Certificate II in Financial Services

National Code: FNS20115
TAFE SA Code: TP00720


Are you enthusiastic about building your skillset in the customer service or financial sector? If this is your calling, then our Certificate II in Financial Services will provide you with an excellent first step up the career ladder. You’ll be taught basic business and finance skills, and you’ll develop your proficiency in office technology. You’ll also be introduced to the Australian taxation system, personal money management, effective customer service, and working within a team. By completing this qualification, you’ll be empowered to seek entry-level employment in customer service, office administration, reception, and data entry. Want to continue your education? You can go on to study the Certificate III in Financial Services.

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Up to 6 months 

Full Time or Part Time equivalent

Locations & Applications

Campus / Location
Study Mode
Study Load

Course Admission Requirements

  • No course admission requirements, however, students wishing to access subsidised training will be required to demonstrate satisfactory reading, writing and numeracy skills
If there are more applications for this course than places available, applicants will be ranked by date of application to this course
If you have a verified disability/medical condition and require additional support to demonstrate satisfactory reading, writing and numeracy skills please contact Student Services prior to applying to discuss your needs. To be eligible for support you must provide medical documentation to verify your disability/medical condition.

Total Fees for the 6 month course
$90 - $115
$90 - $115

This course is subsidised through the Government of South Australia's Subsidised Training initiative. Assessing your eligibility may include participation in a Language, Literacy and Numeracy pre-assessment. Concessions apply to Subsidised Training only.

Subsidised Training Eligibility
Full Fee
$747 - $955

Fees vary depending on subjects you enrol into. TAFE SA and their agents reserve the right to make any changes necessary.

    • Reading, writing and numeracy skills are assessed using the Core Skills Profile for Adults (CSPA). This assessment is used to determine whether you will be required to undertake additional support units alongside your qualification or undertake a pathway course before commencing your chosen qualification. If you receive an offer, more information will be provided at your enrolment session.
    • This course has more than one intake each Semester and you will commence at the next available intake.
  • Upfront Payment

    Each semester, fees can be paid online with VISA or Mastercard or at an Australia Post outlet.

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    Payment Plan

    If you have difficulty paying your fees upfront, you may be eligible for a payment plan.

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  • Employment Outcomes

    Did you know that there are likely to be around 182,000 job openings in general administrative and clerical occupations over the next 5 years? According to the Australian Government’s Job Outlook portal, unemployment is below the national average, while the median salary is $1,073 per week before tax. Potential job opportunities include Customer Services Officer, Administration Officer, Clerical Officer, Data Entry Operator, Information Desk Clerk, Office Junior, Accounts Payable Officer, Accounts Receivable Officer and Receptionist.

    Note: Completion of a TAFE SA course does not guarantee an employment outcome. Formal requirements other than educational qualifications (eg licensing, professional registration), may apply to some occupations.

    Qualifications & Skills Covered

    Certificate II in Financial Services (FNS20115)
    Through this course you will learn to work effectively in the financial services industry, write simple documents, use a savings plan and develop an understanding of taxation. To complete the qualification you are required to complete all 4 core units and 4 elective units.

    Note: Students who successfully complete only one or more units of competency but not the full qualification are eligible to receive a Statement of Attainment.

    of TAFE SA graduates find jobs or continue studying.
    of TAFE SA graduates are satisfied with the overall quality of training.

    * 2017 NCVER Student Outcomes Survey findings
  • Below is a list of all units that TAFE SA can offer in this qualification. The selection of units you will be enrolled into depends on the campus you attend, and the qualification packaging rules described on

    Not all units listed below must necessarily be completed to achieve your qualification.


    Name Nominal Hours
    Contribute to health and safety of self and others 20
    Use business technology 20
    Work effectively in the financial services industry 30
    Work effectively with others 15


    Name Nominal Hours
    Deliver and monitor a service to customers 35
    Develop and use a personal budget 20
    Develop and use a savings plan 20
    Develop knowledge of debt and consumer credit 25
    Develop knowledge of superannuation 40
    Develop knowledge of taxation 40
    Write simple documents 30
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