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FNS41820 
CERTIFICATE IV IN FINANCIAL SERVICES- Mutuals Course

STUDY METHOD:
Online

QUALIFICATION:
Nationally Recognised

START DATE:
Anytime

Course Overview

FNS41820 Certificate IV in Financial Services- Mutuals Course

The FNS41820 Certificate IV in Financial Services – Mutuals Course is a nationally recognised qualification that provides comprehensive training in essential competencies specific to mutual banking environments. The course covers critical areas, including regulatory compliance obligations, daily banking operations management, quality customer service delivery, financial transaction processing, administrative procedures, and industry standards unique to the mutual banking sector. Students develop practical skills in navigating the operational frameworks and requirements of mutual banks, credit unions, and member-owned financial institutions, ensuring they understand both the technical and customer-facing aspects of mutual banking operations.

Why study the FNS41820 Certificate IV in Financial Services- Mutuals Course?

This qualification is specifically designed for employees currently working within mutual banking institutions, credit unions, or member-owned financial organisations who perform diverse responsibilities encompassing customer service, financial transactions, administrative duties, and operational management. The course is ideal for mutual banking staff seeking to formalise their skills, enhance their professional capabilities, and advance their career prospects within the mutual banking sector.

By completing this Certificate IV in Financial Services qualification, employees gain the knowledge and practical expertise necessary to contribute more effectively to their organisation’s operations, meet industry compliance standards, and position themselves for career progression within mutual banking and the broader financial services industry. This tailored program supports both individual professional development and improved organisational performance within Australia’s cooperative and member-focused financial institutions.

 

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

This course would be suitable for 

  • Customer /Member Service officers
  • Administrative staff
  • Call Centre staff
  • Plus other non-customer facing roles in the bank

This course covers a range of topics, including:

  • 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.

Unit Code

Unit Description

FNSRSK411 

Apply risk management strategies to own work

FNSORG411

Conduct individual work within a compliance framework

FNSINC411

Conduct work according to professional practices in the financial services industry

BSBPEF402

Develop work priorities

FNSCRD401

Assess credit applications

FNSCRD412

Establish and maintain appropriate security

FNSINC513

Identify and apply complex ethical decision making to workplace situations

FNSINC514

Apply ethical frameworks and principles to make and act upon decisions

FNSPIM410

Collect, assess and use information

FNSFMK515

Comply with financial services regulation and industry codes of practice

FNSINC412

Apply and maintain knowledge of financial products and services

FNSASIC314 

Provide Tier 2 general advice in general insurance*

*May be replaced on application

FNSCUS412

Resolve disputes

** 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 
  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.

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INDUSTRY LEADING QUALIFICATIONS

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 start in the Certificate IV in Financial Services?

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