National code: FNS41820

Certificate IV in Financial Services

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Overview About this course

Strengthen your skills in financial and banking services to become a banking sales consultant, banking clerk and more. Apply your interest in saving and investing to an engaging career, prepare to help customers reach their financial goals and create a platform for further study opportunities.

Outcomes What You'll Gain

Learning Outcomes

Through a mixture of theory and practical course work, learn to:

  • Produce workplace spreadsheets and documents for the finance sector

  • Negotiate with and resolve disputes with clients and customers

  • Provide excellent customer service

  • Implement successful sales plans

  • Prepare operational budgets

Course Outcomes

Gain practical experience and develop specialist skills that give you an advantage in the job market.

  • Experience providing high quality customer service in a financial services setting

  • Exposure to simulated finance industry settings and workplaces

  • Confidence supporting and leading a busy financial services team with key business administration tasks

Suitability Is This Course Right For You?

Entry requirements

Some courses require evidence of previous experience or study before you can enrol

  • There are no entry requirements for this qualification. You can enrol today.

  • This course is offered as a traineeship. Enquire today to check the eligibility requirements.

Entry recommendations

To be prepared for this course, we recommend that you have:

  • An interest in numbers, finance and investing

  • Excellent attention to detail

  • An interest in helping people

  • Effective communication skills

  • The willingness to work in an office environment

  • Language, Literacy and Numeracy (LLN) at a Year 12 high school level

  • TAFE NSW may ask you to complete a Language, Literacy and Numeracy (LLN) skills test.

  • This skills test helps us to understand your individual study needs, to design an individualised plan that supports your study success and ensures your LLN skills match the demands of the course.

TAFE NSW is committed to meeting the learning needs of every community. Meeting these needs can mean there are additional entry requirements at different campus locations. Check your preferred location for further requirements. If you need help preparing for study, contact us to find out how we can support you.

Pathways Future Career and Study Options

Career pathways

Our graduates go onto roles like:

Financial and Insurance Clerks

Financial and Insurance Clerks receive deposits and pay out money in financial institutions, process credit, loan and insurance applications, maintain records of securities transactions and registrations, offer odds and accept bets, and compile data and undertake statistical and actuarial computations.

  • Full-time share Full-time workers usually work 35 hours or more a week (in all their jobs combined).

    79%

  • Employment size Employment size is the number of workers who do this as their main job.

    47,800 workers

  • Average age This is the average age of all workers in this job.

    39 years

  • Weekly pay Median earnings are shown for full-time, non-managerial employees paid at the adult rate, before tax or any amounts that are salary sacrificed. These figures are a guide to earnings only and should not be used to determine a wage rate.

    $1,570

  • Average full-time The average full-time hours that people in this role work each week.

    42 hours

  • Skill level rating Skill level ratings are based on the range and complexity of job roles. In general, the higher the skill level, the more formal education and training, previous experience or on-the-job training needed to be good at the job.

    Lower to medium

  • Gender share

    64% female

  • Future growth The Department of Employment, Skills, Small and Family Business estimates the likely change in number of workers in this role, or industry, over the next 5 years. Future growth is the likely percentage change compared to all other job roles.

    Stable

Other jobs include: Credit officer , Credit manager, Banking sales consultant, Assistant financial broker, Banking clerk, Customer service officer , Finance administrator, Finance clerk and Records officer

Licensing

The units in this course provide you with RG146 (Tier 2) Financial Services accreditation with the Australian Securities and Investments Commission (ASIC). Visit the ASIC website to find out more about RG146 (Tier 2) compliance.

Study pathways

Take your study further with other courses offered at TAFE NSW:

Previous study 1 Course

Begin here to gain experience and confidence in this study area.

Further study 0 Courses

Advance your skills to take your career to the next level

The Certificate IV in Financial Services does not have any post-graduate courses.

Related study 0 Courses

Strengthen your expertise and gain specialist skills to expand your employability.

The Certificate IV in Financial Services does not have any related courses.

Your experience counts

At TAFE NSW, we recognise your previous study and work experience. You can apply for recognition of prior learning or a credit transfer with any of our courses. If you're successful you'll get your qualification faster.

Units Units taught in this course

Courses are made up of a combination of both core and specialty units. In the Certificate IV in Financial Services qualification, you’ll need to successfully complete 13 , including 1 core and 12 speciality units.

Core units are central to the job outcomes of a particular industry or occupation. These are the units industry has agreed are essential to be capable and qualified at a particular study level.

  • Conduct work according to professional practices in the financial services industry FNSINC411

TAFE NSW Services Facilities and Support

TAFE NSW provides support services across all campus locations and online. Whatever your needs or circumstances, we have the people, resources, counselling and facilities to support you in focusing on your studies.

  • TAFE NSW Disability Support Service

  • TAFE NSW Language, Literacy and Numeracy (LLN) support

  • TAFE NSW Aboriginal Support; Learner support (ABE)

  • TAFE NSW Careers, Counselling and Pathways Service

  • TAFE NSW Libraries

  • Scholarship programs – be supported as you explore your talents and fulfil your potential

  • Smarthinking - online access to a tutor

  • LinkedIn Learning – an online resource which offers innovative courses and tutorials to improve your personal and professional skills

  • Student associations – get social with our student community

Delivery Options Find a Location to Enrol

On campus, online and blended study environments; at TAFE NSW your learning works with your lifestyle. Heart your favourites, compare courses and discover what works for you.