It is possible to work as a bank worker without any formal qualifications and get training on the job. However, entry into this occupation may be improved by obtaining a qualification in financial services or a related area. The education and training requirements for this occupation are undergoing a formal review. This may or may not lead to changes in the requirements.

The Certificates II, III and IV in Financial Services, are offered at TAFE Colleges and other registered training organisations throughout Western Australia. Browse courses through Jobs and Skills WA and search on the My Skills website to find a registered provider near you.

You can also complete a traineeship in financial services (level 2, 3 or level 4). The traineeships usually take 6 to 18 months to complete, and the financial services (level 2 and 3) traineeships are available as school based traineeships.

You can also complete a degree in business or commerce with a major in banking or finance. All universities in Western Australia offer relevant courses. Contact the universities you are interested for more information.

The Bachelor of Commerce, majoring in Finance and Financial Planning at Curtin University is currently the only undergraduate degree in Western Australia approved under these standards by the Financial Adviser Standards and Ethics Authority.

The list of approved and relevant courses available in Western Australia may change over time. Contact the Financial Adviser Standards and Ethics Authority for more information.

Following your studies, you will be required to undertake a professional year, which includes 100 hours of training, and pass the Financial Adviser Standards and Ethics Authority exam.

Note: bank workers who provide personal advice to retail clients about certain financial products need to adhere to the professional standards for financial advisers introduced by the Australian Government on 1 January 2019.