Holmesglen

Certificate IV in Finance and Mortgage Broking

FNS40815

Chadstone, Melbourne City

This starter qualification prepares you for an entry level role in finance. Learn how to identify and present mortgage broking solutions to clients.

There are multiple ways to study Certificate IV in Finance and Mortgage Broking with Holmesglen

  • $1,000*

  • Compare

  • Gov. subsidised (VIC)

    Price includes all known fees*

    • Start
    • Duration
    • Delivery
  • Chadstone

    • July 2017

    • Part time (6 months)

    • In class

    In class Part time (6 months)

  • Melbourne City

    • July 2017

    • Part time (6 months)

    • In class

    In class Part time (6 months)

  • Chadstone

    • February 2018

    • Part time (6 months)

    • In class

    In class Part time (6 months)

  • Melbourne City

    • February 2018

    • Part time (6 months)

    • In class

    In class Part time (6 months)

  • $1,500*

  • Compare

  • Full price

    Price includes all known fees*

    • Start
    • Duration
    • Delivery
  • Chadstone

    • July 2017

    • Part time (6 months)

    • In class

    In class Part time (6 months)

  • Melbourne City

    • July 2017

    • Part time (6 months)

    • In class

    In class Part time (6 months)

  • Chadstone

    • February 2018

    • Part time (6 months)

    • In class

    In class Part time (6 months)

  • Melbourne City

    • February 2018

    • Part time (6 months)

    • In class

    In class Part time (6 months)

*Verified June 16, 2017. Prices and fees are advertised by the provider and may be estimates only. Prices and fees can vary or change. Please check with the provider before enrolling. To learn more, read our editorial policy.

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How it works

Entry Requirements
18 years old, Year 12, Language literacy and numeracy

One, some or all of these entry requirements must be met. Check with the provider before enrolling.

Recognition
Nationally recognised under the Australian Qualifications Framework.
Assessment
Exams, Projects

Course Overview

This course will appeal to you if you have responsibilities that include business finance and mortgage broking or you would like a pathway into the industry.

This nationally recognised and accredited program was developed through an extensive collaboration of education experts and leading professionals currently working within the finance and mortgage broking industry.

This course will appeal to you if you have responsibilities that include business finance and mortgage broking or you would like a pathway into the industry. A supportive learning environment is provided with actual mortgage brokers and industry mentors developing your knowledge and practical skills.

This program gives you clear pathways for the industry requirements while allowing for the existing mortgage brokers to up-skill and maintain the minimum association requirements. The Australian Securities Investment Commission (ASIC) is the regulatory body for the Mortgage Broking Industry and their minimum requirement for entry into this industry is the FNS40815 Certificate IV in Finance and Mortgage Broking.

The Finance Brokers Association of Australia (FBAA), one of the peak associations in the industry, minimum requirement for entry is this program, with the Diploma of Finance and Mortgage Broking Management also encouraged. The FBAA is a national association representing finance and mortgage loan writers throughout Australia.

  • Finance Broker
  • Mortgage Broker

Course Content

To obtain a Certificate IV in Finance and Mortgage Broking with Holmesglen, you’ll need to complete some or all of the following units of study successfully. Units may vary or change so check with the provider before enrolling.

A total of 12 Study Units must be completed to attain this qualification.

Core Units

8 Core Units must be completed to attain this qualification.

  • Design and produce business documents
    BSBITU306

  • Process applications for credit
    FNSCRD301

  • Prepare loan application on behalf of finance or mortgage broking clients
    FNSFMB401

  • Identify client needs for broking services
    FNSFMB402

  • Present broking options to client
    FNSFMB403

  • Comply with financial services regulation and industry codes of practice
    FNSFMK505

  • Apply principles of professional practice to work in the financial services industry
    FNSINC401

  • Develop and maintain in-depth knowledge of products and services used by an organisation or sector
    FNSINC402

Elective Units

4 Elective Units must be completed to attain this qualification.

  • Manage personal work priorities and professional development
    BSBWOR501

  • Develop and nurture relationships with clients, other professionals and third party referrers
    FNSCUS501

  • Settle applications and loan arrangements in the finance and mortgage broking industry
    FNSFMB501

  • Prospect for new clients
    FNSSAM403

Course Provider

Holmesglen is one of the largest providers of vocational and higher education in Victoria.

Since 1982, Holmesglen has grown from a delivery of 90 programs to 7,000 students, to a unique multi sectoral provider offering over 600 programs to more than 50,000 students. Holmesglen delivers internationally and nationally across four major campuses: Chadstone, City, Moorabbin and Waverley.

Registered
1996
Courses
355
Provider Type
Public
Restrictions

No Restrictions