Certificate III in Financial Services - (FNS30107)

This is a self-paced course.
Offered as an entry level course - Australia-wide.
For Traineeship information regarding this qualification please click here.
Can be commenced at ANY TIME throughout the year.
Consists of 9 modules which encompass 18 competencies.
Assessed by module assignments (NO EXAMS); as well as on-the-job assessment by a Workplace Supervisor.
Assignments can be undertaken online or paper based.
Students must obtain 80% to pass each module.
Incorporates the FSR Tier 2 Training Course - Modules FS 304, FS 305 and FS 306.
Course fee - $1,800. (A 6-month x $300 credit card instalment plan is available.)
A Top Student Award consisting of a plaque and $500 is presented to the person who achieves the highest overall mark in this qualification in 2010.

From an employer’s perspective, those who:

have staff they want to mentor and reward by offering them a Nationally Recognised Qualification
have staff members who are new to the industry
need staff to be qualified to give ‘general advice’ to customers on investment products (FSR Tier 2)
want staff to better contribute to the business
have staff who may qualify as New Entrant and/or Existing Worker Trainees

From an employee’s perspective, those who:

want to attain a Nationally Recognised Qualification
have attained their School Certificate, HSC or an equivalent qualification
want to kick-start their career in the finance industry
are already employed in the financial services industry, but do not have any tertiary qualifications
want to be more professional in their job

FS 301 - Knowing My Industry

FNSICIND301B

Work in the financial services industry

FS 302 - Knowing My Workplace

FNSICGEN302B	Use technology in the workplace
FNSICGEN304B	Apply health and safety practices in the workplace

FS 303 - Working With Others

FNSICGEN301B	Communicate in the workplace
FNSICGEN303B	Work with others

FS 304 - Customer Relationships

FNSASIC301B	Establish client relationship and analyse needs
FNSRETA301B	Provide customer service in a retail agency

FS 305 - Customer Service

FNSASIC302B	Develop, present and negotiate client solutions
FNSICCUS301B	Respond to customer enquiries
FNSICCUS302B	Process customer complaints
FNSRETA305B	Process customer accounts

FS 306 - Selling Skills

FNSICADV301B	Provide general advice on financial products and services
FNSICSAM301B	Identify opportunities for cross selling products and services

FS 307 - Maintaing Records

FNSICGEN305B

Maintain daily financial/business records

FS 308 - Information & Reports

FNSICGEN403B	Collect, assess and use information
FNSICORG302B	Prepare reports for management
FNSRETA308B	Prepare statistical and ad hoc reports

FS 309 - Personal Development

BSBWOR301A

Organise personal work priorities and development

Institute of
Financial
Services Inc.