Certificate IV in Financial Services Online Course

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Descripción

The Certificate IV in Financial Services is intended to provide a flexible general purpose pathway in the financial services industry. It is intended to meet the training needs of employees with roles that involve working across a range of duties in the financial services sector where a specialist qualification is not the most suitable qualification to meet their training needs. Course Delivery This course is delivered 100% online, supported with online resources. This means the student can undertake learning activities at a time convenient to workplace demands without having to leave work site to attend workshops. All that is required is access to a computer and the internet. Upon enrolment students will be emailed an enrolment form to select elective units (if applicable) once this is returned students are issued with a login and password, providing access to the training providers e-learning centre. The average time required to complete the course is normally 12 months (however you have unlimited time to complete this course). The length of time it takes you to complete this course depends on how much time you can invest each week, so if you spend more than 12 hours per week on the course you will finish sooner. On line learning allows students the flexibility of completing their course at their own pace, at times to suit work and other life commitments. Avoiding commutes, classrooms and rigid timetables are just a few good reasons to undertake online learning. Students can "attend" a course at anytime, from anywhere as your training material and assessments are online. Tutor Support Tutor support is provided by industry experts and is available on-line (via our e-learning centre) or by phone if required. Assessments are completed and submitted on-line and feedback is provided. Recognition and Accreditation This Qualification granted by the RTO has been endorsed by the National Quality Council. This program is...

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Requisitos: Entry requirements Students must have basic literacy and numeracy skills Minimum education Open entry. Previous schooling and academic achievements are not required for entry into this course. Minimum age Minimum age of 16 years. If you are under 18 your application must be signed by a parent or guardian. Computer requirements Students will need access to a computer and the internet. For students who do not have access to either a computer or the...

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¿Qué aprendes en este curso?

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Payroll
Financial Services
Performance
Quality
Customer Service
Financial
systems
Industry
Team Training
Quality Training
Financial Training
Skills and Training

Programa académico

13 units are required for the qualification (1 core unit and 12 elective units):

1 core unit is:

FNSINC401A (Core) Apply principles of professional practice to work in the financial services industry
This unit describes the performance outcomes, skills and knowledge required to identify industry professional approaches to procedures, guidelines, policies and standards, including ethical requirements and model and meet expectations of these in all aspects of work.
    •    Identify the scope, sectors and responsibilities of the industry
    •    Identify and apply financial services industry guidelines, procedures and legislation
    •    Identify sustainability issues for the financial services industry
    •    Manage information
    •    Participate in and facilitate work team activities
    •    Plan work to be completed taking into consideration time, resources and other constraints
    •    Develop and maintain personal competency

12 elective units are:

FNSACC402A (Elective) Prepare operational budgets
This unit describes the performance outcomes, skills and knowledge required to prepare and document operational budgets for a variety of organisations.
    •    Prepare the budget
    •    Set the budget timeframe
    •    Document the budget

FNSACC403A (Elective) Make decisions in a legal context
This unit describes the performance outcomes, skills and knowledge required to make decisions in a legal context.
This unit has application to a variety of financial services sectors and is applicable to individuals working within enterprises and job roles subject to licensing, legislative, regulatory or certification requirements so the varying Commonwealth, State or Territory requirements should be confirmed with the relevant body.
    •    Identify the main roles and responsibilities of the key bodies in the legal system
    •    Identify compliance requirements
    •    Develop procedures to ensure compliance

FNSACC405A (Elective) Maintain inventory records
This unit describes the performance outcomes, skills and knowledge required to comply with organisational inventory procedures, reconcile inventory records to general ledgers, record inventory flows, prepare schedules and produce ad hoc reports.
    •    Process inventory purchase
    •    Record inventory flows
    •    Reconcile inventory records to general ledgers
    •    Prepare inventory schedules and ad hoc reports

