For trainers and assessors
How to use CAQA Ledger and Lane Financial with your students, what is included, and the mapping to the Financial Services Training Package.
One simulated business, ready for assessment
A complete fictional employer
Public site and staff intranet for one business in the industry, with its history, services, values, locations, six departments and ten named roles. Everything is fictional and labelled as such on every page.
14 controlled documents
Policies, procedures, forms, templates, a register and a plan written in controlled-document style with document codes, owners, versions and review dates. Forms and templates are fillable on screen and print to PDF.
5 working systems
Record-keeping apps with realistic seed data: table, card and board views, add, edit, delete, search, filter, CSV export and a one-click reset. Records are stored in the student's browser, so every student starts from the same seed data.
Inbox, notices and calendar
Eight work requests from managers and colleagues that point the student at scenarios, documents and systems, a notice board, and a business calendar the student can add to.
8 assessment scenarios
Role-based workplace tasks at Entry, Intermediate and Advanced level, each with context, brief, task checklist, deliverables, linked documents and systems, assessor notes and a printable evidence summary.
Mapping to current units
Every scenario is mapped to current units of competency and qualifications on training.gov.au for this training package, so trainers can align tasks to their own assessment tools.
A typical delivery pattern
- Orient the class. Walk students through the home page, the departments and the people so the business feels real before any task begins. Ask them to read About this simulation.
- Assign roles. Students sign in as the role a scenario names (or one you choose). The choice is stored only in their browser and shapes the greeting, inbox and evidence summary.
- Issue the work request. The inbox message for a scenario reads like a real instruction from a manager. Students open it, follow the link to the scenario and read the brief.
- Work in the systems and documents. Tasks tell students which policy to apply, which form to complete and which system record to create or update. Forms print to PDF; systems export CSV.
- Collect evidence. The scenario page ticks off tasks and prints an evidence summary listing every record the student created or changed, their notes and the units mapped. Combine it with your own observation checklist and questions.
- Reset between cohorts. Each browser starts from the same seed data. A reset on the About this simulation page clears everything a student did on that device.
Scenarios mapped to current units
Codes and titles were taken from training.gov.au on 10 September 2026 (Financial Services Training Package, release 8.2, developed by Future Skills Organisation). Mapping shows which units a scenario gives evidence towards; it is not a substitute for your own assessment mapping.
| Scenario | Level | Units of competency | Qualifications |
|---|---|---|---|
| Complete a client's month end Bookkeeping and Accounts | Entry | FNSACC321 Process financial transactions and extract interim reportsFNSACC322 Administer subsidiary accounts and ledgersFNSACC314 Conduct business activities using a computerised accounting systemFNSINC311 Work together in the financial services industry | FNS30322 Certificate III in Accounts AdministrationFNS40222 Certificate IV in Accounting and Bookkeeping |
| Prepare a monthly activity statement for review Tax and Business Advisory | Intermediate | FNSTPB411 Complete business activity and instalment activity statementsFNSACC411 Process business tax requirementsFNSACC418 Work effectively in the accounting and bookkeeping industryFNSINC413X Apply codes and standards of ethical practice to own role | FNS40222 Certificate IV in Accounting and Bookkeeping |
| Process a pay run with a termination Payroll Services | Intermediate | FNSTPB412 Establish and maintain payroll systemsFNSPAY513 Process complex employee terminations in payrollFNSPAY512 Process superannuation payments in payrollFNSPAY514 Interpret and apply knowledge of industrial regulations relevant to payroll | FNS50422 Diploma of Payroll ServicesFNS40222 Certificate IV in Accounting and Bookkeeping |
