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
$2,495
$2,495
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 have been delivering specialist technical training and licensing compliance solutions to financial workplaces for over two decades. Our founders strived to improve the quality of financial services education in Australia – a legacy you can trust continues steadfastly to this very day.
Engaged in genuine partnerships with our clients, we actively listen, formulate ideas and develop solutions with you. What differentiates us is that we seek to contextualise our learning; it is practice-based and focuses on how individual proficiency boosts organisational capability.
Our learning provides the financial services industry with professionals who embody the highest standards of technical proficiency, principled leadership and foresight to plan for change. We are Registered Training Organisation (RTO Code 90725) and an ASIC authorised assessor. Our wealth of in-house educational expertise and extensive financial services practitioner network assures that your learning will comply with regulatory requirements.
