If you're passionate about saving, investing or educating others on reaching financial goals, this could be the course for you. Learn about banking and financial services products along with dispute resolution, debt recovery and the importance of ethics.
Through a mixture of theory and practical course work, learn to:
Establish client relationships
Negotiate and resolve disputes with clients and customers
Produce workplace spreadsheets and documents for the finance sector
Assess and address customer needs
Develop and apply risk management strategies
Determine appropriate solutions for clients and customers
Gain practical experience and develop specialist skills that give you an advantage in the job market.
A nationally accredited Statement of Attainment
Credit towards a full qualification
Specialist skills to cultivate client relationships and resolve minor disputes
The ability to develop complex spreadsheets and professional business documents
Understanding of banking and financial services products
Experience in debt recovery and ethics
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.
To be prepared for this course, we recommend that you have:
An interest in numbers, finance and investing
A desire to develop general financial services skills
Attention to detail
An interest in working with customers and clients
Good written and verbal communication
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.
Our graduates go onto roles like:
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.
Lower to medium
Other jobs include: credit officer , banking consultant, assistant financial broker, financial customer services officer and finance administrator.
This course meets the requirements of RG146 accreditation with the Australian Securities and Investments Commission (ASIC). It's one of the minimum requirements needed for individuals promoting financial products. Visit the ASIC website to find out more about RG146 (Tier 2) compliance.
Take your study further with other courses offered at TAFE NSW:
Begin here to gain experience and confidence in this study area.
Advance your skills to take your career to the next level
Strengthen your expertise and gain specialist skills to expand your employability.
The Certificate IV in Financial Services does not have any related courses.
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.
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 units of competency, 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.
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
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.