HSC Financial Services (VET) case studies
HSC Financial Services (VET) · Put your knowledge to work in context.
The HSC Financial Services course is a Stage 6 VET Board Endorsed Course (VET BEC) for Year 11 and 12 students in New South Wales. According to the NSW Education Standards Authority (NESA), VET BECs 'give Year 11 and 12 students the practical skills and experience to confidently step into work, further training, or even a related university course.' The course is designed for students who want to combine their HSC with industry-relevant financial services skills. It sits within the VET curriculum area and is delivered by schools and registered training organisations (RTOs). NESA publishes course descriptions for each cohort - students starting in 2025, 2026 and 2027 - and principals and RTOs must check course exclusions before entering students. The HSC Financial Services (VET) case studies are 5 cases and about 2,972 words.
1The Settlement Date That Wasn't
Priya is a trainee at a small mortgage broking firm. On Friday 14 March she receives a client file for the Nguyen refinance.
647 words, about 3 min2The Fee Disclosure That Arrived Late
Marcus works in the client services team of a suburban financial planning practice. A client, Mrs Okafor, signed an advice fee consent form on 3 June agreeing to an ongoing fee of $2,200 per year, deducted monthly.
613 words, about 3 min3The Loan Application With a Convenient Round Number
Tomas is a credit assessor at a regional credit union. A loan application for a 38,000 personal loan comes in from a member, Ms Barrett.
575 words, about 3 min4The Referral That Came With a Bottle of Whisky
Aisha works at the front desk of a suburban insurance broker. A local smash repairer, Ken, refers customers to the broker for motor insurance.
582 words, about 3 min5The Reconciliation That Was Two Dollars Out
Dev is completing a bank reconciliation for a small accounting firm's trust account at month end. The trust account holds client money.
555 words, about 3 min