The Certificate III in Financial Services will develop your banking/credit union industry and compliance knowledge as well as develop essential skills in customer service. This program will deliver a solid foundation in subjects like banking transactions, financial calculations, record systems and providing the right financial services and products to your clients and members.
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offered under the Certificate III in Financial Services
Please note that subjects and specific units of competency on offer will vary and may change during your enrolment
Elective subjects may apply and will be determined during the induction process
All roles in the financial industry require specific skills to correctly interpret and apply both industry and organisation procedures, guidelines and policies. This Subject will expose you to professional and ethical standards you’ll need to be successful in your finance role with cover the impact of the Privacy Act and relevant codes of practice. It also reflects the team work skills essential to all roles in the sector.
Customer service is a key function in all financial services job roles. This Subject will help you identify the needs of customers and skills required to deliver outstanding customer service, with specific emphasis on assisting customers with special needs and working in a culturally diverse workplace. You will also learn how to identify processes, procedures and industry requirements in managing customer complaints.
Financial calculations are part of every day life in a financial institution. The Subject covers a wide variety of routine calculations such as depreciation, GST and interest rates required in many finance roles. It also covers methods for checking calculation outcomes, software and online tools, and strategies for the detection of errors.
Being able to organise personal work priorities is an essential job skill. Learn how to set and meet work priorities through time management and planning your work schedule. Skills to identify potential problems and prevent stress in the workplace are also covered. Also learn the importance of professional development activities.
This survey is an important opportunity for you to tell ACCM College about your learning experience so far. By formally seeking this information at the mid-point of your course, ACCM College can help shape your learning outcomes to better ensure your professional development goals are met.
In this introductory subject, learn the fundamentals of working with Excel, working with tables and formulas. Content also covers ways to design spreadsheets to improve the layout of information, as well as how to create graphs or charts. You will be amazed at the potential excel offers you to improve work processes and manage data. Note this subject only supports the program Excel.
Most work roles require the effective use of computers and equipment to input, collect and manage data and information. This subject looks at the technology available to you, and ways to use computer software to organise information and data.
Work Health & Safety policies, procedures and compliance are the focus of this safety subject. The subject looks at identifying key safety practices in a workplace. It covers workplace evacuations as well as identifying relevant safety training and procedures that may be required. It covers a foundation in the legal obligations and is a good solid base for understanding safety responsibilities. It involves a range of workplace activities like a safety inspection and hazard report form.
Maintaining Records look at the way records are captured, stored and received and addresses concepts like meta data and sort order as well as the security and legislative requirements are needed when maintaining records.
The range of available savings, investment and basic banking products is incredibly diverse. This subject will help you develop the skills to compare products and provide meaningful and relevant recommendations to meet specific customer needs. You will also learn how to apply the rules under Anti-money Laundering and Counter Terrorism legislation such as customer identity rules and reporting obligations such as Threshold and Suspicious Cash Transactions.
Quality Education at a Fair Price
Was $3,750.00
45 weeks is allowed as the standard part time enrolment term for the Certificate III in Financial Services course.
Students who are able to commit more time to their course can finish earlier; while Traineeship terms may be longer.
for the Certificate III in Financial Services
No charge for assessment resubmissions…ever
We want you to submit your work to ensure you are on the right track. In some cases, we will even submit for you to make sure you are heading in the right direction.
No charge for trainer support or coaching…ever
Our team of dedicated staff and Student Training Advisers are here to help you reach your goal.
Just give us a call or write to your Student Adviser for help during business hours and we'll do everything we can to support.
This includes one on one coaching support and the full range of options we can offer via distance delivery!
No charge for approved extensions…ever
While some qualifications have a deadline that is driven by government requirements (such as a Traineeship or other funded/subsidised program), we will not charge an additional fee if we agree to extend your course deadline.
ACCM College is committed to you reaching your professional development goal.
Once your normal completion date has passed (if you aren't sure what that is just ask us), we will work with you to see if an extension is warranted.
As a general rule, if you are making regular and meaningful progress towards your goal, we will extend your course accordingly.
ACCM College offers (and encourages) a payment plan option for our students.
We understand that paying for professional development is not always easy, and often delays reaching your goals.
We have partnered with EZI Debit where you can set up a payment plan that offers a great deal of flexibility.
There is no need to provide ACCM College any of your financial or credit card details, as all transactions are managed through EZI Debit.
To learn more about how EZI Debit works, you can visit their website here: https://www.ezidebit.com
You do NOT need to travel off-site for study...Webclass delivers flexibility.
24/7 access to course work, allowing maximum flexibility and opportunity.
Subjects broken into manageable sections - encouraging steady course progress.
Clear and plain English learning materials - no more “word walls” to struggle with.
Subject specific videos to enhance depth of learning for visual and audial styles.
A range of assessment methods designed to appeal to all learning preferences.
Designed to appeal to a range of Learning Styles and Preferences
Each subject is written to appeal to a wide range of learning styles and preferences, catering to visual, aural and hands-on learners.
