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.
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
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
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.
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.
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.
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.
Take your study further with other courses offered at TAFE NSW:
Begin here to gain experience and confidence in this study area.
The Certificate III in Financial Services does not have any pre-requisite courses.
Advance your skills to take your career to the next level
Strengthen your expertise and gain specialist skills to expand your employability.
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.
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.
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.
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
Smarthinking - online access to a tutor
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
On campus, online and blended study environments; at TAFE NSW your learning works with your lifestyle. Heart your favourites, compare courses and discover what works for you.