*Skills Solutions FNS40811 - Certificate IV Finance and Mortgage Broking
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.
COURSE DELIVERY OPTIONS:
Available in all states via:
• Face to face (Classroom)
• Correspondence – online access plus a hard copy of the course manual will be posted to you.
This course can also be delivered for groups and on demand. Please contact our head office on 08 9344 4088 or firstname.lastname@example.org for further information.
Regardless of your preferred delivery choice, qualified trainers will always be contactable for tutoring and assistance both via email and telephone. Also if have undertaken this course via face to face previously with AAMC and there are any areas you still do not understand you are welcome to return for free to the next available class covering this module.
For all delivery options, you will need to have access to a computer with an internet connection.
There are currently no entry requirements for this qualification.
Your enrolment is valid for a period of twelve months. With reference to “face –to- face” training; participants are guided through the learning material and the assessments are completed by the participant post class time. Hence overall course completion is controlled / directed by the participant.
• 6 online multi-choice assessments
• 1 short question and answer assessment
• 4 written assessments
• 2 role plays
UNITS OF COMPETENCY:
12 Units of competency
Core Units of Competency:
FNSFMK505A Comply with financial services legislation and industry codes of practice
BSBITU306A Design and produce business documents
FNSCRD301A Process applications for credit
FNSFMB401A Prepare loan application on behalf of finance or mortgage broking clients
FNSFMB402A Provide finance and mortgage broking services
FNSFMB403A Present broking options to client
FNSINC401A Apply principles of professional practice to work in the financial services industry
FNSINC402A Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Elective Units of Competency:
FNSFMB501A Settle applications and loan arrangements in the finance and mortgage broking industry
FNSCUS501A Develop and nurture relationships with clients, other professionals and third party referrers
BSBOHS303B Contribute to OHS hazard identification and risk assessment
BSBCOM501B Identify and interpret compliance requirements
This course is also available in a Financial Planning version which is ONLY available for qualified Financial Planners who have been in the Financial Planning industry for at least 2 years. Click here for further information.
CPD Points - 16
Post-Nominal - Cert.IV FMB
This course has been endorsed by the Australian National Training Authority and is registered on the Scope of Registration for AAMC Training Group RTO number 51428 to deliver Certificate IV Finance/Mortgage Broking.
Certificate IV Finance and Mortgage Broking is recognised by the FBAA and the MFAA.
Latest Reviews for *Skills Solutions FNS40811 - Certificate IV Finance and Mortgage Broking
Awesome Staff Member , Trainer , Good Study Material Covering everything . In short word very helpful & competent.
The support is great with many thanks to all AAMC team especially to my assessor
Incredible amount of support provided by teaching and admin staff.