Business and Legal


Top 3 skills you will achieve:

  • Preparing financial plans
  • Understanding banking products
  • Customer service

Certificate IV in Financial Practice Support

Gain skills and knowledge to take on a supporting role in the financial services industry. You will learn about banking products for small businesses, matching financial products to customer needs and improving customer service. This course is suited to those wanting to upskill or gain a nationally recognised qualification for skills they already have.



Course Overview

Course Code:S706 (National ID: FNS40710) 
Careers:Bookkeeper, Advanced Numerical Clerk 
Duration:Duration may be flexible. 
How:Apprenticeship/Traineeship, Work based 
Where:PERTH CAMPUS - Building 1
25 ABERDEEN STREET
NORTHBRIDGE
6003

 
International study available:No 
Online study available:No 
Uni pathway available:No 

About the course

Ask us a question about this course

This flexible course will prepare you for work in the financial services industry. By the end of the course you'll be able to extract and analyse information on specified financial strategies and products, set guidelines and learn about implementing a financial plan.

Studying financial services at Central exposes you to a combination of industry-trained lecturers, on the job training and innovative training solutions.

You'll also benefit from our well equipped facilities offering the latest in financial services software so when you complete your qualification you'll walk out of Central and into a career with confidence and a sound knowledge of financial services that will last your entire career.

Where this course can lead you

Jobs in financial services are always available. You can find work in various industries for large or small organisations and the prospects of career advancement are healthy.

Your Certificate IV Financial Practice Support prepares you for roles such as:

  • Bookkeeper

  • Budget Officer

  • Payroll Officer

  • Advanced Numerical Clerk

  • Collection Clerk

Your Certificate IV in Financial Practice Support opens the door for further qualifications at Central such as the Diploma of Financial Planning. With further study you could also gain direct entry to one of WA's leading Universities with Central's Pathways to University program.

Skills you will gain from this course

Central's financial services qualifications provide you with skills that are relevant to current industry trends and practices.

By the end of the course you will be able to:

  • Establish client relationships and cater to their financial needs

  • Create and implement solutions for clients

  • Understand and analyse financial strategies and products

  • Work ethically and to legal guidelines and regulations

  • Prepare and implement financial plans

     

Your Certificate IV in Financial Practice Support gives you the skills to begin an exciting career in financial services or for further study at Central. The Diploma of Financial Planning will increase your understanding of development and implementation of financial plans.

Connected with industry

Central's industry relevancy means practical course content geared towards getting you a career. It also means you have an opportunity to network with real professionals who could increase your chances of employment during or after study.

We ensure our industry partners are involved in the development of our courses and curriculum, so the skills you obtain are relevant in the workforce.

We take pride in offering training through our experienced lecturers who are financial services professionals and ensure you gain the best experience possible from the people who have done exactly what you want to do.

We have also assessed the software and practices this industry uses and replicated it within Central so when you leave, you'll be working on familiar technology and with familiar processes.

Course Structure

Plan:S706 - CU1108 - PSC 
Description:Complete 11 units: 7 core and 4 elective units 

Available Groups

Title: GROUP 01 - CORE UNITS

Description: Central Institute of Technology offer the units listed below. Please note: previously completed units may count towards this qualification. Please discuss with the teaching area to determine eligibility.

NumberNational IDTitle
D4013FNSASIC301CEstablish client relationship and analyse needs
D4014FNSASIC302CDevelop, present and negotiate client solutions
D4136FNSFPL401AExtract and analyse information on specified financial strategies and products
D4137FNSFPL402APrepare financial plans to set strategies and guidelines
D4138FNSFPL403AImplement financial plans to predetermined guidelines
D4139FNSFPL501AComply with financial planning practice ethical and operational guidelines and regulations
D4168FNSINC401AApply principles of professional practice to work in the financial services industry

Title: GROUP 02 - ELECTIVE UNITS

Description: Complete four elective units. For Traineeships - Elective units are to be negotiated between Central Institute of Technology, employer and employee.

NumberNational IDTitle
D0654BSBCUS402AAddress customer needs
D0890BSBOHS303BContribute to OHS hazard identification and risk assessment
D0966BSBREL402ABuild client relationships and business networks
D4140FNSFPL502AConduct financial planning analysis and research

Apprenticeships and Traineeships

An apprenticeship or traineeship is a structured employment based training program that allows you to have a job and be paid while you learn. In most instances practical experience at work is combined with complementary off-the-job training provided by Central Institute of Technology. 

Apprenticeships lead to trade certification and nationally recognised qualifications.

Traineeships focus on entry level training in non-trade areas and lead to nationally-recognised qualifications. Some school based traineeships are available to year 11 and 12 students who combine part time work with secondary studies via an approved training schedule. Apprenticeships and Traineeships are not available as an option for  International students.

Please Note: The process for actually getting into an apprenticeship/traineeship (which involves finding an employer) is very different to the application process for normal study.  

For more information about apprenticeships or traineeships please contact Central Institute of Technology'sTraineeship, Apprenticeship and Workplace Training (TAWT)  on 6211 2111, visit the Apprenticeships & Traineeships section of the Training WA site or http://www.trainingwa.wa.gov.au/apprenticentre/detcms/portal/

Getting into this course

 

Entrance Requirements

In order to gain entry into this course you must demonstrate developed maths and communication skills.

This conversion table explains the grades you need to have obtained at a high school level to meet this entry level requirement.

The Application Process

This course is delivered as a traineeship, or work based.

Trainee

Find out about applying for a course as a trainee

Workbased

To find out more about workbased training, please contact:


John Jasiak
 94271566 or 0423 295 0190
John.jasiak@central.wa.edu.au
 or
Karenne Pawley on 9427 1065
Karenne.pawley@central.wa.edu

 

Recognition of Prior Learning

Do you have existing skills? Whether obtained through paid or voluntary work, training or other experiences, you may be able to fast track your study by applying for recognition of prior learning, often referred to as RPL.

Find out more here

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