Certificate IV in Financial Services

Course details

Business Ethics Apply principles of
professional practice to work
in the financial services
industry
This unit covers the fundamental skills needed for
employment and the application of industry and
company procedures, guidelines, policies and
standards in a daily work context within the financial
services industry.
Process & Manage
Payroll
Process payroll This unit describes the performance outcomes, skills
and knowledge required to process payroll from
provided data using manual and computerised payroll
systems. No licensing, legislative, regulatory or
certification requirements apply to this unit at the time
of endorsement.
Manage payroll This unit describes the performance outcomes, skills
and knowledge required to establish and monitor
security procedures for managing organisational payroll
services and to calculate and process salary payments,
group taxation and related payments. No licensing,
legislative, regulatory or certification requirements
apply to this unit at the time of endorsement.
Accounting
Computer Operations
Set up and operate a
computerised accounting
system
This unit covers the competency to establish and
operate under supervision, a computerised accounting
system.
Accounting Basic
Reports
Prepare financial reports This unit describes the performance outcomes, skills
and knowledge required to record general journal
adjustment entries and to prepare end of period
financial reports. No licensing, legislative, regulatory or
certification requirements apply to this unit at the time
of endorsement.
Sales Coordinate, evaluate and
improve customer service
This unit describes those functions associated with
coordinating the implementation, monitoring and
improving of customer service standards.
Sell financial products and
services
This unit covers the skills and knowledge required to
present a sales solution and close a sale in response to
a customer enquiry.
Research & Reporting Produce research reports and
make presentations
This unit covers the skills and knowledge required for
producing workplace research reports and presenting
these reports to appropriate personnel.
Dispute Resolution Resolve disputes This unit covers the skills and knowledge involved in
resolving disputes between customers and
organisations in the financial services industry.
Job Costing Produce job costing
information
This unit covers the competency to calculate and
record the job costs of products and services