Financial Education
Certificate IV in Financial Services
Nationally Recognised Vocational Education and Training (VET)Our FNS41820 Certificate IV in Financial Services is designed for individuals working in financial services who want to deepen their knowledge and skills about products and services and are interested in pursuing more senior roles.
You will learn about regulation and standards applicable to the sector, analysing client needs, and applying products and services to match customer situations. Knowing how to communicate with customers, implement promotional and customer service strategies, and resolve customer complaints are also important and covered in this course. Additionally, students will learn approaches for leading and managing individuals and teams.
This course is suitable for participants working in the finance industry, particularly those in banking and non-cash payment products, and providing general advice in general insurance products.
Delivery mode
Financial Education offers this course through the following delivery modes:
Online
Set your own study schedule and balance study with your other commitments.
Entry requirements
Domestic Students
- There are no mandated entry requirements.
It is recommended individuals are working in the banking and finance industry.
Additional requirements may apply.Course fees
For more information about this course and payment options please enquire now.
Career opportunities
The Certificate IV in Financial Services will prepare you for the following roles.
Payroll Officer
Payroll Officers take care of an organisation’s wages and salaries — preparing payroll data from timesheets and employee records, then processing t...
Credit Officer
A Credit Officer processes applications for credit from potential borrowers. You might work for a bank, other financial institution or for a lendin...
Lending Officer
A Lending Officer processes applications from customers wishing to borrow money. You’ll analyse the information in their application to determine i...
Insurance Consultant
An Insurance Consultant works with clients to manage their insurance policies for home, vehicle, income or life insurance. You might process insura...
Insurance Broker
An Insurance Broker arranges insurance policies for clients. You’ll discuss available policy options and assist clients to decide which type of ins...
About Financial Education
We are a Registered Training Organisation (90725) providing quality workplace training and compliance solutions to the banking and financial services sector.
Talk with us to develop your team training program to comply with your licence obligations and mitigate conduct risk.
Our tiered approach accommodates all learning levels, from customer-facing teams through to senior leaders.
