This qualification is designed to provide a flexible general purpose pathway in the financial services industry. It is intended to meet the training needs of employees with roles that involve working across a range of duties in the financial services sector where a specialist qualification is not the most suitable qualification to meet their training needs. Individuals in these roles apply theoretical and technical knowledge and skills to work autonomously and exercise judgement in completing routine and non-routine activities.

Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements. 

This qualification reflects the job roles of employees with functions that could include:

• Filing, checking and processing financial data entry and processing accounts payable/accounts receivable

• Providing customer service in financial transactions

• Assisting in processing payroll

• Front line cashiering and bank account maintenance

• Assisting with entering transaction data to ledgers and maintaining a general ledger

• Processing purchases and sales including EFT/e-business

• Producing GST reports

Pathways from the qualification

The primary pathway from this qualification is entry level employment in a range of financial services sectors. Specialist FNS10 Financial Services Training Package qualifications at Certificate IV such as Certificate IV in Bookkeeping or Certificate IV in Accounting would support career progression.