This Certificate II in Financial Services is the perfect starting point for a career in banking. You will develop a greater understanding of the skills and traits needed to work in an office / branch role. In addition, by looking at personal budgeting and savings plans, you will have the basic financial literacy for a future role as a customer service officer, teller, cashier, lending or administration officer.
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No Electives are required (but you may request an additional subject)
This subject addresses the skills and knowledge required to work effectively in a business environment. It includes identifying and working to organisational standards, managing workload, and working as part of a team. A number of practical workplace activities are undertaken and used as assessment evidence to ensure the new employee gets started in the right way.
This subject covers the skills and knowledge required to work in a healthy and safe manner. You will learn to recognise hazards, the importance of safety signs and how to raise safety issues within a workplace. This is a great entry level subject to help you act and respond in a safe manner and it also covers how to respond to emergency incidents.
This subject addresses the skills and knowledge required to develop and implement a personal budget and a savings plan to achieve identified goals. It includes understanding the role of savings and loans, the risk/return relationship, and understanding the range of financial tools and products that can help. This subject will also prepare people for working in a role that assists customers to save and budget.
All roles in the financial services sector require skills to correctly interpret and apply industry and organisation procedures, guidelines and policies. Professional and ethical standards as well as the application of practices relating to sustainability and the efficient use or workplace technology also have a significant role to play.
Customer engagement is a key function in many job roles. This subject covers customer service delivery, with emphasis on telephone communication skills and etiquette. The practical activities in the course provide an opportunity to develop key customer communication techniques.
In this "retail banking" subject you will learn the practices behind processing cash transactions, cash reconciliation including detecting errors, and processing cheque transactions. Procedures for Teller Cash Dispensers are also touched upon. A relevant workplace is required and to achieve competency in balancing cash holdings a history of balancing outcomes is required. This unit may be removed if not applicable or where that history cannot be achieved.
A "retail banking" subject - this looks at the different types of savings accounts and how to determine the correct account for your customer. You will also learn how to open, modify and close accounts. A relevant workplace is required for you to be able to select this elective.
Quality Education at a Fair Price
880* - $
8 months is allowed as the standard part time enrolment term for the Certificate II online TAFE level course in Financial Services.
Students who are able to commit more time to their course can finish earlier; while Traineeship terms may be longer.
for the Certificate II in Financial Services
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A traineeship is great way to develop the skills of your workforce.
Traineeships combine time at work with training, and can be full-time, part-time or school-based. Trainees must be an Australian Citizen or permanent resident visa holder. Each state determines what subsidised training is available for your trainees in that state.
Check the current traineeship course fees: