Banking, Financial Services and Insurance courses
Introduction
With some 33,000 new jobs projected to be available over the next 5 years, now is the time to start a new career or advance your career in financial services. more
With some 33,000 new jobs projected to be available over the next 5 years, now is the time to start a new career or advance your career in financial services.
Work for leading banks, insurance companies, superannuation companies and investment banks or enjoy the autonomy of operating your own business in financial services.
Choose your area of specialization – become a financial planner, insurance broker, mortgage broker, superannuation specialist, retail banker, investment banker, finance manager, finance or insurance advisor, amongst others.
Banking and Finance is a government regulated industry and specific minimum qualifications may be required to work in these industries. Enrol now to ensure you are adequately qualified.
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Statistics
Courses Direct
$974 $779
This course provides the most essential knowledge and skills required ... more
This course provides the most essential knowledge and skills required by consultants and researchers in a wide variety of disciplines. full details
Finance Brokers Managing Risk for Finance/Mortgage Industries - CPD AAMC $177
This unit has been designed as a professional development unit ... more
This unit has been designed as a professional development unit for people operating in the Finance/Mortgage industry and is recognised for CPD points. full details
Advice in Insurance Broking (DFS 7) AAMC From $387
This course, which is on the ASIC approved register, covers ... more
This course, which is on the ASIC approved register, covers the introductory requirements for providing advice in Insurance Broking and is RG146 compliant. On completion of the course you will be able to assist clients to establish protection strategies for risk management using life and general insurance products. full details
Advice in Life Insurance (DFS 2) AAMC From $387
This course which is on the ASIC approved register covers ... more
This course which is on the ASIC approved register covers Life Insurance, Total Permanent Disability Insurance, Trauma (Living) Insurance, Income Protection, General Insurance and is RG146 compliant. full details
Advice in Derivatives and Securities (DFS 3) AAMC From $457
This course which is on the ASIC approved register covers ... more
This course which is on the ASIC approved register covers the requirements for providing advice in Derivatives and Securities and is RG146 compliant. It also includes areas relating to analysing financial risk and fi nancial markets. Completion of this course will allow you to give your clients advice in this area, provided you are an accredited authorised representative of an AFSL Licence holder. full details
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Advice in Derivatives and Securities (DFS 3) AAMC From $457
This course which is on the ASIC approved register covers ... more
This course which is on the ASIC approved register covers the requirements for providing advice in Derivatives and Securities and is RG146 compliant. It also includes areas relating to analysing financial risk and fi nancial markets. Completion of this course will allow you to give your clients advice in this area, provided you are an accredited authorised representative of an AFSL Licence holder. full details
Advice in Insurance Broking (DFS 7) AAMC From $387
This course, which is on the ASIC approved register, covers ... more
This course, which is on the ASIC approved register, covers the introductory requirements for providing advice in Insurance Broking and is RG146 compliant. On completion of the course you will be able to assist clients to establish protection strategies for risk management using life and general insurance products. full details
Advice in Life Insurance (DFS 2) AAMC From $387
This course which is on the ASIC approved register covers ... more
This course which is on the ASIC approved register covers Life Insurance, Total Permanent Disability Insurance, Trauma (Living) Insurance, Income Protection, General Insurance and is RG146 compliant. full details
Bookkeeping Courses ICI $880
There are certain skills you need to become a successful ... more
There are certain skills you need to become a successful bookkeeper. The ICI bookkeeping program designed in conjunction with the federal government and bookkeeping industry ... full details
Certificate II in Financial Services ACCM Info
The efficiency of a financial services provider can be greatly ... more
The efficiency of a financial services provider can be greatly improved by up-skilling staff so they can make the best contribution in their role.The Certificate II in Financial Services qualification allows a wide range of subject options to enable financial ... full details
Certificate III in Financial Services ACCM Info
Certificate III in Financial Services courses is tailored for employees ... more
Certificate III in Financial Services courses is tailored for employees in the Retail Financial Services sector. The course offers over 15 elective modules ensuring a tailored approach to individual needs. Electives include sales, service, cashiering, lending, insurance, compliance, Tier 2 and product knowledge. full details
Certificate III in Financial Services (Mercantile Agents) ACCM Info
Certificate III in Financial Services is a specialist Financial Services ... more
Certificate III in Financial Services is a specialist Financial Services qualification tailored to Mercantile Agents and Credit Management professionals. This is the required course under the CAPI Legislation in NSW. The course is government funded as a New Worker and Existing Worker Traineeship. full details
Certificate III in General Insurance ACCM Info
To effectively assist customers with their insurance needs it is ... more
To effectively assist customers with their insurance needs it is necessary to have the insurance product knowledge, customer sales and service skills and a thorough understanding of the processes for renewals, quotes and alterations. full details
Certificate IV in Banking Services ACCM Info
Financial Services organisations have to ensure that their staff stay ... more
Financial Services organisations have to ensure that their staff stay trained and up-to-date with new products, compliance matters and sales and service skills. full details
Certificate IV in Credit Management Kaplan $795
The Certificate IV in Credit Management is an entry-level qualification ... more
The Certificate IV in Credit Management is an entry-level qualification designed to provide you with the skills and knowledge needed to fill a variety of credit related roles across a range of industry sectors. Successful completion of this qualification also ... full details
Certificate IV in Credit Management ACCM Info
