Certificate IV in
Finance & Mortgage Broking


Course Overview:

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 training@fusioncollege.com

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.

Special Price: $995

Course Code: FNS40815
Duration: 24 Months
Delivery: Online
Accredited & Nationally Recognised
Course: Financial Services

Payment Options


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