Certificate III in Financial Services (Accounts Clerical) Course

Study a Certificate III in Financial Services from home or online.

If you’re looking to work in financial services, this course will help you to develop the knowledge needed for a successful career.

As well as covering essential office skills such as workplace communication, occupational health and safety practices and the use of technology, you’ll gain the practical skills necessary to work in accounts payable and receivable, as well as payroll, bookkeeping, purchases and sales.

Complex spreadsheets, financial record keeping and reporting procedures are also covered. On completion of your course, you’ll have developed a versatile skillset that will be helpful no matter where your career takes you.

Possible careers

  • Senior Accounts Clerk
  • Bookkeeper

On completion of your course:

About our NSW VETAB accreditation
About our Nationally Recognised Training accreditationUpon successful completion of this course you will receive a nationally recognised qualification FNS30304 Certificate III in Financial Services (Accounts Clerical).

Cengage Education is a registered Training Organisation (Provider Number: 90796) registered with NSW VETAB (Vocational Education and Training Accreditation Board).

Austudy approved

This course is Austudy approved, please apply directly to Centrelink to receive this benefit. Get more information about Financial Assistance programs.

Skilling Australia for the Future

Productivity Places Program You may be eligible to study at no cost to you under the Federal Government’s Targeted participate in training under the Productivity Places program. Click here to find out more…

Pathways to further study

Students who successfully complete the Certificate III in Financial Services (Accounts Clerical) may be eligible for credit towards:

  • FNS40604 Certificate IV in Financial Services (Accounting) [6 credits]
  • FNS40207 Certificate IV in Financial Services (Bookkeeping) [3 credits]
  • FNS50204 Diploma of Accounting [8 credits]
  • FNS 60204 Advanced Diploma of Accounting [4 credits]

For more information call a Course Advisor today on 1300 853 033.

Professional memberships/affiliations.

Adecco Australia

Cengage Education is proud to announce its affiliation with one of the world’s leading employment services Adecco Australia.

Student’s wishing to seek full/part time employment in their chosen field, can now contact Adecco Australia on completion of their qualification.

* Terms and conditions apply
Course Number B0020
Course Type Correspondence
Course Duration Max 24 months
Study Hours Approx 485 hrs
Qualification Certificate III
Nationally Recognised What does this mean?

 

Learning Periods

This course is divided into 6 learning periods.

Assessment details

  • 17 written assessments
  • 7 MYOB assessments

Computer requirements

To complete this course you will need access to:

  • A computer with Windows® 95/98 or higher
  • CD-ROM drive
  • Microsoft® Excel 2000

Extra learning materials included in the Financial Services course

  • MYOB Textbook and Student Edition CD
  • Financial Services Interactive toolbox
  • MYOB Test Drive pack
  • Quickstart files
  • Microsoft® Excel Proficient user student CD
  • Develop and use complex spreadsheets Exercise Files CD
  • Access to the Student Portal
  • Student Diary

Entry requirements
Certificate III & Certificate IV courses

School Certificate or equivalent OR relevant qualification OR relevant vocational experience.

English Language Requirements:

If English is your second language and you did not complete the last two years of secondary education in English you are required to provide evidence of English language competence before enrolling. Examples of appropriate evidence are:

Evidence

Example

IELTS

Overall score of 5.5

TOEFL

530 (paper), 197 (computer) or 71 Internet.

Evidence of employment in an English speaking country.

12 month period of employment: Letters of Appointment, Letters of Reference, Testimonials, Performance Appraisals etc

Not sure if you meet the entry requirements?
Please call 1300 853 033


In addition:
There are no entry requirements for this qualification.

Subjects You’ll Cover

FNSICIND301B Work in a financial services industry

  • What is the financial industry?
  • A brief history of banking in Australia
  • Common terms used within the industry
  • Industry coded and company practices

FNSICGEN301B Communicate in the workplace

  • Communication within the workplace
  • Successful communication
  • Spoken messages and telephone skills
  • Using appropriate language
  • Listening and clarifying information

FNSICGEN302B Use technology in the workplace

  • Maintaining equipment
  • Selecting and using technology
  • Organisational requirements
  • Processing and organising data
  • Coordinating your tasks

FNSICGEN304B Apply health and safety practices in the workplace

  • Occupational health and safety legislation
  • Participating in occupational health and safety
  • Identifying training needs
  • Safety checks
  • Encouraging contribution

FNSICACC304B Prepare and bank receipts

  • Business Fundamentals
  • Recording business transactions
  • Maintaining petty cash
  • Bank reconciliation

FNSICACC306B Process journal entries

  • Reading a bank statement
  • Reconciling the bank account
  • Record business transaction and documentation in special journals
  • Reconcile an overdrawn account
  • Reconciliation with errors and dishonoured cheques

FNSICGEN305B Maintain daily financial/business records

  • Different types of businesses
  • Basic business organisation
  • Different types of trading
  • Travel Advances
  • Recipient created tax invoices
  • Submitting a claim
  • Cash handling
  • Counting money
  • Job costing

BSBCMN308A Maintain financial records

  • Source documents
  • Processing documents
  • Validation of invoices
  • Maintaining credit journals
  • Maintain cash journals
  • The general journal
  • Recording transactions in the general journal
  • Chart of accounts
  • Format of general accounts
  • Posting journals to the general ledger
  • Posting cash receipt to the journal
  • Posting cash payments to the journal
  • Posting sales to the journal
  • Posting purchases, returns and allowances to the journal
  • Preparing a trial balance

BSBADM408A Prepare financial reports

  • Preparing and maintaining an asset register
  • Accounting for depreciation
  • Maintaining an asset register
  • Disposing of an asset register
  • Accounting for disposal of an asset
  • Recording general journal entires for balance-day adjustments
  • What are balance day adjustments?
  • Expenses
  • Bad and doubtful debts
  • Stock on hand
  • Stock and sundry items

FNSACCT407B Set up and operate a computerised accounting system

  • Setting up your own business
  • Company details
  • Chart of accounts
  • Entering opening balances
  • Inventory
  • Entering stock balances
  • Setting up your inventory file
  • Adjusting inventory
  • Recording sales and other items
  • Invoices
  • Quotations
  • Back orders
  • Credit notes
  • Purchase orders
  • Payroll
  • Adding new employee details
  • Preparing the payroll

FNSICACC301B Administer accounts payable

  • Accounts payable
  • The purchase journal
  • Trade creditors ledger
  • Paying your creditors
  • Batching invoices
  • Reconciling the creditors ledger

FNSICACC307B Reconcile and monitor accounts receivable

  • Accounts receivable
  • Dishonoured cheques
  • Return and allowances
  • The cash receipt book
  • The debtors ledger
  • Debtors receipts
  • Statements

BSBADM404A Develop and use complex spreadsheets

  • Using meaningful files names
  • Back-up
  • Security
  • Standard formats
  • Copying and moving data
  • Inserting and deleting columns and rows
  • Checking data
  • Pie charts
  • Quick charts
  • Linking workbooks
  • Data tables
  • Formulas
  • Working with multiple worksheets
  • Macros
  • Cell protection

* Fortnightly payment plans also available –     call our Sales team on 1300 853 033 .

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