Financial Services Certificate III FNS30120

Subject Choices

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

4 - 5 Electives are required (depending on subjects chosen)

• Work Effectively in Banking

  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.

  • Unit(s):
  • FNSINC311 Work together in the financial services industry
  • BSBTWK201 Work effectively with others
• Anti-Money Laundering Laws and Banking Deposit Products (E)

  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.

  • Unit(s):
  • FNSINC402 Develop and maintain in-depth knowledge of products and services used by an organisation or sector
  • FNSRTS305 Process customer accounts
• Tier 2 and Ethical Sales of Banking Products (E)

  Tier 2 accreditation involves looking at the role of advisers and the classification of Tier 2 products including the features of Basic Deposit Products and Non-cash Payment Products. The difference between factual information and general advice is explored. In addition, the ASIC RG content requirements of relevant consumer legislation and disclosure document obligations are covered in detail. This program provides an in-depth learning opportunity and requires multiple skills demonstrations via role plays.

  • Unit(s):
  • BSBCUE304 Provide sales solutions to customers
  • FNSASIC301 Establish client relationship and analyse needs
  • FNSASIC302 Develop, present and negotiate client solutions
  • FNSIAD301 Provide general advice on financial products and services
• Critical Service Skills in Financial Services (E)

  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.

  • Unit(s):
  • BSBCMM301 Process customer complaints
  • BSBOPS304 Deliver and monitor a service to customers
  • BSBOPS202 Engage with customers
• Process Customer Banking Transactions (E)

  In this "retail banking" subject you will learn the practices behind processing a range of financial transactions. This includes cash transactions, cash reconciliation including the detection of errors and processing cheque transactions. Procedures for the use of Teller Cash Dispensers are also covered. You will also gain an understanding of how to accurately verify customer accounts and transaction details using correct procedures.

  • Unit(s):
  • FNSRTS306 Process customer transactions
  • FNSRTS311 Provide customer service in a retail agency
• Perform Financial Calculations (E)

  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.

  • Unit(s):
  • FNSACC313 Perform financial calculations
• Effective Work Practices (E)

  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.

  • Unit(s):
  • BSBPEF301 Organise personal work priorities
  • BSBPEF302 Develop self-awareness
  • BSBOPS201 Work effectively in business environments
• Provide General Advice on General Insurance Products (E)

  This subject describes the skills and knowledge required to assess a client's insurance needs and to provide general advice about general insurance products such as car insurance and building home and contents.

  • Unit(s):
  • FNSASIC314 Provide Tier 2 general advice in general insurance