FNS40815 Certificate IV in Finance and Mortgage Broking

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.

Course Fees:  For more information please call our office on 07 5549 2829

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

Core 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

Elective Units

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 admin@successresources.com.au or contact our office.