Certificate III in Financial Services - FNS30115
TAFE South Australia (TAFE SA)
Type of institution: TAFE Institute
Level: Vocational Education and Training (VET)
This qualification is designed to reflect the job 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 knowledge and skills to demonstrate autonomy and judgement and to take limited responsibility in known situations under general supervision.Licensing/Regulatory Information Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.
Structure
4 core units plus 9 electives.
Subjects
- Process superannuation contributions
- Process applications for credit
- Maintain business records
- Establish entitlements to an intestate estate
- Conduct customer engagement
- Process superannuation fund payments
- Administer debit card services
- Maintain Automatic Teller Machine (ATM) services
- Implement member investment instructions
- Process a life insurance application
- Establish client relationship and analyse needs
- Provide general advice on financial products and services
- Implement customer service standards
- Handle foreign currency transactions
- Administer a non-complex estate
- Contribute to health and safety of self and others
- Process payment documentation
- Manage credit card services
- Work effectively with others
- Process financial transactions and extract interim reports
- Terminate superannuation plans
- Be MoneySmart
- Provide advice on first home saver account deposit products and non-cash payments
- Retrieve information from records
- Establish, maintain and process superannuation records
- Mentor in the workplace
- Administer a non-complex trust
- Provide sales solutions to customers
- Deliver and monitor a service to customers
- Provide customer service in a retail agency
- Produce spreadsheets
- Work effectively in the financial services industry
- Perform financial calculations
- Conduct online transactions
- Process customer accounts
- Prepare, match and process receipts
- Organise personal work priorities and development
- Maintain main bank account
- Design and produce business documents
- Resolve disputes
- Process superannuation rollover benefits
- Develop, present and negotiate client solutions
- Process customer complaints
- Process customer transactions
- Prepare government returns and reports
- Use business technology
- Monitor and control accounts receivable
- Provide Tier 2 personal advice in general insurance
- Manage overdue customer accounts
- Balance cash holdings
- Balance retail transactions
- Issue a life insurance policy
Study information
| Campus | Fees | Entry | Mid year intake | Attendance |
|---|---|---|---|---|
| Adelaide City | No |
| ||
| Noarlunga | No |
|
Further information
Students wishing to access WorkReady funding will be required to demonstrate satisfactory reading, writing and numeracy skills as part of course counselling before enrolling.
