Financial services training can involve payroll, insurance broking, loss adjusting and financial literacy. The FNS collection includes introductory qualifications as well as Diploma examples. Identify the kind of record or decision learners will work with before choosing a resource. A learner entering a financial services role may need practice interpreting a form. A payroll learner may need to compare records and explain how a discrepancy was handled.
Plan systems and data access
Use a classroom, an authorised workplace arrangement or a practice system suitable for remote delivery. The RTO provides the sample records, approved software access and instructions learners will follow. Do not use actual employee, customer or claimant data in a practice exercise unless its use is authorised. Decide how staff will reset a practice environment, distribute files and collect work. Agree which parts of the task an assessor will observe and what records the learner needs to keep.
Review the resource sample with the systems and terminology your trainer uses. If a product example refers to a different layout or process, note what you would change in contextualisation. Keep the task requirements and evidence plan visible while adapting an example. An assessor should be able to tell how the learner arrived at a decision as well as what the learner entered or submitted.
Worked example: reviewing a payroll discrepancy
Prepare a fictional time record and payroll summary with a difference for the learner to investigate. Ask the learner to identify the records they would compare, record the issue and explain what should happen next under the simulated process. The trainer can use learner material to introduce the records before the exercise. Review the assessment instructions for a way to capture the investigation and explanation. Arrange a practice system or approved substitute and make sure the assessor can see the evidence without access to live employee records.
Worked example: organising a claim file
Provide an invented claim scenario with a small set of documents and a missing item. Ask the learner to sort what is available, record the gap and prepare a clear request for further information. Decide how the trainer will explain the scenario and how an assessor can review the learner's decisions. Where the team already has a training file, an Assessment Kit may be enough for the documents still needed. For a new program, compare the learner material and assessment together before planning the exercise.
Compare purchases by qualification and format
Check the code on each item and note whether the intended purchase is for a complete qualification or for selected units. Review a combined kit if trainers need teaching materials and assessors need documentation. Look at a Learner Guide if the main gap is an explanation or a set of practice examples. For recognition, review how the RPL Kit supports collection and verification of existing evidence. State the intended code, systems and work setting when requesting a sample. Ask which files are supplied so staff can plan how they will prepare the examples before delivery.
FNS catalogue and qualification examples
CAQA Resources lists 2,602 active products in this collection. The five qualification codes with the most listings in the verified membership are below. Counts identify catalogue listings and can include multiple resource formats or specialisations.
- FNS50422 Diploma of Payroll Services · 8 listings
- FNS51220 Diploma of Insurance Broking · 8 listings
- FNS51420 Diploma of Loss Adjusting · 8 listings
- FNS10120 Certificate I in Basic Financial Literacy · 7 listings
- FNS20120 Certificate II in Financial Services · 7 listings
FNS Training Package collection
Active listings by resource type
- Assessment Kit · 207
- Class Activity Book · 151
- ERF Checklist · 183
- LLN Kit · 1
- LLND Kit · 224
- Learner Guide · 151
- Learner Resources · 207
- Learning and Assessment Kit · 207
- PowerPoint · 151
- RPL Kit · 225
- SCORM · 151
- Self-Study Guide · 151
- Session Plan · 151
- Training and Assessment Strategy · 84
- Unit Knowledge Guide · 151
- Vocational Placement Kit · 207
Review a sample
Samples are available on request. Ask the trainer and assessor to work through one activity together, check the resource against the intended delivery setting and record any inclusions or formats they need confirmed.
CAQA Resources materials are written by subject matter experts and are compliant and audit ready. Word format supports customising, rebranding and reproducing materials within your RTO. Your licence covers unlimited students within the RTO. This resource comes with CAQA's Quality Assurance Guarantee: if it gives an adverse audit outcome, we fix it free of cost, and all future updates are free until the training product becomes superseded and equivalent.