The Credit Management specialist qualification caters for those involved in ... more
The Credit Management specialist qualification caters for those involved in the approval process for credit and also those involved in the collections processes.The qualification offers two streams that allow specialisation in either loan approvals or collections. full details
Certificate IV in Finance and Mortgage Broking Kaplan $580
The Certificate IV in Financial Services (Finance/Mortgage Broking) qualification is ... more
The Certificate IV in Financial Services (Finance/Mortgage Broking) qualification is ideal for those seeking to become recognised and qualified finance/mortgage brokers. Written by industry specialists, the qualification gives you an excellent understanding of critical aspects of the finance and mortgage ... full details
Certificate IV in Finance and Mortgage Broking Management ACCM Info
Working in the finance and mortgage broking industry requires a ... more
Working in the finance and mortgage broking industry requires a range of interpersonal skills and knowledge of lending products, procedures and relevant legislation. full details
Certificate IV in Finance/Mortgage Broking Management TAFE Info
This course is for people who want to work in ... more
This course is for people who want to work in the finance and mortgage broking industry. The course structure below shows what you must do to complete this course. units/modules are arranged in groups and sometimes also in subgroups. You ... full details
Certificate IV in Finance/Mortgage Broking Management – RPL TAFE Info
This course is for people who want to work in ... more
This course is for people who want to work in the finance and mortgage broking industry. The course structure below shows what you must do to complete this course. units/modules are arranged in groups and sometimes also in subgroups. You ... full details
Certificate IV in Financial Services ACCM Info
Certificate IV in Financial Services courses is tailored for employees ... more
Certificate IV in Financial Services courses is tailored for employees in the Retail Financial Services sector. The course offers over 15 elective modules ensuring a tailored approach to individual needs. Electives include sales, service, cashiering, lending, insurance, compliance, Tier 2 and product knowledge. full details
Certificate IV in Financial Services (Credit Management) ACCM Info
Certificate IV in Financial Services (Credit Management) is for people ... more
Certificate IV in Financial Services (Credit Management) is for people who work or are seeking work in the financial services industry as a credit officer, collection officer, team leader or supervisor. Students develop a range of generic financial services skills and specialist credit management skills. full details
Certificate IV in Financial Services (Finance/Mortgage Broking) ACCM Info
This course is for people who want to work as ... more
This course is for people who want to work as customer service officers in financial lending institutions. This course is government funded as a New Worker and Existing Worker Traineeship. full details
Certificate IV in General Insurance ACCM Info
To effectively assist customers with their insurance needs it is ... more
To effectively assist customers with their insurance needs it is necessary to have employees with insurance product knowledge,customer sales and service skills. The qualification is designed for employees of insurance companies and insurance brokers who perform duties such as managing,validating and settling claims. full details
Diploma of Credit Management ACCM Info
This qualification reflects job roles such as credit manager in ... more
This qualification reflects job roles such as credit manager in a range of financial services and other industry enterprises. Meeting the educational requirements for the obtaining of an Australian Credit Licence (ACL). The job roles that may suit this course ... full details
Diploma of Finance and Mortgage Broking Management Kaplan Info
The Diploma of Financial Services (Finance/Mortgage Broking Management) is ideal ... more
The Diploma of Financial Services (Finance/Mortgage Broking Management) is ideal for those seeking to broaden the scope of their mortgage and finance brokerage business. This diploma is also ideal for those interested in gaining Associate Credit Adviser (ACA) status or ... full details
Diploma of Financial Planning FNS50610 Kaplan Info
TheDiploma of Financial Planningis an entry level qualification for individuals ... more
TheDiploma of Financial Planningis an entry level qualification for individuals starting a career in financial planning. The course structure enables you to undertake core and elective subjects that deliver technical knowledge and adviser skills leading to ASIC RG146 compliance across ... full details
Finance Brokers Managing Risk for Finance/Mortgage Industries - CPD AAMC $177
This unit has been designed as a professional development unit ... more
This unit has been designed as a professional development unit for people operating in the Finance/Mortgage industry and is recognised for CPD points. full details
Financial (Money) Management
Courses Direct
$874 $699
Some people have an intuitive ability with money, where everything ... more
Some people have an intuitive ability with money, where everything they touch turns to gold, others need to take a much more conscious approach to handling money if they are to maximize their assets. It aims to improve your ability to make the right decisions about managing finances. full details
Graduate Certificate in Financial Planning CSU Info
CSU's Graduate Certificate in Financial Planning prepares students to operate ... more
CSU's Graduate Certificate in Financial Planning prepares students to operate efficiently in a variety of relevant positions and develop the skills necessary to their role as financial planning professionals. full details
Graduate Diploma of Mathematics CSU Info
CSU's postgraduate Mathematics programs are intended to provide a mechanism ... more
CSU's postgraduate Mathematics programs are intended to provide a mechanism for people with a non-mathematical background to upgrade their quantitative and problem-solving skills. full details
Master of Applied Finance CSU Info
CSU's Graduate Certificate in Finance and the Master of Applied ... more
CSU's Graduate Certificate in Finance and the Master of Applied Finance prepare students to operate efficiently in a variety of relevant positions, providing them with essential analytical and decision-making skills. full details
Statistics
Courses Direct
$974 $779
This course provides the most essential knowledge and skills required ... more
This course provides the most essential knowledge and skills required by consultants and researchers in a wide variety of disciplines. full details
How women can change their lives by managing their investments