Certificate IV in Financial Services Finance Mortgage Broking FNS40804

By: AAMC Training Group  06-Mar-2011
Keywords: Banking, Banks & Credit Unions, Financial Planning

 Certificate IV in Financial Services (Finance/Mortgage Broking) is recognised by the FBAA and the MFAA.

This qualification is designed to reflect the role of employees working in finance/mortgage broking who perform duties such as:
• securing new clients and contacts interested in mortgage or finance broking services
• presenting broking options to clients based on identified needs
• preparing and presenting loan applications to lenders
• assisting in the settling of a loan
• managing legislative and code of practice obligations relevant to the mortgage and/or finance broking industry specifically.

Course content:
– 13 Units of competency
– 5 online exams (plus WA supplementary exam if applicable)

2 Assignments :
– OH&S
– Case Study

2 Role plays:
– ‘Client’ Interviews: Client Needs Review
– Confirmation of Broker recommendation

Available in all states via face to face, correspondence and on line training, this course can be delivered for groups and on demand.

Keywords: Banking, Banks & Credit Unions, Certiifcate Courses, Continual Professional Development, Face to Face Learning, Finance Brokers, Financial Planning, Mortgage Brokers, Online Training, Real Estate Careers,

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