Certificate IV in Financial Services

Financial Services Course

Certificate IV in Financial Services (FNS40107)

Course info

Certificate IV in Financial Services is a prerequisite BEFORE anyone can join the financial industry.

This qualification provides the skills and knowledge for an individual to be complete in

financial services and/or supervision with the need to apply discretion and judgement. Work would be undertaken in various areas, such as payroll clerk, accounts receivable/payable, assistant accountant. Individuals may have some responsibility for others and provide or hold specific coordination or support responsibilities within the financial sector. The course is nationally accredited and recognised. It consists of a set of competencies that high performing team members in the finance industry should possess.

These competencies relate to the areas of:

• Promoting customer service
• Communicating and negotiating in the workplace
• Managing customer loans and compliance
• Applying professionalism in the finance industry
• Analysing and presenting information
• Preparing and analysing budgets and reports.

What will you achieve from this course?

The Certificate IV in Financial Services will benefit you with the skills to improve ability to service customer needs, increase financial skills, develop financial skills, maximise usage of planning strategies, and increase understanding of the financial industry.

Units/Modules covered:

• FNSICIND401B Apply principles of professional practice to work in the financial services Industry
• FNSICGEN301B Communicate in the workplace
• FNSICGEN302B Use technology in the workplace
• FNSICGEN304B Apply health and safety practices in the workplace.
• BSBITU402A Develop and use complex spreadsheets
• BSBFIA301A Maintain financial records
• FNSFPLN401B Extract and analyse information on specified financial strategies & products to set guidelines
• FNSFPLN402B Prepare financial plans to set strategies and guidelines
• FNSACCT401B Process business tax requirements
• FNSACCT404B Make decisions within a legal context
• FNSICADV301B Provide general advice on financial products and services
• FNSASIC301B Establish client relationship and analyse needs
• FNSASIC302B Develop, present and negotiate client solutions
  

Assessment

Assessment is comprised of written tasks, practical demonstrations and 3rd party observations.

How to gain your qualification faster

Recognition of Prior learning (RPL) is “the acknowledgement of the skills and knowledge” that you have gained through previous studies, work and life experiences. If RPL is granted, this will mean that you will not have to complete the study or assessments for a unit or units of competency.

How long does the course take?

You, the student, are completely in control of your own learning schedule. Learning online allows you the freedom to study at home, during your lunch break or from anywhere in the world.

Work Load | Full time: 12 hours per week | Part time: 6 hours per week

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