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Overview

Are you an international student?

Not available for international students.

Course code:

FNS40815

Next available intakes:

February, July

Course length:

Part Time: 6 months

Campus:

Chadstone

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.


Course structure

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.

ASSESSMENT

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

SUBJECTS

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

Code Name
BSBITU306Design and produce business documents
BSBWOR501Manage personal work priorities and professional development
FNSCRD301Process applications for credit
FNSFMB401Prepare loan application on behalf of finance or mortgage broking clients
FNSFMB402Identify client needs for broking services
FNSFMB403Present broking options to client
FNSFMK505Comply with financial services regulation and industry codes of practice
FNSINC401Apply principles of professional practice to work in the financial services industry
FNSINC402Develop and maintain in-depth knowledge of products and services used by an organisation or sector
FNSSAM403Prospect for new clients
FNSCUS501Develop and nurture relationships with clients, other professionals and third party referrers
FNSFMB501Settle applications and loan arrangements in the finance and mortgage broking industry

Entry requirements

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.


Outcomes

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.

PATHWAYS

After completing the FNS40815 Certificate IV in Finance and Mortgage Broking, you can ascertain membership with MFAA Mortgage and Finance Association of Australia.

CAREER OPPORTUNITIES

- Mortgage broker
- Finance broker
- Credit and loans officer
- Loans processer


How to apply

DIRECT

Apply Now

Visit How to Apply for more information on the application process.

RECRUITMENT

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.


Fees

Type

Cost

Full Fee

$1,590.00

Government subsidised

$1,034.00

Concession

$206.80

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


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Accounting and Financial Services Open Days

Accounting and finance can be competitive areas, so Holmesglen works hard to ensure that when you graduate you stand out from the crowd. Our small class sizes mean you benefit from quality training with your peers, and the chance to chat one-on-one with expert teachers who still work in the sector. Visit us on Open Days for an overview presentation on studying within the area of business and finance, then speak individually with a program coordinators about Accounting and Finance specific course information and study options.

- , Thu, 12 Sep

Holmesglen Chadstone Campus, Batesford Road Chadstone 3148 Australia

Visit us on Open Days for an overview presentation on studying Bookkeeping or a Certificate IV in Accounting, then speak individually with a program coordinator about your specific needs and study options.

- , Thu, 12 Sep

Holmesglen Chadstone Campus, Batesford Road Chadstone 3148 Australia

Visit us on Open Days for an overview presentation on studying Bookkeeping or a Certificate IV in Accounting, then speak individually with a program coordinator about your specific needs and study options.

- , Thu, 12 Sep

Holmesglen Moorabbin Campus, 488 South Road Moorabbin 3189 Australia

 

If you have an interest in managing a team, marketing the latest product or controlling the accounts of a major company then a business degree at Holmesglen is a great place to start. Holmesglen's business degrees combine nationally recognised qualifications with student focussed practical training. Visit us on Open Days for an overview presentation on studying within the area of business then speak individually with a program coordinator about management specific course information and study options. Registrations are essential for sessions to go ahead.

 

- , Thu, 12 Sep

Holmesglen Chadstone Campus, Batesford Road Chadstone 3148 Australia

The Master of Professional Accounting is for graduates of non-accounting degrees who are looking for a new career as an accountant. Learn skills to analyse complex accounting information, apply accounting information to solve problems and make sound economic decisions. The MPA will develop your knowledge and skills in related professional disciplines such as finance, taxation, auditing, and management.

- , Thu, 12 Sep

Holmesglen St Kilda Road Campus, 332 St Kilda Rd Southbank Australia

All information is correct at the time of printing but subject to change.

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