Accounting & Finance
| Campuses |
Hobart City Campus
Level 4,
75 Campbell Street |
| Team Leader |
Fiona Smith |
| Administration |
Ph: (03) 6233 7381 |
| Email |
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| Information Booklets |
Handbook for Accounting and Finance South |
| Next Information Session |
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Many of our training subjects can be studied as stand alone units, and many can be studied flexibly or using online resources.
For many of our courses, some knowledge, skills and/or previous qualifications in accounting are necessary.
What job do you want?
The accounting and finance industry is an exciting and competitive industry. You can travel the world with these qualifications and derive a great deal of career satisfaction.
With an accounting and finance qualification you can work in areas such as:
Qualifications Available:
Certificate III
Certificate IV
Diploma
Advanced Diploma
Industry Initiatives
- Accounting for Non-Accountants
- GST
- Trade Practices Awareness
- ASIC Tier 2 Training Program (Deposit products, Non-cash products, Generic Knowledge)
Short Courses
ONLINE (SHORT COURSE)
ONLINE (UNITS OF COMPETENCY)
These following units are Nationally accredited and contribute to the Certificate III in Financial Services and Certificate III in Financial Services (Accounts Clerical)
- Work in the Financial Services Industry
- Communicate in the Workplace
- Apply Health and Safety Practices in the Workplace
- Respond to Customer Enquiries
- Use Technology in the Workplace
- Produce Business Documents
For more information or to enrol in the Online Units of Competency please call (03) 6233 7381 or email Finance South Courses
What job do you want?
Book-keeper/ Accounts Clerk/ Accounts Payable Officer/ Payroll Officer
Bookkeepers record financial transactions and may produce financial reports for businesses. They may work with an Accountant to support them in having information entered correctly so that adjustments can be made at the end of the financial period and reports and taxation returns can be prepared.
Your first step to become a Bookkeeper is to complete a Certificate III in Financial Services (Accounts Clerical). This takes 6 months full-time or you can enrol part-time choosing the units that will suit you. Part-time students might take 12-18 months to complete. Often students working in the industry gain recognition for the skills they already have and this shortens the time taken to complete the qualification.
To be a fully qualified Book-keeper you will require a Certificate IV qualification which can be completed at TAFE Tasmania. Either the Certificate IV in Financial Services (Accounting) or if already practicing as a Bookkeeper, the Certificate IV in Financial Services (Bookkeeping) are appropriate qualifications to be a bookkeeper. These qualifications entitle holders to membership of the Bookkeeping professional associations The Association of Accounting Technicians or the Institute of Certified Bookkeepers.
TAFE Tasmania also runs short courses regularly in MYOB for people with office experience wishing to update their software skills.
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Accountant
Accountants analyse, report and give advice on the financial dealings of organisations and individuals, and provide advice on the associated record-keeping and compliance requirements.
To be qualified as an Accountant you will probably be a member of one of the three Accounting Associations; The National Institute of Accountants, CPA Australia or the Institute of Chartered Accountants. Entry requirements for the National Institute of Accountants are an Advanced Diploma of Accounting which can be completed at TAFE Tasmania. CPA Australia and the Institute of Chartered Accountants require members to have a Bachelor of Business with an appropriate accounting specialisation at University level. The TAFE Tasmania qualifications, Diploma of Accounting and Advanced Diploma of Accounting both articulate into the Bachelor of Business.
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Costing Clerk/ Budget Accountant/ Budget Officer
Costing Officers allocate costs (such as labour, materials and general overheads) to jobs to provide accurate costs so profitability can be maintained. Budget Officers work to ensure that reports are up-to-date and actual spending and revenue is compared to the budget to make known and account for any variances. Costing and budgeting units are contained in the Certificate IV in Financial Services (Accounting) qualification. Costing and budgeting often rely heavily on good Microsoft Office Excel spreadsheet skills which are also contained in the Accounting specialisation qualifications. Basic to intermediate spreadsheet skills are part of the recommended Certificate III in Financial Services (Accounts Clerical) qualification and complex spreadsheets in the Advanced Diploma of Accounting qualification.
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Tax Agent
Tax Agents prepare the Business Activity Statement returns and Income Tax returns for Individuals, Companies, Trusts Partnerships and other business structures. Currently there is a Tax Agents Board in every State that administers the role of a Tax Agent. Legislation is before federal Parliament to move this to one body for the whole of Australia. Currently the requirement is that applicants work under the direction of a tax agent and the educational requirements are to complete the taxation units from the Financial Services (Accounting) qualifications and the bookkeeping units.
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Credit Management Officer
Credit Management Officers determine whether applications for credit or loans should be approved and mange the repayment of those outstanding amounts. TAFE Tasmania provides training in the competencies Monitor and Control Accounts and Manage and Recover Errant Debts.
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ASIC tier 2 qualified Bank Officer/ Customer Services Officer
Anyone giving general advice to customers about financial products must be qualified under the Australian Securities and Investments Commission ASIC Policy Statement 146 to a tier 2 qualification. The first module from the TAFE Tasmania Diploma of Financial Services (Financial Planning) covers this requirement.
There is a requirement that ‘the licensee’ will identify the specific skills required to provide general advice against their own products and for the specific needs of their business. They must ensure that general advisers are trained and assessed against the knowledge requirements (specialist and generic) for the product they are advising on (as per the ASIC knowledge requirements from Appendix A of PS146).
The requirement for the skill and knowledge requirement can be demonstrated by achieving competency in the ‘general skills’ ASIC tier 2 units ‘Establish client relationship and analyse need’ and ‘Develop present and negotiate client solutions’. TAFE Tasmania provides this training as a nine week option within the ‘Financial Planning’ course. TAFE Tasmania is on the ASIC Training Register and can issue a Statement of Attainment for these units.
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ASIC tier 1 qualified Financial Planner / Para-planner
Financial Planners provide financial advice to clients covering all areas of finance, including taxation, retirement, redundancy, superannuation, insurance and estate planning. Para-planners assist them Financial Planners to do this by providing technical assistance, such as conducting research. There is an ASIC (Australian Securities and Investment Commission) requirement that people in this industry are qualified to give personal advice. This is called the ASIC tier 1 requirement and TAFE Tasmania is licensed to provide this training within the Diploma of Financial Services (Financial Planning).
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Last Updated
Monday, 14 April 2008 (B)
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