FNS40815 Certificate IV in Finance and Mortgage Broking
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.

Click here for dates

Online & Distance Education

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


Prepare loan application on behalf of finance or mortgage broking clients


Identify client needs for broking services


Present broking options to client


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


Develop and maintain in-depth knowledge of produces and services used by an organisation or sector


Process applications for credit


Comply with financial services legislation and industry codes of practice


Design and produce business documents

Elective Units


Deliver and monitor a service to customers


Manage personal work priorities and professional development


Prospect for new clients


Develop and nurture relationships with clients, other professionals and third party referrers


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

Click here to enrol now!

Click here to contact us Today!

For details on our courses please call:
1300 136 947
Book Now to Ensure your success as a Mortgage Broker


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