Choose your study style
All of our courses are available via online learning. We also offer virtual and workshop programs for some courses.
Designed By Industry
Our team regularly meets with key organisations and perform extensive consultations to determine the skills and knowledge they are looking for in their current and future employees.
Informed Experienced Trainers
Our trainers work in the industry so you can be assured all our programs are designed and taught by those that know all the key skills and knowledge you will need to succeed.
FNS40821 Certificate IV in Finance and Mortgage Broking
The FNS40821 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 learners from a wide variety of organisational, professional and personal backgrounds.
We deliver this program in multiple ways. You can complete this online program as a general student or through a traineeship. If you would like to find out which one is right for you, contact us on 1300 200 705.
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
What will I 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.
Who is it 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.
Entry requirements
There are no prerequisites required for enrolling in this qualification.
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 up to 6 months to complete, or 12 months if you are completing a traineeship.
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Fees
Enrol into our programs for;
Online course – $595
Traineeship Online – $1595
Traineeship Virtual Workshops – $2400
* RPL price on application (pending number of units applying for RPL). Please note fees are charged per annum and are GST exempt. Please see HERE for information on further fees that may be applicable.
Qualification Units
Course requirements
To achieve FNS40821 Certificate IV in Finance and Mortgage Broking, the participant will need to complete 12 units of competency as below:
- 7 Core Units
- 5 Elective Units
Core Units
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
Elective Units
FNSINC513 – Identify and apply complex ethical decision making to workplace situations
FNSINC514 – Apply ethical frameworks and principles to make and act upon decisions
BSBSESB401 – 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.
Course Features
- Study anywhere, anytime
- User-friendly learning management system
- Course content and assessments are all online and available 24/7
- Accreditation ensures that our courses meet established industry needs
- Assessment are marked within 10 business days
- No classroom attendance, no travel expenses
- Trainer and administration support throughout
- Designated course coordinator with regular contact to help you keep motivated and on track
- Certificates are issued within 21 days of course completion
- No hidden fees
Enrolment Process
An email with instructions will be sent to you regarding invoice and eLearning details.
Please note: Log on details will only be released once initial payment is received (unless prior arrangements with your organisation).
It may take up to 2 – 3 business days for you to commence your program.
How are our courses delivered?
Workshops are limited and based on demand. Contact us on 1300 200 705 if you are interested in completing this course in a workshop.
Assessment Information
Assessments for this course will be provided on your learner portal, which is accessible via Desktop, tablet, or mobile.
These assessments vary depending on the unit within the qualification and can include the following:
- Quizzes
- Written tasks and/or case studies.
- Verbal assessment, by way of an interview with your trainer
- Observation by a trainer
- Supervisor checklists
To find out more information about assessments and completion requirements, you can contact us here.
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.
All materials are online and can be accessed via the ISM e-learning portal.
Our system works best with the following browsers: Safari, Chrome, Firefox, and Internet Explorer 11.
Some assessments may require you to record using a device (such as a smartphone) and submit via our eLearning portal.
To find out more about assessments and completion requirements, you can contact us here.
