Choose your study style

All of our courses are available via online learning. We also offer virtual and workshop programs for some courses.


Designed By Industry

Our team regularly meets with key organisations and perform extensive consultations to determine the skills and knowledge they are looking for in their current and future employees.

Informed Experienced Trainers

Our trainers work in the industry so you can be assured all our programs are designed and taught by those that know all the key skills and knowledge you will need to succeed.

FNS30120 Certificate III in Financial Services

This course is for people starting out in the Financial Services Industry. It provides learners with the knowledge and skills to enhance their prospects. It has been designed in a series of modules which will include; My Industry, My Organisation, My Team and My Customer.

We deliver this program in multiple ways. You can complete this online program as a general student or through a traineeship. If you would like to find out which one is right for you, contact us on 1300 200 705.


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


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


Entry requirements

There are no entry requirements for this qualification.



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.



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Online Learning


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Online Learning

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Enrol into our online program for;

Online program – $1895

Traineeship Online – $2400

* RPL price on application (pending number of units applying for RPL) Please note fees are charged per annum and are GST exempt. Please see HERE for information on further fees that may be applicable.

Qualification Units

To achieve an FNS30120 Certificate III in Financial Services, you will need to successfully complete 12 units of competency.

  • 1 core units
  • 11 elective units


Core Units

FNSINC301 – Work effectively in the financial services industry

Elective Units

Elective units have been specifically chosen to meet the general requirements for entry-level financial services roles.

FNSIAD301 Provide general advice on financial products and services (part of Tier II Fin services)

FNSASIC301 Establish client relationship and analyse needs (part of Tier II Fin services)

FNSASIC302 Develop, present and negotiate client solutions (part of Tier II Fin services)

BSBOPS304 Deliver and monitor a service to customers

BSBXTW301 Work in a team

BSBLDR301 – Support effective workplace relationships

BSBPEF301 Organise personal work priorities

BSBINS309 Maintain business records

FNSACC313 Perform financial calculations

FNSCRD311 Process applications for credit

BSBCMM301 – Process customer complaints

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

Course Features
  • 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
Enrolment Process

Once you enrol through the online link above, please be advised that your enrolment will be processed by ISM within 1 business day.

An email with instructions will be sent to you regarding invoice and eLearning details.

Please note: Log on details will only be released once initial payment is received (unless prior arrangements with your organisation). 

It may take up to 2 – 3 business days for you to commence your program.

How are our courses delivered?

At ISM, our courses are offered in both online and workshop formats.

Workshops are limited and based on demand. Contact us on 1300 200 705 if you are interested in completing this course in a workshop.

Assessment Information

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.
  • 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.

Technology Required

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 smart phone) and submit via our eLearning portal.

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