Are you an international student?
Not available for international students.
This course was developed through an extensive collaboration of education experts and leading professionals currently working within the finance and mortgage broking industry.
If you have responsibilities that include business finance and mortgage broking or you would like a pathway into the industry, this course may be for you.
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.
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.
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.
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
Design and produce business documents
Manage personal work priorities and professional development
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
Comply with financial services regulation and industry codes of practice
Apply principles of professional practice to work in the financial services industry
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
| Code || Name |
|BSBITU306||Design and produce business documents|
|BSBWOR501||Manage personal work priorities and professional development|
|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 regulation 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|
|FNSSAM403||Prospect for new clients|
|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|
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.
Preference that students have at least one year's work experience the finance industry.
Mature age (at least 18 years of age and away from formal study for at least one year)
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
After successfully completing this course, you will be eligible to receive the nationally endorsed FNS40815 Certificate IV in Finance and Mortgage Broking.
After completing the FNS40815 Certificate IV in Finance and Mortgage Broking, you can ascertain membership with MFAA Mortgage and Finance Association of Australia.
- Mortgage broker
- Finance broker
- Credit and loans officer
- Loans processer
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.
Holmesglen tuition fees shown are all inclusive and indicative of the cost to complete the entire course.
These are indicative fees only. Your fees will be calculated on your individual circumstances at the time of enrolment.
Training is delivered with Victorian and Commonwealth Government funding.
Find out more about paying your fees and our payment options