We use plain English-text, lots of white space, pictures and diagrams and relevant videos.
Broad range of assessment methods and activities
ACCM College uses different types of assessment activities to keep things interesting and appeal to different learners.
Multiple Choice, short and long answers, skills check/role plays, practical activities and projects and written reports are all used to ensure you can demonstrate competence across the requirements of your qualification.
Relevant and meaningful materials, regularly validated against industry
Our learning and assessment materials are all written in-house by our own industry experts in consultation with industry.
We use our ongoing industry consultation, student and employer feedback and industry validation to ensure our materials meet the needs of the industry you want to break into or grow in.
ACCM helps you succeed in your studies by giving you the support of a dedicated team of Student Advisers with real life industry experience. You will have one dedicated Student Adviser who will personally manage your program, as well as the benefit of a team around them to provide expert assistance in all subject areas.
Students actively comment about the supportiveness of their Student Advisers, their skills at passing on their knowledge, and making even the hardest subject understandable.
Our Advisers will reach out to you to offer help throughout your course, such as coaching and motivation, to help you reach your goals.
Our Student Advisers are available by phone, email and video during AEST business hours (just call or write).
ACCM has many obligations to provide a quality learning experience to our valued learners.
However, two are critical obligations in the VET sector
1. ACCM College is responsible for the quality of the training and assessment in compliance with the Standards for RTOs 2015
This means we must maintain the high quality standards expected of RTO's as outlined in our governing regulations.
2. ACCM College is responsible for the issuance of the Australian Qualification Framework (AQF) certification documentation
This means we are responsible for issuing you the qualification testamur or statement of attainment upon finalisation of your course (once all invoicing has been paid).
As the Learner, there are specific rights you must be made specifically aware of under the Standards for RTOs 2015:
1. The details of our Complaints and Appeals process which can be found here ACCM's Complaint Policy
2. The process and policy if ACCM were to close or cease to deliver any part of the training product you are enrolled in. The specific policy can be found in our Qualification Transition, Cessation and Teach Out Policy
You can also find these and other policies on our main Policy Page.
As the Learner, there are also some obligations that you have to enrol in an ACCM qualification.
1. You must meet any Entry Requirements listed on this page, such as:
2. There is also a Student Progress and Participation Policy designed to help you reach your goals. You can read more about this policy here
3. Learners also have an obligation to behave in a professional manner with ACCM staff at all times.
If you have any questions regarding these requirements, please give us a call before you begin the enrolment process.
We want to make sure you are set up for success!
One of the keys to our success is the strong communication we maintain with our Learners.
ACCM has a proactive communication and participation policy with our learners.
For more information, please read our Student Progress and Participation Policy
Online learning is not for everyone.
Before enrolling consider:
Although we offer high level support - if online isn't for you - it isn't for you...
It is in your best interests to choose another provider if online isn't for you.
Assessment is the process to award a student competency in unit/s of competency.
For a student to be assessed as competent, we must ensure the student has:
Each subject will have a range of formative and summative assessment activities selected based on the units of competency.
Common formative assessment methods used to assess foundation knowledge include written short answer questions, multiple choice questions and match the correct answer questions. These are typed into the online learning platform Webclass. Case Study scenarios are often used to give relevant context to these questions.
The main or summative assessment activities are often more skill-based and practical activities such as:
In higher level qualifications the summative assessments might include activities like:
Instructions for all assessment activities are provided, along with information about what the expectation is to achieve competency.
We use a range of methods to gather evidence of competency i.e. evidence of your completion of the assessment activities.
For typical question and answer activities you will type the answers into the online learning platform Webclass.
Role Plays will be conducted by phone or video calls e.g. Zoom or Microsoft Teams.
Many practical activities are evidenced by you completing simulations within the online learning system e.g. data input or completing a sample workplace form or spreadsheet.
Some subjects require specific interactions. These may be addressed by email exchanges, a group video conference or use of a specific application e.g. IT Ticket System.
Observations can be by live video or a recorded video where we can see the participant was you.
In general, we have identified assessment methods that are suitable for remote assessment.
Each subject will have specific Assessment Resources and Assessment Conditions based on the unit/s of competency.
In general, we will provide the required assessment resources and establish the required conditions.
These may typically include:
Each subject will give you an overview of the summative assessment activities at the start; and specific activities will include or reference the required resources. The instructions will disclose any specific conditions to be applied.
You will however be required to:
One of the challenges of online assessment is ensuring the student is the person undertaking the assessments. Yes, we know you would need to be pretty rich and desperate to pay someone to do your Certificate III course - but we do need to check.
The ACCM process has a number of ways we do this, of which you should be aware of:
These processes may mean you are asked to identify yourself during the assessments e.g.
Lastly, and importantly, we ask your Workplace Supervisor (for employment related enrolments) to agree with us about competency before it is awarded.
Answer below to confirm your course fees.
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: