FNS41820 - Certificate IV in Financial Services

Mentor Education's new FNS41820 - Certificate IV in Financial Services is an entry-level qualification aimed at individuals seeking a flexible general purpose pathway in the financial services industry.

Delivered online, this qualification accommodates both individuals with no formal training qualifications and candidates either seeking to or currently working in financial services roles.

The qualification comprises of core financial service units of competency covering disciplines including:

  • Professional practices in the financial services industry
  • Maintaining records and preparing operational budgets
  • Developing complex spreadsheets
  • Implementing compliance management processes

Core transferrable skills include:

  • Administration
  • Time Management
  • Risk Management
  • Communication
  • Leadership
  • Planning

Mentor Education’s FNS41820 - Certificate IV in Financial Services is a nationally recognised qualification, complying with the AQF standard and ASQA standards for Registered Training Organisations.

Course Outcomes

Mentor Education’s FNS41820 - Certificate IV in Financial Services is a nationally recognised qualification, complying with the AQF standard and ASQA standards for Registered Training Organisations.

Relevant Occupations

Bank Senior Officer, Finance Sector Supervisor, Customer Service Officer (Financial Services), Senior Accounts Officer.

Entry requirements

We recommend that students undertaking this course:

  • Are over 18 years of age at the time of commencement
  • Have successfully completed a year 12 certificate or equivalent
  • Have a strong grasp of computer/technical skills
  • Microsoft Office (or freeware equivalent) installed on their computer
  • Access to a reliable high-quality internet connection
  • Adequate literacy/numeracy skills

Who Should Enrol?

This qualification has been designed to accommodate both individuals with no formal training qualifications and those seeking an entry point for transition into further education. The program is particularly suitable for candidates currently working in project leadership and/or management roles who are seeking a formal qualification to enhance and confirm their existing knowledge and skills.

Government Support

Please visit https://www.mentor.edu.au/government-support for further information.

Course Duration

Students will be required to undertake 13 units of study including 7 core and 6 elective units. Course units are delivered sequentially and should be completed over a 12 month period.

Course Unit Outline

Core units

  • Conduct work according to professional practices in the financial services industry
  • Implement a sales plan
  • Maintain inventory records
  • Prepare operational budgets
  • Establish and maintain payroll systems
  • Manage overdue customer accounts
  • Resolve disputes

Elective units

  • Implement customer service standards
  • Organise meetings
  • Develop and use complex spreadsheets
  • Identify risk and apply risk management processes
  • Implement processes for the management of a breach in compliance requirements
  • Lead effective workplace relationships

Download a brochure for detailed course unit information.

Course Delivery

This course is delivered via online learning or online learning combined with weekly virtual classroom tutorials (live and/or pre-recorded).

Assessment

Assessments will vary amongst individual units and may include:

  • Short Answer Questions
  • Long Answer Questions
  • Multiple Choice Questions
  • Case Study and Scenario’s
  • Projects
  • Presentations
  • Research Tasks
Activities that form part of the self-directed study and learning include:
  • Set reading (textbook/workbook)
  • Instructed research
  • Self-directed research
  • Virtual tutorials and webinars
  • Forums

Online Learning Experience


Support

Throughout their study time with Mentor Education, each student is supported by a fully resourced student support team trained in managing the needs of todays students.

Whilst completing their qualification, students are entitled to unlimited e-mail and phone support by our experienced student support team between Monday to Friday, 9am – 5pm, so they are never left to feel ‘lost’ or stuck during their studies.

Learning Materials

Mentor Education has developed this qualification with student needs central to its structure.

The learning materials offered in this course are designed to give students exposure to what they would actually do in the workplace and includes textbooks, learner guides, study guides, PowerPoint presentations and optional live online classroom-based tutorials.

Virtual Classroom Experience

The best thing about completing your qualification with Mentor is just how effectively and easily it makes study fit in with your current lifestyle. What’s more with the online learning management system and virtual classrooms you can interact with your cohort and study just about anywhere you can find an internet connection.

Flexibility and Delivery

In addition to the accessible and easy to understand self-directed learning materials, the course gives students additional options on how to best engage with their study commitments.

Upfront payment

Full upfront course fee payments can be made for this course, with regular special discount offers available for upfront payments.

Payment Plans

Payment plans are available for this course. All payment plans require an upfront payment of a percentage of the course plus regular scheduled payments. If information in relation to a payment plan is not listed with a specific course, please call 1300 306 146 during business hours and speak to an Education Adviser to find out more about payment plan options. Unless stated, payment plans are not available with Partial Scholarships or on any discounted courses.

Flexible Delivery Options: Nationwide

Mentor specialises in providing professional education and training services to you anywhere, any-time. We appreciate that learning needs differ for each individual and organisation, which is why we allow you to select the approach that works best for you.

Your Study Options: