Nationally Recognised


Course Overview

Kickstart your entry into the financial sector with the FNS30122 Certificate III in Financial Services. This foundational course is specially designed for those embarking on their journey in the Australian financial services industry. It provides a well-rounded skill set in critical areas of financial operations, customer service, and compliance. 

Whether you’re aspiring to build a career in banking, insurance, or as a financial advisor, this qualification is your first step towards success. It lays down a solid groundwork, helping you understand the intricacies of the financial services landscape in Australia. 

The course emphasises practical skills and industry-relevant knowledge, setting you up for various entry-level roles in the financial sector. Upon completion, you’ll possess a strong foundation for further professional development and a clear understanding of the diverse opportunities within the Australian financial industry.

We offer flexible delivery options for our program, which can be completed online as a general student or through a traineeship. If you’re unsure which option suits you best, contact us on 1300 200 705 for guidance.

This course is ideal for anyone seeking an entry-level role in the Financial Services industry, such as:

  • Teller / Customer Service Officer
  • Lending Officers & Brokers
  • Insurance Officers
  • Cashiers in Accounting Firm
  • Call Centre Contact Officer

This course covers a range of topics, including:

  • Understanding industry guidelines and procedures
  • Providing excellent customer service
  • Effective communication in the workplace
  • Efficient use of office technology
  • Maintaining workplace safety
  • Meeting ASIC Tier 2 requirements
  • Handling customer complaints
  • Prioritizing work tasks
  • Maintaining records
Unit CodeUnit Description
Work together in the financial services industry
Maintain business records
Deliver and monitor a service to customers
Organise personal work priorities
Process customer complaints
Work in a team
Support effective workplace relationships
Perform financial calculations
Establish client relationships and analyse needs
Provide personal advice on non-relevant financial products
Process applications for credit
Provide general advice on financial products and services

** Units Of Competency electives may change from the above detail listed in this course based on different cohorts and customised programs for clients. 

We recognise that each learner has their own pace and preferences, and thus, we offer a flexible duration for the program.

  • 12-month part-time and 6-month full-time
  1. Pay upon enrolment with Stripe 
  2. Invoice Request 

The option to pay up to 4x monthly payment instalments is available by invoice.

Participants are required to pay no more than $1,500.00 prior to the commencement of the course. The remaining fees will be due after commencement with the due date outlined on the invoice. For more information click here.


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Why Study with ISM?







All students are offered the opportunity to apply for Recognition of Prior Learning (RPL).

Recognition of Prior Learning is a form of assessment that acknowledges the skills and knowledge you already have. Such skills and knowledge may have been gained through: formal or informal training conducted by industry or education institutions; work experience; life experience.

The main principle underpinning RPL is that for competency-based training the focus should be on the outcomes of learning, rather than how, when or where the learning occurred. In order to grant RPL, the assessor must be confident that the candidate is currently competent against the endorsed industry or enterprise competency standards or outcomes specified in the Australian Qualifications Framework (AQF) accredited courses.

As a form of assessment, RPL uses a process known as competency-based assessment. Please ensure you read and understand how this works and how to have your skills and knowledge recognised.

An RPL Policy and Procedures document and RPL Kit is available if you feel you already hold the skills and knowledge of a particular competency and would like to apply for RPL.

The Policy and Procedures explain what RPL is, the benefits, forms and rules of evidence, the process and how to apply for RPL.

Complete our RPL eligibility form here.

Assessments for this course will be provided on your learner portal, which is accessible via Desktop, tablet or mobile.

These assessments vary depending on the unit within the qualification and can include the following:

  • Quizzes
  • Written tasks and/or case studies.
  • Examination
  • Verbal assessment, by way of an interview with your trainer
  • Observation by a trainer
  • Supervisor checklists

To find out more information about assessments and completion requirements, you can contact us here.

  • Study anywhere, anytime
  • User-friendly learning management system
  • Course content and assessments are all online and available 24/7
  • Accreditation ensures that our courses meet established industry needs
  • Assessment are marked within 10 business days
  • No classroom attendance, no travel expenses
  • Trainer and administration support throughout
  • Designated course coordinator with regular contact to help you keep motivated and on track
  • Certificates are issued within 21 days of course completion
  • No hidden fees


  • To enable completion of this qualification you will require an internet connection to access learning materials and assessments via ISM’s eLearning Portal.

    All materials are online and can be accessed via the ISM e-learning portal.

    Our system works best with the following browsers: Safari, Chrome, Firefox, and Internet Explorer 11.

    Some assessments may require you to record using a device (such as a smartphone) and submit via our eLearning portal.

    To find out more about assessments and completion requirements, you can contact us here.

After you have completed enrolment into your qualification or course, your enrolment will be processed by our team within one (1) business day.

Once your enrolment and payment has been processed you will receive an email with additional details on your learning, including log in details and instructions on how to access your program within our eLearning platform.

If payment has not yet been made, you may also receive additional payment information and an invoice or be contacted by one of our team to make payment arrangements. Please note that log in details to your qualification or course will only be provided once your initial payment has been received, unless prior arrangements have been made between ISM and your organisation. 

In some circumstances it may take up to two (2) or three (3) business days for you to commence your program.
If you would like more information or have any questions, you can contact us here.

Ready to enrol in the Certificate III in Financial Services?

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