Certificate III in Financial Services

Get the skills needed for a rewarding career in finance.

The financial accounting industry is overflowing with opportunities – whether you want to work for yourself from home or find employment.

Certificate III in Financial Services provides students with essential office skills such as workplace communication, occupational health and safety practices and the use of technology. You’ll gain background knowledge and practical skills to work with accounts payable and receivable, payroll, cashiers, bookkeeping, purchases and sales. The course covers complex spreadsheets, financial record keeping and reporting.

You’ll emerge with an enduring, versatile skillset that will always be of benefit to you – no matter where your career takes you.

On completion of your course:

Upon successful completion of this course you will receive a nationally recognised Certificate III in Financial Services (Accounts Clerical) (FNB30302).

Cengage Education is a Registered Training Organisation registered with VETAB (Vocational Education and Training Accreditation Board).

Austudy approved

This course is Austudy approved, please apply directly to Centrelink to receive this benefit.

Course Duration

24 months

Study Hours

485 hrs

Prerequisites

No previous knowledge or experience is required to take this course. 

Subjects You’ll Cover

FNSICIND301A Work in a financial services industry
What is the financial industry?
A brief history of banking in Australia
Common terms used within the industry
Industry coded and company practices
FNSICGEN301A Communicate in the workplace

Communication within the workplace
Successful communication
Spoken messages and telephone skills
Using appropriate language
Listening and clarifying information
FNSICGEN302A Use technology in the workplace

Maintaining equipment
Selecting and using technology
Organisational requirements
Processing and organising data
Coordinating your tasks
FNSICGEN304A Apply health and safety practices in the workplace
Occupational health and safety legislation
Participating in occupational health and safety
Identifying training needs
Safety checks
Encouraging contribution
FNSICACC304A Prepare and bank receipts
Business Fundamentals
Recording business transactions
Maintaining petty cash
Bank reconciliation
FNSICACC306A Process journal entries
Reading a bank statement
Reconciling the bank account
Record business transaction and documentation in special journals
Reconcile an overdrawn account
Reconciliation with errors and dishonoured cheques
FNSICGEN305A Maintain daily financial/business records
Different types of businesses
Basic business organisation
Different types of trading
Travel Advances
Recipient created tax invoices
Submitting a claim
Cash handling
Counting money
Job costing
BSBCMN308A Maintain financial records
Source documents
Processing documents
Validation of invoices
Maintaining credit journals
Maintain cash journals
The general journal
Recording transactions in the general journal
Chart of accounts
Format of general accounts
Posting journals to the general ledger
Posting cash receipt to the journal
Posting cash payments to the journal
Posting sales to the journal
Posting purchases, returns and allowances to the journal
Preparing a trial balance
BSBADM408A Prepare financial reports
Preparing and maintaining an asset register
Accounting for depreciation
Maintaining an asset register
Disposing of an asset register
Accounting for disposal of an asset
Recording general journal entires for balance-day adjustments
What are balance day adjustments?
Expenses
Bad and doubtful debts
Stock on hand
Stock and sundry items
FNSACCT407A Set up and operate a computerised accounting system
Setting up you business
Company details
Chart of accounts
Entering opening balances
Inventory
Entering stock balances
Setting up your inventory file
Adjusting inventory
Recording sales and other items
Invoices
Quotations
Back orders
Credit notes
Purchase orders
Payroll
Adding new employee details
Preparing the payroll
FNSICACC301A Administer accounts payable
Accounts payable
The purchase journal
Trade creditors ledger
Paying your creditors
Batching invoices
Reconciling the creditors ledger
FNSICACC307A Reconcile and monitor accounts receivable
Accounts receivable
Dishonoured cheques
Return and allowances
The cash receipt book
The debtors ledger
Debtors receipts
Statements
BSBADM404A Develop and use complex spreadsheets
Using meaningful files names
Back-up
Security
Standard formats
Copying and moving data
Inserting and deleting columns and rows
Checking data
Pie charts
Quick charts
Linking workbooks
Data tables
Formulas
Working with multiple worksheets
Macros
Cell protection