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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 3.1) Training Package.

The Financial Services FNS (release 3.1) includes 46 qualifications and twelve 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 Pathway 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.

Major Occupations Training
Credit Manager
Accounts Officer
Bank Customer Service Assistant
Accounts Supervisor
Lending Officer
Credit Officer

Qualifications Summary

FNS20115 - Certificate II in Financial Services

This qualification aims to meet the financial literacy and basic financial skill needs of remote and indigenous communities or new entrants wishing to build potential pathways into the industry, particularly through VET in Schools programs.

Sales Clerk
Customer Service Trainee

FNS30115 - Certificate III in Financial Services

This qualification is suitable for entry level employees who perform duties relating to administrative, clerical and customer service roles in banking, credit management, insurance and retail financial services.

Insurance Clerk
Superannuation Assistant
Trainee Trust Officer
Bank Customer Service Assistant

FNS30215 - Certificate III in Personal Injury Management

This qualification is aimed at entry level employees within the personal injury management sector, who apply a broad range of competencies using limited discretion and judgement within the claims management function.

Personal Injury Claims Assistant

FNS30315 - 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 reports.

Accounts Clerk
Payroll and Accounts Clerk

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

FNS30415 - Certificate III in Mercantile Agents

This is suitable training for those whose work may include debt collection, process serving and repossessions.

Collections Clerk
Process Server
Mercantile Agents Officer (Repossession)

FNS30515 - Certificate III in General Insurance

This is an entry level qualification for general insurance environments. Work functions may include processing and issuing policies, processing and settling claims, responding to customer enquiries and maintaining customer a database.

Insurance Claims Officer

FNS30615 - Certificate III in Insurance Broking

This qualification is designed for entry level employees working in broking assistant or support roles in small or large organisations offering insurance broking services to retail and wholesale clients. Broking assistants undertake a range of core broking skills around customer service, client advice and clerical and administrative support duties.

Insurance Broking Clerk

FNS40115 - Certificate IV in Credit Management

This qualification suits entry level job roles in credit management. 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 Officer
Credit Manager

FNS40215 - Certificate IV in Bookkeeping

This training is suitable for contract bookkeepers and employees performing bookkeeping tasks for organisations in a range of industries. It includes the preparation and lodgement of business and instalment activity statement tasks and the provision of advice or dealing with the Commissioner on behalf of a taxpayer in relation to the activity statements.

Bookkeeper

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

FNS40615 - Certificate IV in Accounting

This qualification reflects accounting job roles in financial services and other industries requiring accounting support functions.

Accounting Support Officer

FNS40715 - Certificate IV in Financial Practice Support

Appropriate training for those in support roles to qualified financial planners and para-planners.

Financial Planner's Assistant

FNS40815 - Certificate IV in Finance and Mortgage Broking

This qualification covers jobs in finance broking (including mortgage broking).

Assistant Financial Broker

FNS40915 - Certificate IV in Superannuation

Appropriate for job roles requiring specialist understanding of financial products and services working in superannuation environments. Individuals in these roles apply specialist knowledge and skills activities relating to administering income streams, assisting with meeting industry compliance requirements, establishing and maintaining employer accounts and processing benefits claims and payments.

Superannuation Fund Administrator

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

FNS41415 - Certificate IV in General Insurance

Suitable training for those carrying out work in general insurance in a range of organisations. Individuals in these roles apply specialist knowledge and skills to work autonomously and exercise judgement in completing routine and non-routine activities relating to claims handling, determining risk exposure, dispute resolution, providing customer service and underwriting. 

Insurance 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

FNS41815 - Certificate IV in Financial Services

This is general purpose training aimed at providing a flexible pathway in the financial services industry. It is intended to meet the training needs of employees with roles that involve working across a range of duties in the financial services sector where a specialist qualification is not the most suitable qualification to meet their training needs.

Finance Sector Team Leader

FNS42015 - Certificate IV in Banking Services

Suitable training for job roles requiring specialist understanding of financial products and services working in banking, customer contact centre or retail financial services environments. It allows for specialisation in sales and marketing, lending and mobile banking.

Mobile Banking Consultant
Lending Officer
Banking Sales 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

FNS50315 - Diploma of Finance and Mortgage Broking Management

Appropriate training for management roles in finance and mortgage broking where work is undertaken independently, involves managing a workplace team.

