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Qualification details

FNS30110 - Certificate III in Financial Services (Release 1)

Summary

Usage recommendation:
Superseded
Mapping:
MappingNotesDate
Supersedes FNS30107 - Certificate III in Financial Services 23/Nov/2010
Is superseded by and equivalent to FNS30111 - Certificate III in Financial ServicesOHS unit changes change in the core from BSBOHS303B to BSBOHS201A to better reflect workplace requirements, additional and changed electives to meet Credit Management, Superannuation and Life Insurance sector requirements - OUTCOMES EQUIVALENT 15/Jan/2012

Releases:
ReleaseRelease date
1 1 (this release) 24/Nov/2010

Delivery:
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Training packages that include this qualification

Units of competency

CodeSort Table listing Units of Competency by the Code columnTitleSort Table listing Units of Competency by the Title columnUsage RecommendationSort Table listing Units of Competency by the Usage Recommendation columnEssentialSort Table listing Units of Competency by the Essential column
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FNSACM303A - Process payment documentationProcess payment documentationSupersededN/A
BSBRKG304B - Maintain business recordsMaintain business recordsSupersededN/A
BSBWOR204A - Use business technologyUse business technologySupersededN/A
FNSPRT302A - Administer a non-complex estateAdminister a non-complex estateSupersededN/A
BSBOHS303B - Contribute to OHS hazard identification and risk assessmentContribute to OHS hazard identification and risk assessmentDeletedN/A
FNSPRT303A - Administer a non-complex trustAdminister a non-complex trustSupersededN/A
FNSRTS307A - Maintain Automatic Teller Machine (ATM) servicesMaintain Automatic Teller Machine (ATM) servicesSupersededN/A
FNSINC301A - Work effectively in the financial services industryWork effectively in the financial services industrySupersededN/A
FNSACC303A - Perform financial calculationsPerform financial calculationsSupersededN/A
BSBCCO304B - Provide sales solutions to customersProvide sales solutions to customersSupersededN/A
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Classifications

SchemeCodeClassification value
ANZSCO Identifier 552000 Financial And Insurance Clerks 
ASCO (occupation type) Identifier 59 Other Advanced Clerical And Service Workers 
ASCED Qualification/Course Field of Education Identifier 0811 Banking, Finance And Related Fields 
Qualification/Course Level of Education Identifier 514 Certificate III 
Taxonomy - Industry Sector N/A Business Administration 
Taxonomy - Occupation N/A Insurance Officer,Bank Officer,Credit and Loans Officer,Trust and Estate Officer,Customer Service Officer (Financial Services) 

Classification history

SchemeCodeClassification valueStart dateEnd date
ANZSCO Identifier 552000 Financial And Insurance Clerks 24/Nov/2010 
ASCO (occupation type) Identifier 59 Other Advanced Clerical And Service Workers 24/Nov/2010 
ASCED Qualification/Course Field of Education Identifier 0811 Banking, Finance And Related Fields 24/Nov/2010 
Qualification/Course Level of Education Identifier 514 Certificate III 24/Nov/2010 
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Modification History

Not applicable.

Description

This qualification is designed to reflect the job role of entry level employees working across the entire financial services industry who perform duties such as:

  • responding to customer enquiries
  • sales and service
  • maintaining financial records
  • performing clerical duties
  • applying fundamental skills in banking, credit management, insurance and retail financial services

Pathways Information

Qualification Pathway 

This qualification is suited to an Australian Apprenticeship pathway.

The primary pathway from this qualification is entry level employment in a range of financial services sectors. Depending on the sector entered specialist FNS10 Financial Services Training Package qualifications at Certificate III and IV would support career progression.

Selecting the identified elective units could meet Tier 2 Australian Securities and Investments Commission (ASIC) accreditation requirements for providing limited financial products advice. Conditions relating to this should be obtained from ASIC.

Licensing/Regulatory Information

Not applicable.

Entry Requirements

Not applicable.

