Offering Info

Certificate III in Financial Services

  • National Course Code: FNS30120
  • TAFE NSW code: FNS30120-01V02-22GRV-206

Location – Granville


Part Time



Course Start Date

19 Jul 2022

Study Commitment

12 Hours per week


18 weeks

  • Nationally Recognised Training
  • Traineeship Allowed
  • This training is subsidised by the NSW Government

Course Details

The nationally recognised Certificate III in Financial Services offers you the foundation you need to commence your career in the financial services industry. Learn the essential skills to confidently enter the finance industry as a valued professional.


Through a mix of theory and practical coursework, learn to:

  • Establish client relationships and analyse client needs
  • Provide excellent customer service
  • Perform financial calculations
  • Use the Microsoft Office suite, with a strong focus on Microsoft Word and Microsoft Excel
  • Produce workplace documents for the financial industry


Develop the attributes to help you get ahead:

  • Attention to detail
  • An interest in helping people
  • Effective communication
  • Enthusiasm to learn new skills


Completing this course provides you with:

  • A nationally accredited qualification at Certificate III level
  • Strong pathways to continue your study and enhance your career opportunities
  • ASIC RG146 Tier 2 compliance

Career opportunities:

  • Administration officer
  • Bank clerk
  • Banking officer
  • Client service officer
  • Loan assistant
  • Clerical officer
  • Data entry operator
  • Junior administrator
  • Records officer


Take your career further with the:

  • Diploma of Applied Commerce
  • Diploma of Business

Pursue your passion for financial services with a degree level qualification:

  • Bachelor of Applied Commerce majoring in Accounting and/or Financial Planning with TAFE NSW Degrees
  • Bachelor of Business with TAFE NSW Degree

This course is superseded. You can still enrol in this course, and you will be contacted if you need to transition into the next version when it is available.

When you study with TAFE NSW, we want you to succeed. Entry requirements allow us to make sure that you have the right pre-existing knowledge and skills to achieve your chosen qualification. You will need to provide evidence that you meet the requirements listed in this section.


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

TAFE NSW also offers the Certificate III in Financial Services as a traineeship. To be eligible to enrol as a trainee you must:

  • Be employed in the financial services industry as this course is delivered in the workplace
  • Have a signed traineeship contract

Thinking about a traineeship? Enquire today.


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.


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.

If you need help preparing for study, contact us about your options.

Discover the skills you need, for the job you want at a TAFE NSW Information Session.


This is a part time combination course. You must attend approximately 12 hours of class. You may also be required to complete approximately 10 hours of additional study. This additional study could include private study, work placements and research.

The course will run 3 days a week for 18 weeks.

We offer student services and study support to ensure you can achieve your goals. Learn about TAFE NSW Student Services

As a TAFE NSW student in this course, you will have access to:

  • LinkedIn Learning (formerly
  • Smarthinking - after hours online study support service
  • Easy computing online short courses
  • Access to local TAFE libraries
  • Accessibility and Disability Support Services
  • Access to Read&Write learning support software at TAFE and at home

The way you learn may change during your enrolment to ensure the best learning experience or to keep you safe as COVID-19 restrictions change, and some of our face to face classes may change to online or virtual classroom learning. Also, to ensure that we keep you safe while studying, we may modify our face to face classes to meet physical distancing requirements and increased cleaning on campus. If work placement and the demonstration of practical skills are requirements of your course, there may be a modification or delay in the planned timeframe due to COVID-19 impacts. Be assured, we'll keep you informed every step of the way.

This course is currently scheduled on Tuesdays, Thursdays and Fridays with morning classes. This timetable may change and will be confirmed by your teacher.


This course is government-subsidised, meaning you pay a portion of the full course fee to TAFE NSW and the NSW Government will pay the balance. However, you must meet certain eligibility criteria for this to apply.

Depending on your previous qualifications and experience, your fee may be less than the maximum fee quoted. Your actual fee and eligibility for concession/exemption will be calculated and confirmed during the enrolment process. Payment plans are available through TAFE NSW for Smart and Skilled eligible qualifications.

For further information about eligibility and explanations of the different fee categories, visit Are You Eligible?


Learn about TAFE NSW Fees

Learn about TAFE NSW Payment/Funding


Recognition is a process of acknowledging previously completed qualifications, skills, knowledge or experience relevant to your course. This may reduce the amount of learning required, reduce your course fees and allow you to achieve your qualification faster.

Learn about Recognition at TAFE NSW Recognition

Enrolling with us is easy, though the exact process does depend on your course and any prerequisites that go with it. Be sure to read all course information carefully to make sure it is the right qualification, location and study type for you. Enrol and pay online via our secure payment gateway to secure your place. As you progress through the enrolment process you will be prompted to provide additional information.

For further information or assistance, call 131 601.

If you are interested in studying as a Trainee please call 131 601 for full details. (only if available as a trainee)

Elective Units
Number Title
FNSINC301 Work effectively in the financial services industry
BSBCMM301 Process customer complaints
BSBITU304 Produce spreadsheets
BSBOPS304 Deliver and monitor a service to customers
BSBTEC301 Design and produce business documents
FNSACC313 Perform financial calculations
FNSCUS402 Resolve disputes
FNSRTS305 Process customer accounts
FNSRTS306 Process customer transactions
BSBWHS311 Assist with maintaining workplace safety
FNSASIC301 Establish client relationship and analyse needs
FNSASIC302 Develop, present and negotiate client solutions

Note: Not all elective units listed may be available to study, please enquire for more information.

Whether you're a school leaver, an aspiring apprentice, looking to kickstart a career, or you're upskilling, reskilling, or re-training, there's a TAFE NSW course to give you the skills you need for the job you want.

Enrol Now

Course Location

Phone 131 601

Fees information

We understand that many students are confused by different fees for similar courses, and want to reassure you that studying with TAFE NSW won't damage your hip pocket.

Learn more about Fees information.

Payment options and assistance

Explore payment methods, pay by instalment, scholarships and VET Student Loans.

Learn more about Payment options and assistance.


Enrol Now
Unsave Course

Download Course Brochure

Enter your details to make an enquiry and receive the course brochure