Modification History
|
Release |
Comments |
|
Release 5 |
This version released with FNS Financial Services Training Package version 3.0 Release 5 created to update elective unit list |
|
Release 4 |
This version released with FNS Financial Services Training Package version 2.1 Release 4 created to update elective unit list |
|
Release 3 |
This version released with FNS Financial Services Training Package version 2.0 Release 3 created to correct elective unit list |
|
Release 2 |
This version released with FNS Financial Services Training Package version 1.1 Release 2 created to correct typographical error |
|
Release 1 |
This Qualification first released with FNS Financial Services Training Package version 1.0 |
Qualification Description
This qualification 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 retail financial services. Individuals at this level apply knowledge and skills to demonstrate autonomy and judgement and to take limited responsibility in known situations under general supervision.
Licensing/Regulatory Information
Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.
Entry Requirements
Nil.
Packaging Rules
Total number of units = 13
4 core units plus
9 elective units
The elective units consist of:
- 6 from the electives below.
Of the remaining 3 units:
- up to 3 may be from electives
- up to 3 may be from Certificate III or IV currently endorsed Training Package or accredited course.
The elective units chosen must be relevant to the work outcome and meet local industry needs.
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
BSBCUE203 Conduct customer engagement
BSBCUE304 Provide sales solutions to customers
BSBCMM301 Process customer complaints
BSBCUS301 Deliver and monitor a service to customers
BSBCUS403 Implement customer service standards
BSBITU304 Produce spreadsheets
BSBITU305 Conduct online transactions
BSBITU306 Design and produce business documents
BSBRKG303 Retrieve information from records
BSBRKG304 Maintain business records
BSBWOR301 Organise personal work priorities and development
FNSACC311 Process financial transactions and extract interim reports
FNSACC313 Perform financial calculations
FNSACM302 Prepare, match and process receipts
FNSACM303 Process payment documentation
FNSASIC301 Establish client relationship and analyse needs
FNSASIC302 Develop, present and negotiate client solutions
FNSASIC303 Provide advice on First Home Saver Account deposit products and non-cash payments
FNSASIC305 Provide Tier 2 personal advice in general insurance
FNSCRD301 Process applications for credit
FNSCRD302 Monitor and control accounts receivable
FNSCRD405 Manage overdue customer accounts
FNSCUS402 Resolve disputes
FNSFLT301 Be MoneySmart
FNSIAD301 Provide general advice on financial products and services
FNSILF302 Process a life insurance application
FNSILF303 Issue a life insurance policy
FNSPRT302 Administer a non-complex estate
FNSPRT303 Administer a non-complex trust
FNSRTS301 Provide customer service in a retail agency
FNSRTS302 Handle foreign currency transactions
FNSRTS303 Balance retail transactions
FNSRTS304 Administer debit card services
FNSRTS305 Process customer accounts
FNSRTS306 Process customer transactions
FNSRTS307 Maintain Automatic Teller Machine (ATM) services
FNSRTS308 Balance cash holdings
FNSRTS309 Maintain main bank account
FNSRTS401 Manage credit card services
FNSRTS402 Prepare government returns and reports
FNSSUP301 Process superannuation fund payments
FNSSUP302 Establish, maintain and process superannuation records
FNSSUP303 Process superannuation contributions
FNSSUP304 Process superannuation rollover benefits
FNSSUP305 Implement member investment instructions
FNSSUP306 Terminate superannuation plans
TAEDEL404 Mentor in the workplace
Qualification Mapping Information
|
Code and title current version |
Code and title previous version |
Comments |
Equivalence status |
|
FNS30115 Certificate III in Financial Services (Release 5) |
FNS30115 Certificate III in Financial Services (Release 4) |
Updated elective unit list |
Equivalent qualification |
Links
Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe
