The Following courses are not currently being offered
Financial and Insurance
Certificate IV in Financial Services (Superannuation)
Course Length: 6 months
Certificate IV in Financial services (Superannuation) is the industry recommended qualification for people wishing to enter the superannuation industry. They would typically be performing a range duties within which primarily involve specific fund administration functions, and would be considered to be competent in handling a wide variety of complex situations within fund administration This qualification is ideally suited to people wanting to work within a superannuation fund or in an outsourced service provider.
Entry Requirement
The pre-requisite for entering this course is either the satisfactory completion of Year 12 English or an IELTS score of 5.5 (or equivalent).
Career and study pathway
Students who successfully complete this qualification may go on to further study such as the Advanced Diploma in Financial Services, a degree qualification or find employment in the financial services sector managing customer/client service, managing financial and business processes, managing a branch/section or managing an advisory/distribution section.
Units of Competency
This qualification requires students to complete 13 units of competency (4 industry core units + 4 sectoral core units + 5 elective units). Students who have already completed appropriate units elsewhere may have them credited towards the Certificate IV in Financial Services (Superannuation) via the Mutual Recognition process. (More information on appropriate units that may be credited towards this qualification is available upon request)
Industry Core Units
FNSICIND401A Apply principles of professional practice to 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
Sectoral Core Units
FNSSUPR401A Process complex benefits and/or insurance claims
FNSSUPR402A Assist in meeting superannuation compliance requirements
FNSICORG402A Work with specialist and outsourced services
FNSICGEN404A Resolve disputes
Elective Units
Note: FNSSUPR408A must be assessed in conjunction with, or following, FNSSUPR305A
FNSICACC305A Process payment documentation
FNSICCUS401A Deliver a professional service to customers
FNSSUPR404A Administer retirement income streams
FNSSUPR405A Establish and customise complex employer accounts
FNSSUPR408A Assess complex superannuation benefit and/or insurance claims
Program Structure:
All industry core units will be taught to students as a large group along with those students completing Certificate III in insurance services and Financial Services Diploma Courses and then the sectoral core and elective units will be taught. If a student has already successfully completed appropriate units of competency they may have them credited towards the Certificate IV in Financial Services (Superannuation) and then choose other elective units which do not overlap with ones they have already done.
Course duration for this course will only be offered as 6 months of study.
Diploma of Financial Services (Superannuation)
Course Length: 1 year
This qualification is aimed at people wishing to expand on their Certificate III or IV in Financial Services qualifications, or those wishing to gain employment working as a customer service specialist within a superannuation company. Individuals would likely have supervisory or technical responsibility for their work area, department or specialisation. This course is ideally suited to people who wish to gain a somewhat in depth awareness and understanding of the superannuation industry and its range of operations.
Entry Requirement
The pre-requisite for entering this course is either the satisfactory completion of Year 12 English or an IELTS score of 5.5 (or equivalent).
Career and study pathway
Students who successfully complete this course may find employment in positions with supervisory or technical responsibility in customer service within the superannuation industry, or continue on to further study such as Advanced Diploma of Financial Services (Superannuation) or university degree programs.
Units of Competency
This qualification requires students to complete 12 units of competency (4 industry core units + 4 sectoral core units + 4 elective units). Students who have already completed appropriate units elsewhere may have them credited towards the Diploma of Insurance Services via the Mutual Recognition process. (More information on appropriate units that may be credited towards this qualification is available upon request) Note: elective units must be chosen from the list provided by the Financial Services Training Package, and students may choose up to 2 units from Certificate IV level, and up to 2 units at an Advanced Diploma level.
The core and elective units of competency that will be offered at The BCE & BCA have been listed below.
Industry Core
FNSICGEN301A Communicate in the workplace
FNSICGEN302A Use technology in the workplace
FNSICGEN304A Apply health and safety practices in the workplace
FNSICIND401A Apply principles of professional practice to work in the financial services industry
Sectorial core
Achieve the 4 sectoral core units listed below:
FNSCOMP602A Develop and implement compliance systems
FNSICORG513A Implement quality systems within work area
FNSICORG514A Supervise work within a Financial Services context
FNSSUPR501A Supervise complaints procedures
Elective Units – (customer services working in Superannuation organisations)
Note: FNSICORG514A, FNSSUPR501A and FNSSUPR504A are prerequisites for FNSASIC503UA and thus must be completed before starting FNSASIC503UA.
FNSASIC503UA Provide advice in Superannuation
FNSSUPR503A Develop client relationship with employers and establish superannuation systems
FNSSUPR504A Provide advanced customer service to superannuation clients
FNSSUPR505A Produce reports for superannuation
Program Structure:
All industry core units will be taught to students as a large group along with those students completing other Financial Services Diploma Courses and then the sectoral core and elective units will be taught. If a student has already successfully completed appropriate units of competency they may have them credited towards the Diploma of Financial Services (Superannuation) and then choose other elective units which do not overlap with ones they have already done.
Course duration for this course will only be offered as 12 months of study.
Diploma of Financial Services
Course Length: 1 year
This qualification is has bee designed for people wishing to expand on their Certificate III or IV in Financial Services qualifications, managers currently working in the Financial services sector wishing to formalise their workplace knowledge or those wishing to gain employment in the following areas: managing customer/client service, managing financial and business process, managing a branch/section or managing advisory/distribution section. This course is ideally suited to people who wish to gain a broad awareness and understanding of the financial services industry and its range of operations.
Entry Requirement
The pre-requisite for entering this course is either the satisfactory completion of Year 12 English or an IELTS score of 5.5 (or equivalent).
Career and study pathway
Students who successfully complete this qualification may go on to further study such as the Advanced Diploma in Financial Services, a degree qualification or find employment in the financial services sector managing customer/client service, managing financial and business processes, managing a branch/section or managing an advisory/distribution section.
Units of Competency
This qualification requires students to complete 12 units of competency (4 industry core units + 8 elective units). Students who have already completed appropriate units elsewhere may have them credited towards the Diploma of Financial Services via the Mutual Recognition process. (More information on appropriate units that may be credited towards this qualification is available upon request) Note: elective units must be chosen from the list provided by the Financial Services Training Package, and students may choose up to 2 units from Certificate IV level, and up to 2 units at an Advanced Diploma level.
Industry Core
FNSICGEN301A Communicate in the workplace
FNSICGEN302A Use technology in the workplace
FNSICGEN304A Apply health and safety practices in the workplace
FNSICIND401A Apply principles of professional practice to work in the financial services industry
Electives
Achieve at least 8 elective units. The elective units may be selected as follows:
FNSACCT501A Provide financial and business performance information
FNSFPLN507A Provide financial planning advice
FNSFPLN506A Meet with client to determine client requirements and expectations
FNSICCUS504A Manage business customer relationships
FNSICCUS506A Determine client requirements and expectations
FNSICGEN501A Produce research reports and make presentations
FNSICSAM505A Assess market needs
FNSCOMP501A Comply with financial services legislation, industry and professional codes of practice
Or students may choose any of the following units or those from other Financial Services Diploma courses offered. They are listed below the other elective units.
Units from other Diploma courses that may be used as electives
FNSACCT502A Prepare income tax returns
FNSACCT503A Manage budgets and forecasts
FNSACCT504A Prepare financial reports for a reporting entity
FNSACCT506A Implement and maintain internal control procedures
FNSACCT507A Provide management accounting information
FNSACCT505A Establish and maintain accounting information systems
FNSASIC503UA Provide advice in Superannuation
FNSBANK503A Provide business advisory services within a financial services context
FNSICCUS505A Manage premium customer relationships
FNSICORG505A Manage staff performance to achieve strategic targets
FNSICORG513A Implement quality systems within work area
FNSICORG514A Supervise work within a financial services context
FNSICORG510A Manage own professional development
FNSICORG516A Prepare financial reports to meet statutory requirements
FNSICORG517A Prepare financial forecasts and projections
FNSICSAM502A Apply advanced selling techniques to selling of financial products and services
FNSINSV501A Issue contracts of insurance covering non-routine situations
FNSINSV502A Review operational performance of the portfolio
FNSINSV503A Undertake post loss risk management
FNSINSV504A Negotiate treaty reinsurance
FNSINSV507A Implement claim recovery procedures
FNSINSV508A Review claims settlement policies and procedures
FNSINSV512A Settle non-routine, complex claims
FNSPRAC501A Manage and maintain small/medium business operations
FNSSUPR501A Supervise complains procedures
FNSSUPR503A Develop client relationships with employers and establish superannuation systems
FNSSUPR504A Provide advanced customer service to superannuation clients
FNSSUPR505A Produce reports for superannuation
Organisation
All industry core units will be taught to students as a large group along with those students completing other Financial Services Diploma Courses and then the elective units will be taught.
