FNS41815 Certificate IV in Financial Services

Overview: This qualification is designed to provide a flexible general purpose pathway in the financial services industry. It is intended to meet the training needs of employees with roles that involve working across a range of duties in the financial services sector where a specialist qualification is not the most suitable qualification to meet their training needs. Individuals in these roles apply theoretical and technical knowledge and skills to work autonomously and exercise judgement in completing routine and non-routine activities.

Duration: The duration of this course will vary depending on the delivery method and each individual’s enrolment. Please contact administration for more information.

Course Fees:  For more information please call our office on 07 3807 5506 

Delivery Method: Online / Face to Face

Occupational Outcomes may include:

  • Generalist financial services roles where a varied skill base is required
  • Retail financial services officer in a small branch or organisation where the role is varied
  • Retail or wholesale financial services administration staff (where a financial services qualification is better suited to address industry and compliance knowledge/skill training outcomes to support employee in the role).
  • Leading/supervising a team
  • Performing duties of a first line supervisor

Number of units required to complete: 13 Units in total comprising of 1 Core units and 12 Elective Units.

Core Units

Unit Code                        Unit Title

FNSINC401                      Apply principles of professional practice to work in the financial services industry

*Elective Units

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 vary per student’s enrolment

* Students should have a minimum of 2 years industry practical experience before applying for Recognition in Prior Learning (RPL). To apply for RPL or Credit Transfer (CT), please send your resume, prior qualifications and your request to admin@successresources.com.au or contact our office.