This qualification is intended to meet the financial literacy and basic financial skill needs of Australian Businesses or new entrants wishing to build potential pathways into the industry, particularly through VET programs.


  • Customer Service Trainee
  • Sales Clerk


  • Duration: 4 terms (24 weeks)
  • Assessment: Assignments
  • Course fee: $2,800
  • Study mode: On Campus – 20 hours per week
  • Nationally recognised, Australian Qualifications Framework standards, CRICOS 086413A
  • Start date: at the beginning of each term


Academic (preferred):

  • Vocational experience assisting in a range of work settings without a formal qualification
  • Completed Year 10 or overseas equivalent


  • Minimum score 5.5 or equivalent
  • English proficiency or intermediate level
  • Above from any NEAS accredited ELICOSCompleted Year 10 or overseas equivalent


Module 1 – Small Business Start-Up

In this unit students will develop their own small business ideas. Students will learn how to conduct a competitor analysis, identify gaps in the market and complete a basic business plan and budget. Students will also conduct a self-assessment to determine what skills they will have to learn to run a successful business. Students will also learn the requirements of the WHS requirements for a business.

Module 2 – Financial Services

This unit describes the skills and knowledge to understand and apply industry and organisational procedures to day-to-day work in the financial services industry. Students will also learn about the financial systems and markets operating in Australia, including the role of the central bank and financial regulators and the impact of its decisions on business and consumers.

Module 3 – Savings Plan

This unit describes the skills and knowledge required to develop and implement a savings plan to achieve identified goals and understanding the role of the savings plan, the risk/return relationship and how to determine appropriate savings vehicles to maximize savings. Using innovative work place scenarios, students will enjoy developing ideas about better ways of doing things at work.

Module 4 – Introduction to Tax

In this module students will learn the role of taxation in the Australian economy, including why and how tax is levied and collected, types of taxes paid by business and individuals, and its impact on investment choices. Students will also learn how to organise electronic information and data.