A career in finance can be exciting and rewarding. Whether you want to work in banking, insurance or financial services, this industry offers a host of career choices. You might decide to specialise your skills with study in accounting, financial planning or mortgage broking. Whatever pathway you decide to follow, this field can provide numerous opportunities for career progression. If you’re not sure which qualification would be best for you, here are some of the most popular choices for further study in finance:

Certificate III in Financial Services

A Certificate III in Financial Services can give you the skills you need to start an administrative role in the financial industry. You might work in roles such as assistant broker, assistant underwriter, bank teller, claims officer, collections officer, entry level credit analyst, financial assistant or personal banking advisor. This course covers topics such as legal frameworks in the financial services industry, using business technology and communicating with colleagues.

Certificate IV in Finance and Mortgage Broking

The Certificate IV in Finance and Mortgage Broking will help you advance your career in financial services. You’ll learn to process credit applications and prepare loan applications on behalf of your clients. You might be employed in positions such as credit officer, financial advisor, financial planner, insurance broker, insurance consultant, lending officer, mortgage broker or small business financial advisor.

Certificate IV in Credit Management

If you’re hoping to work in the lending industry, a Certificate IV in Credit Management can boost your career opportunities. You’ll be prepared to take on roles such as credit officer or lending officer with financial institutions, banks, loan companies and brokerage firms. This course will give you the knowledge and skills to assess credit applications, manage overdue customer accounts and recover bad or doubtful debts.

Certificate IV in Banking Services

A Certificate IV in Banking Services is a great way to get started in a career in the banking sector. You’ll cover topics such as business technology, customer service, work safety and compliance and be able to specialise in an area of interest including broking, sales, client relationships, mobile banking or lending. The Certificate IV in Banking Services will prepare you for roles like bank teller, collections officer, entry level credit analyst, personal banking advisor, credit officer or lending officer.

Diploma of Finance and Mortgage Broking Management

The Diploma of Finance and Mortgage Broking Management is the qualification you need to take on positions processing loan applications and presenting broking options to clients. You might be employed in roles such as credit officer, financial advisor, financial planner, insurance broker, insurance consultant, lending officer, mortgage broker or small business financial advisor. This course covers client relationships, industry legislation, codes of practice and risk management.

Diploma of Financial Counselling

A Diploma of Financial Counselling will give you the knowledge and skills to work with clients as a financial counsellor. You’ll learn to help people who are experiencing financial issues and need help managing debt. The course allows you to recognise and respond to crisis situations and build effective counselling relationships. The Diploma of Financial Counselling includes a work placement so you’ll gain real world experience in this field.

Diploma of Banking Services Management

The Diploma of Banking Services Management is a great study choice if you’re hoping to move into a leadership role in the banking industry. You might take on positions such as credit officer, financial advisor, lending officer or small business financial advisor. This course will give you the skills to manage a team of staff and nurture relationships with clients. You’ll be able to specialise in an area of interest such as banking service strategies, advanced selling techniques or providing advisory services.

Advanced Diploma of Accounting

An Advanced Diploma of Accounting is an ideal qualification for anyone wanting to further their career in the accounting field. You’ll be prepared for a range of positions in this rewarding industry such as accounting manager, auditor, chief financial officer, financial analyst, financial controller, forensic accountant, tax accountant or tax agent. This course allows you to tailor your studies to suit your career plans with specialisations in either tax or commercial accounting.

Written by Jodie Magrath
Jodie Magrath
Jodie is a freelance writer with a background in communication and journalism. She’s spent almost 20 years working in roles such as Special Projects Writer and Publications Officer.