FNS40820 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: $1,795.00
FNF40820 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
Manage personal and professional development
Develop and maintain professional relationships in financial services industry
Prepare loan applications on behalf of clients
Identify client needs and present broking options
Comply with financial services regulation and industry codes of practice
Conduct work according to professional practices in the financial services industry
Apply and maintain knowledge of financial products and services
Sell financial products and services
Establish client relationship and analyse needs
Develop, present and negotiate client solutions
Prospect for new clients
Develop personal work priorities
Please Note: Elective Units may by subject to change depending on student’s enrolment.