Certificate IV in Financial Services

National Finance Institute, The

This qualification is part of the Financial Services Training Package. It is designed to provide a flexible general purpose pathway in the financial services industry. It is intended to meet the training needs of employees with roles that involve working across a range of duties in the financial services sector where a specialist qualification is not the most suitable qualification to meet their training needs. Individuals in these roles apply theoretical and technical knowledge and skills to work autonomously and exercise judgement in completing routine and non-routine activities.

Entry Requirements:

No minimum education. Developed communication skills are required.


13 units: 1 core; 12 elective

Subjects you can Study:

Core: Apply principles of professional practice to work in the financial services industry. Plus elective units from the following: ASIC; General financial service; Mortgage lending.

Further information:

Where the packaging of this qualification meets the rules of a specialist qualification at this level, the specialist qualification must be awarded. This includes where applicable any entry requirements.

Campus ATAR/OP Mid Year Intake Study Mode Duration
Melbourne No info
Adelaide No info
Bundall No info
Perth (Osborne Park) No info
Sydney No info
Boondall No info
Established in 2004, The National Finance Institute (NFI) is a Registered Training Organisation offering training in financial services through workshops and external study. NFI courses are recognised by all bodies including MFAA, FBAA and ASIC. NFI courses are specific to people in, or wanting to be in, the finance industry, in the role of finance broker, mortgage broker, lending officer roles. But also courses for bookkeepers and assistant accountants. Workshops in mortgage broking are held all over Australia. Other FNS BSB Management topics can be studied separately through NFI's online e-learning platform. Groups are kept small for workshops to enhance learning and provide easier access to professional trainers.

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