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.

Available at these schools

Course Duration/Hours

This is a 240 hour course that runs over 2 years. It may be possible to undertake a 120 hour course in Financial Services and receive a Statement of Attainment towards FNS30115 Certificate III In Financial Services. Your school will advise arrangements for this study.


This is a Board Developed Course, Category B. Students who complete the 240 hour course may sit for the optional HSC exam. Mandatory units of competency detailed in the NESA Syllabus are examined.

One Category B course (2 units) may be counted towards the calculation of the ATAR for university entrance. Students not wishing to achieve an ATAR need not sit the HSC examination.

Work Placement

NSW Education Standards Authority (NESA) requires students to complete a minimum of 70 hours of work placement. Work placement is a mandatory component of the course and must be completed prior to the HSC exam.

Days worked as part of a School Based Apprenticeship or Traineeship satisfies this NESA requirement.


A course fee is generally charged by schools to cover consumable materials. Your school will provide further advice.


This course is competency based and the student’s performance is recognised against a prescribed industry standard. Assessment strategies may include:

  • Observation
  • Student demonstration
  • Questioning
  • Written tasks
  • Tests

Students are given a number of opportunities to demonstrate competence across the range of competency standards covered by this course.

Recognition of Prior Learning

You may be entitled to apply for Recognition of Prior Learning. If you have completed any training, either through your part-time work, TAFE or other school VET courses you have completed recently, or through experience gained in other ways you can apply for RPL. You should talk to your School VET Coordinator, Careers Adviser or course teacher for further information.

Units of Competency

To be eligible for this qualification you must successfully complete: 13 units of competency: 4 core units and 9 electives.


  • BSBWHS201
    Contribute to health and safety of self and others
  • BSBWOR203
    Work effectively with others
  • BSBWOR204
    Use business technology
  • FNSINC301
    Work effectively in the financial services industry


  • FNSACC311
    Process financial transactions and extract interim reports
  • FNSASIC301
    Establish client relationship and analyse needs
  • FNSASIC302
    Develop, present and negotiate client solutions
  • FNSRTS301
    Provide customer service in a retail agency
  • FNSACC313
    Perform financial calculations
  • FNSRTS308
    Balance cash holdings
  • FNSACM303
    Process payment documentation
  • BSBRKG304
    Maintain business records
  • BSBITU304
    Produce spreadsheets
  • FNSFLT301
    Be MoneySmart

Career Information

Job Roles

  • Possible job titles include:
  • Accounts Officer
  • Payroll Officer
  • Bank Customer Service Assistant
  • Insurance Clerk
  • Superannuation assistant
  • Trainee Trust Officer

Duties and Tasks

This qualification is designed to reflect the job role of entry level employees working across the entire financial services industry who perform duties such as:

  • Responding to customer enquiries
  • Sales and service
  • Maintaining financial records
  • Performing clerical duties
  • Applying fundamental skills in banking, credit management , insurance and retail financial services.

Personal Attributes

  • Able to work methodically, accurately and neatly
  • Good oral and written communication skills
  • Able to work as part of a team
  • Neat personal appearance


  • Certificate IV in Accounting
  • Diploma of Accounting

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