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Certificate III · national qualification

Certificate III in Financial Services

A starting point for school leavers and career changers who want to work in banking, insurance, credit or retail financial services.

How long it takes
1 to 2 years
typical for this level
Taught by
3 providers
Every state and territory

Is this course right for you?

What the Certificate III in Financial Services asks of you, and what you might want to check first.

It helps to have

  • an interest in money and how banking works
  • patience for customer enquiries and front counter work
  • care with private information and accurate records
  • a willingness to follow rules and procedures closely

Before you start

The qualification has no set entry requirements, but each provider can add its own.

Where this course can take you

No job needs this course on its own, but it can help with the work below.

Jobs this course can help with

None of these jobs needs a set qualification.

  • Bank Teller

    Bank tellers handle the deposits, withdrawals and everyday transactions customers bring to the branch counter.

    Median pay$83,700

  • Loan Processor

    Loan processors check and prepare loan applications so they meet a lender's requirements before an underwriter decides whether to approve them.

    Median pay$93,900

  • Personal Banker

    Personal bankers look after a bank's everyday customers, helping them open accounts, borrow money and choose products from the bank they work for.

    Median pay$83,700

  • Superannuation Administrator

    Superannuation administrators process the contributions, rollovers and benefit payments that keep members' retirement savings accurate and compliant.

    Median pay$68,600 (estimate)

If you study further

Pay is the median for everyone in the job, and “In demand” means the job is on the national shortage list. Pay marked as an estimate is our own analysis, not a published figure.

Where you can study this course

There are 3 places you can study this course. When you compare them, check they teach it the way you want to study, how far you'd be from a campus, what it will cost you and what past students say about the teaching and support. They're listed by how often people search for them, and none of them pays to be here or to move up.

What you’ll learn

12 units: 1 that everyone takes and 11 you choose.

  • Working in finance teams
  • Industry structure and roles
  • Customer service in finance
  • Privacy and record keeping
  • Following industry rules and codes
See all 1 core units

Core units

Everyone completes these. Select a unit to see what it covers.

  • Loading the details for FNSINC311…

Questions to ask before you enrol

Providers run this course differently, so the answers change from one to the next.

  1. When is the next intake, and how many are there each year?
  2. What is the total cost, including materials, checks and any placement costs?
  3. Can I study part time or online, and how does that change the length?
  4. Do the units count towards a higher qualification if I go on to study further?

The national training register, training.gov.au. Google reviews. Pay and shortage status from Jobs and Skills Australia.