Mentor Education

Certificate IV in Finance and Mortgage Broking

FNS40815

Study Online

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

  • $550*

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  • Full price

    Price includes all known fees*

    • Start
    • Duration
    • Delivery
  • Online

    • Anytime

    • Self paced (6 months)

    • Online

    Online Self paced (6 months)

*Verified June 23, 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
None
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 Mentor Education, 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.

  • Implement customer service standards
    BSBCUS403

  • 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

Course Provider

Mentor Education specialises in training for compliance in the financial services industry.

Registered
2005
Courses
24
Provider Type
Private
Restrictions

No Restrictions