If you have responsibilities that include business finance and mortgage broking or you would like a pathway into the industry, the Certificate IV In Finance and Mortgage Broking is for you.
Career opportunities, include:
- mortgage broker
- finance broker
- credit and loans officer
- loans processer
Pathways to further study:
- FNS50915 Diploma of Finance and Mortgage Broking Management
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Studying the Certificate IV in Finance and Mortgage Broking at Holmesglen
A supportive learning environment is provided, with mortgage brokers and industry mentors developing your knowledge and practical skills.
The course gives you clear pathways into the industry to ascertain the minimum association requirements.
Monday and Wednesday 6pm to 9pm
To receive this qualification you must complete 8 core units and 4 elective units. Elective units have been chosen by Holmesglen based on feedback from industry and staff qualifications. If you have already completed other eligible elective units, these may be counted towards completion of this program.
||Comply with financial services regulation and industry codes of practice
||Apply principles of professional practice to work in the financial services industry
||Process applications for credit
||Prepare loan application on behalf of finance or mortgage broking clients
||Identify client needs for broking services
||Present broking options to client
||Develop and maintain in-depth knowledge of products and services used by an organisation or sector
||Develop and nurture relationships with clients, other professionals and third party referrers
||Settle applications and loan arrangements in the finance and mortgage broking industry
||Manage personal work priorities and professional development
||Prospect for new clients
||Design and produce business documents
| Code || Name |
|FNSFMK505||Comply with financial services regulation and industry codes of practice|
|FNSINC401||Apply principles of professional practice to work in the financial services industry|
|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|
|FNSINC402||Develop and maintain in-depth knowledge of products and services used by an organisation or sector|
|FNSCUS501||Develop and nurture relationships with clients, other professionals and third party referrers|
|FNSFMB501||Settle applications and loan arrangements in the finance and mortgage broking industry|
|BSBWOR501||Manage personal work priorities and professional development|
|FNSSAM403||Prospect for new clients|
|BSBITU306||Design and produce business documents|
Assessments are designed to provide learners with opportunities to demonstrate they have attained the required skills and knowledge using a range of practically based activities and tasks, as required by recognised standards.
It is preferred that applicants have the FNS42015 Certificate IV in Banking Services, however this is not a pre-requisite
Prior to enrolment or commencement of training you will be required to complete a literacy and numeracy assessment and a pre-training interview. These will assist with determining your suitability to the course, verify your training plan, and identify any learning support needs.
Recognition of prior learning
You may be able to shorten the length of your chosen course by measuring skills acquired through work, life experiences or qualifications obtained from formal studies or training. AQF qualifications and statements of attainment issued by another registered training organisation will be recognised by Holmesglen. Read more about Recognition of Prior Learning, Credits and Advanced Standing.
Qualification and recognition
On completion, you will attain the FNS40815 Certificate IV in Finance and Mortgage Broking.
Connections with industry
Our trainers are well connected with industry and assist students in developing a network of consultants prior to completing their qualifications.
While completing your course, various industry experts attend classes to share their expertise. Past industry guests have included business development managers from Macquarie Bank and CEOs from major financial services consultancies.
This course was developed through an extensive collaboration of education experts and leading professionals currently working within the finance and mortgage broking industry.
The Australian Securities Investment Commission (ASIC) is the regulatory body for the Mortgage Broking Industry and their minimum requirement for entry into this industry is the FNS40815 Certificate IV in Finance and Mortgage Broking.
How to apply
Visit How to Apply for more information on the application process.
Holmesglen may engage third parties to recruit students on behalf of the institute. Third party recruiters receive a commission and this will not impact on your fees.
Find out more about your rights and obligations as a student and the services we provide at Holmesglen.
|Tuition fees (GST exempt)
|Mandatory Materials and Activities fees * (GST inc)
Additional costs may also apply for course consumables and other costs. These may include consumables such as learning resources, personal protective equipment/clothing and other costs such as immunisation costs, National Police Check and Working with Children Check for relevant courses.
To view the additional costs that may apply to your course, download a full list of estimated additional costs by course (PDF - 102kb).
All fees are indicative only. Your fees will be calculated on your individual circumstances at the time of enrolment. Training is delivered with Victorian and Commonwealth funding. Find out now if you are eligible for Government-subsidised fees or Concession