Insurance Broking Team Leader

FNS50417 - Diploma of Payroll Services

This qualification reflects the job roles of workers who perform payroll administration and payroll management tasks in a variety of industries. It includes establishing payroll systems and using them to perform sometimes complex tasks, including preparing salary packaging arrangements and additional allowances, processing superannuation payments, and processing employee terminations. Individuals in these roles apply solutions to a range of often complex problems, and analyse and evaluate information from a variety of sources, including relevant legislation and taxation systems. They apply initiative to plan, coordinate and evaluate their own work and provide guidance to others within defined guidelines.

Senior Payroll Officer

FNS50615 - Diploma of Financial Planning

This qualification is suitable for financial planners who provide a range of standard financial planning services and individuals providing specialist para-planning services. Individuals in these roles require well-developed skills and a broad knowledge base of the financial planning sector and the ASIC regulatory framework.

Financial Planner

FNS50715 - Diploma of Superannuation

This qualification is for job roles with team and business result responsibilities in superannuation industry environments.

Superannuation Adviser and Manager

FNS50815 - Diploma of Integrated Risk Management

This qualification provides cross-industry competencies relating to finance, compliance, corporate governance, strategy and business continuity for specialist financial and related risk management roles in a range of organisations.

Risk Management Coordinator

FNS50915 - Diploma of Banking Services Management

This qualification suits 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.

Banking Services Manager

FNS51015 - Diploma of Financial Markets

This qualification reflects job roles in financial markets involving duties in the areas of client advising, operations and dealing.

Client Adviser

FNS51115 - Diploma of General Insurance

A suitable qualification for a range of the job roles with team and business result responsibilities in general insurance industry environments. Work may include claims management, investigation and portfolio management.

General Insurance Supervisor

FNS51215 - Diploma of Insurance Broking

A suitable qualification for individuals working as insurance brokers within a range of organisations. It supports the role of the professional insurance broking adviser who assists individuals and businesses identify their risks and recommends how these can be managed using insurance and other risk management strategies.

Insurance Broker

FNS51315 - Diploma of Life Insurance

This qualification is designed to reflect team leadership, supervisory and advanced technical roles in life insurance in a range of organisations.

Life Insurance Team Leader

FNS51415 - Diploma of Loss Adjusting

Appropriate training for team leadership or supervisory job roles in loss adjusting in a range of insurance organisations.

Loss Adjuster

FNS51515 - Diploma of Credit Management

Suitable training for a range of financial services and other industry enterprises requiring well-developed skills and a broad knowledge base of the credit management sector.

Credit Manager

FNS51615 - Diploma of Securitisation

This qualification is designed for professionals entering the securitisation sector in specialist job roles.

Securitisation Professional

FNS51815 - Diploma of Financial Services

This is a general purpose pathway into the financial services industries which aims 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.

Financial Services Manager

FNS51915 - Diploma of Personal Injury and Disability Insurance Management

Appropriate for job roles requiring well developed skills and a broad knowledge base in a wide variety of leadership contexts in the personal injury management sector.

Disability Insurance Manager
Case Manager (Injury Management)
Workplace Insurance Claims 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

FNS60115 - Advanced Diploma of Insurance Broking

This qualification is for those undertaking senior client management and/or business operational management job roles within an insurance broking business.

Insurance Broker

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

FNS60415 - Advanced Diploma of Financial Planning

This qualification is for financial planners who provide a comprehensive range of financial planning services across a variety of product environments, including those involving complex issues and/or innovative strategies.

Senior Financial Planner

FNS60615 - Advanced Diploma of Banking Services Management

A flexible qualification designed to reflect senior management and/or sales 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.

Regional Executive (Banking)

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
FNS30115 - Certificate III in Financial Services
Annual Commencements 635 340 400 120 120 25 25 10
FNS30315 - Certificate III in Accounts Administration
Annual Commencements 25 5 5 20 5 0 5 5
FNS30515 - Certificate III in General Insurance
Annual Commencements 15 0 40 5 50 0 0 0
FNS30615 - Certificate III in Insurance Broking
Annual Commencements 10 5 10 0 0 0 0 0
FNS40115 - Certificate IV in Credit Management
Annual Commencements 5 0 0 0 0 0 0 0
FNS40215 - Certificate IV in Bookkeeping
Annual Commencements 30 15 5 25 5 5 0 0
FNS40615 - Certificate IV in Accounting
Annual Commencements 45 10 10 20 5 5 0 0
FNS40815 - Certificate IV in Finance and Mortgage Broking
Annual Commencements 5 10 5 20 0 0 0 0
FNS41815 - Certificate IV in Financial Services
Annual Commencements 10 5 10 0 0 0 0 0
FNS42015 - Certificate IV in Banking Services
Annual Commencements 0 0 75 0 0 0 0 0

