Qualification Outline
22/07/2026 5:12 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 (General Insurance)
Certificate III in Financial Services (General Insurance)
FNB30201
C416
Deleted
Archived
National Endorsed, State Implementation and Classification
Releases
| Release Version | Release Date | TGA Status | DTWD Status |
|---|---|---|---|
| 1.00 | 30/06/1999 | Current | Archived |
Description
Schedule
1.
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 |
2.
Learner to select 9 other units according to the Training Package rules
* Of the 9 at least 4 units must be selected from the list below to gain the Financial Services (General Insurance) Certificate.
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| C5327 | FNBGEN02A | Evaluate risk for renewal business | 30 | Unit of competency |
| C5335 | FNBGEN10A | Follow company procedures to process claim | 10 | Unit of competency |
| C5332 | FNBGEN07A | Issue renewal/cancellation advice | 10 | Unit of competency |
| C5326 | FNBGEN01A | Participate in negotiations | 20 | Unit of competency |
| C5334 | FNBGEN09A | Process alteration to insurance policy | 20 | Unit of competency |
| C5336 | FNBGEN11A | Receive and record/register claim | 20 | Unit of competency |
| C5328 | FNBGEN03A | Underwrite renewal business | 50 | Unit of competency |
3.
A further three must be chosen from groups 3, 4, 5 & 6 (Provide Customer Services, Process Financial Transactions, Process Information and Reporting and Specialist Skills Areas) * Once these requirements have been satisfied, there is scope to select a further two units from other areas of the training package as indicated in the Financial Services Training Package (FNB99).
* PROVIDE CUSTOMER SERVICES
| 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 |
| C1324 | FNAPTA06A | Promote and cross-sell the services of the trust corporation to existing clients | 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 |
4.
PROCESS FINANCIAL TRANSACTIONS
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| C1222 | FNACRM02B | Administer accounts | 20 | Unit of competency |
| C1355 | FNARFS23A | Balance cash holdings | 20 | Unit of competency |
| C1356 | FNARFS24A | Maintain main bank account | 20 | Unit of competency |
| C1224 | FNACRM04B | Monitor and control accounts | 20 | Unit of competency |
| C1221 | FNACRM01B | Process credit applications | 5 | Unit of competency |
| C1342 | FNARFS09A | Process customer accounts | 30 | Unit of competency |
| C1339 | FNARFS06A | Process loan applications | 30 | Unit of competency |
| C1294 | FNBLIF32A | Process policy payments and terminations | 20 | Unit of competency |
| C1302 | FNBSUP40A | Process superannuation fund payments | 20 | Unit of competency |
| C0039 | BSATEC401A | Produce complex documents | 52 | Unit of competency |
| C1340 | FNARFS07A | Settle loans | 20 | Unit of competency |
| C1304 | FNBSUP42A | Terminate superannuation plans | 20 | Unit of competency |
5.
PROCESS INFORMATION AND REPORTING
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| C1254 | FNBCOM08A | Collect, assess and use information | 20 | Unit of competency |
| C1325 | FNAPTA07A | Maintain daily financial records | 20 | Unit of competency |
| C0081 | BSAFIN501B | Manage payroll records for employee salaries and statutory record keeping purposes | 60 | Unit of competency |
| C0076 | BSAFIN302B | Monitor cash control for accounting purposes | 20 | Unit of competency |
| C1269 | FNBFIN68A | Prepare reports for management | 20 | Unit of competency |
| C1351 | FNARFS19A | Prepare statistical and ad hoc reports | 20 | Unit of competency |
6.
Specialist skills Areas
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| C693 | FNS30204 | Certificate III in Insurance Services | Qualification |
No information
Entry Requirements
No information
Traineeships and Apprenticeships