Certificate IV in Finance and Mortgage Broking

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Course Code FNS40815
Course Title Certificate IV in Finance and Mortgage Broking
Location Melbourne City Campus
Intake Dates Monthly
Duration 6 months
Fee Type Government Funding, Concession, Full Fee

“This training is delivered with Victorian and Commonwealth Government funding”

Course Overview

The nationally recognised FNS40815 Certificate IV in Finance and Mortgage Broking is designed for job roles of individuals working in finance broking, including mortgage broking.

Course Structure

Assessment

Assessment methods may include:

  • Project/Assignment/Report/Portfolio
  • Written assessment tasks
  • Scenarios

Units of Competency

The FNS40815 Certificate IV in Finance and Mortgage Broking requires 12 units of competency:

Core Units

FNSCRD301 – Process applications for credit
FNSFMB401 – Prepare loan application on behalf of finance or mortgage broking clients
FNSFMB402 – Identify client needs for broking services
FNSFMB403 – Present broking options to client
FNSFMK505 – Comply with financial services regulation and industry codes of practice
FNSINC401 – Apply principles 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

Elective Units

FNSASIC301 – Establish client relationship and analyse needs
FNSASIC302 – Develop, present and negotiate client solutions
BSBCUS301 – Deliver and monitor a service to customers
BSBWOR501 – Manage personal work priorities and professional development

Credit Transfer and RPL offered: Recognition of prior learning and skills assessment

Requirements

Entry Requirements

There are no entry requirements for this qualification. Applicant will be required to successfully complete an ACSF language, literacy and numeracy (LLN) assessment.
Learning (ACSF Level 3), reading (ACSF Level 4), writing (ACSF Level 3), oral communication (ACSF Level 3) and numeracy (ACSF Level 3) are desirable to participate in the course.

Outcomes

Pathways

After achieving the FNS40815 Certificate IV in Finance and Mortgage Broking, a further learning pathway utilising qualifications such as the FNS50315 Diploma of Finance and Mortgage Broking would support career progression.

Your Career

This course provides you with the skills and knowledge to undertake positions that will enable you to:

  • Secure new clients and contacts
  • Present broking options to clients
  • Prepare and present loan applications
  • Assist in the settling of a loan
  • Manage legislative and code of practice obligations

Fees

Fee Types

Government Funding Concession Full Fee
 $721.50  $144.30  $4,166.50

 

Questions about fee type? Find your answers here

* Eligibility criteria applies
* Material fees may apply
* The student tuition fees as published are subject to change given individual circumstances at enrolment