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National code: FNS30122

Certificate III in Financial Services

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Overview About this course

Launch your career in the financial services industry and learn the essential skills to become a banking officer, clerical officer and more. Take on entry level positions in financial services, banking and accounting.

Outcomes What you'll gain

Learning outcomes

Through a mixture of theory and practical course work, learn to:

  • Use the Microsoft Office suite, with a strong focus on Microsoft Word and Microsoft Excel

  • Establish client relationships and analyse client needs

  • Process customer complaints and resolve disputes

  • Use industry standard systems

  • Perform financial calculations and reconcile financial transactions

  • Monitor and control customer accounts

Course outcomes

Gain practical experience and develop specialist skills that give you an advantage in the job market.

  • A nationally accredited qualification at Certificate III level

  • Strong pathways to continue your study and enhance your career opportunities

  • Great customer service skills in the financial services industry

  • Your ASIC RG146 Tier 2 compliance

Suitability Is this course right for you?

Entry requirements

Some courses require evidence of previous experience or study before you can enrol

  • There are no entry requirements for this qualification. You can enrol today.

  • This course is offered as a traineeship. Enquire today to check the eligibility requirements.

Entry recommendations

To be prepared for this course, we recommend that you have:

  • An interest in numbers and finance

  • The willingness to work in an office environment

  • Language, Literacy and Numeracy (LLN) at a Year 12 high school level

  • TAFE NSW may ask you to complete a Language, Literacy and Numeracy (LLN) skills test.

  • This skills test helps us to understand your individual study needs, to design an individualised plan that supports your study success and ensures your LLN skills match the demands of the course.

TAFE NSW is committed to meeting the learning needs of every community. Meeting these needs can mean there are additional entry requirements at different campus locations. Check your preferred location for further requirements. If you need help preparing for study, contact us to find out how we can support you.

Pathways Future career and study options

Career pathways

Our graduates go onto roles like: office administrator, bank clerk, banking officer, client service officer in the financial services industry, loan assistant, clerical officer and data entry operator.

Licensing

The units in this course provide you with RG146 (Tier 2) Financial Services accreditation with the Australian Securities and Investments Commission (ASIC). Visit the ASIC to find out more about RG146 (Tier 2) compliance.

Study pathways

Take your study further with other courses offered at TAFE NSW:

Previous study 0 Courses

Begin here to gain experience and confidence in this study area.

The Certificate III in Financial Services does not have any pre-requisite courses.

Further study 3 Courses

Advance your skills to take your career to the next level

Related study 1 Course

Strengthen your expertise and gain specialist skills to expand your employability.

Your experience counts

At TAFE NSW, we recognise your previous study and work experience. You can apply for recognition of prior learning or a credit transfer with any of our courses. If you're successful you'll get your qualification faster.

Units Units taught in this course

Courses are made up of a combination of both core and specialty units. In the Certificate III in Financial Services qualification, you’ll need to successfully complete 12 units of competency, including 1 core and 11 speciality units.

Please note, not all specialty units are offered at every TAFE NSW location. It is highly recommended that you check with your preferred campus for information about the specialty units offered at that location.

Core units are central to the job outcomes of a particular industry or occupation. These are the units industry has agreed are essential to be capable and qualified at a particular study level.

  • Work together in the financial services industry FNSINC311

TAFE NSW services Facilities and support

TAFE NSW provides support services across all campus locations and online. Whatever your needs or circumstances, we have the people, resources, counselling and facilities to support you in focusing on your studies.

  • TAFE NSW Disability Support Service

  • TAFE NSW Language, Literacy and Numeracy (LLN) support

  • TAFE NSW Aboriginal Support; Learner support (ABE)

  • TAFE NSW Careers, Counselling and Pathways Service

  • TAFE NSW Libraries

  • Scholarship programs – be supported as you explore your talents and fulfil your potential

  • Read&Write literacy and study support software is available free for all TAFE NSW students to use while studying on campus and at home

  • LinkedIn Learning – an online resource which offers innovative courses and tutorials to improve your personal and professional skills

  • Student associations – get social with our student community

Study options Find a location to enrol

Choose from the below study options and locations to discover what works with your lifestyle. Heart your favourites and compare courses.