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Certificate IV in Financial Services

FNS41820
Business & adminCertificate IVNationally recognised
Level 4AQF level
13Units to complete
6 months to 2 yearsAQF length guide
12Training providers
Jun 2022Latest release
Source: training.gov.au · AQFQualification details and status from training.gov.au, the national register of vocational education (FNS41820, current release). Typical length is the Australian Qualifications Framework volume-of-learning guide for a Certificate IV; actual course length varies by provider and recognition of prior learning.More about our sources: How we check our facts
Occupations and industries on the national register
Occupations
Senior Accounts OfficerCustomer Service Officer (Financial Services)Finance Sector SupervisorBank Senior Officer
Industries
InsuranceFinancial ServicesAccounting and BookkeepingCustomer Service
Source: training.gov.auAs listed for FNS41820 on training.gov.au, the national register of vocational education: the occupations and industry areas in the register's own taxonomy, shown exactly as written. They describe the course on the register; they are not a promise of a job or a pay level.More about our sources: How we check our facts

What you learn

To finish you complete 13 units: 1 core plus 12 electives. Units come from the official list for this course on the national register.

See all 64 units in the official listHide the unit list
BSBAUD412Work within compliance frameworks
BSBCMM411Make presentations
BSBFIN501Manage budgets and financial plans
BSBINS401Analyse and present research information
BSBINS402Coordinate workplace information systems
BSBINS409Maintain and monitor digital information and records
BSBLDR411Demonstrate leadership in the workplace
BSBLDR413Lead effective workplace relationships
BSBLDR414Lead team effectiveness
BSBOPS403Apply business risk management processes
BSBOPS404Implement customer service strategies
BSBOPS405Organise business meetings
BSBPEF402Develop personal work priorities
BSBPMG426Apply project risk management techniques
BSBSTR402Implement continuous improvement
BSBTEC402Design and produce complex spreadsheets
BSBTWK401Build and maintain business relationships
BSBWHS414Contribute to WHS risk management
FNSACC405Maintain inventory records
FNSACC412Prepare operational budgets
FNSACC413Make decisions in a legal context
FNSASIC311Establish client relationship and analyse needs
FNSASIC312Provide personal advice on non-relevant financial products
FNSASIC314Provide Tier 2 general advice in general insurance
FNSASIC315Provide Tier 2 personal advice in general insurance
FNSBNK411Coordinate small business customer portfolios
FNSBNK412Align banking products with the needs of small business customers
FNSBNK413Provide services in a Business Transaction Centre
FNSBNK414Promote mobile banking services
FNSBNK415Provide mobile banking sales and services
FNSBNK416Manage mobile lending services
FNSCRD401Assess credit applications
FNSCRD404Utilise the legal process to recover outstanding debt
FNSCRD412Establish and maintain appropriate security options for credit facilities
FNSCRD413Manage and recover bad and doubtful debts
FNSCRD415Manage overdue customer accounts
FNSCRD513Promote client understanding of the role and effective use of consumer credit
FNSCUS403Deliver a professional service to customers
FNSCUS411Participate in negotiations
FNSCUS412Resolve disputes
FNSFLT411Determine financial requirements of small businesses
FNSFMK402Develop and maintain knowledge of financial markets products
FNSFMK403Interpret financial markets information
FNSFMK411Perform reconciliations
FNSFMK515Comply with financial services regulation and industry codes of practice
FNSINC411Conduct work according to professional practices in the financial services industry
FNSINC412Apply and maintain knowledge of financial products and services
FNSINC511Conduct financial product research to support product recommendations
FNSINC513Identify and apply complex ethical decision making to workplace situations
FNSINC514Apply ethical frameworks and principles to make and act upon decisions
FNSMCA413Identify and manage individuals experiencing hardship
FNSORG411Conduct individual work within a compliance framework
FNSPIM410Collect, assess and use information
FNSRSK411Apply risk management strategies to own work
FNSSAM413Identify and provide initial information to potential new clients
FNSSAM421Provide information on financial products and services to clients
FNSSAM422Implement promotional strategies for financial products and services
FNSSUP419Provide retirement income stream information to superannuation clients
FNSSUP420Establish and administer retirement income streams
FNSSUP423Provide knowledge of retirement planning issues when dealing with superannuation clients
FNSSUP431Terminate retirement income streams
FNSSUP432Determine impact of social security entitlements on retirement income
FNSSUP434Develop and provide knowledge of aged care to superannuation clients
FNSTPB412Establish and maintain payroll systems
Source: training.gov.auUnit list from the FNS41820 unit grid on training.gov.au, the national register of vocational education, current release. Core and elective packaging rules are set by the course; your provider confirms which electives they offer.More about our sources: How we check our facts

Who offers it

12 registered training providers can deliver this course. Pick your state to see local providers first, with everyone who can deliver there below. Or search a name. Each arrow opens the provider's page here, which links to their own website.

ACCM CollegeBased in NSW · Registered since 1999→
ASC Training & DevelopmentBased in SA · Registered since 2000→
Aventia InstituteBased in QLD · Registered since 2016→
ELITE EDUCATION VOCATIONAL INSTITUTEBased in NSW · Registered since 2016→
Financial Education Professionals Pty LtdBased in NSW · Registered since 2001→
Institute of Strategic ManagementBased in NSW · Registered since 2009→
Management Consultancy International Pty LtdBased in NSW · Registered since 2005→
Success Resources International Pty LtdBased in QLD · Registered since 2006→
TAFE NSWBased in NSW · Registered since 1999→
Targett Retail Training Pty LtdBased in NSW · Registered since 2001→
The National Finance InstituteBased in QLD · Registered since 2005→
WIN CollegeBased in NSW · Registered since 2005→

Providers are listed alphabetically. A listing is not a recommendation or an endorsement, and providers do not pay to appear. Based-in shows each provider's registered head office; most providers deliver online Australia-wide. The → link opens the provider's page on this site, which links to their own website. Contact the provider for current intakes, fees and study modes.