FNS40207 - Certificate IV Financial Services (Bookkeeping)
This qualification reflects the role of individuals who use well-developed skills and a broad knowledge base in a wide variety of contexts and environments. They apply solutions to a defined range of problems, and analyse and evaluate information from a variety of sources in relation to a variety of tasks. They may provide guidance to others with some limited responsibility for the output of others. This qualification is designed to reflect the role of contract bookkeepers and employees performing in the role of bookkeeper for organisations and who perform duties such as:- Establishing and maintaining accounting systems
- Assisting with Business Activity Statements and other office taxes
- Payroll
- Developing management systems for organisations

Total number of units = 13
7 Industry core units
7 Sectoral units
2 Elective units
Suggested Elective Units
Achieve two (2) elective units selected from the list below or any other endorsed Training Package:
- both elective units selected may be from the list of units suitable at Certificate IV or Diploma level
- electives must be relevant to work outcome, local industry requirements and the qualification level
- see Levels Chart for full list of units available in the FNS04 Financial Services Training Package
Selecting electives for different work outcomes
The workplace context for this qualification varies, and this context must guide the selection of elective units. Examples of appropriate units for particular work outcomes at this level include:
Contract Bookkeeper
Industry Core Units plus, Sectoral Core Units plus:
FNSICCUS401B - Deliver a professional service to customers
FNSICCUS402B - Maintain customer relationship
Small Business Owner
Industry Core Units plus, Sectoral Core Units plus:
FNSICORG501B - Manage own professional development
FNSPRAC501B - Manage and maintain small/medium business operations
Permanent Paid Bookkeeper (working for enterprise)
Industry Core Units plus, Sectoral Core Units plus:
FNSICORG501B - Manage own professional development
FNSICCUS402B - Maintain customer relationship
Industry Knowledge
FNSICIND401B - Apply principles of professional practice to work in the financial services industryGeneric
FNSICGEN301B - Communicate in the workplaceFNSICGEN302B - Use technology in the workplace
FNSICGEN304B - Apply health and safety practices in the workplace
FNSBKPG401A - Develop and implement policies and practices relevant to bookkeeping activities
FNSBKPG402A - Establish and maintain a cash accounting system
FNSBKPG403A - Establish and maintain an accrual accounting system
FNSBKPG404A - Carry out Business Activity and Instalment Activity Statement tasks
FNSBKPG405A - Establish and maintain a payroll system
FNSACCT405B - Prepare financial statements
FNSACCT406B - Maintain asset and inventory records

Contract Bookkeeper
FNSICCUS401B - Deliver a professional service to customersFNSICCUS402B - Maintain customer relationship
Small Business Owner
FNSICORG501B - Manage own professional developmentFNSPRAC501B - Manage and maintain small/medium business operations
Permanent Paid Bookkeeper (working for enterprise)
FNSICORG501B - Manage own professional developmentFNSICCUS402B - Maintain customer relationship






