Certificate III in Financial Services - FNS30122
SET QLD Pty Ltd as trustee for SET QLD UNIT TRUST
Type of institution: Registered Training Organisation
Level: Vocational Education and Training (VET)
CRICOS: 03947B
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.Licensing, legislative, regulatory or certification considerationsWork functions in the occupational areas where this qualification is used may be subject to regulatory requirements. Refer to the relevant regulator for specific guidance on requirements.
Subjects
- Provide customer service in a retail agency
- Conduct business activities using a computerised accounting system
- Administer non-complex trusts
- Determine financial requirements of small businesses
- Retrieve information from records
- Perform financial calculations
- Maintain Automatic Teller Machine (ATM) services
- Conduct individual work within a compliance framework
- Process and manage payments
- Administer non-complex estates
- Process a life insurance application
- Establish entitlements to intestate estates
- Design and produce business documents
- Process superannuation rollover benefits
- Collect and record data
- Work together in the financial services industry
- Assess vulnerability of financial products and services to money laundering and terrorism financing
- Establish, maintain and process superannuation records
- Authorise valid expense payments
- Manage credit card services
- Process superannuation fund payments
- Deliver and monitor a service to customers
- Provide personal advice on non-relevant financial products
- Design and produce spreadsheets
- Purchase goods and services
- Research using the internet
- Provide ancillary products and services that meet client needs
- Process customer transactions in retail financial organisations
- Process customer complaints
- Manage handling and settlement of routine insurance claims for retail clients
- Process customer accounts
- Process financial transactions and extract interim reports
- Use inclusive work practices
- Maintain financial records
- Terminate superannuation plans
- Provide Tier 2 general advice in general insurance
- Manage overdue customer accounts
- Apply digital solutions to work processes
- Process authorised payments
- Reconcile financial transactions
- Process applications for credit
- Administer subsidiary accounts and ledgers
- Work within compliance frameworks
- Maintain main bank account
- Resolve disputes
- Maintain business records
- Develop and apply knowledge of personal finances
- Provide general advice on financial products and services
- Engage with customers
- Prepare government returns and reports
- Organise personal work priorities
- Provide Tier 2 personal advice in general insurance
- Engage in workplace communication
- Execute foreign currency transactions
- Administer card services
- Monitor and control accounts receivable
- Implement superannuation fund member investment instructions
- Balance cash holdings
- Organise workplace information
- Apply and maintain knowledge of financial products and services
- Establish client relationship and analyse needs
- Balance retail transactions
- Process superannuation fund contributions
- Issue a life insurance policy
Study information
| Campus | Fees | Entry | Mid year intake | Attendance |
|---|---|---|---|---|
| Moorooka - 11/204 Beaudesert Rd | No |
