***FNS40811 - Certificate IV Finance and Mortgage Broking Finance Broking

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***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.

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.

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
• 1 short question and answer assessment
• 4 written assessments
• 1 role play


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


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.


 


Reviews for ***FNS40811 - Certificate IV Finance and Mortgage Broking
Very well constructed course with great support. Thankyou
Andrew   Western Australia
Great to have successfully achieved the certificate.Throughout the process, Barry and Rachelle were always available to provide guidance and support.
Johnny   Victoria
Well presented modules and relevant content, a very beneficial training course.
David   Victoria
A great course to do online with more than enough help if needed.
Vincent   South Australia
AAMC were very reasonably priced compared to a lot of other training providers I encountered. They were fantastic throughout the whole process by responding promptly to any queries I had. I look forward to continuing my training as a Financial Advisor/Mortgage broker with them. JD
Joshua   New South Wales
After being out of the the direct financial servcies industry for 2 years and the changes that have occurred in that time, this was an extremely beneficial course to undertake and complete. The service from AAMC service staff and Barry Doherty was first class. One suggestion for continuous improvement would be the navigation functionality and website design. Thank you Daniel Marshall
Daniel   Western Australia
The course was enjoyable, logical and the service provided by all staff and assessors was fantastic. I will be back to complete more courses soon.
Corey   Victoria
Face To Face course was great , even though I have been in the industry 15 years ( Banking and Finance ) the tips and general discussion is very insightful, ( thanks Helen Goldsmith and great to network with fellow future brokers ) . The AAMC crew is very helpful from Lisa in the Balcatta office and Barry Doherty to guide you through the broking maze and how to enter the industry along with the sales support crew , Gemma and team have been great . Thanks very much and regards Langley Angel
Langley   Western Australia
amazing course really complete and amazing support from the school
Jaime    Western Australia
excellent course. easy to use materials, content and assessments
Timothy   South Australia
was good the trainer chrissy was great support
Morgan   Queensland
It was easy process to enrol. I done it vie e-learning and the support you get from the assessor and the staff is amazing.
Daniel   New South Wales
I have been very impressed with the service from AAMC. The response time from submitting assessments is second to none. I'm sure they work around the clock! Barry was very helpful and I will definitely use AAMC again. Thank you.
David   New South Wales
Was a fantastic course.
James   New South Wales
Overall a good course for those who are starting their path in this career. Mainly impress with the support, always reply to email ASAP and are very friendly. Will definitely recommend others of this training group. Thank you and good job.
Johnny   Queensland
This is a good course with detailed information and content & assessment are up to date .
Karan   Victoria

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Contacts

Unit 5, 17 Foley Street
Balcatta WA 6021

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

Contacts

Flat 7E, Ramaniyam Citadel,
1 Panchali Amman Kovil Street,
Arumbakkam,
Chennai 600 106, South India

Phone: +91 44 4260 5598
Email: rsubraman@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

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