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.
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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.
24 Months, Self-Paced
Online, face to face or blended
Face to Face: $1,570.00
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
Design and produce business documents
Process applications for credit
Prepare loan application on behalf of finance or mortgage broking clients
Identify client needs for broking services
Present broking options to client
Comply with financial services legislation and industry codes of practice
Apply principles of professional practice to work in the financial services industry
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Build client relationships and business networks
Participate in negotiations
Establish client relationship and analyse needs
Develop, present and negotiate client solution
Please Note: Elective Units may by subject to change depending on student’s enrolment.