If you are currently providing bookkeeping services you are probably aware of the changes in the law regarding BAS Service Providers. Please CLICK HERE for more information.
Certificate IV in Financial Services
If you are looking to gain Certificate IV in Financial Services we can help by providing formal training or recognition of prior learning (RPL). Phone us on 4723 1666 to discuss your options further. (see below)
Traineeships
As an employer you may be eligible for government incentives of up to $4,000 to assist with your staff training needs. If you have staff that could benefit from formal training in Certificate III in Financial Services (Accounts Clerical) phone us on 4723 1666 for more information.
| Certificate III in Financial Services |
| INDUSTRY CORE UNITS |
| Apply principals of professional practice to work in the financial services industry |
| Communicate in the workplace |
| Use technology in the workplace |
| Apply health and safety practices in the workplace |
| SECTORAL CORE UNITS |
| Process business tax requirements |
| Produce job costing information |
| Prepare operational budgets |
| Make decisions within legal context |
| Prepare financial statements |
| Maintain assets and inventory records |
| ELECTIVE UNITS – THREE TO BE COMPLETED |
| Set up and operate a computerised accounting system |
| Prepare financial reports |
| Evaluate and authorise payment requests |
| Only two of the following unit may be chosen |
| Maintain financial records |
| Administer accounts payable |
| Reconcile and monitor accounts receivable |
For costs and further information .. download pdf document |
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| Certificate IV in Financial Services (Accounting) |
| INDUSTRY CORE UNITS |
| Work in the financial services industry |
| Communicate in the workplace |
| Use technology in the workplace |
| Apply health and safety practices in the workplace |
| SECTORAL CORE UNITS |
| Prepare and bank receipts |
| Process journal entries |
| Maintain daily financial/business records |
| Maintain financial records |
| Prepare financial reports |
| ELECTIVE UNITS |
| Administer financial accounts |
| Set up and operate a computerised accounting system |
| Process payroll |
| Create and use simple spreadsheets |
For costs and further information .. download pdf document |
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| Certificate IV in Financial Services (Bookkeeping) |
| INDUSTRY CORE UNITS |
| Apply principals of professional practice to work in the financial services industry |
| Communicate in the workplace |
| Use technology in the workplace |
| Apply health and safety practices in the workplace |
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| SECTORAL CORE UNITS – ALL TO BE COMPLETED |
| Develop and implement policies and practices relevant to bookkeeping |
| Establish and maintain a Cash Accounting System |
| Establish and maintain an Accrual Accounting System |
| Carry out Business Activity and Instalment Activity Statement tasks |
| Establish and maintain a payroll system |
| Prepare financial statements |
| Maintain asset and inventory records |
| ELECTIVE UNITS |
| Set up and operate a computerised accounting system |
| Prepare financial reports |
| Maintain financial reports |
For costs and further information .. download pdf document |
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| Certificate IV in Training and Assessment |
| INDUSTRY CORE UNITS |
| Plan assessment activities and processes |
| Assess competence |
| Participate in assessment validation |
| Plan, organise and deliver group based learning |
| Plan, organise and facilitate learning in the workplace |
| Design and develop learning programs |
| Use training packages and accredited courses to meet client needs |
| ELECTIVE UNITS |
Contribute to assessment
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| Provide work skill instruction |
| Mentor in the workplace |
| Maintain training and assessment information |
| Make a presentation |
| Develop teams and individuals |
| Promote products and services |
For costs and further information .. download pdf document |
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