Certificate IV in Banking Services

The Banking industry is a dynamic and ever changing profession which is continually the subject of government regulation. To meet the demands of today a Certificate IV in Banking Services will provide you with the knowledge and skills to meet the growing government regulations and customer expectations. A Certificate IV in Banking Services will ensure that you will be a part of this dynamic industry which continues to provide sought after financial advice, products and services.
You can bank on a Certificate IV in Banking Services.

About this Qualification

The Certificate IV in Banking Services offers specialist understanding of financial products and services and meets the ASIC Tier 2 Licensing. This flexibility with subject choice means this qualification can be tailored to meet requirements of financial services organisations and job roles. It can be tailored to suit operational staff and/or management staff.

Your Career

Your career in Banking Services
• Senior Customer Service Officers
• Finance Officers
• Team Leaders
• Branch Managers or Supervisors
• Lending Officers

Units of Competency

The Certificate IV in Banking Services requires 12 units of competency:

Core Units

BSBCUS403A Implement customer service standards
BSBOHS303B Contribute to OHS hazard identification and risk assessment
BSBWOR204A Use business technology
FNSINC401A Apply principles of professional practice to work in the financial services Industry
FNSINC402A Develop and maintain in-depth knowledge of products and services used by an organisation or sector
 

Elective Units

BSBCUS401A Coordinate implementation of customer service strategies
FNSSAM401A Sell financial products and services
FNSSAM403A Prospect for new clients
BSBMGT405A Provide personal leadership
FNSASIC301C Establish client relationship and analyse needs*
FNSASIC302C Develop, present and negotiate client solutions*
FNSFLT501A Assist customers to budget and manage own finances
NB units marked ‘*’ are required for ASIC Tier 2 licensing

Duration

6 to 18 months

Cost

$190* (Training delivered across Victoria with Victorian State & Commonwealth Government funding. People with disabilities encouraged to apply for training)

Pathways

This qualification may be suited to an Australian Apprenticeship pathway. A further learning pathway utilising qualifications such as BSB51107 Diploma of Management would support career progression. Selecting the identified elective units will meet Tier 2 Australian Securities and Investments Commission (ASIC) accreditation requirements for providing limited financial products advice. Conditions relating to this should be obtained from ASIC.