Kaplan Professional

Certificate IV in Finance and Mortgage Broking

FNS40815

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

  • $585*

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  • Full price

    Additional fees may apply

    • Start
    • Duration
    • Delivery
  • Online

    • Anytime

    • Self paced (26 weeks)

    • Online

    Online Self paced (26 weeks)

*Verified June 27, 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
Computer and internet access, 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
Coursework, assessment

Course Overview

By completing this qualification successfully you’ll acquire skills and knowledge that prepare you for employment in one of the roles listed below.
  • Finance Broker
  • Mortgage Broker

Course Content

To obtain a Certificate IV in Finance and Mortgage Broking with Kaplan Professional, 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.

  • Deliver and monitor a service to customers
    BSBCUS301

  • Address customer needs
    BSBCUS402

  • Present a sales solution
    BSBSLS403A

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

Course Provider

Kaplan Professional Education (KPE) provides flexible vocational training, higher education, custom learning and corporate programs as part of a larger group that operates in Australia and throughout Asia.

KPE specialises in education for the financial services and real estate sectors. It offers university pathway programs and has relationships with universities such as the University of Adelaide and Murdoch University.

Registered
2000
Courses
32
Provider Type
Unknown
Restrictions

No Restrictions