Certificate IV in Financial Practice Support (FNS40715)

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Course Description

A Certificate IV in Financial Practice Support FNS40715 is great for students seeking entry into a career in financial planning. Students begin their studies learning how to prepare and implement financial plans while complying with ethical and operational guidelines and regulations. Students then complete a number of electives based on their area of interest: customer service and client relationships, business technology, or analysis and research.

The Certificate IV in Financial Practice Support FNS40715 is a nationally recognised training qualification and part of the official Financial Services Training Package.

Recognition of Prior Learning

The skills and knowledge that you bring to your studies through previous education or employment experience may be credited towards specific units in this course, which can help to shorten your course duration. Please enquire with a course provider to find out more.

Tafe

The Certificate IV in Financial Practice Support (FNS40715) is not available from any Tafe institutions on our database but may be available from other registered training organisations with Government Funding available in your area. See Course Providers.

Average Course Fee

Unknown

Average Duration

12 months

Online providers

On-campus providers

Nationally Recognised Training

Suitable For

This course is ideal for people who have the following knowledge, skills or abilities:

Critical Thinking

Evaluating the benefits and costs of different solutions for a problem.

Customer and Personal Service

Such as understanding customer needs, providing good quality service, and measuring customer satisfaction.

Economics and Accounting

Economics and accounting, the financial markets, banking and checking and reporting of financial data.

Inductive Reasoning

Make general rules or come up with answers from lots of detailed information.

Outcomes

This course can help you get a job as:

Job TitleAvg Salary
Financial Planning Assistant$1,150 weekly pay
Financial Planner$1,340 weekly pay
Financial Advisor$1,340 weekly pay

This course can help you progress to:

Job TitleAvg Salary
Senior Financial Advisor$2,400 weekly pay
Senior Financial Planner$2,400 weekly pay
Senior Financial Advisor$2,400 weekly pay
Senior Financial Planner$2,400 weekly pay
Accountant$1,400 weekly pay

Subjects

You will be required to complete a number of units of competencey for this qualifiation. Example units have been provided below but may vary for each provider.

FNSASIC301
Establish client relationship and analyse needs

This unit describes the skills and knowledge required to interpret and comply with industry regulations and codes of practice when considering the characteristics of financial products and services for individual client needs. It applies to individuals with excellent communication skills who are authorised as Australian Securities and Investments Commission (ASIC) registered Australian financial services licence (AFSL) holders to provide advice on deposit products, non-cash payment facilities and general insurance products at Tier 2 level.

FNSASIC302
Develop, present and negotiate client solutions

This unit describes the skills and knowledge required to provide advice on deposit products, non-cash payment facilities and general insurance products. It applies to individuals with excellent communication skills who are authorised as Australian Securities and Investments Commission (ASIC) registered Australian financial services licence (AFSL) holders to provide advice about products and services at ASIC Tier 2 level.

FNSFPL401
Extract and analyse information on specified financial strategies and products

This unit describes the skills and knowledge required to research information on specified financial products and strategies for use in the financial planning process. It encompasses interpreting research requirements, researching financial products and strategies, summarising research information and contributing to financial plan recommendations. It applies to individuals who, within their level of responsibility, independently and accurately research and analyse information using systematic approaches to contribute recommendations.

FNSFPL402
Prepare financial plans to set strategies and guidelines

This unit describes the skills and knowledge required to determine and prepare a financial plan according to organisational guidelines, where a client’s preferred strategies and key parameters have already been established by a qualified financial planner. It encompasses confirming financial plan objectives and scope, testing strategic assumptions, reviewing and settling a draft strategy and options according to organisational guidelines, and developing preliminary financial plans.

FNSFPL403
Implement financial plans to predetermined guidelines

This unit describes the skills and knowledge required to implement financial plans where the implementation actions are routine or predetermined. It applies to individuals who work in a team and use organisational skills and specialised knowledge to establish administrative support and maintain quality standards.

Enquire now for a full list of subjects

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Government Funding

Enquire with a provider for more details.

Course Providers

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Government Funding
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