| Complete a preliminary assessment and loan application Finance and Mortgage Broking | Intermediate | FNSFMB412 Identify client needs and present broking optionsFNSFMB411 Prepare loan applications on behalf of clientsFNSINC412 Apply and maintain knowledge of financial products and servicesFNSCUS515 Determine client financial requirements and expectations | FNS40821 Certificate IV in Finance and Mortgage Broking |
| Manage a storm damage claim Insurance Broking and Claims | Intermediate | FNSISV408 Manage handling and settlement of routine insurance claims for retail clientsFNSISV405 Analyse insurance claimsFNSISV416 Use specialist terminology in insurance claimsFNSCUS311 Respond to customer enquiries | FNS41422 Certificate IV in General InsuranceFNS41720 Certificate IV in Insurance Broking |
| Onboard two new clients and verify identity Compliance, Risk and Client Services | Entry | FNSCUS311 Respond to customer enquiriesFNSINC311 Work together in the financial services industryFNSORG411 Conduct individual work within a compliance frameworkFNSINC412 Apply and maintain knowledge of financial products and services | FNS30122 Certificate III in Financial ServicesFNS41820 Certificate IV in Financial Services |
| Investigate a complaint and assess a breach Compliance, Risk and Client Services | Advanced | FNSCUS412 Resolve disputesFNSORG514 Develop, monitor and supervise work practices to meet financial services regulatory requirementsFNSCMP501 Comply with financial services legislationFNSINC513 Identify and apply complex ethical decision making to workplace situations | FNS60722 Advanced Diploma of Financial Licensing ManagementFNS51822 Diploma of Financial Services |
| Prepare a budget, cash flow forecast and management report Tax and Business Advisory | Advanced | FNSACC521 Provide financial and business performance informationFNSACC523 Manage budgets and forecastsFNSACC527 Provide management accounting informationFNSACC526 Implement and maintain internal control procedures | FNS50222 Diploma of AccountingFNS60222 Advanced Diploma of Accounting |
All 36 current qualifications in FNS
The business is written to suit the featured qualifications; the rest can be supported by adding scenarios, which CAQA can do on request.
| Code | Title | Level | Status here |
|---|---|---|---|
| FNS10120 | Certificate I in Basic Financial Literacy | Certificate I | Adaptable |
| FNS20120 | Certificate II in Financial Services | Certificate II | Adaptable |
| FNS30122 | Certificate III in Financial Services | Certificate III | Featured here |
| FNS30220 | Certificate III in Personal Injury Management | Certificate III | Adaptable |
| FNS30322 | Certificate III in Accounts Administration | Certificate III | Featured here |
| FNS30420 | Certificate III in Mercantile Agents | Certificate III | Adaptable |
| FNS40122 | Certificate IV in Credit Management | Certificate IV | Featured here |
| FNS40222 | Certificate IV in Accounting and Bookkeeping | Certificate IV | Featured here |
| FNS40821 | Certificate IV in Finance and Mortgage Broking | Certificate IV | Featured here |
| FNS40920 | Certificate IV in Superannuation | Certificate IV | Adaptable |
| FNS41422 | Certificate IV in General Insurance | Certificate IV | Featured here |
| FNS41521 | Certificate IV in Life Insurance | Certificate IV | Adaptable |
| FNS41720 | Certificate IV in Insurance Broking | Certificate IV | Featured here |
| FNS41820 | Certificate IV in Financial Services | Certificate IV | Adaptable |
| FNS42022 | Certificate IV in Banking Services | Certificate IV | Adaptable |
| FNS42120 | Certificate IV in Personal Injury Management | Certificate IV | Adaptable |
| FNS42222 | Certificate IV in Personal Trust Administration | Certificate IV | Adaptable |
| FNS50222 | Diploma of Accounting | Diploma | Featured here |
| FNS50322 | Diploma of Finance and Mortgage Broking Management | Diploma | Featured here |
| FNS50422 | Diploma of Payroll Services | Diploma | Featured here |
| FNS50722 | Diploma of Superannuation | Diploma | Adaptable |
| FNS50922 | Diploma of Banking Services Management | Diploma | Adaptable |
| FNS51022 | Diploma of Financial Markets | Diploma | Adaptable |
| FNS51120 | Diploma of General Insurance | Diploma | Adaptable |
| FNS51220 | Diploma of Insurance Broking | Diploma | Adaptable |
| FNS51420 | Diploma of Loss Adjusting | Diploma | Adaptable |
| FNS51522 | Diploma of Credit Management | Diploma | Adaptable |
| FNS51822 | Diploma of Financial Services | Diploma | Featured here |
