FNS40815 Certificate IV in Finance and Mortgage Broking

Mentor Education

Course

Online

£ 2001-3000

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Description

  • Type

    Course

  • Level

    Intermediate

  • Methodology

    Online

  • Class hours

    650h

  • Duration

    6 Months

  • Start date

    Different dates available

  • Online campus

    Yes

  • Delivery of study materials

    Yes

  • Support service

    Yes

  • Virtual classes

    Yes

Mentor Education's FNS40815 Certificate IV in Finance and Mortgage Broking is suited for those looking to enter the finance and mortgage broking industry, or who are already working in the industry and want to achieve a nationally recognised qualification that also meets the education requirements as outlined in ASIC's RG206. This mortgage broking course is recommended for prospective students without prior industry experience.

This mortgage broker course can be undertaken prior to completion of the FNS50315 Diploma of Finance and Mortgage Broking Management qualification. However, from the 1st of January 2018 professional associations will require that the FNS50315 Diploma of Finance and Mortgage Broking Management as the minimal education requirement for attaining Associate Credit Adviser or Adviser Membership.

Facilities

Location

Start date

Online

Start date

Different dates availableEnrolment now open

About this course

This qualification is required by responsible managers and representatives who need to meet the initial requirements of Section 47(1) (f) of the National Consumer Credit Protection Act 2009 (National Credit Act) which places responsibility to gain and maintain the competence to provide the credit activities authorised by a credit license.

This course helps you to:

Proactively assess clients loan applications
Assist clients through the lending process
Provide tools that protect clients and ensure the clients suitability

The program is for successful finance officers, responsible managers and mortgage brokers who wish to offer finance and mortgage broking services, it has a strong practical, experiential focus which encourages application of principles.

The courses can be tailored to meet the needs of Finance and Mortgage broking firms, organisations and institutions.

This is an open entry course with no pre-requisite qualifications. In order for participants to successfully complete this course, it is recommended they have a strong grasp of literacy and numeracy..

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Reviews

Subjects

  • Mortgage
  • Credit
  • Finance
  • Financial
  • Industry
  • Financial Training
  • Agreements
  • Broking
  • Mortgage Insurance
  • Economy
  • Financial Modelling

Course programme

Course Outline

This course introduces finance and mortgage broking, and works through the lending process and examines the agreements you will require to implement the loan.

Mortgage Broking
  • Part 1 The Australian Economy
  • Part 2 The Australian Financial System
  • Part 3 Operating a Mortgage Broking Business
  • Part 4 Compliance Requirements
  • Part 5 The Credit Approval Process
  • Part 6 The Five C's of Credit Analysis
  • Part 7 Principles of Professional Management
  • Part 8 Resolving Conflict
  • Part 9 Consumer Lending Issue
  • Part 10 Time Management and Personal Development
  • Part 11 Risk Management
Units of Competency

Core Units
  • 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
  • FNSFMK505 Comply with financial services legislation and industry codes of practice
  • 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
  • BSBITU306 Design and produce business document
Elective Units
  • FNSCUS501 Develop and nurture relationships with clients, other professionals and third party referrers
  • BSBWOR501 Manage personal work priorities and professional development
  • FNSFMB501 Settle applications and loan arrangements in the finance and mortgage broking industry
  • BSBCUS403 Implement customer service standards
We have designed our assessment activities in line with best practice standards to help you deliver quality advice outcomes to your clients.

Assessment

Assessment tasks may be a combination of:
  • Multiple choice questions
  • Short answer questions
  • Case study and scenario responses
  • Projects, Portfolio
  • Role Plays
  • Practical Demonstration
  • Journal and Self-reflection exercises

Additional information

ONLINE (AUSTRALIA-WIDE)

No hidden costs - Fees $385.00

Start anytime -  Normally: $550.00

See related categories

FNS40815 Certificate IV in Finance and Mortgage Broking

£ 2001-3000

The best Financial Planning courses

See all

See all