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Certificate IV in Finance and Mortgage Broking (FNS40815)

End of Year Special Offer*

Save 20% off your course fees!* Hurry, last days! (Online study only)

Mentor Education's Certificate IV in Finance and Mortgage Broking (FNS40815) 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 course can be undertaken prior to completion of the Diploma of Finance and Mortgage Broking Management (FNS50315) qualification. This is recommended for those without prior industry experience. However, from the 1st of January 2018 professional associations will require that the 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! Employers are increasingly looking for candidates who are equipped to meet the challenges of being a successful finance and mortgage broker, who has graduated at the leading edge of their field.

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
  • 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 Certificate IV in Finance and Mortgage Broking (FNS40815) 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.

Face-to-face (Melbourne only) - Melbourne Polytechnic

Melbourne Polytechnic Are you interested in studying this Victorian Government Funded course in a classroom-environment? Call Now on 1300 306 146 or click on the 'Learn More' button below to learn more about studying with Melbourne Polytechnic our brokerage partner **.

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

Fees
$440.00
Normally:
$550.00

ENROL NOW

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and Payment Form

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

Face-to-face**
(Melbourne only)
Melbourne Polytechnic
  • Government Funded
  • 18-week Semester
  • February Intake
  • Face-to-face delivery
  • Preston Campus
  • 2 evening classes p/wk

Fees
Eligible students:
$1,050.00
Ineligible students:
$1,700.00
Concession:
$210.00

LEARN MORE

All enrolments excluding RPL/RCC will also incur a course Amenities fee of up to $250

Face to face & Live Webinar study delivered by, and qualification & Statement of Attainment issued by Melbourne Polytechnic (Higher Education Provider No. PRV12142 | CRICOS Code 00724G | RTO Provider No. 3075)


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 19/12/2018, 4pm AEDT. 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 12/11/2018. Restricted to the first 100 student enrolments.

Face-to-face - Melbourne Polytechnic
** All enrolments excluding RPL/RCC will also incur an annual Amenities fee with a maximum cap of $250 ($175 for Concession Holders). Blended Face to face (1-night per week) and Live Webinar (1-night per week) study delivered over 18 weeks by Melbourne Polytechnic (Higher Education Provider No. PRV12142 | CRICOS Code 00724G | RTO Provider No. 3075).

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TESTIMONIALS

Great company to complete online learning with.
Education had a flexible approach to my programme and helped me with all my queries. I know I have taken a few years to complete my DFP but it was worth the time since I had no cut off time. I am planning in doing my ADFP soon. I would recommend "Mentor Education" to anyone that is interested.

Nancy Gansalvez

You can actually talk to a Teacher!
I completed my Diploma of Financial Planning RG 146 with Mentor last year long distance while still working, they were very helpful and there when ever I needed help. You can actually talk to a Teacher or email them. They are polite and always check by email to make sure you were happy with their help, and to email back if not. Great 110% service. I had to use "another company " for another course because the Boss paid for it and honesty there was 0 service, no teachers at all and rude/money hungry people.

Andrew Hughes

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