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Finance Broking Australia-fns40821 certificate iv in finance and mortgage brokingapr22v2

FNS40821 Certificate IV in Finance and Mortgage Broking

This qualification is suitable for those seeking to work in or to support the Finance and Mortgage Broking industry. The roles of Finance/Mortgage Broker or Loan Support/Process Officer involve working with client’s to assist in acquiring suitable finance option/s.

Duties associated with these roles include, but are not limited to:

• adhering to legislative and code of practice obligations, relevant to the mortgage and/or finance broking industry 
• building relationships with referral partners, industry professionals and clients
• securing and supporting clients interested in mortgage or finance broking services
• presenting broking options to clients based on identified needs
• preparing and presenting loan applications to lenders
• monitoring the progress of the loan from submission to settlement, ensuring clients and related parties are updated
• providing after sales service and support to clients and referrers.

 

COURSE DELIVERY OPTIONS:

For Australia and overseas via:
• Online (remote self-paced)
• Virtual class (blended learning - part virtual classroom/remote self-paced)


Victorian state funding is available for this course. Check the eligibility requirements here.

 

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

 

This course can also be delivered for groups. Please contact us on 1300 2262 33 or info@aamctraining.edu.au for further information.
 
Regardless of your preferred delivery choice, student support will always be available via email and telephone. If you have previously undertaken this course via face to face 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 DURATION:

Your enrolment is valid for a period of twelve months. With reference to “Virtual Classroom” 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.

 

UNITS OF COMPETENCY:

BSBPEF501 Manage personal and professional development
FNSFMK515 Comply with financial services regulation and industry codes of practice
FNSCMP501 Comply with financial services legislation
FNSINC411 Conduct work according to professional practices in the financial services industry
FNSINC504 Apply ethical frameworks and principles to make and act upon decisions
FNSCRD401 Assess credit applications
FNSCUS511 Develop and maintain professional relationships in financial services industry
FNSSAM403 Prospect for new clients
FNSINC412 Apply and maintain knowledge of financial products and services
FNSFMB411 Prepare loan applications on behalf of clients
FNSFMB412 Identify client needs and present broking options
FNSFMB511 Implement credit contracts in preparation for settlement

 

ADDITIONAL INFORMATION:

CPD Hours - 16
Post-Nominal - Cert.IV FMB

FNS40820 Certificate IV in Finance and Mortgage Broking (and some superseded versions) are recognised by industry associations and aggregation partners. These partners logos are found at the bottom of the home page.

 

The finance and mortgage broking industry is regulated by the Australian Securities and Investment Commission (ASIC). Please refer their website for information on licensing. 

 

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Student Info – AAMC Training Policies

Do you qualify for Credit Transfer /RPL

Contacts

  • Unit 6, 421 Blackshaws Road,
    Altona North, Victoria 3025

    Phone: 1300 2262 33
               1300 AAMC ED
               +61 3 9391 3643
               +61 8 9344 4088

    Email: info@aamctraining.edu.au

System Requirements

  • What computer and software will be needed?
    Studying with AAMC Training you will need a computer or mobile device with internet access, ensuring pop-up blockers are turned off for our website. For the best blended learning experience, we recommend the following minimum specifications for your computer system:
    •  At least 128MB RAM
    •  At least 1GB hard drive
    •  56K modem or better
    •  Adobe Acrobat Reader available free from the Adobe website
    •  CD ROM drive
    •  A printer
    •  Microsoft Office 2010 or later
    For PC users
    •  A Pentium I processor or better
    •  Windows 2000 or later
    Recommended browsers: Mozilla Firefox / Google Chrome / MS Internet Explorer 9 or later
    For Mac users
    •  Macintosh G3 or better
    •  OS 9.2 or later
    •  Safari
    For Mobile Devices
    •  Adobe App
    •  An App to allow you to read Microsoft Office documents