Qualification Outline
Date retreived
22/07/2026 10:13 AM AWST
22/07/2026 10:13 AM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Certificate III in Financial Services
Certificate III in Financial Services
Qualification
National Code:
FNB30199
FNB30199
State Code:
C084
C084
TGA Status:
Deleted
Deleted
DTWD Status:
Archived
Archived
National Endorsed, State Implementation and Classification
Field of Education
0811 - Banking, Finance And Related Fields
Original TGA Release Date
30/06/1999
Approved Date
30/06/1999
Stream of Study
Initial Vocational (3100 - 3600)
VET Act Classifier
B
Nominal Hours
415
Duration
1 Semester
Current Release Number
1.00
Current Release Date
30/06/1999
VET Act Conditions
—
Releases
| Release Version | Release Date | TGA Status | DTWD Status |
|---|---|---|---|
| 1.00 | 30/06/1999 | Current | Archived |
Description
Schedule
1.
To attain a Certificate III in Financial Services - 15 units must be achieved - 6 industry core units plus 9 elective units, please refer to the Qualifications Framework (pages 53 and 54 of the Financial Services Training PackageFNB99) for the rules for the electives.
NEW CORE - INDUSTRY CORE UNITS - Learners to complete all core units
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| C1219 | FNBFS05A | Apply health and safety practices in the workplace | 5 | Unit of competency |
| C1216 | FNBFS02A | Communicate in the workplace | 35 | Unit of competency |
| C5375 | FNBFS06B | Resolve customer complaints | 20 | Unit of competency |
| C5374 | FNBFS04B | Use technology in the workplace | 60 | Unit of competency |
| C5373 | FNBFS03B | Work as part of a team | 35 | Unit of competency |
| C5372 | FNBFS01B | Work within a financial services context | 45 | Unit of competency |
2. CORE
OLD CORE
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| C1219 | FNBFS05A | Apply health and safety practices in the workplace | 5 | Unit of competency |
| C1216 | FNBFS02A | Communicate in the workplace | 35 | Unit of competency |
| C1220 | FNBFS06A | Resolve customer complaints | 20 | Unit of competency |
| C1218 | FNBFS04A | Use technology in the workplace | 60 | Unit of competency |
| C1217 | FNBFS03A | Work as part of a team | 35 | Unit of competency |
| C1215 | FNBFS01A | Work within a financial services industry context | 45 | Unit of competency |
3. ELECTIVES
ACCOUNTS CLERK - 9 elective units to be completed as listed in the following groups Provide Customer Service
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| C1347 | FNARFS14A | Deliver a service to customers | 30 | Unit of competency |
| C1281 | FNBGDS82A | Provide on-going sales service | 20 | Unit of competency |
| C1253 | FNBCOM07A | Respond to customer enquiries | 35 | Unit of competency |
4. ELECTIVE
Process Financial Transactions
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| C1358 | FNARFS26A | Administer accounts payable | 20 | Unit of competency |
| C0015 | BSAFIN305A | Maintain financial records for reporting purposes | 30 | Unit of competency |
| C1262 | FNBFIN61A | Prepare and bank receipts | 5 | Unit of competency |
| C1266 | FNBFIN65A | Process journal entries | 20 | Unit of competency |
| C1264 | FNBFIN63A | Process payment documentation | 15 | Unit of competency |
5. ELECTIVE
Process Information and Reporting
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| C1254 | FNBCOM08A | Collect, assess and use information | 20 | Unit of competency |
| C0011 | BSAFIN301A | Maintain daily financial records for accounting purposes | 40 | Unit of competency |
| C3723 | BSBADM408A | Prepare financial reports | 40 | Unit of competency |
6. ELECTIVE
Specialist Skills Area
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| C0012 | BSAFIN302A | Monitor cash control for accounting purposes | 20 | Unit of competency |
| C0013 | BSAFIN303A | Monitor stock levels to maintain enterprise activities | 20 | Unit of competency |
| C1319 | FNAPTA01A | Prepare wills for personal clients | 50 | Unit of competency |
| C0014 | BSAFIN304A | Process payroll | 30 | Unit of competency |
7. ELECTIVES
CREDIT CLERK - 9 elective units to be selected as listed in the following groups Provide Customer Service
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| C1347 | FNARFS14A | Deliver a service to customers | 30 | Unit of competency |
8. ELECTIVE
Process Financial Transactions
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| C1222 | FNACRM02B | Administer accounts | 20 | Unit of competency |
| C0015 | BSAFIN305A | Maintain financial records for reporting purposes | 30 | Unit of competency |
| C1224 | FNACRM04B | Monitor and control accounts | 20 | Unit of competency |
| C1262 | FNBFIN61A | Prepare and bank receipts | 5 | Unit of competency |
| C1221 | FNACRM01B | Process credit applications | 5 | Unit of competency |
