Financial Services Certificate II FNS20115

Subject Choices
offered under the Certificate II in Financial Services

No Electives are required (but you may request an additional subject)

• Starting a New Job in Business

  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.

  • Unit(s):

  • BSBWOR203 Work effectively with others

  • BSBWOR202 Organise and complete daily work activities

  • BSBWOR201 Manage personal stress in the workplace

• Workplace Safety in Banking

  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.

  • Unit(s):

  • BSBWHS201 Contribute to health and safety of self and others

• Savings Plans and Budgets

  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.

  • Unit(s):

  • FNSFLT202 Develop and use a savings plan

  • FNSFLT201 Develop and use a personal budget

• Technology and Compliance in Finance

  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.

  • Unit(s):

  • BSBWOR204 Use business technology

  • FNSINC301 Work effectively in the financial services industry

• Customer Engagement (E)

  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.

  • Unit(s):

  • BSBCUS201 Deliver a service to customers

  • BSBCUE203 Conduct customer engagement

• Process Banking Transactions (E)

  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.

  • Unit(s):

  • FNSRTS306 Process customer transactions

  • FNSRTS308 Balance cash holdings

  • FNSRTS301 Provide customer service in a retail agency

• Account and Customer Maintenance (E)

  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.

  • Unit(s):

  • FNSRTS305 Process customer accounts