Certificate IV in Finance and Mortgage Broking
FNS40821
The Australian College of Professionals conducts a training program for people to undertake an in-depth study of Mortgage Broking. These are practical-based workshops which provide course participants with opportunities to acquire and practice new skills in the mortgage broking industry.
Face to Face
$1,300
Online
$1,000
Looking at reducing your course fee even further? And why wouldn’t you
The College is an approved provider of government subsidised training programs, and as such as the ability to offer training programs in selected qualifications in NSW through a government-funded program, known as “Smart and Skilled”.
To start the eligibility process for government-funding, visit our Smart & Skilled page and complete the Enrolment Form. This is simply a “tentative enrolment” and does not bind you to a formal enrolment. It provides the information that ACOP requires to check your eligibility for government funding.
This training is subsidised by the NSW Government.
Further information can be found on the Smart & Skilled Website
As a minimum requirement, most lenders now require you to become a member of an industry associations such as the MFAA (Mortgage & Finance Association of Australia) or the FBAA (Finance Brokers Association of Australia). Upon successfully completing this training program, you will have the qualification required for membership to the FBAA for the Accredited Mortgage Broker membership. However, the MFAA requires its members to hold the Diploma of Finance and Mortgage Broking Management qualification.
Both of these industry bodies may require you to meet other requirements, which may include completion of further training which is only offered by these industry associations.
The Certificate IV in Finance and Mortgage Broking qualification is ideal for those seeking to become recognised and qualified finance/mortgage brokers. The qualification gives you an excellent understanding of critical aspects of the finance and mortgage broking industry, enabling you to offer sound advice to clients. This qualification is the minimum requirement for membership of the FBAA.
Units of Competency
The twelve (12) Units of Competency required to obtain the necessary skill set to complete FNS40821 – Certificate IV in Finance and Mortgage Broking are:
Manage personal and professional development
FNSCUS511Develop and maintain professional relationships in financial services industry
FNSFMB411Prepare loan applications on behalf of clients
FNSFMB412Identify client needs and present broking options
FNSFMK515Comply with financial services regulation and industry codes of practice
FNSINC411Conduct work according to professional practices in the financial services industry
FNSINC412Apply and maintain knowledge of financial products and services
Design and produce business documents
FNSCRD401Assess credit applications
FNSFMB511Implement credit contracts in preparation for settlement
FNSSAM413Identify and provide initial information to potential clients
FNSSAM421Provide information on financial products and services to clients
A previous (superseded) Certificate IV in Finance and Mortgage Broking qualification or demonstrated skills and experience within the industry can be assessed via our Recognition of Prior Learning (RPL) process for the Certificate IV level qualification. Our Assessors can work with you in providing advice for the collection of your evidence of competency and identify the training that is required for you to meet all of the requirements to achieve this qualification. If you think you may be eligible for RPL, please contact the College on 1300 88 48 10 for further information, or send us an email to enquiries@acop.edu.au
Want to upgrade to a Diploma?
On successful completion of the Certificate IV qualification, you can upgrade to the Diploma of Finance and Mortgage Broking Management qualification.
Frequently Asked Questions (FAQs)
Still have questions? Browse our FAQs or contact ACOP.
Complete our online enrolment form HERE.
Please ensure that you enrol with a unique email address. If the email address you provide is already in use by another person (for example, a colleague), the system will not be able to create your own Student Portal login.
Online = $1,000
This course is offered face-to-face or online.
The Certificate IV in Finance and Mortgage Broking is conducted over three (3) day workshops. You can download our calendar to review our upcoming face to face dates.
For face to face assessments and online study, you will be provided with a username and password to access your course through our online Student Portal system.
It is important to ensure that you store your login details safely as you can log in and out of your portal at any time.
Please note that although our online training portal is compatible with mobile phones, some of the assessment activities relating to the completion of forms can only be accessed through the Adobe Reader Program, which means that you will be required to complete these aspects of your training using a computer, laptop or tablet.
For online study, hard-copy versions of the online content are available for purchase. If you would like a hard copy of the course content posted to you, this can be organised at a cost of $66 inc GST per course.
