Finance and Mortgage Broking

Certificate IV in Finance and Mortgage Broking (FNS40821)

$1,750.00

Your Gateway Into the Finance Industry

The Certificate IV in Finance and Mortgage Broking (FNS40821) is your first step toward a successful career in finance—whether you’re looking to:

  • Become a mortgage broker

  • Work in lending and credit

  • Strengthen your skills in automotive finance and insurance (F&I)

Nationally Recognised. Industry Relevant.

This qualification equips you with:

  • In-demand knowledge of financial products

  • Confidence to meet ASIC and NCCP compliance

  • Practical skills for real-world finance roles

From brokerages to dealerships, you’ll be prepared to operate professionally and ethically in Australia’s fast-moving finance sector.

Welcome to the Fusion Business College Pre-Enrolment Review

Before you officially enrol in your chosen nationally accredited course, we want to make sure you have all the info you need and are set up for success.

This Pre-Enrolment Review is a simple but essential step where you’ll:

  • Confirm you’ve received important course information like fees, duration, and support services.

  • Tell us about your technology access and skills to help us support your online learning.

  • Share your goals and reasons for enrolling, so we understand what matters to you.

  • Complete a brief student declaration to help with administrative requirements.

The review only takes about 10-15 minutes and ensures the course is the right fit for you saving you time and surprises later.

If you need help while completing this form, call us on 1300 807 177 — we’re happy to assist!

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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

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