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FNS41820 
CERTIFICATE IV IN FINANCIAL SERVICES

 

STUDY METHOD:
Online

QUALIFICATION:
Nationally Recognised

START DATE:
Anytime

Course Overview

  • Course Code: FNS41820 Certificate IV in Financial Services 
  • Study Mode: 100% Online (optional Virtual Workshop).
  • Course Duration: 6 months (part-time), 3 months (full-time).
  • Course Fee: $1,795 (full online course), $1,895 (full online + virtual workshops).
  • Accreditation: Registered Training Organisation.
  • Provider ID: 91485.
  • Payment Options: Instalments via PayPal.
FNS41820 Certificate Iv in Finance and Mortgage Broking Services Commercial asset course guide download

Course Details

The industry-leading Certificate IV in Financial Services program is tailored for today’s financial services professionals, focusing on the practical aspects of commercial and asset finance!

Working closely with CAFBA, the Institute of Strategic Management has developed the Commercial and Asset Finance Program. This Certificate IV in Financial Services program is ideally suited for people seeking to work as financial services professionals, specialising in commercial and asset finance.

Why study the FNS41820 Certificate IV in Financial Services?

This Certificate IV in Financial Services 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 financial services skills such as product knowledge, legal aspects and documentation required to implement commercial and asset finance solutions. 

Our Certificate IV in Financial Services program caters for learners who are brand new to the commercial and asset finance industry, as well as those who are experienced financial services professionals.

Duration and study load

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

Payment options

  1. Pay upon enrolment 
  2. Invoice Request (Via PayPal, pay in 4 option)

Participants are required to pay no more than $1,500.00 before 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.

Who should take this course

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

Key learning outcomes

Through the FNS41820 Certificate IV in Financial Services course, you will learn about: 

  • Key features and benefits of commercial and asset finance products that help clients achieve their capital and investment goals.

  • Financial services skills required to educate and inform commercial and asset finance clients.

  • Tools used by credit underwriters in commercial and asset finance transactions.

  • How to analyse the Statement of Financial Performance and Financial Position for finance applications.

  • How to build customer relationship programs within the financial services sector.

  • How to develop relationships with strategic partners in the commercial and asset finance industry.

Units of competency

 

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. 

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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?

Recognised Credentials 

Graduate with nationally recognised, industry-leading qualifications 

Personalised coaching style

Each student has a dedicated completion coach with qualified trainers at no extra cost 

Transparent course Pricing

All fees are transparently informed by the ISM team with no hidden costs entailed with the course itself

FAQ’s

All students can apply for Recognition of Prior Learning (RPL) !

RPL acknowledges the skills and knowledge you already have. You may have gained these through:

  • Formal or informal training from industry or educational institutions.

  • Work experience.

  • Life experience.

How RPL Works

RPL focuses on learning outcomes rather than how, when, or where learning occurred. Assessors grant RPL when candidates meet current industry standards or AQF outcomes.

RPL uses competency-based assessment. Review the process to understand how to have your skills and knowledge recognised.

Applying for RPL

We provide an RPL Policy and Procedures document and an RPL Kit for eligible candidates. These documents explain:

  • What RPL entails.

  • The benefits.

  • Forms and rules of evidence.

  • The application process.

Click here for more information. 

Assessments are available via your learning portal through your desktop, tablet or mobile.

They vary depending on the units and may 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.

For more information, contact us here. 

Study on your terms!

Access course content and assessments online, 24/7. Study anywhere, anytime through our user-friendly learning platform. Skip classroom attendance and travel expenses.

What you get:

  • Accredited courses that meet industry standards.

  • Trainer and administration support throughout.

  • Designated course coordinator for motivation and guidance.

  • Assessments marked within 10 business days.

  • Certificates issued within 21 days of completion.

  • Transparent pricing with no hidden fees.

Technical Requirements: You need an internet connection to complete this qualification. Access all learning materials and assessments through ISM’s eLearning Portal.

Recommended Browsers: Safari, Chrome, Firefox, or Internet Explorer 11.

Assessment Submissions: Some assessments are video or audio-based. Record your answers using smartphones or similar devices, then submit via the eLearning portal.

Contact us to learn more about assessments and completion requirements here

We process enrolments within 1 business day. Once processed with payment, you will receive an email with your login details and instructions to access the eLearning platform. In some cases, program access may take up to 2 or 3 business days.

(Note that access is only given once the initial payment is complete, unless prior arrangements exist between ISM and your organisation.)

If payment is outstanding, we will send an invoice and contact you to arrange payment.

For more information, contact us here. 

 

Ready to enrol in the Certificate IV in Financial Services?

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