This qualification reflects the role of individuals to work in the financial services industry. To develop and build a broad range of knowledge and skills. To work effectively and carry out activities to process financial transactions, use technology and extract reports for customers and provide support to the team.
This course can be delivered as a flexible program of classroom training and self-paced learning activities. The duration of the course is up to 12 months.
There are no entry requirements for this qualification. Student will be required to provide their USI and complete a language, literacy and numeracy test.
ARC Training has policies, procedures and information to help create a safe and healthy, culturally diverse, friendly and non-discriminatory learning environment.
Training and Assessment Activities
Training and Assessment will take place:
Classroom: Training and assessment takes place in a classroom and involves discussions.
Self-directed learning: Further study and assessment activities are done by participants in their own time.
Assessment: The methods in which students are assessed may include written questions, projects, observations and third party reports.
Possible Job Roles
- Customer service officer
- Senior accounts officer
- Accounts coordinator
This course is delivered as a Fee for Service program. For more information, please contact ARC Training on 1300 793 146 for NSW participants and 1300 793 184 for QLD participants.
Fee for Service
Fee for Service: $5,500
ARC Training can organise a payment plan with you to cover the cost of the course. Please contact an ARC Training representative for more information on 1300 793 146 for NSW and 1300 793 184 for QLD.
There are thirteen (13) units of competency to complete, comprising of one (1) core unit and twelve (12) elective units of competency. Please see the next page for our standard FNS41815 Certificate IV in Financial Services.
Keep in mind, one of our ARC representatives will be happy to discuss unit selection.
ARC Training offers the opportunity to go through a Recognition of Prior Learning (RPL) process. Please talk to an ARC Training representative about applying for RPL or a credit transfer.
|FNSINC401||Apply principles of professional practice to work in the financial services industry|
|BSBWHS201||Contribute to health and safety of self and others|
|BSBRES401||Analyse and present research information|
|FNSSAM403||Prospect for new clients|
|BSBCUS402||Address customer needs|
|FNSACC412||Prepare operational budgets|
|FNSSAM401||Sell financial products and services|
|FNSACC413||Make decisions in a legal context|
|FNSCRD405||Manage overdue customer accounts|
|FNSRSK401||Implement risk management strategies|
|BSBWOR404||Develop work priorities|
RTO Code: 91007
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