Professional standards for an exciting and challenging career!

If you are looking to start or develop a career in financial services industry, then this program could be for you. Certificate II in Financial Services will give you the critical skills and professional recognition that will advance your career.

Program Outline

This program gives participants the skills and knowledge to be successful in the retail financial services sector.

The program will cover topics such as Customer Relationship Management, Sales Skills, Administration and Teamwork.

Program Duration

Program duration is generally up to twelve months, depending on whether or not the participant is completing a traineeship.
 

Prerequisites

There are no formal entry requirements for the Certificate II in Financial Services, however it is ideal if the participant has access to a workplace where they can practice the skills they are learning throughout the course, plus obtain the appropriate FSRA Tier II requirements, prior to presenting products to clients.

Award

A nationally accredited 'Statement of Attainment' is issued upon successful completion of all units.

Assessment

Assessment will be by way of course attendance and successful completion of projects and assignments. The projects and assignments must demonstrate implementation of concepts and processes that have been discussed during the programme, and evidence must be forwarded regarding the success of this implementation.

Training Format

Training consists of approximately one session every second month, of either half-a-day or full-day duration.
Participants attend training sessions or complete e-learning workshops. In addition, there may be assignments, work-based projects and research papers.

Participants must attend at least 80% of all training sessions and must a complete all assignments, on-line work-based projects and research papers
Our training staff are able to provide you with additional assistance, either telephone support, workplace visits or one-on-one tutoring.

Investment - Training Cost

$3200 (Nationally Accredited Training, GST Exempt)
Training Location

All training sessions are conducted at our modern training facility, located at:

MTA House – Level 1, 83 Greenhill Road, Wayville SA 5034

Core Units – All Units Are Compulsory

• FNSICIND301A Work in the financial services industry
• FNSICGEN301A Communicate in the workplace
• FNSICGEN302A Use technology in the workplace
• FNSICGEN304A Apply health and safety practices in the workplace

Elective Stream – 4 Units To Be Sourced From Any Endorsed Training Package

• FNSICCUS301A Respond to customer enquiries
• FNSICCUS305A Maintain customer database
• FNSFLIT203A Develop an understanding of debt and consumer credit
• FNSICCUS303A Provide inbound telephone service