Description
Description / What You’ll Learn
This qualification covers a broad range of financial services skills, including banking, insurance, credit, and specifically roles within the automotive finance sector. You will gain practical capability in transaction processing, customer service, compliance fundamentals (privacy, AML, disclosure), digital systems, and workplace communication.
Target Audience
This course is suitable for:
- Dealership staff interested in finance & insurance (F&I) roles
- Individuals entering finance, credit or insurance sectors
- Customer service or support staff seeking formal finance skills
- Employers looking to upskill their team in financial services processes
- Finance assistants, administration staff, credit clerks or insurance officers
Learning Outcomes
On successful completion, you will be able to:
- Carry out financial transactions and process financial services tasks
- Apply compliance, privacy, and disclosure obligations in financial settings
- Communicate effectively with clients in finance or insurance contexts
- Use financial systems, software, and data management tools
- Provide customer support, solve issues, and deliver a service experience
- Organise work tasks, manage time, and support team workflows
Course Units – Sample Overview
The course includes 1 core and 11 elective units.
CORE
FNSINC311 Work together in the financial services industry
ELECTIVES
- BSBOPS305 Process customer complaints
- FNSACC323 Perform financial calculations
- FNSASIC311 Establish client relationship and analyse needs
- FNSASIC314 Provide Tier 2 general advice in general insurance
- FNSASIC315 Provide Tier 2 personal advice in general insurance
- FNSCRD311 Process applications for credit
- FNSINC412 Apply and maintain knowledge of financial products and services
- AURAMA004 Maintain business image in an automotive workplace
- BSBOPS304 Deliver and monitor a service to customers
- BSBSLS407 Identify and plan sales prospects
- BSBSLS408 Present secure and support sales solutions
(Note: Unit selection may vary depending on your training plan.)
Delivery Mode & Support
- Fully online learning platform, accessible 24/7 via desktop, tablet or mobile
- Ongoing trainer support via phone and online
- Course materials, instructions, activities and assessments delivered through a student portal
Prerequisites
- Successful completion of a Language, Literacy & Numeracy (LLN) assessment
Assessment & RPL
- Knowledge checks, quizzes, scenario-based tasks, assignments
- Final assessments per unit
- Verbal assessments via phone as needed
- Recognition of Prior Learning (RPL) is available through our accredited assessment process
Certification & Outcomes
Upon completion of all required units, you’ll receive a Certificate of Qualification and a Student Academic Record for FNS30122 Certificate III in Financial Services. Graduates are qualified for roles in finance, credit, banking, insurance, dealership support or entry-level transactional roles.
Course Duration
Up to two years
Course Fee
$1,395.00 (no GST)
- Initial payment: $1,145.00
- Remaining balance: $250 — payable prior to Final Verbal Assessment
- Traineeship fee: $2,395 (full payment required prior to commencement)
For further details or payment options, contact us on 1300 807 177 or training@fusionbusinesscollege.com.