Already working as a bank senior officer or in finance, accounting and mortgage broking? You may not need to start from scratch. A partner registered training organisation can assess the skills you already have against this nationally recognised qualification.
Overview
The FNS41820 Certificate IV in Financial Services is a nationally recognised certificate at AQF Level 4, from the Financial Services Training Package.
If you already work in finance, accounting and mortgage broking, your experience may count towards it. Instead of repeating training on tasks you already do, you show evidence of your skills, and qualified assessors at a partner RTO check it against the qualification's requirements.
Future Sync helps you work out whether it suits your experience, build your evidence file and prepare for the assessment.
Career opportunities
Roles linked to this qualification on training.gov.au.
Bank Senior Officer
Bank/Credit Union Senior Officers oversee small business banking services and general customer service in a financial services branch office environment. They match financial products to customer needs, and may also prepare government returns.
Finance Sector Supervisor
Finance Sector Supervisors promote customer financial services, manage financial operations, monitor compliance and lead a team in a financial services branch office environment.
Customer Service Officer (Financial Services)
Customer Service Officers in Financial Services receive and answer customer enquiries, open new accounts, identify customer needs and refer them to appropriate services, record transactions, and may balance cash and order notes and coins where appropriate.
Senior Accounts Officer
Senior Accounts Officers put together summaries of the financial transactions of a business for management purposes. This may include evaluating and authorising payment requests, processing business tax requirements, producing job costing information, preparing operational budgets, and maintaining asset and inventory records.
Why have your experience assessed
Credit for what you already do
Your existing skills in finance, accounting and mortgage broking are assessed against the qualification, instead of being taught again from the start.
Little or no time in class
You keep working while you prepare your evidence. Gap training is only needed if the assessor finds gaps.
A qualification employers recognise
The Certificate IV in Financial Services is nationally recognised, which can support job applications, promotions and the roles you are already capable of.
Documents and evidence you might need
You do not need everything before your first conversation. The partner RTO may ask for more.
General documents
- 100 points of ID
- Updated resume
- Reference letters
- Payslips or tax records
Work evidence
- Employer references
- Samples of reports (de-identified)
- Software certificates
- Registrations or memberships
Photos and videos
- Photos of work you completed
- Videos of you doing workplace tasks
- Work samples
How it works
- 1
A conversation about your work
- 2
Matching your experience to a qualification
- 3
Building your evidence file
- 4
Assessment by a registered training organisation
- 5
Your qualification
Frequently asked questions
Can I get the Certificate IV in Financial Services with my work experience?
Possibly. If you already do the work this qualification covers, a partner registered training organisation (RTO) can assess your existing skills against its requirements. If your evidence meets them, the RTO can issue the qualification without you completing the full course. Future Sync helps you check the fit and prepare your evidence.
What evidence will I need?
Usually proof of identity, proof of employment such as reference letters and payslips, and proof of skill such as photos or videos of your work. For finance, accounting and mortgage broking, people often use: employer references, samples of reports (de-identified), software certificates, registrations or memberships. The RTO decides the final requirements.
Is it the same qualification as completing the course?
Yes. The FNS41820 Certificate IV in Financial Services issued by an RTO after assessing your existing skills is the same nationally recognised qualification that students receive after completing the course.
Do I need to attend classes?
Usually not, or only briefly. You are assessed on what you can already do. If the assessor finds gaps, you may need to provide more evidence, complete assessment tasks or do gap training for those parts only.
Future Sync Pty Ltd is an education consultancy and application support service. Future Sync is not a Registered Training Organisation and does not issue qualifications. All assessments, enrolment approvals, competency decisions and qualification issuance are completed by authorised partner RTOs. Qualification outcomes are not guaranteed and depend on the applicant's evidence and the RTO's assessment decision. Licensing, employment and migration outcomes are subject to separate authority requirements.
Tell us what you do and how long you have done it. We will tell you honestly whether this qualification looks realistic for you.