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Financial Services FNS

Overview

Commencements

Availability & Duration

Australian School-based Apprenticeships

Overview

These qualifications cover a wide range of areas of work including accounting, banking and credit services, financial planning, insurance services, personal Injury management insurance, superannuation and trust administration.

‘Business Services’ and ‘Information and Communications Technology’ are associated industries.

Quick facts

The training units of competent structure and packing rules are detailed in Training Package documents.

The information provided here includes the most recent changes from the FNS (release 6.2) Training Package.

The Financial Services FNS (release 6.2) includes 38 qualifications and 14 skill sets.

Registered Training Organisations can access the full details of this Training Package from the training.gov.au website.

Career information

Qualification and job outcome information is also presented in a Job Pathways Chart.

For specific industry information click here.

More detail of how training works can be accessed here: for employers; for potential employees.

Use the My Skills site to search for Registered Training Organisations registered to deliver courses. Each State and Territory separately approves Registered Training Organisations to deliver apprenticeships and traineeships in their jurisdiction.

Qualifications Summary

FNS20120 - Certificate II in Financial Services

This qualification is intended to address the need for increased financial literacy and basic financial skills of entrants wishing to build potential pathways into the industry.

Trainee Finance Processor

FNS30120 - Certificate III in Financial Services

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.

Bank Customer Service Assistant

Insurance Clerk

Superannuation Assistant

FNS30317 - Certificate III in Accounts Administration

This qualification reflects the job roles of employees with functions that could include financial data entry, processing accounts and payrolls, providing customer service in financial transactions, and producing financial reports. Individuals in these roles apply knowledge and skills to demonstrate autonomy and judgement and to take limited responsibility in known situations under general supervision.

Accounts Officer

Payroll Officer

FNS30420 - Certificate III in Mercantile Agents

This qualification is designed for individuals in job roles in the mercantile agents sector who apply a broad range of competencies. This includes using limited discretion and judgement while undertaking operations that may include debt collection, process serving and repossessions. Individuals at this level apply knowledge and skills to demonstrate autonomy and judgement and take limited responsibility in known situations under general supervision.

Collections Officer

FNS40120 - Certificate IV in Credit Management

This qualification reflects entry level job roles in credit management functions. Individuals in these roles apply theoretical and technical knowledge and skills to work autonomously and exercise judgement in completing routine and non-routine activities relating to credit, reconciliation and customer service.

Credit and Loans Officer

Senior Credit Officer

FNS40217 - Certificate IV in Accounting and Bookkeeping

This qualification reflects the job roles of workers in the accounting industry, including BAS Agents and contract bookkeepers; and of those employees performing bookkeeping tasks for organisations in a range of industries. It includes preparing and lodging business and instalment activity statements, and providing advice or dealing with the Commissioner on behalf of a taxpayer in relation to activity statements. Individuals in these roles apply theoretical and specialist knowledge and skills to work autonomously, and exercise judgement in completing routine and non-routine activities

Bookkeeper

Accounts Supervisor

FNS40820 - Certificate IV in Finance and Mortgage Broking

This qualification reflects the job roles of individuals working in finance and mortgage broking. Individuals in these roles apply theoretical and technical knowledge and skills to work autonomously and exercise judgement in completing routine activities relating to mortgage and finance broking.

Mortgage Broker Assistant

FNS40920 - Certificate IV in Superannuation

This qualification reflects administration and customer service job roles in the superannuation industry. Individuals in these roles apply specialist skills and knowledge to work autonomously and exercise judgement in completing routine and non-routine activities, including administering income streams, assisting with meeting industry compliance requirements, establishing and maintaining employer accounts and processing benefits, claims and payments.

Superannuation Officer

FNS41115 - Certificate IV in Financial Markets Operations

Suitable for work in financial markets office operations. Individuals in these roles apply specialist knowledge and skills to routine and non-routine activities relating to confirming, settling and reconciling financial transactions and assisting in settling loans.

Financial Markets Administrative Officer

FNS41420 - Certificate IV in General Insurance

This qualification reflects the role of those who work in general insurance in a range of organisations. Individuals in these roles apply specialist skills and knowledge to work autonomously and as part of a team. They exercise judgement in completing routine and non-routine activities relating to claims handling, determining risk exposure, dispute resolution, providing customer service and underwriting.

