Mortgage & Finance Broking is definitely a career on the rise, with more...
Certificate IV in Finance and Mortgage Broking (Online)
This Qualification is entirely focused towards teaching you the requisite skills for Mortgage/Finance Broking work, and provide a comfortable environment …
This Qualification is entirely focused towards teaching you the requisite skills for Mortgage/Finance Broking work, and provide a comfortable environment for you to develop and rehearse those skills before putting them into practice in a commercial situation. You’ll find that our instructors are industry professionals who have a vast amount of experience in Mortgage/Finance Broking, and they are happy to help you with your questions.
This qualification meets the training standards as set out in RG 206 by the Australian Securities and Investment Commission (ASIC).
There are no entry requirements for this qualification.
Distance or self-paced learning allows you to start a course when it suits you best. Moreover, it provides you with the flexibility to continue with your other commitments in life, such as work, parenthood and your social life. BEST OF ALL, it gives you access to our Distance Education Team who can discuss concepts, conduct skill-based role plays and provide feedback on any assessments submitted.
Upgrade to Live Webinar Option, where trainers will go through the course materials with a group of learners, and learners can interact and raise questions along the process. This is a more structured approach with support along the way. BEST OF ALL, you still have access to our Distance Education Team who can discuss concepts, and answer any queries you may have.
The duration of the course will vary depending on each individual student and their prior experience and knowledge. 535 hours over a maximum of 12 months is the recommended timeframe for students new to the industry.
True / False Questions (TF) – A series of True/False Questions provided in a Digital Assessment Booklet
Multiple Choice Questions (MCQ) – A series of Multiple Choice Questions provided in a Digital Assessment Booklet
Short Answer Questions (SAQ) – A series of Short Answer Questions relating to a chapter of the course Manual provided in a Digital Assessment Booklet
Case study – A series of Case Study Questions Questions relating to a scenario provided in the course manual to be completed in a in a Digital Assessment Booklet
Role-play – A series of Questions relating to the material provided in the course manual to be completed verbally over the phone with a member of our staff at a time that best suits your schedule
Closed book test – A series of Questions relating to the material provided in the course manual to be completed verbally over the phone during the role-play assessment task
Units of Competency
Core Competency Units
FNSCRD301 – Process applications for credit
FNSFMB401 – Prepare loan application on behalf of finance or mortgage broking clients
FNSFMB402 – Provide finance and mortgage broking services
FNSFMB403 – Present broking options to clients
FNSFMK505 – Comply with financial services legislation and industry codes of practice
FNSINC401 – Apply principle of professional practice to work in the financial services industry
FNSINC402 – Develop and maintain in-depth knowledge of products and services used by an organisation or sector
BSBITU306 – Design and produce business documents
BSBCUS301 – Deliver and monitor a service to clients
FNSCUS501 – Develop and nurture relationships with clients, other professionals and third party referrers
FNSFMB501 – Settle applications and loan arrangements in the finance and mortgage broking industry
FNSSAM403 – Prospect for new clients
|Introduction to Mortgage Broking and the Financial Services Industry|
|Loan Products and the Application proces|
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