Name: FNS40815: Certificate IV in Finance and Mortgage Broking
Price: 995.00 AUD
Availability: InStock

FNS40815: Certificate IV in Finance and Mortgage Broking

$995.00

The Certificate IV in Finance and Mortgage Broking is ideally suited for people seeking to work as finance/mortgage brokers as well as those who provide lending information to your organisation’s customers. The course gives you an excellent understanding of key issues and product information in the finance and mortgage broking industry, therefore enabling you to offer sound guidance to clients. It includes all the essential skills such as product knowledge, legal aspects and documentation required to implement a mortgage based loan. Our program caters for learner's from a wide variety of organisational, professional and personal backgrounds.

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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

The program is completed online for $995.00 (annual fee) or through a workshop for $2,295*

*Workshops – subject to availability and minimum numbers.

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

Identifying scope, sectors and responsibilities of industry
Identifying and applying guidelines, procedures and legislation
Identifying sustainability issues
Managing information
Participating in and facilitating work team activities
Planning work to be completed
Developing and maintaining personal competency

FNSFMK505

Comply with financial services legislation

Identifying and applying organisational requirements of regulatory obligations
Identifying changes to regulations and procedural implications
Complying with any relevant industry or professional codes
Maintaining statutory records

BSBITU306

Design and produce business documents

Selecting and preparing resources
Designing document
Producing document
Finalising document

FNSFMB401

Prepare and present loan application on behalf of finance or mortgage broking client

Compiling necessary information
Prepare loan documentation
Present documentation for assessment
Maintain communication with relevant parties

FNSFMB402

Provide finance and/or mortgage broking services

Educating clients and build rapport
Determining clients’ existing financial situation
Determining client goals and priorities with respect to broking services
Preparing necessary documentation follow up

FNSFMB403

Present broking options to client

Gathering relevant information
Preparing appropriate options
Presenting options to clients
Negotiating effectively
Obtaining agreement to proceed

FNSINC402

Develop and maintain in-depth knowledge of products and services used by an organisation or sector

Identifying products and services organisation uses
Identifying compliance implications of product
Determining appropriate users for products and services
Maintaining product knowledge

FNSCRD301

Process applications for credit

Checking and verifying application details
Submitting assessment and decision
Maintaining application records and completing necessary documentation

Elective Units

Code	Unit Name	What Will I Learn?
FNSFMB501	Settle application and loan arrangements in the finance/mortgage broking industry	Preparing for settlement Registering securities Arranging for disbursement of funds
BSBCUS301	Deliver and monitor a service to customers	Identifying customer needs Delivering a service to customers Monitoring and reporting on service delivery
FNSCUS501	Develop and nurture relationships with clients, other professionals and third party referrers	Developing professional business relationships Building and maintaining business networks and relationships Nurturing relationships and build on referral business for the long term
BSBWOR501	Manage personal work priorities and professional development	Establishing personal work goals Setting and meeting own work priorities Developing and maintaining professional competence
FNSSAM403	Prospect for new clients	Creating rapport with prospective client Identifying prospective client’s needs Securing commitment Managing prospective client information

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.