Claims Officer

FNS41515 - Certificate IV in Life Insurance

This qualification is suitable for work in life insurance in a range of environments including as a team member in a large organisation or a small practice.

Life Insurance Officer

FNS41715 - Certificate IV in Insurance Broking

This qualification is for insurance brokers who provide advice and services to clients. They may also have a role in providing specialist advice, and supervision or training to others in the brokerage.

Life Insurance Broking Officer

FNS41720 - Certificate IV in Insurance Broking

This qualification reflects the role of insurance brokers who provide advice on retail products and services to retail insurance clients. They may also have a role in providing specialist advice and managerial activities. Individuals in these roles apply specialist skills and knowledge to work autonomously and exercise judgement in completing routine and non-routine activities and to analyse and evaluate information from a variety of relevant sources.

Insurance Broker

FNS41820 - Certificate IV in Financial Services

This qualification is designed to provide a flexible general purpose pathway in the financial services industry. It is intended for individuals with job roles that involve working across a range of duties in the financial services sector where a specialist qualification is not the most suitable qualification.

Finance Sector Supervisor

FNS42020 - Certificate IV in Banking Services

This qualification is designed to reflect job roles requiring specialist understanding of financial products and services working in banking, customer contact centre or retail financial services environments. The qualification allows for specialisation in sales and marketing, lending and mobile banking.

Senior Banking Officer

Lending Officer

Mobile Banking Consultant

FNS42115 - Certificate IV in Personal Injury Management

Appropriate training for job roles requiring well developed skills and a broad knowledge base in a wide variety of contexts within the personal injury management sector. It may involve supervision or leadership and guidance with some limited responsibility for others.

Personal Injury Underwriter

Return to Work Team Leader

Injury Claims Team Leader

FNS42215 - Certificate IV in Personal Trust Administration

Suitable training for those working in varied contexts within personal trust administration.

Trustee and Estate Administrator

FNS50217 - Diploma of Accounting

This qualification reflects professional accounting job roles in financial services and other industries, including tax agents, accounts payable and accounts receivable officers, payroll service providers, and employees performing a range of accounting tasks for organisations in a range of industries. Individuals in these roles apply solutions to a range of often complex problems, and analyse and evaluate information from a variety of sources. They apply initiative to plan, coordinate and evaluate their own work and provide guidance to others within defined guidelines.

Assistant Accountant

FNS50320 - Diploma of Finance and Mortgage Broking Management

This qualification reflects management roles in finance and mortgage broking where work is undertaken independently, through an aggregator, or involves managing a workplace team. At this level individuals are expected to apply theoretical knowledge and specialised skills in a range of situations and display initiative and judgement in completing activities.

Mortgage Broker

FNS50720 - Diploma of Superannuation

This qualification reflects a range of job roles with specialist responsibilities in the superannuation industry. Individuals in these roles have autonomy in performing technical operations, apply solutions to a range of often complex problems, and research, analyse and evaluate information from a variety of sources.

Super Fund Administrator

FNS50920 - Diploma of Banking Services Management

This qualification is designed to reflect a range of the job roles with team and business result responsibilities in banking or other deposit taking institutions' customer contact centres or retail and/or commercial financial services environments.

Business Banking Manager

FNS51020 - Diploma of Financial Markets

This qualification reflects job roles in financial markets involving duties in the areas of client advising, operations and trading. Individuals in these roles have autonomy in performing technical operations, apply solutions to a range of often complex problems, and research, analyse and evaluate information from a variety of sources.

Financial Market Advisor

FNS51120 - Diploma of General Insurance

This qualification reflects a range of job roles with team and management responsibilities in general insurance industry environments. Individuals in these roles have autonomy in performing technical operations and management.

Loss Adjuster

FNS51220 - Diploma of Insurance Broking

This qualification reflects the role of insurance brokers working in a range of organisations, including professional insurance broking advisers. Individuals performing this role assist individuals and businesses to identify their risks, and recommend how these risks can be managed using insurance and other risk management strategies.

Insurance Broking Manager

FNS51420 - Diploma of Loss Adjusting

This qualification is for loss adjusters who provide standard loss adjusting services in a range of insurance organisations. Individuals in these roles have autonomy in performing technical operations, apply solutions to a range of often complex problems, and research, analyse and evaluate information from a variety of sources. They apply initiative to plan, coordinate and evaluate their own work and provide guidance to others.