Commencement data source: National Apprentices and Trainees collection, VOCSTATS, extracted 25/09/2018, rounded estimates for April 2017 to March 2018. 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
FNS20115 - Certificate II in Financial Services
Full Time

(Nominal Duration)

 12 mths 12 mths 6 mths 12 mths 12 mths 12 mths
Part Time
Classification T T T T * T T
FNS30115 - 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
FNS30215 - Certificate III in Personal Injury Management
Full Time

(Nominal Duration)

 18 mths
Part Time
Classification * T
FNS30315 - Certificate III in Accounts Administration
Full Time

(Nominal Duration)

 12 mths
Part Time
Classification T *
FNS30317 - Certificate III in Accounts Administration
Full Time

(Nominal Duration)

 24 mths 24 mths 24 mths 24 mths 24 mths 24 mths 18 mths
Part Time
Classification T T T T * T T
FNS30415 - Certificate III in Mercantile Agents
Full Time

(Nominal Duration)

 24 mths 24 mths 18 mths 12 mths 24 mths 18 mths
Part Time
Classification T T T T * T T
FNS30515 - Certificate III in General Insurance
Full Time

(Nominal Duration)

 18 mths 18 mths 18 mths 18 mths 18 mths
Part Time
Classification T T T T * T
FNS30615 - Certificate III in Insurance Broking
Full Time

(Nominal Duration)

 18 mths 18 mths 18 mths 18 mths 18 mths 18 mths
Part Time
Classification T T T T * T
FNS40115 - Certificate IV in Credit Management
Full Time

(Nominal Duration)

 24 mths 24 mths 18 mths 24 mths 24 mths 18 mths
Part Time
Classification T T T T T * T
FNS40215 - Certificate IV in Bookkeeping
Full Time

(Nominal Duration)

 12 mths
Part Time
Classification T *
FNS40217 - Certificate IV in Accounting and Bookkeeping
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
FNS40615 - Certificate IV in Accounting
Full Time

(Nominal Duration)

 12 mths
Part Time
Classification T *
FNS40715 - Certificate IV in Financial Practice Support
Full Time

(Nominal Duration)

 24 mths 12 mths 24 mths 24 mths
Part Time
Classification T T T * T
FNS40815 - Certificate IV in Finance and Mortgage Broking
Full Time

(Nominal Duration)

 24 mths 24 mths 24 mths 24 mths 12 mths 24 mths 24 mths 24 mths
Part Time
Classification T T T T T * T T
FNS40915 - Certificate IV in Superannuation
Full Time

(Nominal Duration)

 24 mths 24 mths 24 mths 12 mths 24 mths 24 mths
Part Time
Classification T T T T * T T
FNS41115 - Certificate IV in Financial Markets Operations
Full Time

(Nominal Duration)

 24 mths 24 mths
Part Time
Classification T * T
FNS41415 - Certificate IV in General Insurance
Full Time

(Nominal Duration)

 24 mths 24 mths 24 mths 12 mths 24 mths 24 mths 24 mths 36 mths
Part Time
Classification T T T T T * T T
FNS41515 - Certificate IV in Life Insurance
Full Time

(Nominal Duration)

 36 mths 36 mths
Part Time
Classification T * T
FNS41715 - Certificate IV in Insurance Broking
Full Time

(Nominal Duration)

 24 mths 24 mths 36 mths
Part Time
Classification T T * T
FNS41815 - Certificate IV in Financial Services
Full Time

(Nominal Duration)

 24 mths 24 mths 24 mths 12 mths 24 mths 24 mths
Part Time
Classification T T T T * T
FNS42015 - Certificate IV in Banking Services
Full Time

(Nominal Duration)

 24 mths 24 mths 24 mths 24 mths 24 mths 24 mths 24 mths 18 mths
Part Time
Classification T T T T T * T T
FNS42115 - Certificate IV in Personal Injury Management
Full Time

(Nominal Duration)

 24 mths 24 mths
Part Time
Classification T * T
FNS42215 - Certificate IV in Personal Trust Administration
Full Time

(Nominal Duration)

 24 mths 24 mths
Part Time
Classification T * 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
FNS50315 - 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
FNS50417 - Diploma of Payroll Services
Full Time

(Nominal Duration)

