At ISM, our courses are offered in online, virtual and workshop formats.

Online – Set your own pace with all course content and assessments online, available for you 7 days a week. While completing your online course you will be fully supported by our trainers.

Virtual – Learn with a mix of online and scheduled virtual meetings with your peers and our trainers. This learning style provides multiple interactive discussions, networking opportunities and motivates you throughout your learning.

Workshops  – Learn in a face to face, classroom environment. Workshop classes are limited and based on demand. Contact us on 1300 200 705 if you are interested in completing this course in a workshop.

To achieve FNS51815 Diploma of Financial Services, the participant will need to complete 10 units of competency as below:

• 3 core unit
• 7 elective units

Core Units

Elective Unit

FNSINC412 – Apply and maintain in-depth knowledge of products and services used by an organisation or sector

Maintain an in-depth knowledge of the financial products and services provided by an organisation, and how they may be applied to client needs

FNSSAM613 – Tailor financial products to meet client needs 

Match financial products on offer to customer requirements based on an in-depth knowledge of the products and a comprehensive knowledge of customers’ characteristics and their financial requirements.

FNSCUS513 – Review business performance

Develop the ability to collect, organise, analyse, investigate and review data to improve the efficiency and quality of performance of a business

FNSORG508 – Analyse and comment on management reports 

Identify and strategically analyse irregularities in management reports, and document recommendations to achievebusiness forecasts or expected outcomes

FNSINC504 – Apply ethical frameworks and principles to make and act upon decisions 

Develop the ability to apply ethical frameworks to decide on, carry out, and evaluate the effectiveness of a course of action in response to an ethical situation in their workplace.

FNSPRM613 – Grow financial practices

Develop and implement marketing, promotion, and growth plan for the financial practice.

FNSORG501 Develop and manage a budget

Develop the ability to collect and analyse information and apply sound accounting principles to the development and ongoing management of a budget for a small organisation or section of a large organisation.

All students are offered the opportunity to apply for Recognition of Prior Learning (RPL).

Recognition of Prior Learning is a form of assessment that acknowledges the skills and knowledge you already have. Such skills and knowledge may have been gained through: formal or informal training conducted by industry or education institutions; work experience; life experience.

The main principle underpinning RPL is that for competency-based training the focus should be on the outcomes of learning, rather than how, when or where the learning occurred. In order to grant RPL, the assessor must be confident that the candidate is currently competent against the endorsed industry or enterprise competency standards or outcomes specified in the Australian Qualifications Framework (AQF) accredited courses.

As a form of assessment, RPL uses a process known as competency-based assessment. Please ensure you read and understand how this works and how to have your skills and knowledge recognised.

An RPL Policy and Procedures document and RPL Kit is available if you feel you already hold the skills and knowledge of a particular competency and would like to apply for RPL.

The Policy and Procedures explain what RPL is, the benefits, forms and rules of evidence, the process and how to apply for RPL.

Complete our RPL eligibility form here.

Assessments for this course will be provided on your learner portal, which is accessible via Desktop, tablet or mobile.

These assessments vary depending on the unit within the qualification and can include the following:

• Quizzes
• Written tasks and/or case studies.
• Verbal assessment, by way of an interview with your trainer
• Observation by a trainer
• Supervisor checklists

To find out more information about assessments and completion requirements, you can contact us here.

There are no formal entry requirements for this course however, it is strongly encouraged that learners have a minimum of the ISM/CAFBA Certificate IV in a Financial Services qualification or extensive experience in commercial and equipment finance. 

If you would like additional information, please contact us here. 

• Study anywhere, anytime
• User-friendly learning management system
• Course content and assessments are all online and available 24/7
• Accreditation ensures that our courses meet established industry needs
• Assessment are marked within 10 business days
• No classroom attendance, no travel expenses
• Trainer and administration support throughout
• Designated course coordinator with regular contact to help you keep motivated and on track
• Certificates are issued within 21 days of course completion
• No hidden fees

To enable completion of this qualification you will require an internet connection to access learning materials and assessments via ISM’s eLearning Portal.

All materials are online and can be accessed via the ISM e-learning portal.

Our system works best with the following browsers: Safari, Chrome, Firefox, and Internet Explorer 11.

Some assessments may require you to record using a device (such as a smartphone) and submit via our eLearning portal.

To find out more about assessments and completion requirements, you can contact us here.

Thank you for choosing to study with ISM. 

After you have completed enrolment into your qualification or course, your enrolment will be processed by our team within one (1) business day. 

Once your enrolment and payment has been processed you will receive an email with additional details on your learning, including log in details and instructions on how to access your program within our eLearning platform. 

If payment has not yet been made, you may also receive additional payment information and an invoice or be contacted by one of our team to make payment arrangements. Please note that log in details to your qualification or course will only be provided once your initial payment has been received, unless prior arrangements have been made between ISM and your organisation.