Certificate II in Financial Services

About this Qualification

The efficiency of a financial services provider can be greatly improved by up-skilling staff so they can make the best contribution in their role.
The Certificate II in Financial Services qualification allows a wide range of subject options to enable financial services providers to select the skills and knowledge that their staff would benefit from training in. It suits new employees, and those with more experience but who have specific training needs. The course allows selection of content that suit both frontline and back office staff. It can also include Tier 2 accreditation.
This flexibility with subject choice makes this qualification an extremely flexible one that can be tailored for most financial services organisations and job roles.

Course Suitability

The job roles that may suit this course include:

Customer Service Officers

Lending Officers & Brokers

Tellers and Cashiers

Call Centre Contact Officers

Lending Assistants

Financial Services Officers

Administration Clerks

Enrolment Options

This qualification is available in most states as a government funded Traineeship enrolment* *Subject to eligibility in your state.
The qualification is also available for individual students to enrol on a private basis. Employers can also directly enrol staff where Traineeship enrolment is not suitable.

Course Duration

The qualification is timetabled to be completed in one year over a 32 week period, with students required to mail assignments to the College at regular intervals.
Regular study of approximately 2 hours per week, in conjunction with on-the-job practice of the skills covered in the course would normally be required to successfully complete this qualification.
The timetable can be extended to a longer period subject to maximum timeframes set in each State for Traineeship enrolments (generally 12 months but 24 months in some States).
Students can complete as early as they like – as they study at their own pace.
Enrol at any time as the College has continuous courses all year round.

Course Benefits

The qualification offers:

Cost effective ways for employers to up-skill staff

Access to Traineeship Incentives

Flexible method of delivery that suits busy office environments

Structured, high quality training

Wide range of subjects that allow tailoring to individual business and employee needs

College Trainers and Materials

Each student will have a dedicated College Training Manager to provide immediate assistance and support.
The College Trainers all have “real life” experience in the areas that they train in, and so have the expertise and skills to provide effective student and employer support.
The course materials are delivered in separate “modules” or workbooks. Each module concentrates on a specific theme, and may cover a number of “units of competency” (these are the “national standards” that apply to the qualification).
The College course material is easy to read and understand and is kept up to date with current business practices and relevant legislation.
Students are issued a Course Folder to keep their course material organised.

Course Delivery

Course can be delivered in a range of delivery modes based on the most suitable mode for the circumstances:

Workbook / correspondence

On-line learning

Class room learning

In some situations the mode will be a mix of these options. Discuss these options with the College.
Workbook modules are designed so that students can use small periods of time to “study”. This makes the course achievable even in a busy branch or office – with small periods of time being able to be used effectively.

Entry Requirements

Average level literacy and numeracy skills are required for this qualification.
Subject to the electives chosen, average English language communication skills may be required.

Course Subjects and Electives

The qualification includes the following core modules:

Use Technology

Safety at Work

Achieving Work Priorities

Work in the Financial Services Industry

The qualification includes the following elective modules:

Cash Transactions and Processing Accounts

Customer Service

Account and Customer Maintenance

Other electives are available subject to identified workplace needs.

Qualification & Career Pathway

This is a nationally accredited, formal qualification recognised as part of the Australian Qualifications Framework. After completion of this qualification you have a range of opportunities to continue your studies at Certificate Ill level in:

Business Administration

Frontline Management

or continue with Financial Services in the general course or specialise in:

Credit Management

Finance/ Mortgage Broking

Career paths include opportunities as:

Team Leader

Branch Supervisor

Finance Officer

Lending Officer

Sub courses
Work in the Financial Services Industry	FNSICIND301B