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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.

  • Course code: FNS30122

Where you can study this course

Where

  • TAFE NSW

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    Campuses
    40 campuses
    Duration
    Not yet checked
    Study mode
    Not yet checked
    Full fee
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    What students say

    Many students speak well of the facilities and campus, and some rate the trainers and teaching highly, though opinions are mixed on the trainers and teaching and student support, and some found the organisation and admin frustrating.

  • TAFE SA

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    Campuses
    26 campuses
    Duration
    Not yet checked
    Study mode
    Not yet checked
    Full fee
    Not yet checked

    What students say

    Students rate the trainers, teaching, facilities and campus highly, though some found the organisation, admin and communication frustrating; opinions are mixed on facilities and campus.

  • Institute of Strategic Management

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    Campuses
    Not yet checked
    Duration
    Not yet checked
    Study mode
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    Full fee
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Last reviewed 21 September 2026.

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Is this course right for you?

Entry requirements

Nil

  • Providers can set their own conditions, such as a minimum age or a current job in the industry, and practical training may need a workplace placement. Check each provider above.

Entry recommendations

To be prepared for this course, 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

What will you learn?

You learn how the industry is structured, how to deal with customers and colleagues, and how to follow the rules and procedures that apply to money handling and private information. Most of the work you train for is administrative, clerical and front counter style: answering enquiries, processing applications and keeping records accurate. The qualification assumes no prior experience, and graduates usually begin under general supervision while they build judgement on the job.

  • Working in finance teams
  • Industry structure and roles
  • Customer service in finance
  • Privacy and record keeping
  • Following industry rules and codes

Units of competency (1 core, 11 elective)

The qualification is made up of 12 units. Everyone completes the 1 core units below, and the remaining 11 are electives chosen from the list on training.gov.au, so they vary by provider. Select a unit to see what it covers.

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Data from training.gov.au and the Australian Bureau of Statistics (CC BY 4.0).