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Business Training Courses

FNS30304 - Certificate III in Financial Services (Accounts Clerical)

This qualification is designed to reflect the role of entry-level employees who perform routine duties such as:

Employability Skills

The following table contains a summary of the employability skills for this qualification. This table should be interpreted in conjunction with the detailed requirements of each unit of competency packaged in this qualification. The outcomes described here are broad industry requirements that may vary depending on the packaging options.

Communication
  • Questioning, clarifying and evaluating information
  • Reading, interpreting and reviewing a range of financial reports
  • Using specialist language in written and oral communication
  • Writing in a range of styles to suit different audiences
Teamwork
  • Referring matters to nominated person as required
  • Working as a member of a team and applying knowledge of one's own role to achieve team goals
  • Working with diverse persons and groups
Problem solving
  • Checking reports for accuracy and correcting errors as required
  • Collecting, comparing and contrasting data in order to create reports
  • Using problem solving tools and techniques to solve reconciling problems
Initiative and enterprise
  • Contributing to solutions to workplace challenges
  • Designing reports to effectively present workplace information
Planning and organising
  • Establishing and operating a computerised financial system
  • Maintaining accounts records for compliance purposes
  • Preparing, processing and maintaining financial records including payroll
  • Recording, gathering and classifying information
Self management
  • Managing own time and priorities and dealing with contingencies
  • Operating within Codes of Ethics, Codes of Professional Conduct, legislation and regulations
  • Taking responsibility as required by work role and ensuring all organisational policies and procedures are followed
Learning
  • Acquiring and applying knowledge of products, services and organisational policies and procedures
  • Applying knowledge of the industry to workplace activities
  • Learning new ideas, skills and techniques
  • Seeking appropriate technical help with new computerised systems
Technology
  • Using electronic communication devices and processes i.e. internet, intranet, organisational deposit facilities, software packages and email to produce written correspondence and reports
  • Using technology to assist the management of information and meet compliance requirements


Total number of units = 13
4 Industry core units
5 Sectoral units
4 Elective units

Where the industry core units have been demonstrated as a requirement of the Certificate II in Financial Services exemption is provided.

Suggested Elective Units

Account Management

FNSICACC301B - Administer accounts payable
FNSICACC302B - Administer financial accounts
FNSICACC303B - Prepare, match and process receipts
FNSICACC305B - Process payment documentation
FNSICACC307B - Reconcile and monitor accounts receivable

Accounting

FNSACCT407B - Set up and operate a computerised accounting system

Business Administration Services

BSBADM308A - Process payroll

Common

BSBCMN214A - Create and use simple spreadsheets

When selecting units from above please note that:
  • BSBCMN308A is a prerequisite unit to FNSACCT407B
  • BSBCMN214A is the only Certificate II unit available for inclusion in this qualification.