 24 mths
Part Time
Classification * T
FNS50615 - Diploma of Financial Planning
Full Time

(Nominal Duration)

 36 mths 24 mths 36 mths 36 mths
Part Time
Classification T T T * T
FNS50715 - Diploma of Superannuation
Full Time

(Nominal Duration)

 36 mths 36 mths
Part Time
Classification T * T
FNS50815 - Diploma of Integrated Risk Management
Full Time

(Nominal Duration)

 24 mths
Part Time
Classification * T
FNS50915 - Diploma of Banking Services Management
Full Time

(Nominal Duration)

 24 mths 36 mths 24 mths
Part Time
Classification T T * T
FNS51015 - Diploma of Financial Markets
Full Time

(Nominal Duration)

 24 mths 24 mths
Part Time
Classification T * T
FNS51115 - Diploma of General Insurance
Full Time

(Nominal Duration)

 36 mths 36 mths
Part Time
Classification T * T
FNS51215 - Diploma of Insurance Broking
Full Time

(Nominal Duration)

 24 mths 24 mths 36 mths
Part Time
Classification T T * T
FNS51315 - Diploma of Life Insurance
Full Time

(Nominal Duration)

 36 mths
Part Time
Classification * T
FNS51415 - Diploma of Loss Adjusting
Full Time

(Nominal Duration)

 24 mths 36 mths
Part Time
Classification T * T
FNS51515 - Diploma of Credit Management
Full Time

(Nominal Duration)

 24 mths 24 mths 24 mths
Part Time
Classification T T * T
FNS51615 - Diploma of Securitisation
Full Time

(Nominal Duration)

 24 mths
Part Time
Classification * T
FNS51815 - Diploma of Financial Services
Full Time

(Nominal Duration)

 24 mths 24 mths
Part Time
Classification T * T
FNS51915 - Diploma of Personal Injury and Disability Insurance Management
Full Time

(Nominal Duration)

 24 mths
Part Time
Classification * T
FNS52015 - Diploma of Personal Trusts
Full Time

(Nominal Duration)

 18 mths 18 mths
Part Time
Classification T * T
FNS60115 - Advanced Diploma of Insurance Broking
Full Time

(Nominal Duration)

 36 mths
Part Time
Classification T *
FNS60217 - Advanced Diploma of Accounting
Full Time

(Nominal Duration)

 48 mths
Part Time
Classification T *
FNS60415 - Advanced Diploma of Financial Planning
Full Time

(Nominal Duration)

 24 mths 24 mths
Part Time
Classification T T *
FNS60615 - 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
FNS20115 - Certificate II in Financial Services
Availability
FNS30115 - Certificate III in Financial Services
Availability
FNS30215 - Certificate III in Personal Injury Management
Availability
FNS30317 - Certificate III in Accounts Administration
Availability
FNS30415 - Certificate III in Mercantile Agents
Availability
FNS30515 - Certificate III in General Insurance
Availability
FNS30615 - Certificate III in Insurance Broking
Availability
FNS40115 - Certificate IV in Credit Management
Availability
FNS40217 - Certificate IV in Accounting and Bookkeeping
Availability
FNS40715 - Certificate IV in Financial Practice Support
Availability
FNS40815 - Certificate IV in Finance and Mortgage Broking
Availability
FNS40915 - Certificate IV in Superannuation
Availability
FNS41115 - Certificate IV in Financial Markets Operations
Availability
FNS41415 - Certificate IV in General Insurance
Availability
FNS41515 - Certificate IV in Life Insurance
Availability
FNS41715 - Certificate IV in Insurance Broking
Availability
FNS41815 - Certificate IV in Financial Services
Availability
FNS42015 - 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
FNS50315 - Diploma of Finance and Mortgage Broking Management
Availability
FNS50615 - Diploma of Financial Planning
Availability
FNS50715 - Diploma of Superannuation
Availability
FNS50915 - Diploma of Banking Services Management
Availability
FNS51015 - Diploma of Financial Markets
Availability
FNS51115 - Diploma of General Insurance
Availability
FNS51215 - Diploma of Insurance Broking
Availability
FNS51515 - Diploma of Credit Management
Availability
FNS52015 - Diploma of Personal Trusts
Availability
FNS60115 - Advanced Diploma of Insurance Broking
Availability
FNS60217 - Advanced Diploma of Accounting
Availability
FNS60415 - Advanced Diploma of Financial Planning
Availability
FNS60615 - 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).

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