This qualification reflects the role of entry level employees working across the entire financial services industry who perform duties relating to administrative, clerical and customer service roles in banking, credit management, insurance and retail financial services.
Individuals at this level apply skills and knowledge to demonstrate autonomy and judgement and to take limited responsibility in known situations under general supervision.
What you need to study
Students should have a Year 10 School Certificate or equivalent to meet the LLN requirements of the course. Anyone without a Certificate will be required to complete a LLN assessment to ensure you have the level of skills and experience to undertake the training program.
Please refer to The RTO Admissions Policy, for further information.
To be provided by the learner
To successfully complete this course, it is recommended students have access to a personal computer or laptop, and a personal internet connection.
Unique Student Identifier (USI)
A USI is required by all Australian students undertaking nationally recognised training. If you do not have a USI, please visit the USI website.
What will you study
Units of Study
- FNSINC311 Work together in the financial services industry
- FNSACC321 Process financial transactions and extract interim reports
- FNSACC323 Perform financial calculations
- BSBWHS211 Contribute to the health and safety of self and others
- BSBTWK201 Work effectively with others
- FNSACM312 Reconcile financial transactions
- FNSFLT311 Develop and apply knowledge of personal finances
- FNSRTS311 Provide customer service in a retail agency
- FNSRTS308 Balance cash holdings
- BSBTEC302 Design and produce spreadsheets
- BSBINS309 Maintain business records
- FNSACM313 Process authorised payments
You will be required to complete knowledge based and practical assessments, these may include:
- Question and Answers
- Written Reports
- Demonstration in the workplace or in a simulated workplace environment
Students studying online, may be asked to submit videos as evidence of the application of practical skills.
Recognition of Prior Learning
You may be eligible for Recognition of Prior Learning (RPL) or Credit Transfer (CT) provided you have supporting evidence of any prior education and work experience.
This can either reduce your study load or shorten the duration of your course.
Please click the link for up-to-date fees.
Eligible students may be able to access support through:
Please contact The College for more information.
Future students should refer to The RTO Fee Management, Deferral and Refund Policy for more information.
Please refer to our Student Handbook for further information regarding our Training and Assessment Processes including the student support we can offer to help you complete your studies.