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FNS40715
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.
Average duration:12 months
Accreditation:Nationally recognised training
This course is ideal for people who have the following knowledge, skills or abilities:
Evaluating the benefits and costs of different solutions for a problem.
Such as understanding customer needs, providing good quality service, and measuring customer satisfaction.
Economics and accounting, the financial markets, banking and checking and reporting of financial data.
Make general rules or come up with answers from lots of detailed information.
This course can help you get a job as:
This course can help you progress to:
Please note that weekly pay figures are estimates only of what you could possibly earn.
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.
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.
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.
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.
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.
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.
This is a nationally recognised course delivered by Registered Training Organisations (RTOs). RTOs are strictly regulated by the Australian Skills Quality Authority (ASQA). This guarantees you will be studying a quality-assured and nationally recognised qualification.
Recognition of Prior Learning
RTOs are also able to offer Recognition of Prior Learning for work experience or formal qualifications you may have undertaken to shorten the time you have to study. Ask a course provider for more details during the enrolment process.
Course providers may offer flexible payment options for those who do not wish (or are unable) to pay their tuition fees outright. There is usually a discount for those who pay their tuition fees upfront.
Enquire with a course provider to find out more.
We’ll find nearby campuses and check if you’re eligible for funding in your state.