Financial Services Courses
Certificate 2 in Financial Services
Certificate 3 in Financial Services
Certificate 3 in Mercantile Agents
Certificate 3 in Accounts Administration
Certificate 3 in General Insurance
Certificate 4 in Credit Management
Certificate 4 in Accounting
Certificate 4 in Finance & Mortgage Broking
Certificate 4 in General Insurance
Certificate 4 in Bookkeeping
Certificate 4 in Banking Services
Diploma of Accounting
Diploma of Finance and Mortgage Broking Management
Diploma of Credit Management
Tier 2 courses
Financial Services Clients
Financial Services Certificate 2 & Certificate 3
The College offers Certificate 2, Certificate 3, Certificate 4 and Diploma in Financial Services. There are many electives ranging from sales, service, cashiering, lending, insurance, compliance ASIC Tier 2 and product knowledge.
| Course Name |
Course Outline |
| Certificate 2 in Financial Services |
Download |
| Certificate 3 in Financial Services |
Download |
For experienced staff working in financial services looking to up-skill and update to knowledge. The program offers a wide range of subjects including compliance, customer service, sales, lending, business networking and time management.
The Insurance Services courses may suit employees of insurance companies and brokers, depending on their job roles. Contact us for more details on the Insurance Services Courses to determine suitability.
The College is approved on the ASIC register to deliver Tier 2. Courses are available by distance, face to face and on-line learning options. Contact us for more details.
Mercantile and Collections Qualifications
Specialist Financial Services qualifications are available for Mercantile Agents and Credit Management professionals. Certificate 3 in Mercantile Agents is the required course under the CAPI Legislation in NSW, and is government funded as a New Worker and Existing Worker Traineeship in NSW.
Certificate 4 in Credit Management is available for experienced collections or lending staff and is available as a New Worker and Existing Worker Traineeship in NSW.
| Course Name |
Course Outline |
| Certificate 3 in Mercantile Agents |
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| Certificate 4 in Credit Management |
Download |
| Diploma in Credit Management |
Download |
This program is now the minimum requirement for BAS agents to comply with new legislation. The course includes GST and BAS principles, preparation of financial reports, bookkeeping practice and payroll.
Specialist Mortgage qualifications are available for Credit and Mortgage Brokers, and meet the educational requirements for most Broker professional associations. Certificate 4 in Finance and Mortgage Broking is government funded as a New Worker and Existing Worker Traineeship in NSW.
The College offers both Certificate 3 and Certificate 4 in Accounts Administration and Accounting. Both Certificate 3 and 4 courses teach manual accounting to ensure a thorough understanding of accounting processes is achieved.
As well as the Diploma of Finance and Mortgage Broking is now available as a self paced course. This program attracts federal incentives in NSW.
| Course Name |
Course Outline |
| Certificate 3 Accounts Administration |
Download |
| Certificate 4 in Accounting |
Download |
| Diploma in Accounting |
Download |
| Diploma of Finance and Mortgage Broking
| Download |
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