Certificate III in Financial Services

The whole qualification, done

Every unit in the qualification:

• Student Assessment Pack for every unit (fillable PDF + Word)
• Trainer Guides, Learner Guides and Teaching Slides across the qualification
• SCORM eLearning course for every unit — upload straight into your LMS, completion and scores tracked
• Practical Observation, Third-Party Report, Competency Conversation, Work History and Self-Assessment
• Assessor Mapping for every unit — mapped to Elements, PCs, Knowledge and Performance Evidence
• RPL Assessment Tool Kit for the full qualification, with its own mapping workbook
• Training & Assessment Strategy (TAS) — four delivery variants (Word + PDF), a compliant framework ready for your RTO to complete
• Three Assessment Validation Checklists — unit-level, RPL kit and whole-of-qualification, aligned to the 2025 Standards
• LLND Profile for the qualification, an LLND Check for every unit, plus an enrolment LLND Placement Assessment — ACSF-aligned (Word + fillable PDF)
• Yours to keep — no licence keys, no subscriptions, no tracking. Editable files, unlimited use within your RTO

Every unit in FNS30122, all included

64 units: 1 core and 63 elective.

Core units 1

• FNSINC311Work together in the financial services industry

Elective units 63

• BSBAUD412Work within compliance frameworks
• BSBDAT201Collect and record data
• BSBFIN302Maintain financial records
• BSBINS302Organise workplace information
• BSBINS307Retrieve information from records
• BSBINS309Maintain business records
• BSBOPS202Engage with customers
• BSBOPS304Deliver and monitor a service to customers
• BSBOPS305Process customer complaints
• BSBPEF301Organise personal work priorities
• BSBPUR301Purchase goods and services
• BSBTEC203Research using the internet

Show all 63 elective units

• BSBTEC301Design and produce business documents
• BSBTEC302Design and produce spreadsheets
• BSBTEC403Apply digital solutions to work processes
• BSBTWK301Use inclusive work practices
• BSBXCM301Engage in workplace communication
• FNSACC314Conduct business activities using a computerised accounting system
• FNSACC321Process financial transactions and extract interim reports
• FNSACC322Administer subsidiary accounts and ledgers
• FNSACC323Perform financial calculations
• FNSACM311Process and manage payments
• FNSACM312Reconcile financial transactions
• FNSACM313Process authorised payments
• FNSACM411Authorise valid expense payments
• FNSASIC311Establish client relationship and analyse needs
• FNSASIC312Provide personal advice on non-relevant financial products
• FNSASIC314Provide Tier 2 general advice in general insurance
• FNSASIC315Provide Tier 2 personal advice in general insurance
• FNSCRD302Monitor and control accounts receivable
• FNSCRD311Process applications for credit
• FNSCRD415Manage overdue customer accounts
• FNSCUS412Resolve disputes
• FNSFLT311Develop and apply knowledge of personal finances
• FNSFLT411Determine financial requirements of small businesses
• FNSIAD311Provide general advice on financial products and services
• FNSILF302Process a life insurance application
• FNSILF303Issue a life insurance policy
• FNSINC412Apply and maintain knowledge of financial products and services
• FNSINC512Assess vulnerability of financial products and services to money laundering and terrorism financing
• FNSISV408Manage handling and settlement of routine insurance claims for retail clients
• FNSORG411Conduct individual work within a compliance framework
• FNSPRT311Establish entitlements to intestate estates
• FNSPRT312Administer non-complex estates
• FNSPRT313Administer non-complex trusts
• FNSRTS303Balance retail transactions
• FNSRTS307Maintain Automatic Teller Machine (ATM) services
• FNSRTS308Balance cash holdings
• FNSRTS309Maintain main bank account
• FNSRTS311Provide customer service in a retail agency
• FNSRTS312Execute foreign currency transactions
• FNSRTS314Administer card services
• FNSRTS315Process customer accounts
• FNSRTS316Process customer transactions in retail financial organisations
• FNSRTS401Manage credit card services
• FNSRTS402Prepare government returns and reports
• FNSSAM311Provide ancillary products and services that meet client needs
• FNSSUP311Process superannuation fund payments
• FNSSUP312Establish, maintain and process superannuation records
• FNSSUP313Process superannuation fund contributions
• FNSSUP314Process superannuation rollover benefits
• FNSSUP315Implement superannuation fund member investment instructions
• FNSSUP316Terminate superannuation plans

Matched to the current release

Every order is confirmed against FNS30122's current training.gov.au release at fulfilment, so you always receive resources mapped to the national register.