Certificate IV in Financial Services

The whole qualification, done

Every unit in the qualification:

• Student Assessment Pack for every unit (fillable PDF + Word)
• Trainer Guides, Learner Guides and Teaching Slides across the qualification
• SCORM eLearning course for every unit — upload straight into your LMS, completion and scores tracked
• Practical Observation, Third-Party Report, Competency Conversation, Work History and Self-Assessment
• Assessor Mapping for every unit — mapped to Elements, PCs, Knowledge and Performance Evidence
• RPL Assessment Tool Kit for the full qualification, with its own mapping workbook
• Training & Assessment Strategy (TAS) — four delivery variants (Word + PDF), a compliant framework ready for your RTO to complete
• Three Assessment Validation Checklists — unit-level, RPL kit and whole-of-qualification, aligned to the 2025 Standards
• LLND Profile for the qualification, an LLND Check for every unit, plus an enrolment LLND Placement Assessment — ACSF-aligned (Word + fillable PDF)
• Yours to keep — no licence keys, no subscriptions, no tracking. Editable files, unlimited use within your RTO

Every unit in FNS41820, all included

64 units: 1 core and 63 elective.

Core units 1

• FNSINC411Conduct work according to professional practices in the financial services industry

Elective units 63

• BSBAUD412Work within compliance frameworks
• BSBCMM411Make presentations
• BSBFIN501Manage budgets and financial plans
• BSBINS401Analyse and present research information
• BSBINS402Coordinate workplace information systems
• BSBINS409Maintain and monitor digital information and records
• BSBLDR411Demonstrate leadership in the workplace
• BSBLDR413Lead effective workplace relationships
• BSBLDR414Lead team effectiveness
• BSBOPS403Apply business risk management processes
• BSBOPS404Implement customer service strategies
• BSBOPS405Organise business meetings

Show all 63 elective units

• BSBPEF402Develop personal work priorities
• BSBPMG426Apply project risk management techniques
• BSBSTR402Implement continuous improvement
• BSBTEC402Design and produce complex spreadsheets
• BSBTWK401Build and maintain business relationships
• BSBWHS414Contribute to WHS risk management
• FNSACC405Maintain inventory records
• FNSACC412Prepare operational budgets
• FNSACC413Make decisions in a legal context
• FNSASIC311Establish client relationship and analyse needs
• FNSASIC312Provide personal advice on non-relevant financial products
• FNSASIC314Provide Tier 2 general advice in general insurance
• FNSASIC315Provide Tier 2 personal advice in general insurance
• FNSBNK411Coordinate small business customer portfolios
• FNSBNK412Align banking products with the needs of small business customers
• FNSBNK413Provide services in a Business Transaction Centre
• FNSBNK414Promote mobile banking services
• FNSBNK415Provide mobile banking sales and services
• FNSBNK416Manage mobile lending services
• FNSCRD401Assess credit applications
• FNSCRD404Utilise the legal process to recover outstanding debt
• FNSCRD412Establish and maintain appropriate security options for credit facilities
• FNSCRD413Manage and recover bad and doubtful debts
• FNSCRD415Manage overdue customer accounts
• FNSCRD513Promote client understanding of the role and effective use of consumer credit
• FNSCUS403Deliver a professional service to customers
• FNSCUS411Participate in negotiations
• FNSCUS412Resolve disputes
• FNSFLT411Determine financial requirements of small businesses
• FNSFMK402Develop and maintain knowledge of financial markets products
• FNSFMK403Interpret financial markets information
• FNSFMK411Perform reconciliations
• FNSFMK515Comply with financial services regulation and industry codes of practice
• FNSINC412Apply and maintain knowledge of financial products and services
• FNSINC511Conduct financial product research to support product recommendations
• FNSINC513Identify and apply complex ethical decision making to workplace situations
• FNSINC514Apply ethical frameworks and principles to make and act upon decisions
• FNSMCA413Identify and manage individuals experiencing hardship
• FNSORG411Conduct individual work within a compliance framework
• FNSPIM410Collect, assess and use information
• FNSRSK411Apply risk management strategies to own work
• FNSSAM413Identify and provide initial information to potential new clients
• FNSSAM421Provide information on financial products and services to clients
• FNSSAM422Implement promotional strategies for financial products and services
• FNSSUP419Provide retirement income stream information to superannuation clients
• FNSSUP420Establish and administer retirement income streams
• FNSSUP423Provide knowledge of retirement planning issues when dealing with superannuation clients
• FNSSUP431Terminate retirement income streams
• FNSSUP432Determine impact of social security entitlements on retirement income
• FNSSUP434Develop and provide knowledge of aged care to superannuation clients
• FNSTPB412Establish and maintain payroll systems

Matched to the current release

Every order is confirmed against FNS41820's current training.gov.au release at fulfilment, so you always receive resources mapped to the national register.