| C1264 | FNBFIN63A | Process payment documentation | 15 | Unit of competency |
9. ELECTIVE
Process Information and Reporting
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| C1254 | FNBCOM08A | Collect, assess and use information | 20 | Unit of competency |
| C0011 | BSAFIN301A | Maintain daily financial records for accounting purposes | 40 | Unit of competency |
10. ELECTIVE
Specialist Skills Area
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| C1313 | FNAMERC01B | Collect debts | 30 | Unit of competency |
| C0012 | BSAFIN302A | Monitor cash control for accounting purposes | 20 | Unit of competency |
11. ELECTIVES
CUSTOMER SERVICE OFFICER - 9 elective units to be selected as listed in the following groups Provide Customer Service
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| C1279 | FNBGDS80A | Convert a single line product inquiry to maximise sales | 20 | Unit of competency |
| C1347 | FNARFS14A | Deliver a service to customers | 30 | Unit of competency |
| C1281 | FNBGDS82A | Provide on-going sales service | 20 | Unit of competency |
| C1253 | FNBCOM07A | Respond to customer enquiries | 35 | Unit of competency |
| C1348 | FNARFS16A | Sell / cross sell products and services | 35 | Unit of competency |
12. ELECTIVE
Process Financial Transactions
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| C0015 | BSAFIN305A | Maintain financial records for reporting purposes | 30 | Unit of competency |
| C1262 | FNBFIN61A | Prepare and bank receipts | 5 | Unit of competency |
| C0038 | BSAFIN201A | Prepare and process financial documentation for cash flow and accounting records | 40 | Unit of competency |
| C1261 | FNBFIN60A | Prepare match and process receipts | 10 | Unit of competency |
| C1264 | FNBFIN63A | Process payment documentation | 15 | Unit of competency |
13. ELECTIVE
Process Information and Reporting
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| C1254 | FNBCOM08A | Collect, assess and use information | 20 | Unit of competency |
| C0011 | BSAFIN301A | Maintain daily financial records for accounting purposes | 40 | Unit of competency |
14. ELECTIVE
Specialist Skills Area
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| C1343 | FNARFS10A | Maintain ATM services | 10 | Unit of competency |
| C0012 | BSAFIN302A | Monitor cash control for accounting purposes | 20 | Unit of competency |
| C0013 | BSAFIN303A | Monitor stock levels to maintain enterprise activities | 20 | Unit of competency |
| C1319 | FNAPTA01A | Prepare wills for personal clients | 50 | Unit of competency |
| C1345 | FNARFS12A | Process specialist services | 50 | Unit of competency |
15.
SUPERANNUATION ELECTIVES
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| C5900 | FNBSUP02A | Establish, maintain and process superannuation records | 30 | Unit of competency |
| C5901 | FNBSUP03A | Process Superannuation Contributions | 30 | Unit of competency |
| C5902 | FNBSUP04A | Process Superannuation Eligible Termination Payment (ETP) Benefits | 30 | Unit of competency |
| C5907 | FNBSUP09A | Work within a defined benefit fund | 30 | Unit of competency |
| C5899 | FNBSUP01A | Work within the superannuation industry | 30 | Unit of competency |
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| 8180 | 7805 | Certificate III in Business (Credit Practice) | Accredited course |
| 5151 | 2157 | Certificate III in Business Studies | Accredited course |
| 3644 | 8150 | Certificate III in Financial Services Operations (Traineeship) | Accredited course |
VET Info Notes
GENERAL NOTES
This training program is a representation of the qualification FNB30199 taken
from the Financial Services
Training Package FNB99, which should be consulted for full descriptions of
requirements.
FNB99 is accredited until 30/06/2002.
1. This qualification is the copyright of The Australian National Training
Authority.
2. Further information on this qualification is contained in the Training
Package available from Australian
Training Products Ltd., Tel: (03) 9630 9836.
3. This qualification was entered on to the CMS by the Central Metropolitan
College of TAFE on the 17/04/00.
This training program is a representation of the qualification FNB30199 taken
from the Financial Services
Training Package FNB99, which should be consulted for full descriptions of
requirements.
FNB99 is accredited until 30/06/2002.
1. This qualification is the copyright of The Australian National Training
Authority.
2. Further information on this qualification is contained in the Training
Package available from Australian
Training Products Ltd., Tel: (03) 9630 9836.
3. This qualification was entered on to the CMS by the Central Metropolitan
College of TAFE on the 17/04/00.
Entry Requirements
No information
Traineeships and Apprenticeships