FNS40821
CERTIFICATE IV IN FINANCE AND MORTGAGE BROKING
STUDY METHOD:
Online
QUALIFICATION:
Nationally Recognised
START DATE:
Anytime
Course Overview
This course is the entry-level qualification for individuals starting a career in Finance and Mortgage Broking.
Are you interested in pursuing a rewarding career in the finance and mortgage broking industry? Our FNS40821 Certificate IV in Finance and Mortgage Broking is the perfect opportunity for you!
This online course is designed for both newcomers to the mortgage broking field and individuals already providing mortgage broking services who want to formalise their qualifications in compliance with ASIC’s RG 206 requirements.
In this course you will learn about processing loans, credit applications and the necessary legislation that will ensure you are always legally compliant. You’ll also learn about building a successful broking business and how to maintain successful business relationships.
- Who is the Certificate IV in Mortgage Broking for?
The FNS40821 Certificate IV in Finance and Mortgage Broking is particularly appropriate for those who work in financial services and would like to progress to a specialist lending role. Also, for those who would like to work as finance/mortgage brokers, working independently or with an aggregator.
- What You’ll Learn
This qualification reflects the job roles of individuals working in finance and mortgage broking. Individuals in these roles apply theoretical and technical knowledge and skills to work autonomously and exercise judgement in completing routine activities relating to mortgage and finance broking.
This course covers a range of topics, including:
- Understanding the key roles and responsibilities of a finance or mortgage broker
- Understanding the legislative and regulatory framework of the industry
- Understanding and promote loan products
Here’s what you can expect as a student with us:
- Fast Focus Sessions: In this program you will have access to the twice weekly drop-in sessions. Connect with an experienced broking expert, where you can ask questions, clarify subject content, and work on your assessments.
- Summary video recordings: We understand that learning can sometimes be overwhelming. That’s why we provide short video recordings for each topic. These videos serve as your guide, highlighting key concepts and focus points to make your learning experience more manageable.
Note: If you’re considering membership with the Mortgage & Finance Association of Australia (MFAA), please review their educational requirements on their website for further information.
We’re here to support you every step of the way on your journey to becoming a skilled finance and mortgage broking professional!
- Units Of Competency
| Unit Code | Unit Description | ||
|---|---|---|---|
BSBPEF501 | Manage personal and professional development | ||
FNSCUS511 | Develop and maintain professional relationships in financial services industry | ||
FNSFMB411 | Prepare loan applications on behalf of clients | ||
FNSFMB412 | Identify client needs and present broking options | ||
FNSFMK515 | Comply with financial services regulation and industry codes of practice | ||
FNSINC411 | Conduct work according to professional practices in the financial services industry | ||
FNSINC412 | Apply and maintain knowledge of financial products and services | ||
FNSINC513 | Identify and apply complex ethical decision making to workplace situations | ||
FNSINC514 | Apply ethical frameworks and principles to make and act upon decisions | ||
BSBESB401 | Research and Develop Business Plans | ||
FNSCRD401 | Assess Credit Application | ||
FNSFMB511 | Implement Credit Contracts in Preparation for Settlement | ||
** Units Of Competency electives may change from the above detail listed in this course based on different cohorts and customised programs for clients.
- Duration and Study Load
We recognise that each learner has their own pace and preferences, and thus, we offer a flexible duration for the program.
- 6 months part-time and 3 months full-time
- Payment Options
- Pay upon enrolment
- Invoice Request (Via PayPal, pay in 4 option)
Participants are required to pay no more than $1,500.00 before the commencement of the course. The remaining fees will be due after commencement with the due date outlined on the invoice. For more information click here.
We recognise that each learner has their own pace and preferences, and thus, we offer a flexible duration for the program.
- 12-month part-time and 6-month full-time
Why Study with ISM?
NO HIDDEN FEES
COMPLETION COACH
NO HIDDEN FEES
FREE ONE-ON-ONE TUITION
INDUSTRY LEADING QUALIFICATIONS
FAQ’s
All students can apply for Recognition of Prior Learning (RPL) !
RPL acknowledges the skills and knowledge you already have. You may have gained these through:
Formal or informal training from industry or educational institutions.
Work experience.
Life experience.
How RPL Works
RPL focuses on learning outcomes rather than how, when, or where learning occurred. Assessors grant RPL when candidates meet current industry standards or AQF outcomes.
RPL uses competency-based assessment. Review the process to understand how to have your skills and knowledge recognised.
Applying for RPL
We provide an RPL Policy and Procedures document and an RPL Kit for eligible candidates. These documents explain:
What RPL entails.
The benefits.
Forms and rules of evidence.
The application process.
Click here for more information.
Assessments are available via your learning portal through your desktop, tablet or mobile.
They vary depending on the units and may include the following:
Quizzes.
Written tasks and/or case studies.
Examination.
Verbal assessment, by way of an interview with your trainer.
Observation by a trainer.
Supervisor checklists.
For more information, contact us here.
Study on your terms!
Access course content and assessments online, 24/7. Study anywhere, anytime through our user-friendly learning platform. Skip classroom attendance and travel expenses.
What you get:
Accredited courses that meet industry standards.
Trainer and administration support throughout.
Designated course coordinator for motivation and guidance.
Assessments marked within 10 business days.
Certificates issued within 21 days of completion.
Transparent pricing with no hidden fees.
Technical Requirements: You need an internet connection to complete this qualification. Access all learning materials and assessments through ISM’s eLearning Portal.
Recommended Browsers: Safari, Chrome, Firefox, or Internet Explorer 11.
Assessment Submissions: Some assessments are video or audio-based. Record your answers using smartphones or similar devices, then submit via the eLearning portal.
Contact us to learn more about assessments and completion requirements here.
We process enrolments within 1 business day. Once processed with payment, you will receive an email with your login details and instructions to access the eLearning platform. In some cases, program access may take up to 2 or 3 business days.
(Note that access is only given once the initial payment is complete, unless prior arrangements exist between ISM and your organisation.)
If payment is outstanding, we will send an invoice and contact you to arrange payment.
For more information, contact us here.