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All of our courses are available via online learning. We also offer virtual and workshop programs. Find out more here.

Designed By Industry

Our team regularly meet with key organisations to perform extensive consultations to determine the skills and knowledge they are looking for in their future employees.

Informed Experienced Trainers

Our trainers work in the industry so you can be assured all our programs are designed and taught by those that know all the key skills and knowledge you will need to succeed.

FNS41815 Certificate IV in Financial Services – FAST

FNS41815 Certificate IV in Financial Services

Specialising in Commercial and Asset Finance.

 

We are pleased to present our newest 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 industry as well as those who are experienced finance professionals.

 

What will I Learn?

  • 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.

 

How is the course presented?

There are 13 units of competency in this Program that are incorporated into  4 modules (as below)specifically designed to provide you with important competencies that will be valuable in your role as a commercial and equipment finance specialist.

If you choose to attend the workshops, you will go through one module per day (with additional online learning).

  • Examine the history of the commercial and asset finance markets as well as the development of the products associated with these.
  • Examine the major categories of when and where equipment and commercial finance products are best applied.
  • Learn the steps that the finance provider will go through in order to assess your client’s credit application.
  • Analyse Statements of Financial Performance (or Profit & Loss) and Statements of Financial Position (Balance Sheet).

 

Who is it for?

This qualification is relevant to finance professionals who may work in a variety of workplace which offers the following:

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

 

Entry requirements

Learners should hold a Certificate IV in Finance and Mortgage Broking or higher.

 

Duration

We understand that each learner has individual requirements and likes to study at their own pace. We would expect this course to take anywhere from 6 months to 1 year to complete. 

 

Enrol Now for Online Learning

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Looking for more information? 
Contact us here

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Fees
You can enrol into this online course for;

$1,195.00


* If you currently hold a FNS40815 Certificate IV in Finance and Mortgage Broking or FNS40811 Certificate IV in Mortgage Broking, please upload a certified copy with your enrolment for our academic team to review for possible exemptions (reduced price may apply).
* RPL price on application (pending number of units applying for RPL)
Qualification Units

Course requirements

To achieve FNS41815 Certificate IV in Financial Services, the participant will need to complete 13 units of competency as below:

  • 1 core unit
  • 12 elective units

Core units and electives

Core:

FNSINC401      Apply principles of professional practice to work in the financial services industry

 

Electives:

FNSFMK505    Comply with financial services legislation and industry codes of practice

BSBWOR404   Develop work priorities

FNSORG401    Conduct individual work within a compliance framework

FNSINC402      Develop and maintain in-depth knowledge of products and services used by an organisation or sector

FNSSAM401     Sell financial products and services

BSBCUS402     Address customer needs

FNSCRD401     Assess credit applications

FNSCRD402     Establish and maintain appropriate security

FNSCRD301     Process applications for credit

FNSPIM410      Collect, assess and use information

FNSORG501     Develop and manage a budget

BSBREL402      Build client relationships and business networks

 

Enrolment Process

Once you enrol through the online link above, please be advised that your enrolment will be processed by ISM within 1 business day.

An email with instructions will be sent to you regarding invoice and eLearning details.

Please note: Log on details will only be released once initial payment is received (unless prior arrangements with your organisation). 

It may take up to 2 – 3 business days for you to commence your program.

How are our courses delivered?

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

Workshops are limited and based on demand. Contact us on 1300 200 705 if you are interested in completing this course in a workshop.

Assessment Information

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

For each qualification, there are a range of assessments for each qualification. These assessments vary depending on 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. 

Technology Required

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

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

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

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