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Certificate IV in Financial Services (Finance/Mortgage Broking)
FNS40804

Distance Price:    $2,600.00
RPL Price:             $2,300.00 plus gap training $250.00 per unit
Traineeship Price:  P.O.A.


Nationally Recognised Training

About this Course

To attain a Certificate IV in Financial Services (Finance/Mortgage Broking) 13 units must be achieved:

• 4 industry core units, plus
• 5 sectoral core units ,plus
• 4 elective units.

This qualification is designed to reflect the role of employees working in finance/mortgage broking who perform duties such as:

• securing new clients and contacts interested in mortgage or finance broking services
• presenting broking options to clients based on identified needs
• preparing and presenting loan applications to lenders
• assisting in the settling of a loan
• managing legislative and code of practice obligations relevant to the mortgage and/or finance broking industry specifically.

Training Course Outcomes

Students succesfully completing the course will receive a Certificate IV in Financial Services (Finance/Mortgage Broking). Students who partially complete the course will receive a Statement of Attainment for the units of competency that they have successfully completed.

Prerequisites

It is strongly recommended that you have a strong background in the mortgage broking industry before undertaking this course.

Other Information

RPL options and credit transfer from other relevant accredited courses are available on application.

Units of Competency

Core

FNSICGEN301B

Communicate in the workplace

FNSICGEN302B

Use technology in the workplace

FNSICGEN304B

Apply health and safety practices in the workplace

FNSICIND401B

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

Sectoral Core

FNSFBRK401B

Prepare and present loan application on behalf of finance or mortgage broking client

FNSFBRK402B

Provide finance and/or mortgage broking services

FNSFBRK403B

Present broking options to client

FNSCOMP501B

Comply with financial services, legislation, industry and professional codes of practice

FNSCRDT301B

Process applications for credit

Electives (choose 4)

FNSICPRO401B

Develop and maintain in-depth knowledge of products and services used by your organisation or sector

FNSICCUS401B

Deliver a professional service to customers

FNSICCUS501B

Develop and nurture relationships with, other professional and third party referrers

FNSICGEN402B

Collect, assess and use information

Get Started on Getting Ahead

Don't get left behind. Contact Workforce Training & Development to get your qualification underway!

P: 07 3217 3891

E: admin@workforcetraining.com.au

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