FNS30115 Certificate III in Financial Services

Release 1

FNS30115 Certificate III in Financial Services

Modification History

Release	Comments
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

FNSACC301	Process financial transactions and extract interim reports

FNSACC303	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

FNSPRT301	Establish entitlements to an intestate estate

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

TAEDEL404A	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	FNS30111 Certificate III in Financial Services	Updated to meet Standards for Training Packages.	Equivalent unit

Links

Companion volumes available from the IBSA website: http://www.ibsa.org.au/companion_volumes - http://www.ibsa.org.au/companion_volumes