Commercial agent training and qualifications

An applicant can be either an employee or agent level licence holder. A first aid certificate is not required for this activity.

Training units accepted until 30 September 2020

Units for a provisional licenceUnits for a full employee and/or agent individual licenceAdditional training units for agent individual licence

There is no required training

After a licence is issued, these units must be completed before re-applying for a licence

Applicants for an agent licence must complete these additional training units

There is no required training
  • FNSINC401 - Apply principles and professional practice to work in the financial services industry
  • FNSMCA301A - Collect debts
  • FNSMCA302 - Repossess property
  • FNSMCA303 - Serve legal process
  • FNSMCA304 - Locate subjects
  • FNSMCA402 - Initiate legal recovery of debts
  • BSBFIA301 - Maintain financial records
  • FNSCUS402 - Resolve disputes
  • BSBFIA401 - Prepare financial reports
  • BSBWOR204A - Use business technology
  • BSBCNV506 - Establish and manage a trust account
  • FNSMCA401 - Develop and document case recommendations
  • BSBWHS201 - Participate in OHS processes
  • FNSINC301 - Work effectively in the financial services industry
  • BSBSMB404 - Undertake small business planning

Training units accepted from 20 January 2020

Units for Commercial Employee
Certificate III in Mercantile Agents
Additional training units for agent individual licence
  • FNSINC401 Apply principles and professional practice to work in the financial services industry
  • FNSMCA301 Collect debts
  • FNSMCA302 Repossess property
  • FNSMCA303 Serve legal process
  • FNSMCA304 Locate subjects
  • FNSMCA402 Initiate legal recovery of debts
  • BSBFIA301 Maintain financial records
  • FNSCUS402 Resolve disputes
  • BSBFIA401 Prepare financial documents
  • BSBWOR204 Use business technology
  • FNSINC301 Work effectively in the financial services industry
  • BSBCNV506 Establish and manage a trust account
  • FNSMCA401 Develop and document case recommendations
  • BSBWHS201 Contribute to health and safety of self and others
  • BSBSMB404 Undertake small business planning

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Updated: 07 Apr 2020