Certificate IV in Finance/Mortgage Broking

Australian Institute of Financial Services and Accounting
North Sydney, Parramatta, NSW, Australia

Course Format: Classroom | E-learning | Virtual Class | Online/Live | On-site/In-house | Blended | Self-paced

Course Description:

'' This course will equip you with:
essential knowledge of the mortgage broking industry basic skills to work as a mortgage broker;
understanding of the lending process and working knowledge of the relevant industry legislation;
the necessary lead generation and client management skills required to become a successful mortgage broker;
ASIC PS146 Tier 2 compliance;
the required qualification allows you to be an Accredited Member of the Finance Brokers Association of Australia (FBAA).
Course Content
You are required to complete the following 5 Modules for this qualification:

Module 1: Institutions, Products and Legislation
FNSICIND401A Apply principles of professional practice to working in financial services
FNSOCPRO401A Develop and maintain in-depth knowledge of products & services used by your organization or sector
FNSICCUS401A Deliver a professional service to customers
FNSCOMP501A Comply with Financial Services legislation, industry and professional codes of practice
FNSICGEN304B Apply health & safety practices in the workplace

Module 2: Client Relationship
FNSICGEN301A Communicate in the workplace
FNSFBRK402A Provide finance/mortgage broking services
FNSICSAM403A Prospect for new clients
FNSFBRK403A Present broking options to clients

Module 3: Lending Process
FNSICGEN302A Use technology in the workplace
FNSCRDT301A Process applications for credit
FNSFBRK401A Prepare & present loan applications on behalf of finance or mortgage broking client
FNSICCUS501A Develop & nurture relationships with clients, other professional and third party referrers

Module 4: ASIC Tier 2 Compliance
FNSASIC301A Establish client relationships and analyse needs
FNSASIC302A Develop, present and negotiate client solutions

Module 5: MFAA Initial Compliance Pack
Section 1 Uniform Consumer Credit Code
Section 2 Privacy Act
Section 3 Other Legislation
Section 4 MFAA Standards and Operating Guidelines
...''

Elements of this syllabus are subject to change.

Phone:1300 785 775

School Address/Venue(s):

97 Pacific Highway
North Sydney NSW Australia 2060

Jobs & Resumes: North Sydney, Parramatta
Houses & Roommates: North Sydney, Parramatta
Travel Agencies:

Search other schools for Certificate IV in Finance/Mortgage Broking training resources.

Certificate III in Financial Services (Accounts Clerical)
Certificate IV in Financial Services (Bookkeeping)
CERTIFICATE IV IN FINANCIAL SERVICES (ACCOUNTING)
Diploma of Accounting
Advanced Diploma of Accounting
Certificate III in Financial Services (Mercantile Agents)
Diploma of Financial Services
Certificate IV in Financial Services (Financial Practice Support)
Diploma of Financial Services: Financial Planning

Notice: The course description on this page was captured from the Internet as historical reference or submitted by visitors. It was archived statically and not updated from day to day.
 

Tips: Schools can use this unlimited free web marketing service by submitting their course descriptions and school introductions. Two outbound links will be granted to each posting.