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FNS40821

Certificate IV in Finance and Mortgage Broking

Study Method
Online
Provider
Monarch Institute
Start Date
Enrol anytime
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Monarch Institute Courses

Course Overview

The Certificate IV in Finance and Mortgage Broking (FNS40821) provides essential knowledge and practical skills for those starting a career in mortgage and finance broking.

Delivered fully online, the course offers flexibility to balance study with work and life, supported by award-winning educators.

After completion, you can apply for membership to the Finance Brokers Association of Australia (FBAA) and the Mortgage and Finance Association of Australia (MFAA) as a finance broker, enhancing your professional recognition and career opportunities.

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Job Outcomes

Potential career outcomes could include:

  • Mortgage administration assistant

  • Lending officer

  • Loan underwriter

  • Client service officer

  • Finance broking practice manager

Want to see more job outcomes and how your future could change?
Get the Course Guide

What You'll Learn

  • Operating a Finance Business

  • Finance Regulation and Licensing

  • Financial Products and Client Needs

  • The Financial Process

  • Getting Ready for Settlement

  • Assess Credit Applications

  • Ethics and Professional Development

  • Risk Management

Study Method

  • Online
    Online delivery - online course content with the exception of assessments and work placement
  • Blended
    Blended delivery - both online course content and partial face to face requirements
  • In-class
    In class delivery - predominately face to face course content conducted at a specific location
  • Virtual
    Virtual Delivery - Live and interactive classroom-style learning conducted completely online

Duration and Study Load

This course is designed to be completed within 12-24 months.

There is no minimum timeframe to complete this course. Students who are highly motivated and well organised can complete the full course at an accelerated pace.

Delivery

This course has been developed to give you absolute flexibility. Study on your couch, on public transport, on your break at work, out in the park – wherever and whenever you like. The best part is, with Monarch Institute, ‘online’ doesn’t mean ‘alone’. You’ll be backed by our trainers at every step along the way.

Your trainer will be happy to contact you via phone, Skype, Zoom, TeamViewer, or email (Monday to Friday, 9am to 5.30pm). So you definitely won’t feel alone. You’ll also have access to our student Facebook groups, so you can discuss the material with other students. It’s a handy way to stay in touch with trainers and others in the same course.

Entry Requirements

There aren’t any formal prerequisites. But to make sure you get the most out of training with us, the following enrolment process applies:

  • Once we receive your enrolment, our friendly course consultants will touch base to undertake a pre-training review to ensure the training is right for you.

  • For students without an equal or higher level qualification, there’s a short language, literacy and numeracy quiz you complete online.

Find out more about the entry requirements for this course
Get the Course Guide

Course Features

  • Course developed by former Head of Professional Development at MFAA

  • Industry membership opportunities

  • Nationally recognised

  • Free membership to the IPA

Recognition of Prior Learning

We may be able to take into account relevant knowledge and skills you’ve  gained through previous formal or informal training, education and employment. To find out more get in touch with one of our friendly Course Consultants. Please note this course uses a clustered unit delivery model so please speak to a Course Consultant about how this could affect any RPL or CT granted.

Assessment

The experts who design and deliver our courses (click back to Course trainers to meet some of them) have developed an assessment framework that’s uniquely designed to help you gain a deep understanding of the material. They’ll give you the kind of knowledge and skills you can use in the real world as a business operator or manager. Assessment formats include:

  • Case studies

  • Multiple-choice questions

  • Short-answer questions

  • Roleplays – video self-recording and upload of the file

Subjects

Core Units
FNSINC411Conduct work according to professional practices in the financial services industry
FNSCUS511Develop and maintain professional relationships in financial services industry
FNSFMK515Comply with financial services regulation and industry codes of practice
FNSINC412Apply and maintain knowledge of financial products and services
FNSFMB412Identify client needs and present broking options
FNSFMB411Prepare loan application on behalf of clients
FNSFMB511Implement credit contracts in preparation for settlement
BSBTEC301Design and produce business documents
FNSCRD401Assess credit applications
FNSINC514Apply ethical frameworks and principles to make and act upon decisions
BSBPEF501Manage personal and professional development
BSBOPS403Apply business risk management processes
Want more information about the subjects for this course?
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Payment Options

There are two methods of payment:

  • Upfront Payment

  • Payment Plans

Find out more about the payment options for this course
Get the Course Guide

About Monarch Institute

Monarch Institute is one of Australia’s leading providers of professional services training. We believe education should be an experience, not a transaction.

Our award-winning, innovative approach to course content and design means that you get relevant, accredited courses with loads of support from experienced trainers who give you the time to ensure you’ve got the skills that the industry needs. Study online today with Monarch and change the way you think about studying.

Study online with Monarch Institute and experience education, reimagined.

Job Outcomes

Potential career outcomes could include:

  • Mortgage administration assistant

  • Lending officer

  • Loan underwriter

  • Client service officer

  • Finance broking practice manager

Want to see more job outcomes and how your future could change?
Get the Course Guide

Study Method

  • Online
    Online delivery - online course content with the exception of assessments and work placement
  • Blended
    Blended delivery - both online course content and partial face to face requirements
  • In-class
    In class delivery - predominately face to face course content conducted at a specific location
  • Virtual
    Virtual Delivery - Live and interactive classroom-style learning conducted completely online

Want to Know More About This Course?
Complete the form and learn about:

  • Pricing and payment options
  • Start dates
  • Subjects
  • Study Method
  • How to get help and contact information
  • Everything you need to know before enrolling!

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