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Finance Broking Australia-certificate iv in finance and mortgage broking fns40815

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FNS40815 - Certificate IV in 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.

 

NOTE: If you have previous industry experience/training you may be eligiable for Recognition of Prior Learning (RPL). Please refer to to the RPL read more page to determine the eligibility criteria.

 

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.
• Online

This course can also be delivered for groups and on demand. Please contact our head office on 08 9344 4088 or info@aamctraining.edu.au 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 Training 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.

 

COURSE REQUIREMENTS:

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.

 

COURSE DURATION:

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.

 

ASSESSMENTS:

• 6 online multi-choice assessments
• 2 short question and answer assessments
• 5 written assessments
• Role plays

 

UNITS OF COMPETENCY:

12 Units of competency

Core Units of Competency:
FNSFMK505 Comply with financial services regulation and industry codes of practice
BSBITU306 Design and produce business documents
FNSCRD301 Process applications for credit
FNSFMB401 Prepare loan application on behalf of finance or mortgage broking clients
FNSFMB402 Identify client needs for broking services 
FNSFMB403 Present broking options to client
FNSINC401 Apply principles of professional practice to work in the financial services industry
FNSINC402 Develop and maintain in-depth knowledge of products and services used by an organisation or sector

Elective Units of Competency:
FNSFMB501 Settle applications and loan arrangements in the finance and mortgage broking industry
FNSCUS501 Develop and nurture relationships with clients, other professionals and third party referrers
BSBWOR501 Manage personal work priorities and professional development
FNSSAM403 Prospect for new clients

 

ADDITIONAL 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.

For regulatory information on becoming/being a Finance/Mortgage broker please visit the ASIC website.
 

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Student Info – AAMC Training Policies

Do you qualify for Credit Transfer /RPL

Contacts

  • Unit 5, 17 Foley Street
    Balcatta WA 6021

    Phone: + 61 8 9344 4088
    Fax: + 61 8 9344 4188
    Email: info@aamctraining.edu.au

System Requirements

  • What computer and software will be needed?
    • Windows XP or Linux based computer with internet connection.
    •  Internet Explorer 8.0 and above OR Mozilla Firefox
    •  Quick Time Player 4 and above
    •  Acrobat reader 6 and above
    •  Adobe Flash Player
    Download speeds
    •  Min 2 Mbps or above speed is required for running video

Latest Reviews for FNS40815 - Certificate IV in Finance and Mortgage Broking
  • The course content and material was very detailed and exhaustive and relevant throughout. Assessments were well put through to test the learnings.
    Nariman Victoria