FNS30122
CERTIFICATE III IN FINANCIAL SERVICES
STUDY METHOD:
Online
QUALIFICATION:
Nationally Recognised
START DATE:
Anytime
Course Overview
FNS30122 Certificate III in Financial Services
The FNS30122 Certificate III in Financial Services is a foundational qualification designed to prepare individuals for entry into Australia’s financial services sector. This nationally recognised certification provides comprehensive training in essential areas, including financial operations, customer service excellence, regulatory compliance, and industry-specific procedures.
Why study the FNS30122 Certificate III in Financial Services?
The qualification is specifically structured for individuals beginning their career in financial services or those seeking to formalise existing skills and knowledge within the industry. Graduates of the Certificate III in Financial Services are equipped to pursue various entry-level roles across banking institutions, insurance providers, and financial advisory firms.
The curriculum focuses on practical, industry-relevant competencies that align with current Australian financial services standards, covering banking procedures, insurance principles, financial advisory fundamentals, and the regulatory framework governing the sector. Upon successful completion, graduates possess the foundational knowledge and skills required for career progression within the financial sector and may choose to pursue further qualifications at Certificate IV or Diploma level.
- Who is the FNS30122 Certificate III in Financial Services for?
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
- Key Learning Outcomes
The Certificate III in Financial Services (FNS30122) covers essential banking and finance topics designed to prepare you for success in the financial services industry, including:
- Understanding financial services industry guidelines and regulatory procedures
- Providing excellent customer service in banking and finance environments
- Effective communication skills for financial services professionals
- Efficient use of office technology in banking and finance operations
- Maintaining workplace safety standards in financial services settings
- Meeting ASIC Tier 2 requirements for financial services compliance
- Handling customer complaints in banking and finance contexts
- Prioritising work tasks in fast-paced financial services environments
- Maintaining accurate records and documentation for financial services operations
- Units Of Competency
| Unit Code | Unit Description | ||
|---|---|---|---|
FNSINC311 | Work together in the financial services industry | ||
BSBINS309 | Maintain business records | ||
BSBOPS304 | Deliver and monitor a service to customers | ||
BSBPEF301 | Organise personal work priorities | ||
BSBOPS305 | Process customer complaints | ||
BSBXTW301 | Work in a team | ||
BSBLDR301 | Support effective workplace relationships | ||
FNSACC323 | Perform financial calculations | ||
FNSASIC311 | Establish client relationships and analyse needs | ||
FNSASIC312 | Provide personal advice on non-relevant financial products | ||
FNSCRD311 | Process applications for credit | ||
FNSIAD311 | 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.
- Duration and Study Load
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
- Payment Options
- Pay upon enrolment
- Invoice Request (Via PayPal, pay in 4 option)
Participants are required to pay no more than $1,500.00 before 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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FAQ’s
All students can apply for Recognition of Prior Learning (RPL) !
RPL acknowledges the skills and knowledge you already have. You may have gained these through:
Formal or informal training from industry or educational institutions.
Work experience.
Life experience.
How RPL Works
RPL focuses on learning outcomes rather than how, when, or where learning occurred. Assessors grant RPL when candidates meet current industry standards or AQF outcomes.
RPL uses competency-based assessment. Review the process to understand how to have your skills and knowledge recognised.
Applying for RPL
We provide an RPL Policy and Procedures document and an RPL Kit for eligible candidates. These documents explain:
What RPL entails.
The benefits.
Forms and rules of evidence.
The application process.
Click here for more information.
Assessments are available via your learning portal through your desktop, tablet or mobile.
They vary depending on the units and may 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.
For more information, contact us here.
Study on your terms!
Access course content and assessments online, 24/7. Study anywhere, anytime through our user-friendly learning platform. Skip classroom attendance and travel expenses.
What you get:
Accredited courses that meet industry standards.
Trainer and administration support throughout.
Designated course coordinator for motivation and guidance.
Assessments marked within 10 business days.
Certificates issued within 21 days of completion.
Transparent pricing with no hidden fees.
Technical Requirements: You need an internet connection to complete this qualification. Access all learning materials and assessments through ISM’s eLearning Portal.
Recommended Browsers: Safari, Chrome, Firefox, or Internet Explorer 11.
Assessment Submissions: Some assessments are video or audio-based. Record your answers using smartphones or similar devices, then submit via the eLearning portal.
Contact us to learn more about assessments and completion requirements here.
We process enrolments within 1 business day. Once processed with payment, you will receive an email with your login details and instructions to access the eLearning platform. In some cases, program access may take up to 2 or 3 business days.
(Note that access is only given once the initial payment is complete, unless prior arrangements exist between ISM and your organisation.)
If payment is outstanding, we will send an invoice and contact you to arrange payment.
For more information, contact us here.