Study the latest version of the Certificate IV in Finance & Mortgage Broking – perfect for those entering or looking to progress in the F&I industry. This course will satisfy the entry level requirements of most finance broking associations.
How is the course delivered?
The Certificate IV in Finance & Mortgage Broking (FNS40815) is delivered online and is a combination of interactive multiple-choice quizzes, short and long answer questions, business analysis exercises, verbal competency assessments and an employer workplace report (where relevant).
How am I assessed?
All students have access to a personal training assessor who oversees and marks their course work. This is competency-based learning, so your assessor is there to ensure you have a sufficient grasp or understanding of the course content. Because of this, all students are free to re-submit and modify their answers to ensure the learning outcomes are met. Your assessor is there to support and assist you in achieving the learning outcomes.
Our assessors are available for contact during business hours Monday to Friday by calling 1300 807 177 or emailing firstname.lastname@example.org
What is covered in the course?
The course is comprised of 12 modules, which have been grouped into 3 clusters to improve learning effectiveness.
They are as follows:
Cluster 1 – Industry Practice & Client Solutions – The introductory module helps develop product and service knowledge, including how to establish, maintain and negotiate client solutions
FNSINC401 – Apply principles of professional practice
FNSINC402 – Develop and maintain in-depth knowledge of products & services
FNSASIC301 – Establish client relationships
FNSASIC302 – Negotiate client solutions
Cluster 2 – Legislation Applications & Broking – This cluster covers the processes involved in credit/loan application, including how to present to clients, identify needs and comply with all necessary regulations
FNSCRD301 – Process applications for credit
FNSFMB401 – Prepare and present loan applications
FNSFMB402 – Identify client needs for broking services
FNSFMB403 – Present broking options to client
FNSFMK505 – Comply with financial services regulations
Cluster 3 – Customer Service Prospecting & Documents – The final module covers off how to monitor service and effectively prospect for new clients
BSBCUS301 – Deliver and monitor a service to customers
FNSSAM403 – Prospect for new clients
BSBITU306 – Design and produce business documents
How long does it take to complete?
The course is open to you for 24 months but there is no minimum time requirement. If you finish early, you still have on-going access to the course notes for the duration of the 2 years.
What if I need extra support?
Prior to commencement of your course, you will be required to complete both a Language, Literacy and Numeracy (LLN) test and an Additional Support Survey. Your scores from both will indicate the level of extra support you will be provided. For more information, please refer to the Student Handbook or call 1300 807 177.
Is Recognition of Prior Learning (RPL) available?
RPL is available and assessed free of charge. For more information on the process involved please refer to the Student Handbook or call 1300 807 177.