Certificate IV in Financial Services

• build strong client relationships to understand their financial product needs

• recommend financial products and explain how they meet client needs

• use Microsoft Office 365 tools to create spreadsheets, business documents and collaborate

• support clients with sensitive matters like complaints, debt collection or insurance claims

• refer customers to a qualified specialist when needed.

• Gain confidence to provide professional support in customer service and operational tasks.

• Meet RG146 Tier 2 (non-relevant) compliance for financial products and work in insurance, deposit products and non-cash payment facilities.

• Build a strong foundation to start or advance your career in different areas of the financial services industry.

• Strong pathways to continue your studies and enhance your career opportunities in the financial services industry. This includes financial planning, leadership and management, marketing or data analysis.

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

• This course can be completed as part of a traineeship. Enquire today to check the eligibility requirements.

• a genuine interest in helping people with personal finance and working in a customer-focused environment

• basic Microsoft Office 365 skills, including use of Word, Excel and Teams

• ability to follow procedures and work within ethical and regulatory boundaries

• a desire to begin or grow a career in the industry

• the drive to study in your own time.

Foundation skills:

• You take charge of your learning and can finish tasks on time, by yourself.

• You can understand documents you see often in everyday life.

• You can write short sentences and paragraphs that others can understand.

• You can join group talks and share your ideas clearly.

• You can use maths to work out more detailed problems in different settings.

• You can use email, search the internet, and open files.