This qualification reflects the role of individuals 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 skills and knowledge to demonstrate autonomy and judgement and to take limited responsibility in known situations under general supervision.

Licensing, legislative, regulatory or certification considerations

No licensing, legislative 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 the relevant regulator for specific guidance on requirements.

Nil

Total number of units = 11

7 core units plus

4 elective units, of which:

• at least 3 must be from the elective units listed below
• up to 1 may be from this qualification or any currently endorsed Certificate II or above training package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the overall integrity of the AQF alignment, not duplicate the outcome of another unit chosen for the qualification, and contribute to a valid industry-supported vocational outcome.

Core units

• BSBTEC302 Design and produce spreadsheets
• BSBXCM301 Engage in workplace communication
• FNSACC314 Conduct business activities using a computerised accounting system
• FNSACC321 Process financial transactions and extract interim reports
• FNSACC322 Administer subsidiary accounts and ledgers
• FNSACC323 Perform financial calculations
• FNSINC311 Work together in the financial services industry

Elective units

• BSBHRM416 Process payroll
• BSBINS307 Retrieve information from records
• BSBINS309 Maintain business records
• BSBOPS304 Deliver and monitor a service to customers
• BSBOPS305 Process customer complaints
• BSBPEF301 Organise personal work priorities
• BSBTEC301 Design and produce business documents
• BSBTEC404 Use digital technologies to collaborate in a work environment
• FNSACC421 Prepare financial reports
• FNSACM311 Process and manage payments
• FNSACM312 Reconcile financial transactions
• FNSACM313 Process authorised payments
• FNSCRD302 Monitor and control accounts receivable
• FNSCRD311 Process applications for credit
• FNSCRD415 Manage overdue customer accounts
• FNSCUS412 Resolve disputes
• FNSORG301 Administer fixed asset register
• FNSRTS307 Maintain Automatic Teller Machine (ATM) services
• FNSRTS308 Balance cash holdings
• FNSRTS309 Maintain main bank account
• FNSRTS311 Provide customer service in a retail agency
• FNSRTS312 Execute foreign currency transactions
• FNSRTS314 Administer card services