Success Resources INternational

Automotive, Finance, Business & Leadership Courses

FNS41815 Certificate IV in Financial Services

Start a Certificate IV in Financial services and learn how to perform duties of a first line supervisor. Students at this level will be able to apply theoretical and technical knowledge and skills to work autonomously and exercise judgement in completing routine and non-routine activities. Students completing this qualification are usually individuals working as a Retail Financial Services Officer in a small branch or organisation where the role is varied or as a member of a financial services administration staff.

Enquire now at admin@successresources.com.au

Details – Over a 24-month period, students will be trained across various financial related tasks performed such as how to apply principles of professional practice to work in the financial services industry. The knowledge gained during this course is applicable to a first line supervisor or a member of a financial services administration staff.

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Start date
Enrol anytime

Duration
24 Months, Self-Paced

Units
13 Units

Mode
Online, face to face or blended

Cost

Face to Face: $1,430.00
RPL: $840.00

FNF41815 Certificate IV in Finance and Mortgage Broking

  • Start a Certificate IV in Financial services

  • Learn how to perform duties of a first line supervisor

  • Students at this level will be able to apply theoretical and technical knowledge and skills to work autonomously and exercise judgement in completing routine and non-routine activities

This course is self-paced. Delivery can be face-to-face, online or blended.

Students will need access to a computer, the internet and have basic computing skills. A Language Literacy and Numeracy Skills assessment may be required before enrolment can be confirmed.

Work experience or formal qualifications you have may count towards your course. If you have previously undertaken study at a recognised institution or have some relevant work experience, you might gain credit towards specific units in a course which can potentially shorten the time you have to study. You can send your application for Credit Transfer or RPL during the enrolment process.

Success Resources International will gather evidence from a number of sources before a student is deemed as competent. Assessment processes may include some or all of the following: 

  • Case Studies
  • Written and Oral Questions
  • Recognition of Prior Learning
  • Credit Transfer
  • Written Assessments

Unit Code

Unit Title

FNSINC401  

Apply principles of professional practice to work in the financial services industry

Unit Code

Unit Title

FNSBNK406

Manage customer visits

FNSASIC301

Establish client relationship and analyse needs

BSBCUS402

Address customer needs

FNSASIC302   

Develop, present and negotiate client solutions

BSBCMM401

Make a presentation

FNSCUS401

Participate in negotiations

FNSSAM401

Sell financial products and services

FNSSAM402

Implement a sales plan

BSBCUS401  

Coordinate implementation of customer service strategies

BSBREL402

Build client relationships and business networks

FNSFMK505

Comply with financial services regulation and industry codes of practice

FNSCRD401

Assess credit applications

Please Note: Elective Units may by subject to change depending on student’s enrolment.