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.
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
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
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
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.
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 , Credit manager, Banking sales consultant, Assistant financial broker, Banking clerk, Customer service officer , Finance administrator, Finance clerk and Records officer
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.
Take your study further with other courses offered at TAFE NSW:
The Certificate IV in Financial Services does not have any post-graduate courses.
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 , 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.