Products, Services and Customer Attitudes in a Financial Services context

Course code FSC412

This online course is designed for individuals who wish to enter or progress employment within the financial services industry and/or advance their skills and knowledge.

It provides you with knowledge about products, services and customer attitudes relevant to entry or intermediate roles within the financial services industry.

It enables you to use knowledge of services and products available across the financial services industry in an operational role and relate to customer attitudes within financial services and cultural contexts.

How to enrol

Before enrolling in this course you need to:

  • Choose the qualification you will study the course under. See the Work towards tab below for qualification options.
  • Check the order that courses in the qualification should be studied in the Qualification Structure table. This is in the Choose courses tab on the qualification page.
  • Level 4  
    Credits 15 
  • Study type Open  
    EFTS 0.125  
  • Availability
    2019 :  
    This course will start on the first Monday of the month you select for enrolment.
  • Delivery type
    2019 :  
    Online only
  • Workload

    All our open courses have a credit value. For each credit, allow about 10 hours of study. Your workload may be higher around assessment due dates.

  • Fees
    2019 :  
    NZ students $548 + $60 annual administration fee
    International students $1,647 + $60 annual administration fee
  • Prerequisites Check entry and other requirements under the qualification you are studying  

Students who successfully complete this online course will be able to

  • Demonstrate broad understanding of products and services used in different industry sectors.
  • Apply the six step process to a range of standard financial situations to identify products and services to meet clients’ needs by providing appropriate recommendations or referrals.
  • Outline how customers’ different attitudes and experiences will influence their approach to financial decision making.
  • Communicate financial information in a way that recognises clients’ cultural background and level of understanding.


This course is 100% internally assessed.


No textbooks are required for this course.

Other requirements

Your course is delivered 100% online. To complete this course you will need access to a computer or device, broadband internet and a data plan able to support online learning such as streaming of videos (including YouTube), downloading content and submitting online assessments. If you are unsure if your current computer/device or internet access allows you to complete your online learning with us, please contact us before applying to enrol.