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Certificate III in Financial Services
(CRICOS Course Code: 069763J)

 

This qualification is designed to reflect the role of entry level employees working across the entire financial services spectrum who perform duties such as responding to customer enquiries, sales and service, maintaining financial records, performing clerical duties, and retail financial services.

Entry Requirements: Good English skills. An IELTS score of 5.5, or equivalent, is required. All course books are written in English. Assignments must be submitted in English.

Duration: 26 weeks.

Commencement Date: Courses can be commenced at any time.

Mode: self-paced learning

Cost: AUD $5,000.00 (includes tuition fees plus any additional compulsory costs)

Course Structure:

A total of 13 units must be completed to achieve the qualification.

Core units (4):

  • Work in the financial services industry
  • Communicate in the workplace
  • Use technology in the workplace
  • Apply health and safety practices in the workplace

Elective units (choose 9 of the following):

  • Administer accounts payable
  • Administer financial accounts
  • Prepare, match and process receipts
  • Prepare and bank receipts
  • Process payment documentation
  • Process journal entries
  • Reconcile and monitor accounts receivable
  • Administer fixed asset register
  • Prepare reports for management
  • Work with others
  • Respond to customer enquiries
  • Process customer complaints
  • Maintain customer database
  • Establish client relationship and analyse needs*
  • Develop, present and negotiate client solutions*

* If Tier 2 ASIC compliance is sought these units must be selected.


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Last updated: Nov-2009

 

CRICOS Provider No: 02359G
Level 1, 32 Grenfell Street Adelaide  SA  5000

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