OverviewAbout this course
If you're passionate about saving, investing or educating others on reaching financial goals, this could be the course for you. Learn about banking and financial services products along with dispute resolution, debt recovery and the importance of ethics.
OutcomesWhat you'll gain
Learning outcomes
Through a mixture of theory and practical course work, learn to:
Establish client relationships
Negotiate and resolve disputes with clients and customers
Produce workplace spreadsheets and documents for the finance sector
Assess and address customer needs
Develop and apply risk management strategies
Determine appropriate solutions for clients and customers
Course outcomes
Gain practical experience and develop specialist skills that give you an advantage in the job market.
A nationally accredited Statement of Attainment
Credit towards a full qualification
Specialist skills to cultivate client relationships and resolve minor disputes
The ability to develop complex spreadsheets and professional business documents
Understanding of banking and financial services products
Experience in debt recovery and ethics
SuitabilityIs this course right for you?
Entry requirements
Some courses require evidence of previous experience or study before you can enrol
There are no entry requirements for this qualification. You can enrol today.
This course is offered as a traineeship. Enquire today to check the eligibility requirements.
Completion requirements
During your study you’ll need to provide your teacher with the following evidence:
Entry recommendations
To be prepared for this course, we recommend that you have:
An interest in numbers, finance and investing
A desire to develop general financial services skills
Attention to detail
An interest in working with customers and clients
Good written and verbal communication
TAFE NSW is committed to meeting the learning needs of every community. Meeting these needs can mean there are additional entry requirements at different campus locations. Check your preferred location for further requirements. If you need help preparing for study, contact us to find out how we can support you.
PathwaysFuture career and study options
Career pathways
Our graduates go onto roles like:
Financial and Insurance Clerks
Financial and Insurance Clerks receive deposits and pay out money in financial institutions, process credit, loan and insurance applications, maintain records of securities transactions and registrations, offer odds and accept bets, and compile data and undertake statistical and actuarial computations.
Full-time share Full-time workers usually work 35 hours or more a week (in all their jobs combined).
79%
Employment size Employment size is the number of workers who do this as their main job.
47,800 workers
Average age This is the average age of all workers in this job.
39 years
Weekly pay Median earnings are shown for full-time, non-managerial employees paid at the adult rate, before tax or any amounts that are salary sacrificed. These figures are a guide to earnings only and should not be used to determine a wage rate.
$1,570
Average full-time The average full-time hours that people in this role work each week.
42 hours
Skill level rating Skill level ratings are based on the range and complexity of job roles. In general, the higher the skill level, the more formal education and training, previous experience or on-the-job training needed to be good at the job.
Lower to medium
Gender share
64% female
Future growth The Department of Employment, Skills, Small and Family Business estimates the likely change in number of workers in this role, or industry, over the next 5 years. Future growth is the likely percentage change compared to all other job roles.
Stable
Other jobs include: credit officer , banking consultant, assistant financial broker, financial customer services officer and finance administrator.
Licensing
This course meets the requirements of RG146 accreditation with the Australian Securities and Investments Commission (ASIC). It's one of the minimum requirements needed for individuals promoting financial products. Visit the ASIC website to find out more about RG146 (Tier 2) compliance.
Study pathways
Take your study further with other courses offered at TAFE NSW:
Previous study2 Courses
Begin here to gain experience and confidence in this study area.
Further study4 Courses
Advance your skills to take your career to the next level
Related study0 Courses
Strengthen your expertise and gain specialist skills to expand your employability.
The Certificate IV in Financial Services does not have any related courses.
Your experience counts
At TAFE NSW, we recognise your previous study and work experience. You can apply for recognition of prior learning or a credit transfer with any of our courses. If you're successful you'll get your qualification faster.
UnitsUnits taught in this course
Courses are made up of a combination of both core and specialty units. In the Certificate IV in Financial Services qualification, you’ll need to successfully complete 13 units of competency, including 1 core and 12 speciality units.
Please note, not all specialty units are offered at every TAFE NSW location. It is highly recommended that you check with your preferred campus for information about the specialty units offered at that location.
Core units are central to the job outcomes of a particular industry or occupation. These are the units industry has agreed are essential to be capable and qualified at a particular study level.
Conduct work according to professional practices in the financial services industryFNSINC411
TAFE NSW servicesFacilities and support
TAFE NSW provides support services across all campus locations and online. Whatever your needs or circumstances, we have the people, resources, counselling and facilities to support you in focusing on your studies.
TAFE NSW Disability Support Service
TAFE NSW Language, Literacy and Numeracy (LLN) support
TAFE NSW Aboriginal Support; Learner support (ABE)
TAFE NSW Careers, Counselling and Pathways Service
TAFE NSW Libraries
Scholarship programs – be supported as you explore your talents and fulfil your potential
Read&Write literacy and study support software is available free for all TAFE NSW students to use while studying on campus and at home
LinkedIn Learning – an online resource which offers innovative courses and tutorials to improve your personal and professional skills
Student associations – get social with our student community
Info sessionsWant to know more?
There are a total of 6 information sessions planned for this course. They'll take place at different locations across the state.
You can select a study option below to see the sessions available. Or you can view all sessions related to