Certificate III in Financial Services

This VET program:

• provides participants with the knowledge and skills to achieve competencies that will enhance their employment prospects in the financial services or financial services-related industries.
• enables participants to gain a recognised credential and to make informed choices in relation to vocation and career paths.

Sample Modules (Units 1 - 4)

• Work in the financial services industry
• Communicate in the workplace
• Monitor and control accounts
• Work with others
• Maintain daily financial/business records
• Maintain financial records
• Reconcile and monitor accounts receivable
• Prepare financial reports
• Identify opportunities for cross-selling products and services
• Establish client relationship and analyse needs
• Use technology in the workplace
• Apply health and safety practices in the workplace
• Process customer complaints

Future Pathways

• Certificate III in Financial Services (Accounts Clerical)
• Certificate IV in Financial Services (Accounting)
• Diploma of Accounting
• Advanced Diploma of Accounting

Future Career Opportunities

• Accounts clerk
• Bank officer