Small Business Financial Advisor Courses in Sydney
There are 4 courses available within the Sydney area for people who want to become a small business financial advisor.
FNS40821
Online, On Campus
More info
Possible job outcomes:
Mortgage Broker
Credit Officer
Financial Advisor
Lending Officer
Financial Planner
Small Business Financial Advisor
Insurance Consultant
Insurance Broker
Become a professional mortgage broker with the FNS40821 Certificate IV in Finance and Mortgage Broking. This nationally recognised qualification meets the ASIC licensing requirements for mortgage brokers and will teach you how to identify your client’s needs and present them with range of broking options. The course also covers: professional practice and financial services code of conduct, preparing loan applications, developing knowledge of financial products and services, building client relationships, and more. Enquire now for entry requirements, ASIC licensing outcomes, and upcoming enrolment dates near you.
PLEASE NOTE: if you are wanting to become a licensed mortgage broker check with your course provider before enrolment to ensure you have selected the correct elective units..
Average duration: 6 months.
FNS50322
Online, On Campus
More info
Possible job outcomes:
Finance Broker
Insurance Broker
Insurance Consultant
Small Business Financial Advisor
Financial Planner
Lending Officer
Financial Advisor
Credit Officer
Mortgage Broker
Launch your career as a finance professional with the FNS50322 Diploma of Finance and Mortgage Broking Management. This nationally recognised diploma qualifies you for work as a mortgage broker, insurance broker, and relationship manager in the financial services industry. The course covers: identifying client needs, presenting credit options, understanding special financial circumstances, preparing loan applications, complying with legislation and industry codes of practice. Enquire now for the full list of entry requirements, finance broking career outcomes, and upcoming enrolment opportunities near you.
IMPORTANT: if you require an ASIC accreditation, please contact the training provider before enrolling to ensure you select the correct elective units..
Average duration: 6 months.
FNS50922
Online, On Campus
More info
Possible job outcomes:
Small Business Financial Advisor
Lending Officer
Financial Advisor
Credit Officer
Launch your career in business banking with the FNS50922 Diploma of Banking Services Management. This nationally recognised diploma will teach you how to assist business banking customers with commercial and retail lending services. You’ll gain core skills in financial services regulation and compliance, leadership, and relationship building, plus choose electives that support your career in business banking. The course has scope for learning: market analysis, managing premium customer relationships, aligning banking products with customer needs, implementing credit contracts and complex loan structures. Enquire now for the full list of entry requirements, business banking career competencies, and course enrolment openings in your area..
Average duration: 24 months.
Online, On Campus
More info
Possible job outcomes:
Superannuation Consultant
Financial Advisor
Financial Planner
Small Business Financial Advisor
Fund Manager
Investment Advisor
Stockbroker
Insurance Broker
Superannuation Specialist
Finance Broker
The University of Notre Dame’s (Australia) Bachelor of Financial Planning qualification (co-delivered by Mentor Education), has been designed for both experienced financial advisers and aspiring financial advisers, such as those transitioning from other industries such as teaching, nursing and policing as well as students who have recently graduated from Year 12 or equivalent.
This progressive and flexible Bachelor of Financial Planning degree is designed for those who are seeking a broad overview of the Financial Planning world, and allows you to select a number of specialist electives. The course draws units from ethics, insurance, superannuation, investments, aged care advice, technology advice platforms, practice management and intergenerational wealth..
Average duration: 24 months.
Frequently Asked Questions
How can I become a small business financial advisor?
To become a small business financial advisor in Sydney, you may want to consider completing the Bachelor of Financial Planning. This qualification will equip you with the skills and knowledge necessary for a career in this industry.
Are there training providers in Sydney?
You can train to become a small business financial advisor by completing a qualification with Entry Education (established in 2016) or Institute of Strategic Management (established in 2009). Find a course provider near you. Once you make an enquiry, a course advisor will get in touch to discuss your study options and course fees.
What study modes are available?
There is one campus within the Sydney area that provides small business financial advisor training. This campus is 9999km away from the center of Sydney. You can also study a small business financial advisor course through online learning. Find a course provider that best suits your needs.
Job Pathways
Here are some potential career pathways within financial planning. Click on an occupation to learn more about the role and the qualifications that can help you get started in this industry.