Learning

ASFA Learning (RTO ID 90755) is a leading provider of superannuation courses and learning solutions.

Certificate IV in Financial Services

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 Course outline

Why complete the course?

ASFA's Certificate IV in Financial Services (FNS41815) is a nationally recognised qualification for those working in, or aspiring to work in, member-facing roles within the superannuation industry. It provides students with the technical and theoretical knowledge needed to further their careers within superannuation, and covers a range of member interaction related topics such as providing customer service, resolving disputes, the importance of product knowledge, and meeting industry compliance requirements.

Is this course right for you?

This course will suit individuals in, or aspiring to work in, member-facing roles within superannuation funds or service providers to the superannuation industry. It is designed to encourage students to take a customer-centric approach to their roles and to operate within a compliance-driven framework.

What you’ll learn about

  • Government retirement income policy and the compulsory superannuation system
  • The regulatory framework governing trustees’ management of superannuation funds
  • The legislation, polices, procedures and codes of conduct that apply to the industry
  • The practical and regulatory basis for the administration of a superannuation fund
  • The importance of ethics in the industry
  • Technology selection and organising data according to organisational requirements
  • Analysing customers’ needs and expectations
  • Customer service and effective communication techniques
  • Service standards and the tools used to measure quality
  • The difference between features and benefits
  • The internal and external dispute resolution process
  • Workplace health and safety, including behaviours that contribute to a healthy and effective team environment

How you’ll be assessed

A range of assessment methods are used including written questions, role-plays, case-studies, projects and practical exercises.

What you’ll gain

FNS41815 Certificate IV in Financial Services, a nationally recognised qualification.

Students who complete FNS40915 Certificate IV in Financial Services will be awarded the following competencies:

Core Core Unit Description
FNSINC401 Apply principles of professional practice to work in the financial services industry
General Elective Units Elective Unit Description
BSBWOR204
Use business technology
BSBWHS201
Contribute to health and safety of self and others
FNSORG401
Conduct induvial work within a compliance framework
BSBWOR301
Organise personal work priorities and development
FNSINC402
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
BSBCUE309
Develop produce and service knowledge for customer engagement operation
FNSFMK402
Develop and maintain knowledge of financial market products
BSBCUS402
Address customer needs
BSBCUS401
Coordinate implementation of customer service strategies
FNSCUS403
Deliver a professional service to customers
FNSCUS402
Resolve disputes
FNSPIM410
Collect, assess and use information

Nationally Recognised Training (NRT)

How you can learn

  • Flexible online delivery – start at any time
    Duration: 12 months

CPD Points

24 Continuing Professional Development (CPD) points for members of ASFA’s Professional Accreditation Program.

Pricing (GST exempt)

  Member Non-member
Flexible online $1,250 $1,450

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