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Certificate IV in Financial Services
(Course Code: FNS40107)

 

This qualification is designed to reflect the role of employees working in financial services who perform duties such as promoting customer/client service, administering financial operations and monitoring compliance, leading a team, performing duties of a first line supervisor, performing duties of a senior or technical officer.

Entry Requirements: There are no specific entry requirements, however, completion of the Certificate III in Financial Services, or some vocational experience in the financial services industry is preferred.

Length: Self-paced (average 10 months full-time).

Cost: $3000.00 ($2700.00 concession) with no prior training/experience, or $1400.00 ($1260.00 concession) for students who have completed the Certificate III in Financial Services.

Austudy Approved? Yes.

Commencement Date: Courses can be commenced at any time.

Delivery Modes: Available by attendance and/or distance education.


Course Structure:

A total of 13 units must be completed to achieve the qualification.

Core units (4):

  • Apply principles of professional practice to work in the financial services industry
  • Communicate in the workplace
  • Use technology in the workplace
  • Apply health and safety practices in the workplace
  

Elective units (choose 9 of the following):

  • Evaluate and authorise payment requests
  • Collect, assess and use information
  • Deliver a professional service to customers
  • Maintain customer relationship
  • Coordinate, evaluate and improve customer service
  • Tailor a product/service to meet customer needs
  • Sell financial products and services
  • Prepare financial statements
  • Establish client relationship and analyse needs *
  • Develop, present and negotiate client solutions *
  • Prepare operational budgets
  • Produce job costing information
  • Maintain asset and inventory records
  • Set up and operate a computerised accounting system

* If Tier 2 ASIC compliance is sought these units must be selected

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Last updated: July-2011

 

CRICOS Provider No: 02359G
Level 1, 32 Grenfell Street Adelaide  SA  5000

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