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.
This course can also be delivered for groups and on demand. Please contact our head office on 08 9344 4088 or email@example.com 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.
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
• 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
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.
Latest Reviews for FNS40815 Certificate IV in Finance and Mortgage Broking
Course is really good, and something I would advocate to any banker, let alone brokers to complete given the view of the industry, scope and learnings provided compared to what I was used to inside a Big 4 bank for the last 14 years. Highly valuable.
Everyone at AAMC has been amazing from start to finish had the best experience thank you everyone at AAMC
Can't thank the staff enough for helping me, I am a long time out of study and there patience with
Me and the help they gave me I am
Extremely great fun for. Please pass on my gratitude!
Matthew South Australia