Certificate IV in Finance and Mortgage Broking
FNS40821
FNS40821
Help homebuyers and investors find the best financing, apply for a loan or refinance an existing mortgage
Course Information
Are you interested in the property market? Would you like to help homebuyers and investors find the best financing, apply for a loan or refinance an existing mortgage?
Get started on a rewarding career in finance and mortgage broking with the industry-recognised FNS40821 Certificate IV in Finance & Mortgage Broking offered by the award-winning Ab2 Institute of Accounting.
What you can expect to learn
The theoretical and technical knowledge and skills you gain on the course, will allow you to work autonomously to complete routine mortgage broking activities.
The course covers functions that include preparation and presentation of loan applications, strategies on how to present broking options to clients, managing legislative and code of practice obligations and more.
Our industry partners
By successfully completing this course with Ab2, you will have free student membership to the Association of Accounting Technicians (AAT). The AAT is Australia’s longest standing bookkeeping association and provides members with important status and recognition about their skills and experience. Ab2 is honoured to work closely with AAT to support the training, development and accreditation of Australia’s accounting technicians and bookkeeping professionals. In addition, we have connections with over 750 Australian accounting firms and partnerships with some of the financial industry’s best-known names in software.
Course Information
Are you interested in the property market? Would you like to help homebuyers and investors find the best financing, apply for a loan or refinance an existing mortgage?
Get started on a rewarding career in finance and mortgage broking with the industry-recognised FNS40821 Certificate IV in Finance & Mortgage Broking offered by the award-winning Ab2 Institute of Accounting.
What you can expect to learn
The theoretical and technical knowledge and skills you gain on the course, will allow you to work autonomously to complete routine mortgage broking activities.
The course covers functions that include preparation and presentation of loan applications, strategies on how to present broking options to clients, managing legislative and code of practice obligations and more.
Our industry partners
By successfully completing this course with Ab2, you will have free student membership to the Association of Accounting Technicians (AAT). The AAT is Australia’s longest standing bookkeeping association and provides members with important status and recognition about their skills and experience. Ab2 is honoured to work closely with AAT to support the training, development and accreditation of Australia’s accounting technicians and bookkeeping professionals. In addition, we have connections with over 750 Australian accounting firms and partnerships with some of the financial industry’s best-known names in software.
Details
Price
$1,490 or $65.90/week over 26 weeks
Please note: An additional 15% is added to the retail cost for payment plans. These are approximate prices only.
Course Duration
12 – 24months
Access Time
24 months from enrolment.
We’re ready when you are
Start any time with flexible learning hours and fully remote modules.
Who should enrol in this course?
- Anyone interested in the property market.
- You have sales experience.
- You carry out valuation and property management work.
- If you work in real estate, finance, accounting or banking.
Why study through the Ab2 Institute of Accounting?
- Flexible learning. We use adaptive learning platforms to meet you in your world and at your level of learning. Our systems are accessible from any location.
- Unrivalled support. Our Student Experience Hub ensures you’ll receive an outstanding learning experience.
- Course development and teaching by real-world industry leaders, not academics.
- Direct access to financial education experts. Through our network of more than 1,000 accounting firms worldwide, you will build valuable industry relationships as you go.
Course Description
BSBTEC301 Design and produce business documents
- Design, produce and finalise four different types of business documents
- Effectively use at least two different software applications
BSBOPS304 Deliver and monitor a service to customers
- Identify customer needs
- Deliver a service to customers
- Evaluation customer service delivery
BSBPEF502 Develop and use emotional intelligence
- Unpack emotional intelligence
- Promote the development of emotional intelligence in others
FNSINC514 Apply ethical frameworks and principles to make and act upon decisions
- Deepen your grasp of industry ethics
- Ascertain key facts and identify key ethical principles at play
- Determine ethical response to the situation
- Develop an implementation plan and execution
- Evaluate the outcomes of the ethical response
BSBPEF501 Manage personal and professional development
- Manage work development
- Facilitate achievement of work priorities
- Develop and maintain professional competence
FNSCUS511 Develop and maintain professional relationships in financial industry
- Establish professional business relationships
- Develop professional business relationships
- Review and maintain relationships
FNSFMB411 Prepare loan applications on behalf of clients
- Compile loan information
- Prepare loan documentation
- Present documentation for assessment
FNSFMB412 Identify client needs and present broking options
- Establish client needs and knowledge of broking process
- Determine client’s financial situation
- Prepare broking options and present to clients
- Finalise client documentation
FNSFMK515 Comply with financial services regulation and industry codes of practice
- Identify and apply organisational requirements of regulatory obligations
- Identify changes to regulations and procedural implications
- Monitor compliance with relevant industry and professional codes
- Maintain statutory records
FNSINC411 Conduct work according to professional practices in the financial services industry
- Prepare to provide financial services
- Provide financial services within the professional practice framework
- Maintain professional practice
FNSINC412 Apply and maintain knowledge of financial products and services
- Identify and communicate characteristics of financial products and services to clients
- identify compliance obligations for products and services
- Match products and services to clients
- Maintain product knowledge
FNSSAM421 Provide information on financial products and services to clients
- Determine financial product and service options relevant to client needs
- Present options to client
- Confirm suitability of product or service and process documentation
Have questions?
We'd love to get in touch
Complete the form below if you want to schedule a consultation or if you have any questions about the course. Our student experience team is here to help.
