Description

Why This Course is Ideal for Automotive and Finance Professionals

If you’re currently working in automotive F&I, or you’re exploring a transition into consumer lending or mortgage broking, this qualification gives you the structure, language, and compliance knowledge to confidently take the next step.

✅ Big Opportunity in Automotive Finance

Dealerships rely on in-house Finance & Insurance (F&I) staff to support buyers and drive revenue.
This course helps formalise your skills and prepares you for broader finance roles in or beyond the dealership.

✅ A Growing Industry for Brokers

Mortgage brokers are in high demand as consumers seek personalised lending advice.
This course meets ASIC’s education requirements to become a credit representative and sets you up for success.

✅ Real Skills for Real Situations

Gain hands-on skills to:

• Match client needs to the right loan products

• Manage end-to-end loan applications

• Operate confidently within Australian credit laws and industry compliance standards

✅ Expand Your Career Options

Step beyond dealership roles and explore opportunities in:

• Personal loans

• Home lending

• Small business finance

• Independent broking and advisory

 

Career Opportunities

Graduates of the Certificate IV in Finance and Mortgage Broking may work in roles such as:

• Automotive Finance & Insurance (F&I) Manager
  (With enhanced qualifications and ASIC compliance)

• Finance & Mortgage Broker

• Loan Processor or Credit Admin Officer

• Lending Consultant
  (In dealerships, banks, credit unions, or with aggregators)

• Broker Support Officer

• Credit Analyst

 

What You’ll Learn

1. Lending Process and Product Knowledge

• Identify client finance needs

• Present tailored loan solutions

• Prepare and submit loan applications

2. Legal, Compliance, and Regulation

• Understand ASIC and NCCP requirements

• Apply professional financial practices

• Operate within industry codes of conduct

3. Customer Engagement & Relationship Building

• Deliver a professional, ethical service

• Build long-term relationships with clients and lenders

• Handle complaints and complex queries

4. Personal and Workplace Development

• Manage workload and priorities

• Perform financial calculations with confidence

• Continue growing as a finance professional

 

Course Structure

You’ll complete 12 units:
7 Core Units + 5 Elective Units

Core Units

• FNSFMB412 – Identify client needs and present broking options

• FNSFMB411 – Prepare loan applications

• FNSINC412 – Apply and maintain knowledge of financial products

• FNSINC411 – Conduct work according to professional practices

• FNSCUS511 – Develop and maintain professional relationships

• FNSFMK515 – Comply with financial services regulations

• BSBPEF501 – Manage personal and professional development

Elective Units

• FNSACC323 – Perform financial calculations

• FNSASIC311 – Establish client relationship and analyse needs

• FNSCUS403 – Deliver a professional service to customers

• BSBPEF402 – Develop personal work priorities

• BSBOPS305 – Process customer complaints

 

Who Should Enrol?

This course is ideal for:

• F&I staff in dealerships ready to level up

• Sales or admin staff transitioning into finance

• Aspiring mortgage brokers or lending consultants

• Broker support staff moving into advisory roles

• Banking or credit professionals seeking formal qualifications

 

Why Choose This Course?

• Nationally recognised and ASIC-approved

• Designed for practical use in both dealership and general finance settings

• Delivered fully online with ongoing trainer support

• Suitable for part-time study around your work or life commitments

 

Get Started Today

Take the next step toward your finance career!

Ready to enrol or want to learn more?
👉 Contact us at 1300 807 177 or Apply now at training@fusionbusinesscollege.com