Certificate III in Financial Services

National Code: FNS30115
TAFE SA Code: TP00721


This course provides the training needed for 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.

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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
$179 - $446
$179 - $446

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
$697 - $1,743

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

    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 III in Financial Services (FNS30115)
    Skills covered include work safety, teamwork and business technology. To complete the qualification you are required to complete all 4 core units and 9 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
    Administer financial accounts 10
    Administer subsidiary accounts and ledgers 40
    Balance cash holdings 10
    Be MoneySmart 40
    Conduct online transactions 40
    Deliver and monitor a service to customers 35
    Design and produce business documents 80
    Develop, present and negotiate client solutions 50
    Establish client relationship and analyse needs 50
    Identify opportunities for cross-selling products and services 25
    Organise personal work priorities and development 30
    Perform financial calculations 30
    Prepare financial reports 50
    Prepare, match and process receipts 10
    Process applications for credit 20
    Process business tax requirements 50
    Process customer accounts 50
    Process customer complaints 30
    Process customer transactions 50
    Process financial transactions and extract interim reports 60
    Process payment documentation 10
    Process payroll 30
    Produce spreadsheets 35
    Provide general advice on financial products and services 30
    Provide sales solutions to customers 40
    Provide Tier 2 general advice in general insurance 50
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