This qualification reflects the role of individuals with functions that could include financial data entry, processing accounts and payrolls, providing customer service in financial transactions, and producing financial reports.

This qualification reflects the role of individuals in the accounting and bookkeeping industry, including business activity statement (BAS) agents and contract bookkeepers; and of those employees performing bookkeeping tasks.

This qualification is designed to provide a flexible general-purpose pathway in the financial services industry. It is intended for individuals with job roles that involve working across a range of duties in the financial services sector.