Insurance Assessor

FNS51520 - Diploma of Credit Management

This qualification reflects job roles in a range of financial services and other industry enterprises requiring well-developed skills and a broad knowledge base of the credit management sector. Individuals in these roles have autonomy in performing technical operations, apply solutions to a range of often complex problems, and analyse and evaluate information from a variety of sources.

Credit Manager

FNS51820 - Diploma of Financial Services

This qualification is designed to provide a general purpose pathway into the financial services industry. It is also intended to provide an effective development option for those candidates for whom the specialist qualification pathways in the Financial Services Training Package are not yet appropriate.

Finance Sector Manager

FNS52015 - Diploma of Personal Trusts

This qualification reflects the job role of individuals working in organisations offering personal trustee services. At this level individuals are expected to apply theoretical and specialised skills in a range of situations and to display initiative and judgement in completing activities.

Personal Trustee

FNS60217 - Advanced Diploma of Accounting

This qualification reflects the role of individuals working in accounting and seeking professional recognition, including tax agents, accounts managers and business analysts; and to employees performing a range of accounts management tasks for organisations in a range of industries. At this level individuals are expected to apply theoretical and technical skills in a range of situations and to display initiative and judgement in planning activities. They have autonomy in performing complex operations and can be responsible for planning, coordinating and evaluating the work of others within broad but generally well-defined parameters.

Accounting Manager

FNS60620 - Advanced Diploma of Banking Services Management

This qualification is designed to flexibly reflect senior management and service job roles with team and business result responsibilities in banking or other deposit taking institutions, customer contact centres or retail financial services environments.

Banking Regional Executive

Note: Employers should be aware that this information is provided as a guide only to the content and use of the Training Package. Employers should seek advice from an Australian Apprenticeship Support Network (Apprenticeship Network) provider or Registered Training Organisation for more detail.

Commencements

	NSW	VIC	QLD	WA	SA	TAS	ACT	NT
FNS30120 - Certificate III in Financial Services
Annual Commencements	50	10	10	25	10	5	0	0
FNS30317 - Certificate III in Accounts Administration
Annual Commencements	45	10	5	25	10	5	0	5
FNS40120 - Certificate IV in Credit Management
Annual Commencements	5	0	0	0	0	0	0	0
FNS40217 - Certificate IV in Accounting and Bookkeeping
Annual Commencements	180	60	45	70	30	15	5	5
FNS40820 - Certificate IV in Finance and Mortgage Broking
Annual Commencements	5	0	0	0	0	0	0	0
FNS41820 - Certificate IV in Financial Services
Annual Commencements	15	0	5	5	25	0	0	0
FNS50217 - Diploma of Accounting
Annual Commencements	0	5	5	0	0	0	0	0

Commencement data source: National Apprentices and Trainees collection, VOCSTATS, extracted 20/10/2021, rounded estimates for April 2020 to March 2021. Qualifications with no recorded commencements may not appear. This data is for general information purposes only.

