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Certificate III

in Financial Services

Our Certificate III in Financial Services is designed to reflect the job role of entry level employees working across the entire financial services industry who perform duties relating to administrative, clerical and customer service roles in banking, credit management, insurance and retail financial services.


Individuals at this level apply knowledge and skills to demonstrate autonomy and judgement and to take limited responsibility in known situations under general supervision.


Successful completion of the FNS30120 – Certificate III in Financial Services, may lead to employment opportunities, such as:

  • Bank customer service assistant

  • Insurance Clerk

  • Superannuation Assistant

Please note: This course provides skills and knowledge to the industry standard, but does not guarantee a job.


There are no formal entry requirements for this course. However, prior to

enrolment students are required to provide their Unique Student

Identifier and photo identification. Prospective students may be required to complete a language, literacy and numeracy assessment.


We use a range of assessment methods for this qualification, including:

  • Short answers;

  • Projects;

  • Activities; and

  • Workplace Observation or Observation in a Simulated Workplace.



This qualification can be completed in twelve months. The volume of learning offered by Aurora Training and Professional Services may vary per student depending on their existing skills and knowledge. More experienced students are likely to complete the course in a shorter period of time. The duration may vary depending on Credit Transfer [CT] or Recognition of Prior Learning [RPL]. Students can apply for CT or RPL at the time of enrolment



Delivery of training may take differing forms, including Face-to-Face, Online, Work-based, Blended and Traineeships, dependent on the requirements of the Client or the needs of the cohort.


Units of Competency

  • BSBCMM301 Process Customer Complaints (E) 

  • BSBTEC404 Use digital technologies to collaborate in a work environment (IE)

  • BSBITU304 Produce Spreadsheets (E) 

  • BSBXCM301 Engage in workplace communication (IE)

  • FNSACC311 Process Financial Transactions and Extract Interim Reports (E) 

  • FNSACC313 Perform Financial Calculations (E

  • FNSCRD302 Monitor and Control Accounts Receivable (E) 

  • FNSINC301 Work Effectively in the Financial Services Industry ( C) 

  • FNSRTS306 Process Customer Transactions (E) 

  • FNSRTS309 Maintain Main Bank Account (E) 

  • SIRXCEG002 Assist with customer difficulties (IE)

  • SIRXPDK001 Advise on products and services (IE)

(C) – Core unit; (E) – Elective unit

This qualification consist of 12 units of competence, as shown below. Please call Aurora Training and Professional Services for enquiries about customisation and contextualisation.



This training is subsidised by the NSW Government.

  • Exemption: $0

  • Concession: $240

  • First Qualification: $1,320

  • Second Qualification: $1,580

The fees for the course will vary based on the eligibility criteria. For more information please visit


If you are ineligible for government subsidised training, or would rather undertake this course on a fee-for-service (FFS) basis, the cost to undertake this nationally recognised qualification is:

  • $3,500

  • Aurora TPS does not accept upfront payments of more than $1,500. If a student’s fee is more than this amount, the support of a flexible payment plan will be offered to students.


  • Application for Enrolment $200

  • Deferment Fee (administration charges) $50

  • Replacement of Testamur/ statement of attainment / Qualification Certificate $50

  • Repeat of unit (Third attempt onwards Per unit) $150

  • RPL assessment Contact us for a quote


Please note: courses fees and additional charges may change from time to time, please check with Aurora Training and Professional Services staff for updates.


We're here to help you, every step of the way.
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