FNSBKG405A (Elective) Establish and maintain a payroll system
This unit describes the performance outcomes, skills and knowledge required to record and prepare payroll documentation, deal with enquiries in regard to payroll, and process payroll from provided data in manual or computerised payroll systems.
    •    Record payroll data
    •    Payroll preparation
    •    Handle payroll enquiries
    •    Maintain payroll

FNSINC402A (Elective) Develop and maintain in-depth knowledge of products and services used by an organisation or sector
This unit describes the performance outcomes, skills and knowledge required to develop and maintain an in-depth knowledge of the financial products and services provided by an organisation, or those an organisation uses, and how they may be applied to customer needs.
    •    Identify the products and services the organization uses
    •    Identify compliance implications of product
    •    Determine the appropriate users for products and services
    •    Maintain product knowledge

FNSCUS402A (Elective) Resolve disputes
This unit describes the performance outcomes, skills and knowledge required to investigate, negotiate and resolve disputes between financial services customers and organisations.
    •    Establish that a dispute exists
    •    Investigate the dispute and determine the action to be taken
    •    Resolve dispute
    •    Finalise dispute

FNSSAM401A (Elective) Sell financial products and services
This unit describes the performance outcomes, skills and knowledge required to present a sales solution and close a sale in response to a customer inquiry.

This unit has application to a variety of financial services sectors and is applicable to individuals working within enterprises and job roles subject to licensing, legislative, regulatory or certification requirements so the varying Commonwealth, State or Territory requirements should be confirmed with the relevant body.
    •    Identify the nature of the inquiry
    •    Determine the suitability of the customer for the financial product or service
    •    Provide customer with information about the product or service
    •    Confirm sale and process documentation

BSBOHS201A (Elective) Participate in OHS processes
This unit describes the performance outcomes, skills and knowledge required to participate in workplace occupational health and safety (OHS) processes to protect workers own health and safety, and that of others.
    •    Work safely
    •    Implement workplace safety requirements
    •    Participate in OHS consultative processes
    •    Follow safety procedures

BSBCUS403A (Elective) Implement customer service standards
This unit describes the performance outcomes, skills and knowledge required to contribute to quality customer service standards, and to support personnel to implement customer service standards and systems within the organisation.
    •    Contribute to quality customer service standards
    •    Implement customer service systems
    •    Implement team customer service standards

BSBWOR404B (Elective) Develop work priorities
This unit describes the performance outcomes, skills and knowledge required to plan one's own work schedules, to monitor and to obtain feedback on work performance and development.  It also addresses the requirement to take responsibility for one's own career planning and professional development.
    •    Plan and complete own work schedule
    •    Monitor own work performance
    •    Coordinate professional development

BSBMGT403A (Elective) Implement continuous improvement
This unit describes the performance outcomes, skills and knowledge required to implement the organisation's continuous improvement systems and processes. Particular emphasis is on using systems and strategies to actively encourage the team to participate in the process, monitoring and reviewing performance, and identifying opportunities for further improvements.
    •    Implement continuous improvement systems and processes.
    •    Monitor and review performance.
    •    Provide opportunities for further improvement.

BSBWOR401A (Elective) Establish effective workplace relationships
This unit describes the performance outcomes, skills and knowledge required to collect, analyse and communicate information and to use that information to develop and maintain effective working relationships and networks, with particular regard to communication and representation. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
    •    Collect, analyse and communicate information and ideas.
    •    Develop trust and confidence.
    •    Develop and maintain networks and relationships.
    •    Manage difficulties into positive outcomes.

Información adicional

Through well-crafted lessons, expert online instruction and interaction with your tutor, participants in these courses gain valuable knowledge at their convenience. They have the flexibility to study at their own pace combined with enough structure and support to complete the course. And they can access the classroom 24/7 from anywhere with an Internet connection.

New sessions of each course run every month. They last six weeks, with two new lessons being released weekly (for a total of 12). The courses are entirely Web-based with comprehensive lessons, quizzes, and...