Availability and Duration

	NSW	VIC	QLD	WA	SA	TAS	ACT	NT
FNS20120 - Certificate II in Financial Services
Full Time (Nominal Duration)	12 mths			6 mths	12 mths		12 mths	12 mths
Part Time
Classification	T			T	T	*	T	T
FNS30120 - Certificate III in Financial Services
Full Time (Nominal Duration)	24 mths	24 mths	24 mths	18 mths	24 mths	24 mths	24 mths	18 mths
Part Time
Classification	T	T	T	T	T	*	T	T
FNS30317 - Certificate III in Accounts Administration
Full Time (Nominal Duration)	24 mths	24 mths	24 mths	12 mths	24 mths	24 mths	24 mths	18 mths
Part Time
Classification	T	T	T	T	T	*	T	T
FNS30420 - Certificate III in Mercantile Agents
Full Time (Nominal Duration)	24 mths	24 mths	18 mths		12 mths		24 mths
Part Time
Classification	T	T	T		T	*	T
FNS40120 - Certificate IV in Credit Management
Full Time (Nominal Duration)	24 mths	24 mths	18 mths	24 mths	24 mths
Part Time
Classification	T	T	T	T	T	*
FNS40217 - Certificate IV in Accounting and Bookkeeping
Full Time (Nominal Duration)	24 mths	24 mths	24 mths	12 mths	24 mths	24 mths	24 mths	24 mths
Part Time
Classification	T	T	T	T	T	*	T	T
FNS40820 - Certificate IV in Finance and Mortgage Broking
Full Time (Nominal Duration)	24 mths	24 mths	24 mths	24 mths	12 mths		24 mths
Part Time
Classification	T	T	T	T	T	*	T
FNS40920 - Certificate IV in Superannuation
Full Time (Nominal Duration)	24 mths	24 mths	24 mths		12 mths		24 mths
Part Time
Classification	T	T	T		T	*	T
FNS41115 - Certificate IV in Financial Markets Operations
Full Time (Nominal Duration)					24 mths
Part Time
Classification					T	*
FNS41420 - Certificate IV in General Insurance
Full Time (Nominal Duration)	24 mths	24 mths	24 mths	12 mths	24 mths	24 mths	24 mths
Part Time
Classification	T	T	T	T	T	*	T
FNS41515 - Certificate IV in Life Insurance
Full Time (Nominal Duration)					36 mths
Part Time
Classification					T	*
FNS41715 - Certificate IV in Insurance Broking
Full Time (Nominal Duration)			24 mths
Part Time
Classification			T			*
FNS41720 - Certificate IV in Insurance Broking
Full Time (Nominal Duration)					24 mths
Part Time
Classification					T	*
FNS41820 - Certificate IV in Financial Services
Full Time (Nominal Duration)	24 mths	24 mths	24 mths	12 mths	12 mths	24 mths
Part Time
Classification	T	T	T	T	T	*
FNS42020 - Certificate IV in Banking Services
Full Time (Nominal Duration)	24 mths	24 mths	24 mths	24 mths	24 mths	24 mths	24 mths
Part Time
Classification	T	T	T	T	T	*	T
FNS42115 - Certificate IV in Personal Injury Management
Full Time (Nominal Duration)					24 mths
Part Time
Classification					T	*
FNS42215 - Certificate IV in Personal Trust Administration
Full Time (Nominal Duration)					24 mths
Part Time
Classification					T	*
FNS50217 - Diploma of Accounting
Full Time (Nominal Duration)		24 mths	24 mths		36 mths	24 mths	24 mths	18 mths
Part Time
Classification		T	T		T	*	T	T
FNS50320 - Diploma of Finance and Mortgage Broking Management
Full Time (Nominal Duration)		24 mths	24 mths		24 mths		24 mths
Part Time
Classification		T	T		T	*	T
FNS50720 - Diploma of Superannuation
Full Time (Nominal Duration)					36 mths
Part Time
Classification					T	*
FNS50920 - Diploma of Banking Services Management
Full Time (Nominal Duration)			24 mths		36 mths
Part Time
Classification			T		T	*
FNS51020 - Diploma of Financial Markets
Full Time (Nominal Duration)					24 mths
Part Time
Classification					T	*
FNS51120 - Diploma of General Insurance
Full Time (Nominal Duration)					36 mths
Part Time
Classification					T	*
FNS51220 - Diploma of Insurance Broking
Full Time (Nominal Duration)			24 mths		24 mths
Part Time
Classification			T		T	*
FNS51420 - Diploma of Loss Adjusting
Full Time (Nominal Duration)			24 mths
Part Time
Classification			T			*
FNS51520 - Diploma of Credit Management
Full Time (Nominal Duration)			24 mths		24 mths
Part Time
Classification			T		T	*
FNS51820 - Diploma of Financial Services
Full Time (Nominal Duration)			24 mths
Part Time
Classification			T			*
FNS52015 - Diploma of Personal Trusts
Full Time (Nominal Duration)					18 mths
Part Time
Classification					T	*
FNS60217 - Advanced Diploma of Accounting
Full Time (Nominal Duration)					48 mths
Part Time
Classification					T	*
FNS60620 - Advanced Diploma of Banking Services Management
Full Time (Nominal Duration)					48 mths
Part Time
Classification					T	*

Legend: = Yes, = No, A = identified by the State or Territory as an Apprenticeship, T = identified by the State or Territory as a Traineeship, * = An approved qualification in Tasmania is available as an Apprenticeship/Traineeship.

Availability of Australian Apprenticeships and Nominal Duration (in months)
A Qualification registered by a State or Territory as available as an Australian Apprenticeship may not be eligible for public funding support, check with the relevant State or Territory Training Authority.

