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Certificate II in Financial Services

This qualification is not yet available through RPL It. Register your interest to be notified when it becomes available.

FNS20120

You have built a foundation of practical skills in financial administration and customer support. We are currently establishing partnerships with Registered Training Organisations to offer a streamlined recognition pathway for this qualification. Register your interest today to be notified as soon as we can guide you through the assessment process.

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About This Qualification

This qualification is intended to address the need for increased financial literacy and basic financial skills of entrants wishing to build potential pathways into the industry. Licensing, legislative, regulatory or certification considerations No licensing, legislative or certification requirements apply to this unit at the time of publication.

Qualification Code

FNS20120

Training Package

FNS — Financial Services Training Package

AQF Level

Certificate II

Total Units

8 (4 core + 4 elective)

Entry Requirements

Nil

RPL It Status: Not yet available — Registering interest

Important: RPL It Australia is a student support service. All assessment and qualification issuance is conducted by our partner Registered Training Organisations (RTOs). RPL It does not deliver training, conduct assessments, or issue qualifications.

Career Outcomes

According to training.gov.au, this qualification supports the following roles:

RoleResponsibilities
Financial Planning OfficerProviding administrative and research support to senior planners, including data extraction and document preparation.
Financial Services ClerkHandling day-to-day clerical duties, processing basic transactions, and maintaining customer account records.
Junior Bank TellerAssisting customers with retail transactions and providing basic information on financial products.

Ready to level up?

Join our priority list to get notified the moment we open enrolments with our partner RTOs.

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Get notified when RPL is available for FNS20120

Receive a preliminary review of your experience

No commitment or obligation required

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Could RPL Be Right for You?

Experience can be evidence.

RPL is the process that helps you demonstrate it.

Recognition of Prior Learning (RPL) is a formal assessment process that evaluates the skills, knowledge, and experience you've gained through your career to determine whether you meet the requirements of a nationally recognised qualification. It isn't a shortcut — it applies the same assessment standards as any other pathway.

RPL typically involves:

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A review of your work experience against the qualification requirements

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Compilation of an evidence portfolio demonstrating your competency

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Assessment by a qualified assessor from a Registered Training Organisation

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If gaps are identified, targeted training to build on your existing expertise

ℹ️ Important Pathway Advice

RPL isn't the right pathway for everyone. If you don't have substantial, relevant, and current industry experience, a traditional study pathway may serve you better.

Our approach:

“We'd rather guide you to the right pathway than enrol you in the wrong one.”

What Kind of Experience Counts?

If RPL becomes available for this qualification, the types of experience and evidence that would typically be relevant include:

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Work History & Roles

  • A current resume detailing clerical or financial support roles
  • Position descriptions highlighting financial services tasks
  • Reference letters from supervisors in finance or banking environments
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Business Systems & Software

  • Records of using business software for data entry or scheduling
  • Spreadsheets designed or maintained for financial tracking
  • Evidence of using digital communication tools in a professional setting
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Financial Documentation

  • Samples of processed retail transactions or account records
  • Evidence of performing basic financial calculations
  • Notes from client interactions or financial enquiries (redacted for privacy)
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Safety & Industry Conduct

  • Certificates of completion for workplace WHS inductions
  • Records of participating in team meetings or safety briefings
  • Evidence of working collaboratively within a financial services team

Not sure if you qualify?

Speak with our team for a free eligibility discussion.

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This is general guidance based on training.gov.au. Specific requirements will be confirmed by the delivering RTO's assessor when RPL becomes available.

Frequently Asked Questions

Everything you need to know about this qualification and RPL.

Is this qualification currently available through RPL It?
We are currently in the process of establishing partnerships with Registered Training Organisations (RTOs) that specialise in this qualification. While we cannot facilitate an assessment immediately, registering your interest ensures you are notified the moment the pathway becomes available.
Why should I register my interest?
Registering allows us to understand the demand for this specific qualification. It also ensures you receive priority notification and guidance as soon as we have an RTO partner ready to assess your evidence portfolio.
Is an RPL qualification the same as one from full-time study?
Yes. A qualification earned through Recognition of Prior Learning is identical to one earned through traditional study. It is issued by a Registered Training Organisation and meets the same national standards; the only difference is how your competency is demonstrated.
What level of software experience is expected for this qualification?
The qualification focuses on basic business software applications. If you have experience using spreadsheets, digital communication tools, and data entry systems in a workplace, you likely have the foundation needed for this component of the assessment.
Does this qualification cover personal financial literacy?
Yes, it includes units related to understanding the Australian financial system, personal budgeting, and savings plans. If you have mentored others in these areas or managed these processes in a professional support role, that experience is highly relevant.

Register Your Interest

We're establishing partnerships to offer FNS20120 through RPL. Tell us about your background — we'll let you know when it's available and whether RPL is likely to suit your experience.

Priority Notification

Be the first to know when enrolments open for FNS20120.

Preliminary Review

Receive free guidance on whether RPL could suit your career background.

No Commitments

Registering is obligation-free and takes less than 2 minutes.

Your Experience

No commitment. We'll only notify you when this qualification becomes available.

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Be the first to know when FNS20120 becomes available through RPL.

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