| FNS51920 | Diploma of Personal Injury and Disability Insurance Management | Diploma | Adaptable |
| FNS52022 | Diploma of Personal Trusts | Diploma | Adaptable |
| FNS60222 | Advanced Diploma of Accounting | Advanced Diploma | Featured here |
| FNS60622 | Advanced Diploma of Banking Services Management | Advanced Diploma | Adaptable |
| FNS60722 | Advanced Diploma of Financial Licensing Management | Advanced Diploma | Adaptable |
| FNS60822 | Advanced Diploma of Integrated Risk Management | Advanced Diploma | Adaptable |
| FNS80020 | Graduate Certificate in Anti-Money Laundering and Counter Terrorism Financing | Graduate Certificate | Adaptable |
| FNS80120 | Graduate Diploma of Anti-Money Laundering and Counter Terrorism Financing | Graduate Diploma | Adaptable |
Delivery and LMS compatibility
Hosted web application
Runs in any modern browser on desktop, tablet or phone. No installation, no plug-ins, no student accounts. Each package has its own address, for example bsb.caqa.com.
LMS ready
Link to the whole site, a scenario or a single document from Moodle, Canvas, aXcelerate, Cloud Assess, Blackboard or any LMS that can open a web link. A SCORM wrapper that launches the site and records completion can be supplied on request.
Privacy by design
Student entries stay in the student's browser (local storage). Nothing is sent to CAQA or to any server, so no personal information is collected and no accounts are needed. Students print or export their evidence for submission.
Accessibility and motion
Keyboard navigable, screen-reader labels on controls, reduced-motion support and a visible Motion toggle on every page.
Licensing and usage
RTO licence
Licensed to the RTO under the CAQA Resources licence agreement for use with its enrolled students and staff across all its campuses and delivery modes. Contact CAQA for pricing and reseller terms.
Intellectual property
All content, fictional entities, documents and software remain the intellectual property of CAQA. The RTO may print and adapt documents for its own delivery within the licence.
Branding and customisation
Branding
A private copy with the RTO's own business name, colours and logo can be produced on its own address.
Content
Extra documents, scenarios, systems and staff roles can be added, and existing ones adjusted to match the RTO's assessment tools, industry partners or state requirements.
Integration
Deep links per scenario and per document, optional SCORM launch package, and evidence summaries in a format that suits the RTO's assessment records.
Questions trainers ask
How do trainers use Ledger and Lane with a class?
Start with the About and Departments pages so students understand how a multi-service firm is organised, then assign scenarios that match your qualification. Bookkeeping, tax, payroll, broking, insurance and compliance students each have scenarios in their own department that name the documents and systems to use.
How do students sign in?
Students sign in with the access code issued to your RTO and choose the role named in their scenario. Only a display name is stored, and no personal information is collected.
How are records in the systems kept?
Each system keeps student records in the RTO's site space so that a student's tracker entries, pipeline files and register entries persist between sessions. The seed records are the shared starting state for everyone.
How do I reset the systems for a new cohort?
Use the trainer menu on any system page to restore the seed records and clear student entries for your site space. Reset between cohorts or when the whole group has completed a scenario.
Can I add my own clients, jobs or files?
Yes. Trainers can add inbox messages, notices and calendar events, attach RTO assessment instruments to any scenario and add their own seed records. The controlled documents are read-only so that every student works from the same policy and procedure text.
Is Ledger and Lane a real firm?
No. Ledger and Lane Financial, its people, clients, lenders, insurers and records are fictional and built for training and assessment only. The laws, regulators and industry practices it describes are real so that assessment reflects current expectations in financial services.
Talk to CAQA
Pricing, reseller terms, matched assessment kits and private branded copies: info@caqa.com.au or 1800 266 160. Browse the full catalogue at caqaresources.com.au.