$595.00
Overview
This course will help you in:
- 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
Fees
The program is completed online for $595.00 (annual fee) or through a workshop for $1,195*
*Workshops – subject to availability and minimum numbers.
* RPL price on application (pending number of units applying for RPL)
Fees & Enrolment Process
Who is it for?
This program 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.
Entry requirements
There are no prerequisites required for enrolling in this qualification.
How is the course delivered?
You can complete this course online or in a workshop environment. Workshops are limited and based on demand. For information on our upcoming workshops, please visit our Workshops Page, contact us on 1300 200 705 or admin@ism.nsw.edu.au.
Duration
We understand that each learner has individual requirements and likes to study at their own pace. We would expect this course to take anywhere from 6 to 12 months to complete.
Course requirements
To achieve FNS40815 Certificate IV in Finance and Mortgage Broking, the learner will need to complete as below:
-
-
- 8 core units
- 4 elective units
-
Core units and electives
This course has a number of mandatory core units and a variety of electives from which you can choose
Core Units
Code |
Unit Name |
What Will I Learn? |
FNSINC401 |
Apply principles of professional practice to work in the financial services industry
|
|
FNSFMK505 |
Comply with financial services legislation
|
|
BSBITU306 |
Design and produce business documents
|
|
FNSFMB401 |
Prepare and present loan application on behalf of finance or mortgage broking client
|
|
FNSFMB402 |
Provide finance and/or mortgage broking services
|
|
FNSFMB403 |
Present broking options to client
|
|
FNSINC402 |
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
|
|
FNSCRD301 |
Process applications for credit
|
|
Elective Units
Code |
Unit Name |
What Will I Learn? |
FNSFMB501 |
Settle application and loan arrangements in the finance/mortgage broking industry
|
|
BSBCUS301 |
Deliver and monitor a service to customers
|
|
FNSCUS501 |
Develop and nurture relationships with clients, other professionals and third party referrers
|
|
BSBWOR501 | Manage personal work priorities and professional development
|
|
FNSSAM403 |
Prospect for new clients
|
|
Assessment of information
Assessments for this course will be provided on your learner portal. There are a range of assessments which include quizzes, written task and/or case studies.
Technology Required
To enable completion of this qualification you will require an internet connection to access Learning Materials and Assessments via ISM’s eLearning Portal. Our system works best of the following browsers: Safari, Chrome, Firefox and Internet Explorer 11.
Some assessments may require you to record using a device (such as a smart phone) and submit via our eLearning portal.