRD415 Manage overdue customer accounts
BSBOPS304 Deliver and monitor a service to customers
BSBCMM411 Make a presentation
To complete this course, you will need a minimum 495 hours.
Career Pathways Upon completion of your Certificate III in Financial Services you will find opportunities in a variety of jobs within the Financial Services industry. These include though are not limited to positions such as accounts clerk, bookkeeper, office administrator or office manager of a small business. This qualification provides a direct pathway and transitions into the Certificate IV in Financial Services.
Cost
$1,200 (100% Online) | $1,500 (Mixed Delivery) | $3,375 (Face-to-face)
For VETiS students please refer to VETiS Student Handbook
Your Instructor
Angela McGuinness
Angela has accumulated 41 years of experience in the Financial Services industry working with large organisations including Woodside, the State Government and BHP Billiton. She has personally established several successful businesses including “The BAS Agency Pty Ltd’ which continues to deliver accounting and business services to a wide range of clients.