Financial Services

Certificate III in Financial Services (FNS30122)

Start or Grow Your Career in Finance – Including Automotive and Dealership Finance Roles.

The Certificate III in Financial Services (FNS30122) is a nationally recognised qualification designed to build practical, job-ready skills for work in a range of financial services roles from banking and insurance to automotive finance and dealership operations.
Whether you’re starting out, upskilling, or formalising your experience, this course sets you up with essential knowledge in transactions, customer service, compliance, and financial systems.

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Description

A Career in Financial Services—Including Automotive Finance

Financial services span a wide range of industries—including the fast-growing automotive finance sector. Whether you’re supporting finance and insurance (F&I) operations in a dealership or working in customer service for a bank or insurer, the demand for skilled finance professionals is strong and growing.

1. A Fast-Growing and Diverse Sector
Finance roles exist across banks, insurers, super funds, lenders, fintech—and increasingly, motor dealerships, which rely on in-house finance specialists to support car buyers and manage compliance.

2. Big Growth in Dealership F&I Roles
The Finance & Insurance (F&I) function within car dealerships has become a key profit centre. Staff who understand lending processes, credit applications, and compliance are in high demand—especially when combined with customer service skills.

3. Regulation and Compliance Are Now Front and Centre
Whether it’s personal loans, insurance, or credit applications, finance roles now require a strong understanding of privacy, disclosure, fraud, and regulatory obligations. This course helps you build the foundational knowledge employers expect.

4. Digital, Data-Driven Finance
From dealership finance platforms to banking and CRM systems, employers need staff who are comfortable using digital tools, managing data, and handling transactions accurately.

 

Career Opportunities – Inside and Beyond the Dealership

Graduates of this course may pursue roles across the financial services sector, including:

  • Finance & Insurance (F&I) Assistant – Automotive Dealerships
  • Customer Service Representative – Bank or Lender
  • Loan Processing Officer or Credit Admin
  • Insurance or Claims Support Officer
  • Collections or Accounts Receivable Officer
  • Superannuation or Financial Services Contact Centre Staff

Many employers use this qualification as a baseline for hiring staff into junior roles—offering pathways into more specialised study (e.g., Tier 2 or RG146 certifications) later on.

 

Why Choose This Course?

✅ Relevant to a range of financial services roles—including automotive
✅ Learn real-world compliance, finance, and customer service skills
✅ Delivered online and designed to fit around your work schedule
✅ Nationally recognised across Australia

 

What You’ll Learn – Core Competency Areas

This course gives you the practical tools to succeed in financial service environments:

1. Customer Service in Financial Settings
Build communication and service skills to assist customers in financial environments—including banks, lenders, and auto dealerships.

2. Financial Transactions and Software
Learn to process transactions, handle customer payments, and use tools like spreadsheets and financial systems.

3. Legal and Compliance Foundations
Understand key regulatory issues in finance, such as:

  • Privacy
  • Anti-money laundering (AML)
  • Ethical conduct

4. Work Organisation and Business Communication
Master workplace tech, prioritise tasks, and communicate effectively with teams and customers.

 

Course Units – Sample Overview

The course includes 13 core and elective units. Examples include:

  • FNSINC311 – Work together in the financial services industry
  • FNSINC314 – Conduct work according to professional practices
  • FNSCRD311 – Process applications for credit
  • FNSFLT211 – Develop and use personal budgets
  • BSBTEC302 – Design and produce spreadsheets
  • FNSRTS311 – Process customer transactions
  • BSBOPS304 – Deliver and monitor service to customers
  • BSBPEF301 – Organise personal work priorities
  • BSBCMM411 – Make presentations

(Note: Unit selection may vary depending on your training plan.)

 

Who Is This Course For?

  • Automotive Dealership Staff: Those working in or aspiring to work in Finance & Insurance (F&I) roles
  • School Leavers and Career Starters: Gain an edge when applying for roles in banks, finance firms, or dealerships
  • Support Staff in Financial Admin or Credit: Build a formal qualification and advance your role
  • Employers: Upskill team members with relevant financial skills, especially for customer-facing or processing roles

 

Why This Course Stands Out

✔ Broad and Flexible: Works for those in general finance and dealership-based roles

✔ Practical and Job-Focused: Build day-one-ready skills employers want

✔ Pathway-Ready: Leads into further training in Tier 2 credit, RG146, or F&I roles

✔ Flexible Learning: 100% online with support from real trainers

Take the First Step Toward a Career in Finance

Start your journey with the Certificate III in Financial Services (FNS30122)—whether you’re interested in banks, lenders, or the high-demand automotive finance space.

Enrol now and open up your future in one of Australia’s largest industries.

 

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