Certificate IV in Finance and Mortgage Broking (FNS40815)

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The FNS40815 Certificate IV in Finance and Mortgage Broking applies to individuals who are working in finance and mortgage broking. It is ideal if you are taking the first step towards becoming a mortgage broker or to work in major financial institutions and is a requirement for individuals providing credit services.
In the event there is no public program commencing, this qualification can be delivered via Distance Education with support from a Facilitator. Some classroom based or work placement commitments may be required.

Career Choices

Job roles and titles vary across different industry sectors. Possible career choices relevant to this qualification include:

  • credit officer
  • loans officer


Course Information

There are no entry requirements for this qualification. The preferred pathways for candidates considering this qualification include employment in the finance and mortgage broking sector.

After achieving this qualification candidates may undertake FNS50315 Diploma of Finance and Mortgage Broking Management

Licensing / Regulatory Information

Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. You should refer to the IBSA website (www.ibsa.org.au) or the relevant regulator for specific guidance on requirements

Qualification Requirements

To achieve a Certificate IV in Finance and Mortgage Broking a total of twelve (12) units of competency must be completed made up of eight (8) core units and four (4) elective units.

To access the Government Training Website visit: http://www.training.gov.au/

Core Units

FNSCRD301
Process Applications for Credit
FNSFMB401
Prepare Loan Application on Behalf of Finance or Mortgage Broking Clients
FNSFMB403
Present Broking Options to Client
FNSFMK505
Comply with Financial Services Legislation and Industry Codes of Practice
FNSINC401
Apply Principles of Professional Practice to Work in the Financial Services Industry
FNSINC402
Develop and Maintain in-depth Knowledge of Products and Services used by an Organisation or Sector
BSBITU306
Design and Produce Business Documents
FNSFMB402
Identify Client Needs for Broking Services

Time's Suggested Elective Units

FNSASIC301
Establish Client Relationship and Analyse Needs
FNSASIC302
Develop, Present and Negotiate Client Solutions
BSBCUS301
Deliver and Monitor a Service to Customers
BSBWOR501
Manage Personal Work Priorities and Professional Development

More Information

For course program enquiries please call our Client Relationship Managers on (08) 8351 9888.

To access the Government Training Website visit: www.training.gov.au

Individual State Funding Enquiries: click here

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Time Education & Training

83-87 Henley Beach Road
Mile End South Australia 5031

Telephone 08 8351 9888
hello@time.net.au

Make an enquiry