Course duration of this course will only be offered as 12 months.
Diploma of Financial Services (Banking)
Course Length: 1 year
This qualification is aimed at people wishing to expand on their Certificate III or IV in Financial Services qualifications, or those wishing to gain employment managing in branch environments, dealing with small business banking, commercial and retail lending. This course is ideally suited to people who wish to gain a somewhat in depth awareness and understanding of the banking industry and its range of operations.
Entry Requirement
The pre-requisite for entering this course is either the satisfactory completion of Year 12 English or an IELTS score of 5.5 (or equivalent).
Career and study pathway
Students who successfully complete this course may continue on to further study such as Advanced Diploma of Financial Services, university degree programs or find employment in positions dealing with small business banking, commercial and retail lending or managing branch environments.
Units of Competency
This qualification requires students to complete 12 units of competency (4 industry core units + 3 sectoral core units + 5 elective units). Students who have already completed appropriate units elsewhere may have them credited towards the Diploma of Financial Services (Banking) via the Mutual Recognition process. Note: elective units must be chosen from the list provided by the Financial Services Training Package, and students may choose up to 2 units from Certificate IV level, and up to 2 units at an Advanced Diploma level.
The core and elective units of competency that will be offered at The BCE & BCA have been listed below.
Industry Core
FNSICGEN301A Communicate in the workplace
FNSICGEN302A Use technology in the workplace
FNSICGEN304A Apply health and safety practices in the workplace
FNSICIND401A Apply principles of professional practice to work in the financial services industry
Achieve the 3 sectoral core units listed below:
FNSICORG604A Provide leadership and motivation in a workplace team
FNSICORG505A Manage staff performance to achieve strategic targets
FNSPRAC501A Manage and maintain small/medium business operations
Electives
FNSBANK503A Provide business advisory services within a financial services context
FNSCRDT401A Evaluate credit applications
FNSCRDT402A Settle application and arrangements for debt finance
FNSICCUS505A Manage premium customer relationships
FNSICSAM502A Apply advanced selling techniques to selling of financial products and services
Program Structure:
All industry core units will be taught to students as a large group along with those students completing Certificate III Insurance Services, Certificate IV in Financial Services (Superannuation) and other Financial Services Diploma Courses and then the sectoral core and elective units will be taught. If a student has already successfully completed appropriate units of competency they may have them credited towards the Diploma of Financial Services (Banking) and then choose other elective units which do not overlap with ones they have already done.
Course duration of this course will only be offered as 12 months.
Certificate III in Insurance Services
Course Length: 6 months
This qualification is designed to reflect the role of entry-level employees working in the insurance industry in service and support roles, including such duties as:
- determining coverage in accordance with insurance policy wording (if a claim)
- obtaining relevant facts from a client regarding an insurance claim
- registering insurance claim details in relevant databases and paying claims
- providing underwriting information and answering inquiries from clients and from insurance agents, consultants and other company personnel
- reviewing individual and group applications for automobile, fire, health, liability, life, property, marine, aircraft and other insurance
- supporting underwriting processes to make acceptance of new and renewal applications possible.
Entry Requirement
The pre-requisite for entering this course is either the satisfactory completion of Year 10 English or an IELTS score of 5.5 (or equivalent).
Career and study pathway
Students who successfully complete this course may go onto further study in a Diploma of Insurance Services or find entry level employment in the insurance services industry.