Employability Skills Summary

EMPLOYABILITY SKILLS QUALIFICATION SUMMARY 

Employability Skill 

Industry /enterprise requirements for this qualification include :

Communication
  • conducting research to collect and analyse information and present it in report form
  • having the ability to question, clarify and evaluate information
  • investigating and negotiating to resolve disputes
  • liaising with internal and external personnel with an ability to 'read' verbal and non-verbal body language
  • using a range of techniques and sales skills to elicit feedback from customers
  • using specialist language in written and oral communication
  • writing in a range of styles to suit different audiences

Teamwork
  • receiving feedback on performance
  • referring matters to nominated person as required
  • working as a member of a team and applying knowledge of one's own role to achieve team goals

Problem solving
  • collecting, comparing and contrasting data in order to create reports
  • using problem solving tools and techniques to balance and reconcile amounts

Initiative and enterprise
  • contributing to solutions to workplace challenges
  • contributing to the design and preparation of reports to effectively present workplace information
  • identifying cross-selling opportunities

Planning and organising
  • contributing to the planning process by researching and validating information relating to estates
  • planning work considering resources, time and other constraints
  • processing routine documents and maintaining files, managing information, and scheduling and coordinating competing tasks

Self-management
  • managing own time and priorities and dealing with contingencies
  • operating within industry and organisational codes of practice, legislation and regulations
  • taking responsibility as required by work role and ensuring all organisational policies and procedures are followed

Learning
  • acquiring and applying knowledge of services and organisational policies and procedures
  • asking questions to clarify instructions
  • seeking advice on technical issues
  • using online help and manuals to solve basic technology problems

Technology
  • using electronic communication devices and processes such as internet, software packages and email, to produce written correspondence and reports
  • using technology to assist the management of information and to assist the planning process

Packaging Rules

Packaging Rules 

13 units  must be achieved:

4 core units 

plus 9 elective units 

  • all elective units of competency may be selected from the elective bank below
  • a maximum of 3 electives may be selected from units aligned to Certificate III qualifications in the FNS10 Financial Services Training Package or another endorsed Training Package or accredited course
  • a maximum of 3 electives may be selected from units aligned to Certificate IV qualifications in the FNS10 Financial Services Training Package or another endorsed Training Package or accredited course.

Elective units must be relevant to the work outcome, local industry requirements and the qualification level.

Units selected from other Training Packages or accredited courses must not duplicate units selected from or available within the FNS10 Financial Services or BSB07 Business Services Training Packages.

Core units of competency :

  • BSBOHS303B Contribute to OHS hazard identification and risk assessment
  • BSBWOR203A Work effectively with others
  • BSBWOR204A Use business technology
  • FNSINC301A Work effectively in the financial services industry

Elective units of competency :

  • BSBCCO201A Action customer contact
  • BSBCCO304B Provide sales solutions to customers
  • BSBITU304A Produce spreadsheets
  • BSBITU305A Conduct online transactions
  • BSBRKG303B Retrieve information from records
  • BSBRKG304B Maintain business records
  • FNSACC303A Perform financial calculations
  • FNSASIC301C Establish client relationship and analyse needs *
  • FNSASIC302C Develop, present and negotiate client solutions *
  • FNSASIC303A Provide advice on First Home Saver Account Deposit Products and Non-cash Payments
  • FNSACM302A Prepare, match and process receipts
  • FNSACM303A Process payment documentation
  • FNSPRT301A Establish entitlements to an intestate estate
  • FNSPRT302A Administer a non-complex estate
  • FNSPRT303A Administer a non-completed trust
  • FNSRTS301A Provide customer service in a retail agency
  • FNSRTS302A Handle foreign currency transactions
  • FNSRTS303A Balance retail transactions
  • FNSRTS304A Administer debit card services
  • FNSRTS305A Process customer accounts
  • FNSRTS306A Process customer transactions
  • FNSRTS307A Maintain Automatic Teller Machine (ATM) services
  • FNSRTS308A Balance cash holdings
  • FNSRTS309A Maintain main bank account
  • FNSRTS401A Manage credit card services
  • FNSRTS402A Prepare government returns and reports
  • PSPGOV414A Provide workplace mentoring

NB  Units marked '*' are required for Tier 2 ASIC accreditation and external recognition in line with the Financial Services Reform (FSR) compliance.

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