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FNS40821 Certificate IV in Finance and Mortgage Broking
Why Wait?
Ready to elevate your career in mortgage broking?
Discover our accelerated Certificate IV in Finance and Mortgage Broking program and fast-track your success today.
New to industry or upskilling? Our intensive 4-Day virtual workshop, featuring live sessions led by industry experts. At ISM, we’re dedicated to your success, offering hands-on support every step of the way.
Don’t wait to stand out in the competitive field of mortgage broking. Secure your spot now to gain certification quickly and effectively, and take the leap towards achieving your career aspirations.
- Dates: Starting 10th February 2025
- Times: 10:00 AM – 4:00 PM,AEDT (break in-between)
- Delivery: Virtual Workshops, via Zoom
- Nationally recognised qualification awarded upon demonstrating competency
- Enrol now using the button below
- Special offer is valid until 31st January 5pm (AEDT)
What
you'll learn
ISM’s Certificate IV program combines practical broking and business skills to prepare you for success:
Day 1:
- How to plan to generate leads
- Wheel of Fortune
- Draft and create a business plan
- Identifying your clients needs
- How to secure a commitment to proceed with the loan
Day 2:
- Prepare to provide financial services within the professional practice framework
- Identify and communicate characteristics of financial products and services to clients
- Identify compliance obligations for products and services
Day 3:
- Effectively match products and services to clients
- Maintain product knowledge
- Assess and verify credit information
- Assess risk and establish credit terms and limits
- How to maintain statutory records
Day 4:
- Identify clients needs and prepare for credit contracts
- Assist in the preparation and registration of securities
- Execute credit contracts and prepare for settlement
- Manage professional development and build relationships
Certificate IV Course Structure
|
DATE/TIME
|
PROGRAM
|
|---|---|
|
10th February
|
Welcome
Plan to Generate Leads |
|
13th February
|
Module 4 - Assessing the Credit Application with the Compliance Framework
|
|
14th February
|
Module 5 - Manage Pipeline to Settlement
Module 6 - Manage Professional Development and Relationships |
The workshops will run from 10am-12pm and 2pm -4pm, on relevant days.
For a full list of the units within the Certificate IV Finance and Mortgage Broking Management qualification, click here
For a full list of the units within the Certificate IV Finance and Mortgage Broking Management qualification, click here
Trusted by industry leaders including...
Why train with ISM?
ISM is your gateway to excellence in the mortgage broking and finance industry.
As specialists in finance, leadership, and strategy training, we go beyond the theoretical, providing you with real-world skills that drive success in a rapidly evolving marketplace.
Our courses inspire innovative thinking and new ways of operating, catalysing your journey towards unprecedented business success
But don’t just take it from us. Listen to our customers, and then contact us for a free consultation to discuss your business, training needs and funding options.
