South Western Sydney Institute

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.

There are multiple ways to study Certificate IV in Finance and Mortgage Broking with South Western Sydney Institute

  • $1,980*

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  • Gov. subsidised (NSW)

    Additional fees may apply

    • Start
    • Duration
    • Delivery
  • Online

    • Anytime

    • Self paced (28 weeks)

    • Online

    Online Self paced (28 weeks)

  • $5,860*

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  • Full price

    Additional fees may apply

    • Start
    • Duration
    • Delivery
  • Online

    • Anytime

    • Self paced (28 weeks)

    • Online

    Online Self paced (28 weeks)

*Verified February 10, 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 South Western Sydney Institute, 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.

  • Establish client relationship and analyse needs
    FNSASIC301

  • Develop, present and negotiate client solutions
    FNSASIC302

  • 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

South Western Sydney Institute was named national and New South Wales Large Training Provider of the Year, in 2013.

TAFE SWSi has nine colleges plus specialist training centres and covers the areas of Campbelltown, Parramatta and the semi-rural area of Wollondilly.

Registered
1999
Courses
674
Provider Type
Government
Restrictions

No Restrictions