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FNS40815 Certificate IV in Finance and Mortgage Broking

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Save 20% off course fees* - Limited time offer - Enrol online

Get qualified as a finance and mortgage broker with Mentor Education's Nationally Recognised FNS40815 Certificate IV in Finance and Mortgage Broking course.

Mentor Education's FNS40815 Certificate IV in Finance and Mortgage Broking is suited for those looking to enter the finance and mortgage broking industry, or who are already working in the industry and want to achieve a nationally recognised qualification that also meets the education requirements as outlined in ASIC's RG206. This mortgage broking course is recommended for prospective students without prior industry experience.

This mortgage broker course can be undertaken prior to completion of the FNS50315 Diploma of Finance and Mortgage Broking Management qualification. However, from the 1st of January 2018 professional associations will require that the FNS50315 Diploma of Finance and Mortgage Broking Management as the minimal education requirement for attaining Associate Credit Adviser or Adviser Membership.

Enter or advance your standing in the mortgage broking industry with confidence with the FNS40815 Certificate IV in Finance and Morgtage Broking! Mentor Education's mortgage broker course is delivered by experts in the field, who will provide support throughout your study journey from commencement to completion.

Course Entry Requirement

This is an open entry course with no pre-requisite qualifications. In order for participants to successfully complete this course, it is recommended they have a strong grasp of literacy and numeracy..

Course Outcome(s)

This qualification is required by responsible managers and representatives who need to meet the initial requirements of Section 47(1) (f) of the National Consumer Credit Protection Act 2009 (National Credit Act) which places responsibility to gain and maintain the competence to provide the credit activities authorised by a credit license.

This course helps you to:

  • Proactively assess clients loan applications
  • Assist clients through the lending process
  • Provide tools that protect clients and ensure the clients suitability

Continuing Professional Development (CPD) Guidelines

Please refer to your relevant association for further information on CPD points available to individuals on completion of this course.


Who Should Enrol?

The program is for successful finance officers, responsible managers and mortgage brokers who wish to offer finance and mortgage broking services, it has a strong practical, experiential focus which encourages application of principles.

The courses can be tailored to meet the needs of Finance and Mortgage broking firms, organisations and institutions.

Course Durations

It is expected that students will spend 650 hours in learning and related activities if completing on a full-time basis over 6 months. Students who have extensive industry experience will be expected to complete it in a shorter period.

Course Outline

This course introduces finance and mortgage broking, and works through the lending process and examines the agreements you will require to implement the loan.

Mortgage Broking

  • The Australian Economy
  • The Australian Financial System
  • Operating a Mortgage Broking Business
  • Compliance Requirements
  • The Credit Approval Process
  • The Five C's of Credit Analysis
  • Principles of Professional Management
  • Resolving Conflict
  • Consumer Lending Issue
  • Time Management and Personal Development
  • Risk Management

Units of Competency

Core Units

  • Process applications for credit
  • Prepare loan application on behalf of finance or mortgage broking clients
  • Identify client needs for broking services
  • Present broking options to client
  • Comply with financial services legislation and industry codes of practice
  • Apply principles of professional practice to work in the financial services industry
  • Develop and maintain in-depth knowledge of products and services used by an organisation or sector
  • Design and produce business document

Elective Units

  • Develop and nurture relationships with clients, other professionals and third party referrers
  • Manage personal work priorities and professional development
  • Settle applications and loan arrangements in the finance and mortgage broking industry
  • Implement customer service standards


We have designed our assessment activities in line with best practice standards to help you deliver quality advice outcomes to your clients.

Assessment

Assessment tasks may be a combination of:

  • Multiple choice questions
  • Short answer questions
  • Case study and scenario responses
  • Projects, Portfolio
  • Role Plays
  • Practical Demonstration
  • Journal and Self-reflection exercises

FLEXIBLE DELIVERY OPTIONS: NATION-WIDE

Mentor Education specialises in providing professional education and training services to you anywhere, any-time. We appreciate that learning needs differ for each individual and organisation, which is why we allow you to select the approach that works best for you.

The FNS40815 Certificate IV in Finance and Mortgage Broking course is the default qualification for the finance and broking industry. If you want to graduate at the leading edge of this field with the skills and knowledge to get ahead in the industry, then this is the course for you.

Online
(Australia-wide)
Mentor Education
  • No hidden costs
  • Start anytime
  • Online delivery
  • 1300 phone support
  • Self-paced

Fees
$440.00
Normally:
$550.00

ENROL NOW

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Online study delivered by, and qualification and Statement of Attainment issued by Mentor Education Pty Ltd (RTO Provider No. 21683)


Terms and Conditions
* Unless stated otherwise, this offer is only for select online Certificate, Diploma, Advanced Diploma qualifications, Short Courses and Skill sets listed on this web page and requires full upfront payment. Unless stated otherwise, no payment plans available for discount offers. Unless stated otherwise, no discounts available for Workshops. Unless stated otherwise, to be eligible for discounts, you will need to have fully paid for your course enrolment before 31/08/2019, 11.59pm AEST. Cannot be used in conjunction with other offers/existing quotes or applied to past enrolments. Discounts are based on recommended retail price listed on the Mentor Education website as at 30/06/2019.

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TESTIMONIALS

One of the best RTOs...
I was looking for a good RTO to study my Diploma of Finance and Mortgage Broking Management with and after long search Mentor was the best price wise and had the best course materials!

Peter

My experience with Mentor Education was amazing
I think my experience with Mentor Education was pleasant because of my tutor who spent so much time making sure I understood everything! He made my study with Mentor Education worth while and I learnt so much more from his rich experience in the field. I highly recommend this online training course to other future brokers!

Kate D

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  • Please enter your first name and last name

  • Please enter your phone number

  • Please enter your email address


  • Download your course guide and receive a free consultation with a course adviser