Certificate III in Financial Services (Release 1)

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This qualification is designed to reflect the job role of entry level employees working across the entire financial services industry who perform duties relating to administrative, clerical and customer service roles in banking, credit management, insurance and retail financial services. Individuals at this level apply knowledge and skills to demonstrate autonomy and judgement and to take limited responsibility in known situations under general supervision.

Licensing/Regulatory Information

Work functions in the occupational areas where this qualification is used may be subject to regulatory requirements. Refer to the relevant regulator for specific guidance on requirements.

Entry Requirements


    Package Rules

    Total number of units = 12 

    1 core units  plus

    11 elective units  of which:

    • 7 units must be selected from the electives listed below,
    • 4 units may be selected from the remaining listed electives or any currently endorsed training package qualification or accredited course at Certificate II or above.

    Elective units must be relevant to the work environment and the qualification, maintain the overall integrity of the AQF alignment and contribute to a valid vocational outcome.

Core Units - 1 required

Elective Units - 7 - 11 required

Other Unit Options

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