Certificate IV in Finance/Mortgage Broking Management

Course overview

This course is for people who want to work in the finance and mortgage broking industry.

Course structure

The course structure below shows what you must do to complete this course. Units/modules are arranged in groups and sometimes also in subgroups.

You must complete each group as specified as well as following the course completion instructions. If a course contains optional groups there will be a statement at the top of the course indicating how many you must do. At the top of any group containing optional subgroups there will be a statement saying how many you must do.

Course contents

A total of 12 units must be completed - 8 core units plus 4 elective units.

Online Study Option

CORE UNITS

All 8 module/units must be completed

Modules/Units	Name
BSBCOM501B	Identify and interpret compliance requirements
BSBWOR204A	Use business technology
FNSCRD301A	Process applications for credit
FNSFMB401A	Prepare loan application on behalf of finance or mortgage broking clients
FNSFMB402A	Provide finance and mortgage broking services
FNSFMB403A	Present broking options to client
FNSINC401A	Apply principles of professional practice to work in the financial services industry
FNSINC402A	Develop and maintain in-depth knowledge of products and services used by an organisation or sector

ELECTIVE UNITS

All 4 module/units must be completed

Modules/Units	Name
FNSFMB501A	Settle applications and loan arrangements in the finance and mortgage broking industry
FNSASIC301C	Establish client relationship and analyse needs
FNSASIC302C	Develop, present and negotiate client solutions
FNSCUS501A	Develop and nurture  relationships with clients, other professionals and third party referrers

Computer Skills

Basic computer skills required.

Computer Requirements (Hardware/Software)

Home/Office computer

Windows XP, Vista or Windows 7

Office 2007 or 2010

Career Opportunities

Assistant mortgage broker

Entry Requirements

No formal entry requirements for this course

Sub courses
Use business technology	BSBCMN205A
Apply principles of professional practice to work in the financial services industry	FNSINC401A
Process applications for credit	FNSCRD301A
Present broking options to client	FNSFMB403A
Provide finance and mortgage broking services	FNSFMB402A
Prepare loan application on behalf of finance or mortgage broking clients	FNSFMB401A
Identify and interpret compliance requirements	BSBCOM501B
Establish client relationship and analyse needs	FNSASIC301B
Develop, present and negotiate client solutions	FNSASIC302B
Develop and maintain in-depth knowledge of products and services used by an organisation or sector	FNSINC402A
Settle applications and loan arrangements in the finance and mortgage broking industry	FNSFMB501A
Develop and nurture relationships with clients, other professionals and third party referrers	FNSCUS501A