In this course you will cover the following areas;
- Understanding industry guidelines and procedures
- Providing customer service excellence
- Communicating in the workplace
- Using office technology effectively
- Maintaining workplace safety
- ASIC Tier 2 requirements
- Responding to customer complaints
- Organising your work priorities
- Maintaining records
The program is completed online for $1,495.00 (annual fee) or through an intensive workshop for $2,200.00*. You can also complete this course as a Traineeship. Contact our team to find out more about traineeships in the financial services.
*Intensive Workshop – subject to availability and minimum numbers.
* RPL price on application (pending number of units applying for RPL)
Fees & Enrolment Process
Who is it for?
People working in, or looking to take up, any entry-level roles in the Financial Services industry. Possible jobs relevant to this course may include:
- Teller / Customer Service Officer
- Lending Officers & Brokers
- Insurance Officers
- Cashiers in Accounting Firm
- Call Centre Contact Officer
There are no entry requirements for this qualification.
How is the course delivered?
You can complete this course online or in a workshop environment. Workshops are limited and based on demand. Contact us on 1300 200 705 if you are interested in completing this course in a workshop.
We understand that each learner has individual requirements and likes to study at their own pace. We would expect this course to take anywhere from 6 to 12 months to complete.
To achieve an FNS30115 Certificate III in Financial Services, you will need to successfully complete 13 units of competency.
- 4 core units
- 9 elective units
Core units and electives
Please click on the drop downs below to view a description on each unit within this course.
What Will I Learn?
|FNSINC301||Work effectively in the financial services industry||
|BSBWOR203||Work effectively with others||
|BSBWOR204||Use business technology||
|BSBWHS201||Contribute to health and safety of self and others||
Elective units have been specifically chosen to meet the general requirements for entry level financial services roles.
|Code||Unit Name||What Will I learn?|
|FNSASIC301||Establish client relationship and analyse needs||
|FNSASIC302||Develop, present and negotiate client solutions||
|FNSASIC305||Provide Tier 2 person advices in general insurance||
|BSBWOR301||Organise personal work priorities and development||
|BSBCUS403||Implement customer service standards||
|BSBCUS301||Deliver and monitor a services to customers||
|BSBCMM301||Process customer complaints||
|BSBINN301||Promote innovation in a team environment||
|BSBFLM303||Contribute to effective workplace relationship||
Assessments for this qualification will be provided on your learner portal. There are a range of assessments which include quizzes, written task and/or case studies.
To enable completion of this qualification you will require an internet connection to access Learning Materials and Assessments via ISM’s eLearning Portal. Our system works best of the following browsers: Safari, Chrome, Firefox and Internet Explorer 11.
Some assessments may require you to record using a device (such as a smart phone) and submit via our eLearning portal.