FNS40821 - Certificate IV in Finance and Mortgage Broking

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FNS40821 - Certificate IV in Finance and Mortgage Broking

This qualification reflects the function of those in the financial and mortgage broking industries. People in these positions use their theoretical and technical knowledge, abilities, and judgment to operate independently and use judgment when finishing routine tasks related to mortgage and financial broking.

Duration

Total = 52 weeks.
Tuition = 44 weeks.
Break = 8 weeks.

Who can apply

Candidates over the age of 18 (including senior citizens) who are working or want to work in the Finance and Mortgage Broking area or completed Certificate III qualification within Financial Services training package or similar qualification can apply. Learners who have prior education or work experience in the field can apply for credit transfer and Recognition of Prior Learning (RPL).

Entry Requirements

Must be of a minimum age of 18+ at the time of course commencement.
Candidates must have successfully completed at least grade 12 or equivalent. Or completed studies equivalent to an Australian Year 12 qualification from an English language speaking country
Students may be required to undertake a few assessments of their Pre-Training Review (PTR) Test & Language, Literacy and Numeracy (LLN) test as part of their application process. Successful completion of LLN test is mandatory while applying for the qualification, before enrolment.

Career Opportunities

This qualification is designed for the individuals who has satisfactory knowledge to meet the skills and knowledge require to perform the duties and responsibilities efficiently. It gives participants the skills they need in a practical setting to deliver services at a degree of professionalism that meets customer requirements. Its “interactive” style makes it very engaging, giving participants the assurance to start working in the field right away. Possible job title includes:

Finance broking practice manager
Client service officer
Mortgage administration assistant
Loan underwriter
Lending officer

Study Pathway

Further training pathways from this qualification include, but are not limited to, higher education in same field, for instance, FNS50322 – Diploma of Finance and Mortgage Broking Management.

Fees and Charges

Tuition Fee: AUD 1,050
Enrolment Fee: AUD 200
Materials Fee: AUD 300
Total cost: AUD 1,550

Qualification

A nationally accredited Qualification at the Certificate IV Level, FNS40821 – Certificate IV in Finance and Mortgage Broking

Mode of Delivery

Face-to-Face

What Will I Study?

To achieve the qualification, students are required to complete the following 12 units of competency (7 core and 5 elective units).

Core Units:

Unit Code

Unit Name

BSBPEF501

Manage personal and professional development

FNSCUS511

Develop and maintain professional relationships in financial services industry

FNSFMB411

Prepare loan applications on behalf of clients

FNSFMB412

Identify client needs and present broking options

FNSFMK515

Comply with financial services regulation and industry codes of practice

FNSINC411

Conduct work according to professional practices in the financial services industry

FNSINC412

Apply and maintain knowledge of financial products and services

Unit Code Unit Name
BSBPEF501	Manage personal and professional development
FNSCUS511	Develop and maintain professional relationships in financial services industry
FNSFMB411	Prepare loan applications on behalf of clients
FNSFMB412	Identify client needs and present broking options
FNSFMK515	Comply with financial services regulation and industry codes of practice
FNSINC411	Conduct work according to professional practices in the financial services industry
FNSINC412	Apply and maintain knowledge of financial products and services

Elective Units:

Unit Code

Unit Name

BSBOPS404

Implement customer service strategies

FNSFMB511

Implement credit contracts in preparation for settlement

FNSINC513

Identify and apply complex ethical decision making to workplace situations

BSBESB401

Research and develop business plans

BSBOPS304

Deliver and monitor a service to customers

Unit Code Unit Name
BSBOPS404	Implement customer service strategies
FNSFMB511	Implement credit contracts in preparation for settlement
FNSINC513	Identify and apply complex ethical decision making to workplace situations
BSBESB401	Research and develop business plans
BSBOPS304	Deliver and monitor a service to customers

Note:

The above selected elective units may be substituted for any of the approved elective units from the training package, that meet with the packaging rules for this qualification as mentioned above.

Outcome :

Upon successful completion of this course, students will be awarded FNS40821 – Certificate IV in Finance and Mortgage Broking.

Please note that the college does NOT guarantee:

A successful education assessment outcome for the student or intending student.
A successful employment outcome for the student or intending student.
That a training product can be completed in a manner that does not meet the requirements of Clause 1.1 and 1.2