Certificate III in Financial Services

Australian College of Trade

Course details

CRICOS course code: 095101J

Level of study: Certificates & Diplomas


This qualification, as described in the Financial Services Training Package 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 financial services. Individuals at this level apply knowledge and skills to demonstrate autonomy and judgment and to take limited responsibility in known situations under general supervision.

Possible Pathways for further study:
FNS40217 Certificate IV in Accounting & Bookkeeping

Possible Occupational Outcomes:

  • Accounts administrator
  • Clerical and customer service roles
  • Banking
  • Credit Management
  • Insurance and Retail Financial Services

Core units
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

Elective units
FNSASIC301 Establish client relationship and analyse needs
FNSASIC302 Develop, present and negotiate client solutions
FNSACM302 Prepare, match and process receipts
BSBRKG304 Maintain business records
FNSACC303 Perform financial calculations
FNSRTS305 Process customer accounts
FNSRTS306 Process customer transactions
BSBCUS301 Deliver and monitor a service to customers
FNSRTS309 Maintain main Bank account

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Tuition Fees (AUD $) Start date Duration Campus
10,000 Per Year
Read moreMaterials: 600; Application: 250
Oct 2023
Nov 2023
Dec 2023
50 weeks including holidays
Read more50 weeks including holidays

Full time
Melbourne Campus
Level 4, 380 Bourke Street
Melbourne Victoria 3000

Entry criteria

  • Completion of year 11 or equivalent (subject to the assessment and approval of Australian College of Trade Admission team)
  • English requirements IELTS 5.5 or equivalent or TOEFL PB 506, IBT 62, PTE Academic 46, CAE & CPE (from 2015) 152
  • Applicants must be 18 years of age and above


Australian College of Trade
859 High Street
Melbourne Victoria 3071
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