Units of Competency
This qualification requires students to complete 13 units of competency (4 industry core units + 4 sectoral core units + 5 elective units). Students who have already completed appropriate units elsewhere may have them credited towards the Certificate IV in Financial Services (Superannuation) via the Mutual Recognition process. (More information on appropriate units that may be credited towards this qualification is available upon request)
Industry Core Units
FNSICGEN301A Communicate in the workplace
FNSICGEN302A Use technology in the workplace
FNSICGEN304A Apply health and safety practices in the workplace
FNSICIND401A Apply principles of professional practice to work in the financial services industry
Sectoral Core Units
FNSINSV302A Process alteration to insurance policy
FNSINSV303A Issue contract of insurance
FNSINSV304A Issue renewal advice
FNSINSV305A Issue cancellation advice
Elective Units
Choose 5 of the following
FNSINSV306A Receive and record/register a claim
FNSINSV307A Follow organisation procedures to process claim
FNSINSV309A Settle claims
FNSINSV310A Process a claims payment
FNSICGEN402A Participate in negotiations
FNSICCUS401A Deliver a professional service to customers
Program Structure:
All industry core units will be taught to students as a large group along with those students completing Financial Services Certificate IV and Diploma Courses and then the sectoral core and elective units will be taught. If a student has already successfully completed appropriate units of competency they may have them credited towards the Certificate III in Insurance Services and then choose other elective units which do not overlap with ones they have already done.
Course duration for this course will only be offered as 6 months of study.
Diploma of Insurance Services
Course Length: 1 year
This qualification is aimed at people wishing to expand on their Certificate III or IV in Financial Services qualifications, or those wishing to further their working knowledge or gain employment leading a claims or underwriting team responsibilities including: handling complex claims, underwriting complex risk, initiating and responding to legal action in relation to claims, surveying risk exposure, implementing claims recovery and reviewing portfolio performance. This course is ideally suited to people who wish to gain a somewhat in depth awareness and understanding of the insurance services industry and its range of operations.
Entry Requirement
The pre-requisite for entering this course is either the satisfactory completion of Year 12 English or an IELTS score of 5.5 (or equivalent).
Career and study pathway
Students who successfully complete this course may go onto further study in an Advanced Diploma of Financials Services, a degree such as Bachelor of Business (Insurance) or find entry level employment in the insurance services industry as a claims or underwriter team leader.
Units of Competency
This qualification requires students to complete 12 units of competency (4 industry core units + 5 sectoral core units + 3 elective units. Note that there are 4 elective units listed below as recommended by industry – students may choose to complete all 4 of these units if they wish). Students who have already completed appropriate units elsewhere may have them credited towards the Diploma of Insurance Services via the Mutual Recognition process. (More information on appropriate units that may be credited towards this qualification is available upon request)
The core and elective units of competency that will be offered at The BCE & BCA have been listed below.
Industry Core
FNSICGEN301A Communicate in the workplace
FNSICGEN302A Use technology in the workplace
FNSICGEN304A Apply health and safety practices in the workplace
FNSICIND401A Apply principles of professional practice to work in the financial services industry
Sectorial core – (general insurance)
Achieve the 5 sectoral core units listed below:
FNSINSV501A Issue contracts of insurance covering non-routine situations
FNSINSV502A Review operational performance of the portfolio
FNSINSV503A Undertake post loss risk management
FNSINSV507A Implement claim recovery procedures
FNSINSV508A Review claims settlement policies and procedures
Achieve at least 3 elective units
Industry recommends choosing the electives below.
FNSICORG604A Provide leadership and motivation in a workplace team
FNSICGEN404A Resolve disputes
FNSINSV512A Settle non-routine, complex claims
FNSINSV504A Negotiate treaty reinsurance
Program Structure:
All core units will be taught to students as a large group along with those students completing Certificate III Insurance Services and other Financial Services Diploma Courses and then the sectoral core and elective units will be taught. If a student has already successfully completed appropriate units of competency they may have them credited towards the Diploma of Insurance Services and then choose other elective units which do not overlap with ones they have already done.
Course duration of this course will only be offered as 12 months.
