Cert 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

FNS40815 Cert 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.

Start date

Enrol anytime

Duration

12 Months, Self Paced

Units

12 Units

Mode

Online, face to face or blended

Course Details

Course Structure

The duration of this course may vary depending on the delivery method and each individual 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. This course is self-paced. Delivery can be face-to-face, online or blended.

Entry Requirements

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.

Recognition of Prior Learning (RPL)

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.

Assessment

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

Core 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 Title
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

WHY CHOOSE SUCCESS RESOURCES

Leading Providers

One of the leading providers of training products and services within the Automotive Industry

Highly Engaged

Highly engaged and innovative training that is relevant to students, employers and industry

Experienced

Established since 2003 delivering a unique blend of coaching, mentoring, face-to-face and online learning

BLAST TRAINING PROGRAM

Take your career to the next level with B.L.A.S.T (Blended Learning and Support Program).

With over 150 short courses covering Induction, Sales, Service, Finance and Aftermarket, there is something for everyone. Whether you are just starting your career or looking to take the next step up, we have you covered.

To find out more enquire at blast@successresources.com.au

What our clients say

 

“The content of the Customer Focus training that my staff undertook is unlike any other I have attended and is truly tailored as a working session so when completed, the take home knowledge and assimilation into your business is immediate!  After approx six months of training, it is truly ingrained in our culture.”

Darryn Sunnex – Nissan Service Manager

Von Bibra Southport

We engaged Success Resources to improve staff effectiveness through:

– Development of individual communication skills

– Improved communication culture within the workplace

– Improved phone and communication techniques

They delivered a practical approach to improving workplace communication, team moral and inter-departmental relationships. By creating an awareness of the barriers created by poor communication and giving evidence of the benefits of, and process to, achieve an improved communication culture. Each participant finished with a tool kit of communication techniques they could use to overcome barriers in the workplace when dealing with internal and external customers
alike.

Phil House

Jack Casey Motor Centre

Take the next step

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Success Resources International

Success Resources International Pty Ltd

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Nationally Recognised Training Courses

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