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Certificate IV in Financial Services (Finance/Mortgage Broking)

Established since 2003
Diploma of Financial Services Advanced Diploma of Financial Services Certificate IV in Mortgage Broking
VIC NSW QLD WA

FNS40804 Certificate IV in Financial Services (Mortgage Broking)

Do you want to begin a rewarding career in Mortgage Broking?

The Certificate IV in Financial Services (Finance/Mortgage Broking) sets you on the path to become a professional Mortgage Broker.

The Certificate IV enables you to gain knowledge and training in the Mortgage Broking field. This nationally recognised qualification adds depth and credibility to your financial knowledge, enabling you to address a greater range of client needs – not to mention, providing you with an educational pathway to greater career success.

 

Course name:

Distance Education


Workshop


Certificate IV in Financial Services
(Finance/ Mortgage Broking)

$650

$1,199

Introduction to Mortgage Broking and the Financial Services Industry

 

 

 

This module provides students with an understanding of the mortgage broking industry which covers concepts such as real estate, home loan finance and remuneration methods. The module is in the context of the financial services industry which includes an examination of the economic environment.

Regulatory Framework

 

 

 

 

This module provides students with an understanding of the applicable regulatory environment. The module investigates how the National Credit Code and consumer protection regulation affects mortgage broking. The module also explores relevant professional associations, conflict resolution and fraud risk.

Loan Products and the Application process

 

 

This module provides students with an overview of various loan features and types of home loans supported by an explanation of loan calculations. The module explores the lenders loan decision and the preparation of a loan application.

 

* Call us for our special offers on now

– Accelerated learning available through 2 day workshops Australia wide
– Self-paced Distance Education learning with unlimited support from industry practitioners
Recognition of Prior Learning (RPL) can provide you with exemptions that saves both TIME and MONEY!
Education pathway to higher qualifications, industry designations and INCREASED EARNINGS potential!


The Certificate can be completed via two methods of study:

Accelerated Learning (in workshops): Face-to-face workshops create a friendly classroom environment to enable learning in a timely and structured way.  The sessions allow students to
'bounce ideas around' with other participants - not to mention the networking opportunities or achievement of corporate team goals. Facilitators are industry professionals with 'real world' experience and take the time to tell their 'war stories' which help explain the concepts in an exciting way. See the website for details of when and where these courses are running in each capital city or contact our office to arrange tailored corporate training.

Distance (Self-Paced) Learning: 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, this option gives you access to our Education Support Team comprised of experienced finance professionals who can discuss concepts, conduct skill-based role plays and provide feedback on any assessments submitted.


To be awarded the Certificate the following units of competency must be successfully achieved:

Industry Core Units

FNSICGEN301B

Communicate in the workplace

FNSICGEN302B

Use technology in the workplace

FNSICGEN304B

Apply health and safety practices in the workplace

FNSICIND401B

Apply principles of professional practice to work in the financial services industry

Sectoral Core Units

FNSFBRK401B

Prepare and present loan application on behalf of finance or mortgage broking client

FNSFBRK402B

Provide finance and/or mortgage broking services

FNSFBRK403B

Present broking options to client

FNSCOMP501B

Comply with financial services, legislation, industry and professional codes of practice

FNSCRDT301B

Process applications for credit

Elective Units

FNSFBRK404B

Manage self in finance and/or mortgage broking industry

FNSFBRK501B

Settle application and loan arrangements in the finance/mortgage broking industry

FNSICPRO401B

Develop and maintain in-depth knowledge of products and services used by your organisation or sector

FNSICCUS401B

Deliver a professional service to customers