Overview: This qualification reflects the job roles of individuals working in finance broking (including mortgage broking). They apply solutions to a defined range of unpredictable problems, and analyse and evaluate information from a variety of sources. They may provide guidance to others and have limited responsibility for the output of others.
Duration: The duration of this course will vary depending on the delivery method and each individual’s enrolment. All students will need to complete a Pre-assessment task, Main Assessment Task and a Post Assessment Task to complete the course in full. Please contact administration for more information.
Delivery Method: Online / Face to Face
Occupational Outcomes may include:
- Finance broker officer
- Financial advisor
- Customer service officer
Number of units required to complete: 12 Units in total comprising of 8 Core Units and 4 Elective Units
Unit Code Unit Title
BSBITU306 Design and produce business documents
FNSCRD301 Process applications for credit
FNSFMB401 Prepare loan application on behalf of finance or mortgage broking clients
FNSFMB402 Identify client needs for broking services
FNSFMB403 Present broking options to client
FNSFMK505 Comply with financial services legislation and industry codes of practice
FNSINC401 Apply principles of professional practice to work in the financial services industry
FNSINC402 Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Unit Code Unit Description
BSBREL402 Build client relationships and business networks
BSBWOR501 Manage personal work priorities and development
FNSASIC301 Establish client relationship and analyse needs
FNSASIC302 Develop, present and negotiate client solution
* Please note: Elective units may vary per student’s enrolment
* Students should have a minimum of 2 years industry practical experience before applying for Recognition in Prior Learning (RPL). To apply for RPL or Credit Transfer (CT), please send your resume, prior qualifications and your request to firstname.lastname@example.org or contact our office.