FNS40821 (FNS40820) Certificate IV in Finance and Mortgage Broking Course Content
Your first step to becoming a Mortgage Broker
What You’ll Learn
Walker & Miller Training’s Certificate IV program has been developed by industry specialists to teach you the practical skills, knowledge and tools necessary to become a successful broker.
You’ll learn how to:
- Present broking options to your clients
- Prepare loan applications on behalf of your clients
- Comply with industry codes of practice
- Develop relationships with third party referrers
Study Options
|
3 day Face-to-Face Workshop Facilitated by experienced trainers with 20+ years in the industry. Our most popular option – Available in Sydney, Melbourne, Brisbane & Perth. |
The Home Study Manual or Online options allow you to work through the material at your own pace. Email and telephone support is available to assist you. |
Recognition of Prior Learning (RPL) If you have 2 years of lending experience, you may apply for your qualification via our simple and straightforward RPL application. A great option for banking professionals. |
Course Outline
The Certificate IV in Finance and Mortgage Broking requires 12 units of competency.
Core Units
| 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 |
| FNSINC401 | Apply principles of professional practice to work in the financial services industry |
| FNSINC402 | Develop and maintain in-depth knowledge of produces and services used by an organisation or sector |
| FNSCRD301 | Process applications for credit |
| FNSFMK505 | Comply with financial services legislation and industry codes of practice |
| BSBITU306 | Design and produce business documents |
Elective Units
| BSBCUS301 | Deliver and monitor a service to customers |
| BSBWOR501 | Manage personal work priorities and professional development |
| FNSSAM403 | Prospect for new clients |
| FNSCUS501 | Develop and nurture relationships with clients, other professionals and third party referrers |
Assessments
To achieve your qualification you will complete a combination of loan scenario case studies, written exercises and on-line multiple choice questions corresponding with the training material. There are no exams and you will have six months to submit your assignments.
Investment Fees
Face to Face Workshop $1,295
Distance Education $845 for Home Study Manual
Online course $695
Recognition of Prior Learning (RPL) $695