Certificate IV Financial Services

Course Description

The Certificate IV in Financial Services will provide you with basic accounting skills and train you to use computers in the accounting environment, leading to careers such as accounts receivable and payable clerks, payroll clerks, bookkeepers, general clerical assistants or trainee accountants.
This course is especially designed for employees who perform duties such as completing Business Activity Statement (BAS) and other office taxes, operational reporting, producing basic management and job costing reports, preparing budgets, maintaining inventory records and making decisions in a legal context.

Course Overview
  • Financial Services
  • Certificate IV
  • 13 Units (9 core + 4 elective)
  • Existing industry employee
  • Now by Distance Learning only
  • Mailed to you upon enrolment
  • Short answers + Assignments
  • Full online support.
  • $2,360

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Employment Pathways

The following employment pathways are available to graduates upon successfully completing this qualification:

Potential Roles

  • Customer Service Supervisor
  • Branch Manager
  • Senior Customer Services Officer
  • Administration Officer

Potential Employers

  • Banks
  • Building Societies
  • Credit Unions
  • Financial Planning and Advising Firms
  • Insurance Companies
  • Insurance Broking Firms

Course Subjects

A minimum of 13 units including (4) core industry units plus (9) elective units must be completed to achieve a qualification in Certificate IV in Financial Services [FNS40107]. 

Of the 9 elective units 6 units must be selected from the Financial Services Training Package (see list below), 3 units may be selected from other endorsed packages at Certificate IV level. 1 unit may be selected from Certificate III level and up to 2 units from Diploma level.

Industry Core Units (Compulsory)

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 & safety practices in the workplace

Elective Units (Select 9 units from the below - a minimum of 9 must be from Financial Services)

Financial Services Stream Units

FNSICGEN401B

Participate in formal communication

FNSICGEN403B    

Collect, assess and use information

FNSICGEN404B

Resolve disputes

FNSICGEN303B

Work with Others

FNSICCUS401B

Deliver a Professional Service to Customers

FNSICCUS402B
FNSICCUS403B

Maintain Customer Relationships
Co-Ordinate Evaluate, and Improve Customer Service

FNSICPRO401B

Develop an In-Depth Knowledge of Products and Services used in your organisation or sector

Units for ASIC RG146 requirements of the FSR legislation - ASIC Tier 2
5 units can be achieved through successful completion of the distance delivery workbook. RG146 accreditation for basic deposit, non-cash payment and general insurance

FNSASIC301B

Establish client relationship and analyse needs

FNSASIC302B

Develop, present & negotiate client solutions

Frontline Management Domain
May choose up to 3 units from the below

BSBCUS401A

Coordinate implementation of customer service strategies

BSBWOR402A

Promote team effectiveness

BSBWOR401A

Establish effective workplace relationships

BSBWOR404A

Develop work priorities

BSBINM401A

Implement workplace information system

Qualification

Upon successfully completing this course, you will be awarded the nationally recognised qualification of Certificate IV in Financial Services.

FutureStaff is a registered training organisation with VETAB (Vocational Education and Training Accreditation Board). This course may be delivered in association with an affiliated Registered Training Organisation.

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To find out more about our open-entry self-paced Distance Learning and fast-track workshop courses:

Call: 1300 559 666
Email: education@futurestaff.com.au

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