Type of institution: TAFE Institute
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.Licensing/Regulatory InformationNo licensing or certification requirements apply to this qualification at the time of publication. However, some units may specify relevant licensing, legislative and/or regulatory requirements that impact on the unit. Refer to FNS Financial Services Training Package Companion Volume Implementation Guide for guidance on requirements.
- 11 units: 7 core
- 4 elective
- Process applications for credit
- Maintain business records
- Administer debit card services
- Maintain Automatic Teller Machine (ATM) services
- Write simple documents
- Implement customer service standards
- Handle foreign currency transactions
- Administer subsidiary accounts and ledgers
- Process financial transactions and extract interim reports
- Perform financial calculations
- Process payment documentation
- Administer financial accounts
- Administer fixed asset register
- Retrieve information from records
- Process payroll
- Conduct business activities using a computerised accounting system
- Deliver and monitor a service to customers
- Provide customer service in a retail agency
- Produce spreadsheets
- Work effectively in the financial services industry
- Conduct online transactions
- Prepare, match and process receipts
- Organise personal work priorities and development
- Maintain main bank account
- Design and produce business documents
- Resolve disputes
- Process customer complaints
- Monitor and control accounts receivable
- Prepare financial reports
- Manage overdue customer accounts
- Balance cash holdings
|Campus||Fees||Entry||Mid year intake||Attendance|
|Broken Hill College||No|
|Dubbo College, Myall Street Campus||No|
|Glen Innes Campus||No|
|Great Lakes Campus||No|
|Lightning Ridge College||No|
|Moss Vale Campus||No|
|Nepean College, Kingswood Campus||No|
|Orange College, March Street Campus||No|
|OTEN (Open Training Education Network)||No|
|OTEN (Open Training Education Network)||No|
|Port Macquarie Campus||No|
|St George College, Main Campus||No|
|St Leonards Campus||No|
|Sutherland College, Gymea Campus||No|
|Wagga Wagga Campus||No|
Campuses: Belmont Campus.
**ADDITIONAL RESOURCES**You will need to provide for yourself the following resources which you will keep when you complete your study:- general stationery, (ie, notebook, pen)- a USB storage device- access to a computer, and suitable internet connection
Campuses: Blacktown College.
**ADDITIONAL RESOURCES**You will need to provide for yourself the following resources which you will keep when you complete your study:- Textbooks (approximately $250)- Calculator- USB- Headphones with microphone- Stationery
Campuses: Granville College.
**ADDITIONAL RESOURCES**In term 2, you will need to provide for yourself the following textbooks. These textbooks are also used in FNS40217 Certificate IV in Accounting and Bookkeeping for other units as you progress through your studies.- Clarke, E, Wilson, Y & Wilson, M 2019, Accounting, an introduction to Principles and Practice, Cengage Learning Australia, Sydney (ISBN: 9780170286794)- Pazmandy, G 2021, Computerised Accounting using MYOB 2020.3, 11th edn, LearnNow Publications (ISBN: 978-1-76073-131-1)
Campuses: Lismore Campus.
**ADDITIONAL RESOURCES**You will need to provide for yourself the following resources which you will keep when you complete your study:- general stationery, (ie, pen, pencil, eraser, highlighters and stapler), including an A4 ring binder/dividers and plastic sleeves for handouts - headphones and a USB storage device or access to a cloud storage account will also be required.
Campuses: Liverpool College.
**ADDITIONAL RESOURCES**Students may be required to purchase text books to supplement their studies. Your Course coordinator will advise you of this.
Campuses: Meadowbank Campus, St George College, Main Campus, Sutherland College, Gymea Campus.
**ADDITIONAL RESOURCES**You will need to provide for yourself the following resources which you will keep when you complete your study:- Textbooks are required and will be available from the publishers at an additional cost.
Campuses: Miller College.
**ADDITIONAL RESOURCES**You will need to provide for yourself the following resources which you will keep when you complete your study:- textbooks to supplement the studies. Your Course coordinator will advise you of this.- basic calculator
Campuses: Nepean College, Kingswood Campus.
**ADDITIONAL RESOURCES**You are required to provide your own writing materials such as folder (for handouts or notes), calculate, notebook, pens and pencil and USB for storage of learning resources provided via the online Moodle and also work completed by you in class.
Campuses: OTEN (Open Training Education Network), OTEN (Open Training Education Network).
For further information on fees and charges please see https://www.tafensw.edu.au/get-started-at-tafe-nsw/fees-informationPlease ensure you also read and understand the associated fee policies and conditions related to withdrawal from a course, applying for a refund of fees, applying for a deferral to your studies and if you are behind in payment of instalments.**ADDITIONAL RESOURCES**You will need to provide the following resources which is retained on completion of study:- required textbooks, these range in cost from $50 - $100.
Campuses: St Leonards Campus.
**ADDITIONAL RESOURCES**You will need to provide for yourself the following resources which you will keep when you complete your study:- Textbooks and stationery supplies including calculator, usb and headphones.