Certificate IV in Financial Services - (FNS40107)

[Part 1 of the Diploma of Financial Services]

This is a self-paced course.
For Traineeship information regarding this qualification please click here.
Can be commenced at ANY TIME throughout the year.
Consists of 6 modules which encompass 16 competencies.
Is Part 1 of the Diploma of Financial Services qualification.
Assessed by module assignments (NO EXAMS); as well as on-the-job assessment by a Workplace Supervisor.
Assignments can be undertaken online or paper based.
Students must obtain 80% to pass each module.
Course fee - $1,800. (A 6-month x $300 credit card instalment plan is available.)
A Top Student Award consisting of a plaque and $500 is presented to the person who achieves the highest overall mark in this qualification in 2010.

From an employer’s perspective, those who:

have staff they want to mentor and reward by offering them a Nationally Recognised Qualification
want to develop their supervisory or customer service staff and assist them to deliver a more professional level of input to the business
want a better standard of staff compared with the competition
have staff who may qualify as New Entrant and/or Existing Worker Trainees

From an employee’s perspective, those who:

want to attain a Nationally Recognised Qualification
have attained their School Certificate, HSC or an equivalent qualification
are employed in the financial services industry and generally would have at least one year’s work experience
are in a supervisory role or aspire to such a role and want to be more effective in their job
are in a customer or member service role and have a desire to be more professional

FS 401 - Promoting Customer Service

FNSICCUS401B	Deliver a professional service to customers
FNSICCUS403B	Co-ordinate, evaluate and improve customer service
FNSICGEN404B	Resolve disputes

FS 402 - Communicating & Negotiating in the Workplace

FNSICGEN301B	Communicate in the workplace
FNSICGEN304B	Apply health and safety practices in the workplace
FNSICGEN401B	Participate in formal communication processes
FNSICGEN402B	Participate in negotiations

FS 403 - Managing Customer Loans & Compliance

FNSCOMP402B	Facilitate compliance with statutory, legislative and regulatory requirements via staff education
FNSCRDT404B	Manage and recover errant debts
FNSRETA403B	Administer portfolios

FS 404 - Applying Professionalism in the Finance Industry

FNSFBRK404B	Manage self in finance and/or mortgage broking industry
FNSICGEN302B	Use technology in the workplace
FNSICIND401B	Apply principles of professional practice to work in the financial services industry

FS 405 - Analysing & Presenting Information

FNSICGEN403B

Collect, assess & use information

FS 406 - Preparing & Analysing Budgets & Reports

FNSACCT405B	Prepare financial statements
FNSICORG501B	Develop a budget

Please click here for information on Pathway to University Qualifications.

Institute of
Financial
Services Inc.