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FNS41820 
CERTIFICATE IV IN FINANCIAL SERVICES

Specialising in Commercial and Asset Finance

STUDY METHOD:
Online

QUALIFICATION:
Nationally Recognised

START DATE:
Anytime

Specialising in Commercial and Asset Finance

 

Course Overview

The industry-leading program tailored for today’s finance professionals, focusing on the practical aspects of equipment and commercial finance.

Working closely with CAFBA, the Institute of Strategic Management have developed The Commercial and Asset Finance Program. This program is ideally suited for people seeking to work as finance professionals, specialising in the commercial and asset finance space.

About the course

This course gives you an excellent understanding of key issues and product information in the commercial and asset finance industry, therefore enabling you to offer sound guidance to clients. It includes all the essential skills such as product knowledge, legal aspects and documentation required to implement a commercial or asset-based loan. Our program caters for learners who are brand new to the Commercial and Asset Finance industry as well as those who are experienced financial professionals.

FNS41820 Certificate Iv in Finance and Mortgage Broking Services Commercial asset course guide download

This qualification is relevant to finance professionals who may work in a variety of workplaces which offer the following: products

  • Equipment Finance
  • Fleet Leasing
  • Land Finance
  • Motor Finance
  • Consumer Finance

Specifically you will learn about 

  • The key features and benefits of products that help the client achieve their capital and investment goals.
  • The skills required to educate and inform your clients to meet their needs.
  • The tools used by the credit underwriter.
  • How to analyse the statement of Financial Performance and Financial Position.
  • How to build a customer relationship program.
  • How to develop relationships with key strategic partners.

 

Module

Unit

  1. Industry Background and Compliance
  • FNSFMK515 Comply with financial services regulation and industry codes of practice
  • FNSORG411 Conduct individual work within a compliance framework 
  • FNSINC411 Conduct work according to professional practices in the financial services industry
  • FNSINC311 Work together in the financial services industry
  1. Understanding Product
  • FNSINC412 Apply and maintain knowledge of financial products and services
  • FNSCUS403 Deliver a professional service to customers. 
  • FNSORG501 – Develop and manage a budget. – import. 
  1. Credit Applications
  • FNSCRD412 Establish and maintain appropriate security options for credit facilities
  • FNSCRD401 Assess credit applications
  1. Financial Statements
  • FNSORG501 – Develop and manage a budget. – import.
  • FNSPIM410 Collect, assess and use information
  • FNSACC323 Perform financial calculations
  1. Ethics in Financial Services
  • FNSINC513 Identify and apply complex ethical decision making to workplace situations
  • FNSINC514 Apply ethical frameworks and principles to make and act upon decisions
  1. Capstone Assessment
  • FNSINC311 Work together in the financial services industry
  • FNSINC412 Apply and maintain knowledge of financial products and services
  • FNSINC411 Conduct work according to professional practices in the financial services industry

** Units Of Competency electives may change from the above detail listed in this course based on different cohorts and customised programs for clients. 

We recognise that each learner has their own pace and preferences, and thus, we offer a flexible duration for the program.

  • 12-month part-time and 6-month full-time
  1. Pay upon enrolment with Stripe 
  2. Invoice Request 

The option to pay up to 4x monthly payment instalments is available by invoice.

Participants are required to pay no more than $1,500.00 prior to the commencement of the course. The remaining fees will be due after commencement with the due date outlined on the invoice. For more information click here.

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Get the only qualifications recognised by CAFBA

ISM’s courses are the only finance broking qualifications recognised by the Commercial Asset & Finance Brokers of Australia Association (CAFBA)

Complete our industry-leading courses to gain recognition by CAFBA. Be equipped with all the knowledge, skills and tools you need to maximise your income potential and create a thriving business in this lucrative industry.

Why Study with ISM?

NO HIDDEN FEES

COMPLETION COACH

NO HIDDEN FEES

FREE ONE-ON-ONE TUITION

INDUSTRY LEADING QUALIFICATIONS

FAQ’s

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.
  • Examination
  • 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.

  • 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.

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. 

In some circumstances it may take up to two (2) or three (3) business days for you to commence your program.
 
If you would like more information or have any questions, you can contact us here.
 

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