Qualification Code: FNS20120
Qualification Description
The Certificate II Financial Services course is perfect for those looking to gain knowledge about the financial services industry. This qualification is intended to address the need for increased financial literacy and basic financial skills of entrants wishing to build potential pathways into the industry. This course can be completed online or in a classroom environment as part of a VET program The course content will assist those seeking a career in the Financial Services industry or as a small business proprietor. The course is also designed to assist those looking to enter the workforce generally and provides valuable knowledge and skills applicable to the current Australian workplace environment.
This qualification is intended to address the need for increased financial literacy and basic financial skills of entrants wishing to build potential pathways into the industry.
Licensing, legislative, regulatory or certification considerations
No licensing, legislative or certification requirements apply to this unit at the time of publication
Packaging Rules
Total number of units = 8
4 core units plus
4 elective units , of which:
- at least 2 must be from the elective units listed below
- up to 2 may be from this qualification or any other currently endorsed Certificate II or above training package qualification or accredited course.
Elective units must be relevant to the work environment and the qualification, maintain the overall integrity of the AQF alignment, not duplicate the outcome of another unit chosen for the qualification, and contribute to a valid industry-supported vocational outcome.
Core units
BSBCMM211 Apply communication skills
BSBTEC201 Use business software applications
BSBWHS211 Contribute to the health and safety of self and others
FNSINC311 Work together in the financial services industry
Elective units
BSBTEC302 Design and produce spreadsheets
FNSACC323 Perform financial calculations
FNSFLT211 Develop and use personal budgets
FNSFLT212 Develop and use savings plans
FNSFLT213 Develop knowledge of debt and consumer credit
FNSFLT214 Develop knowledge of superannuation
FNSFLT215 Develop knowledge of the Australian financial system and markets
FNSFLT216 Develop knowledge of taxation
FNSRTS303 Balance retail transactions
FNSRTS311 Provide customer service in a retail agency
FNSRTS315 Process customer accounts
FNSRTS316 Process customer transactions in retail financial organisations
Qualification Mapping Information
No equivalent qualification. Supersedes and is not equivalent to FNS20115 Certificate II in Financial Services.
Learning outcomes
Through a mixture of theory and practical course work, learn to:
- Use the Microsoft Office suite, with a strong focus on Microsoft Word and Microsoft Excel
- Establish client relationships and analyse client needs
- Process customer complaints and resolve disputes
- Use industry standard systems
- Perform financial calculations and reconcile financial transactions
- Monitor and control customer accounts
What Evidence you Need ?
- You should give a scope of proof to help your assessor to settle on a choice about your ability. The sorts of proof you might be approached to give can include:
- ID
- Resume
- Apprenticeship papers.
- Safe Work Method Statements
- Job Safety Analysis’
- Quotes/Invoice and stock orders
- Job Cards
- Maintenance Reports/Service sheets
- Testing and diagnostic sheets
- Payslips/work contract/ABN if self-employed
- Letter of Employment
- Current employment contracts
- Letters of reference from licensed tradesmen you have worked with.
- Videos or photos of your work.
- Evidence of overseas qualifications.
- Transcripts or assessments from related previous qualifications.
