Name of Qualification:

Certificate IV in Financial Services

Qualification Code and Competency Units:


How Long Does It Take To Get A Certificate IV In Financial Services?

Once you provide all the necessary documents to demonstrate your skills in the required units, you can typically receive your Certificate IV in Financial Services within four weeks.

What is the RPL Financial Services Certificate IV?

The RPL Financial Services Certificate IV is for people who have experience and skills in the financial services industry but no formal qualification. With this program, they can show their knowledge and skills by providing proof of their work experience, training, and other qualifications. If they can prove they are skilled in the required areas, they can get a Certificate IV in Financial Services without going through the full training process.

Career Growth after Certificate IV in Financial Services

After completing a Certificate IV in Financial Services, individuals can have opportunities for career advancement in the financial services industry. They may be eligible for different roles such as financial planning, banking, insurance, and superannuation. Graduates may find jobs as financial planners, mortgage brokers, financial analysts, or insurance underwriters. By gaining more experience and education, they may progress to higher positions, such as financial managers or investment advisors.

The Certificate IV qualification can also provide a basis for further study in the financial services field, such as pursuing a Diploma or Advanced Diploma in Financial Planning.

What Skills And Qualities Are Important For A Career In Financial Services Support?

Skills and qualities that are important for a career in Financial Services Support include attention to detail, communication skills, analytical skills, customer service skills, computer literacy, time management skills, adaptability, professionalism, numeracy, and problem-solving skills.

These skills and qualities are crucial for success in the financial services industry to ensure accurate calculations and transactions, effective communication, analysis of data and information, friendly interactions with clients, proficiency in computer software, meeting deadlines, adapting to changes, maintaining a professional attitude, understanding financial reports, and problem-solving to meet clients’ financial needs.

Documents Required for Obtaining a Financial Services Certificate IV

To obtain a Financial Services Certificate IV, you must provide various pieces of evidence that will help the assessor evaluate your skills and talents.

Here are some documents that you may need to provide:

  • 100 points of identification
  • Resume
  • Work references
  • Business registration/ABN/work contract/payslips
  • Previous qualifications/transcripts
  • Workplace health and safety policy
  • Examples of presentations you’ve made to clients
  • Examples of dispute resolution
  • Sales plans
  • Risk reports
  • Policies and procedures
  • Examples of retirement income streams
  • Examples of credit applications you have assessed
  • Examples of managing overdue customer accounts.

Get your Financial Services Certificate IV from the most reputable RTOs in Australia.

Prepare yourself for success with Get Qualified Now, as you will obtain your Certificate IV in Financial Services from reputable RTOs. We have partnered with reputable and affordable RTOs to provide you with the best services.

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