Success Resources INternational

Automotive, Finance, Business & Leadership Courses

FNS40815 Certificate IV in Finance and Mortgage Broking

Start a Certificate IV in Finance and Mortgage Broking and learn how to apply solutions to a defined range of unpredictable problems and analyse and evaluate information from a variety of sources. Students completing this qualification may provide guidance to others and assume limited responsibility.

Enquire now at admin@successresources.com.au

Details – Students will be trained across various financial related tasks such as processing applications for credit, presenting broking options for client and how to comply with financial services legislation and industry codes of practice. The knowledge gained during this course is applicable to a Financial Advisor, Customer Service Officer or a Finance Broker Officer.

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Start date
Enrol anytime

Duration
24 Months, Self-Paced

Units
12 Units

Mode
Online, face to face or blended

Cost

Face to Face: $1,570.00
RPL: $910.00

FNF40815 Certificate IV in Finance and Mortgage Broking

  • Start a Certificate IV in Finance and Mortgage Broking

  • Learn how to apply solutions to a defined range of unpredictable problems and analyse and evaluate information from a variety of sources

  • Students completing this qualification may provide guidance to others and assume limited responsibility

This course is self-paced. Delivery can be face-to-face, online or blended.

Students will need access to a computer, the internet and have basic computing skills. A Language Literacy and Numeracy Skills assessment may be required before enrolment can be confirmed.

Work experience or formal qualifications you have may count towards your course. If you have previously undertaken study at a recognised institution or have some relevant work experience, you might gain credit towards specific units in a course which can potentially shorten the time you have to study. You can send your application for Credit Transfer or RPL during the enrolment process.

Success Resources International will gather evidence from a number of sources before a student is deemed as competent. Assessment processes may include some or all of the following: 

  • Case Studies
  • Written and Oral Questions
  • Recognition of Prior Learning
  • Credit Transfer
  • Written Assessments

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 Title

BSBREL402

Build client relationships and business networks

FNSCUS401

Participate in negotiations

FNSASIC301

Establish client relationship and analyse needs

FNSASIC302  

Develop, present and negotiate client solution

Please Note: Elective Units may by subject to change depending on student’s enrolment.