Nominal durations listed are for full time occuptations, stated in months. In some cases nominal durations provided may not include the completion of pre-requisites. This data is sourced from State and Territory Training Authorities and is provided for information only and must be confirmed with these authorities.

Australian School-based Apprenticeships

	NSW	VIC	QLD	WA	SA	TAS	ACT	NT
FNS20120 - Certificate II in Financial Services
Availability
FNS30120 - Certificate III in Financial Services
Availability
FNS30317 - Certificate III in Accounts Administration
Availability
FNS30420 - Certificate III in Mercantile Agents
Availability
FNS40120 - Certificate IV in Credit Management
Availability
FNS40217 - Certificate IV in Accounting and Bookkeeping
Availability
FNS40820 - Certificate IV in Finance and Mortgage Broking
Availability
FNS40920 - Certificate IV in Superannuation
Availability
FNS41115 - Certificate IV in Financial Markets Operations
Availability
FNS41420 - Certificate IV in General Insurance
Availability
FNS41515 - Certificate IV in Life Insurance
Availability
FNS41715 - Certificate IV in Insurance Broking
Availability
FNS41720 - Certificate IV in Insurance Broking
Availability
FNS41820 - Certificate IV in Financial Services
Availability
FNS42020 - Certificate IV in Banking Services
Availability
FNS42115 - Certificate IV in Personal Injury Management
Availability
FNS42215 - Certificate IV in Personal Trust Administration
Availability
FNS50217 - Diploma of Accounting
Availability
FNS50320 - Diploma of Finance and Mortgage Broking Management
Availability
FNS50720 - Diploma of Superannuation
Availability
FNS50920 - Diploma of Banking Services Management
Availability
FNS51020 - Diploma of Financial Markets
Availability
FNS51120 - Diploma of General Insurance
Availability
FNS51220 - Diploma of Insurance Broking
Availability
FNS51520 - Diploma of Credit Management
Availability
FNS52015 - Diploma of Personal Trusts
Availability
FNS60217 - Advanced Diploma of Accounting
Availability
FNS60620 - Advanced Diploma of Banking Services Management
Availability

Legend: = Yes, = No

This information generally reflects availability of ASbAs that may contribute to study scores. In some cases ASbAs allow an individual to start training in a qualification that can be completed after they leave secondary school. Australian Apprenticeships may also be undertaken as part-time employment. Please note that applicable industrial arrangements must allow for ASbAs. Visit the relevant State or Territory website for more detailed information (click on the State or Territory link provided).

Not what you're looking for?

Financial Services FNS

Overview

Commencements

Availability & Duration

Australian School-based Apprenticeships

Quick facts

Career information

Major Occupations Training

Qualifications Summary

FNS20120 - Certificate II in Financial Services

FNS30120 - Certificate III in Financial Services

FNS30317 - Certificate III in Accounts Administration

FNS30420 - Certificate III in Mercantile Agents

FNS40120 - Certificate IV in Credit Management

FNS40217 - Certificate IV in Accounting and Bookkeeping

FNS40820 - Certificate IV in Finance and Mortgage Broking

FNS40920 - Certificate IV in Superannuation

FNS41115 - Certificate IV in Financial Markets Operations

FNS41420 - Certificate IV in General Insurance

FNS41515 - Certificate IV in Life Insurance

FNS41715 - Certificate IV in Insurance Broking

FNS41720 - Certificate IV in Insurance Broking

FNS41820 - Certificate IV in Financial Services

FNS42020 - Certificate IV in Banking Services

FNS42115 - Certificate IV in Personal Injury Management

FNS42215 - Certificate IV in Personal Trust Administration

FNS50217 - Diploma of Accounting

FNS50320 - Diploma of Finance and Mortgage Broking Management

FNS50720 - Diploma of Superannuation

FNS50920 - Diploma of Banking Services Management

FNS51020 - Diploma of Financial Markets

FNS51120 - Diploma of General Insurance

FNS51220 - Diploma of Insurance Broking

FNS51420 - Diploma of Loss Adjusting

FNS51520 - Diploma of Credit Management

FNS51820 - Diploma of Financial Services

FNS52015 - Diploma of Personal Trusts

FNS60217 - Advanced Diploma of Accounting

FNS60620 - Advanced Diploma of Banking Services Management

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