BSBITU306 Design and produce business documents
FNSCRD301 Process applications for credit
FNSFMB401 Prepare loan application on behalf of finance or mortgage broking clients
FNSFMB402 Identify client needs for broking services
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
FNSFMB501 Settle applications and loan arrangements in the finance and mortgage broking industry
FNSSAM403 Prospect for new clients
BSBRSK401 Identify risk and apply risk management processes
BSBITU402 Develop and use complex spreadsheets
TABT has carefully structured its Assessments to include a variety of formats which will enhance your understanding:
● Multiple choice questions
● Case studies and Short Answer questions
● Role Plays
This is an open entry course with no pre-requisite qualifications. However, students should have the following abilities:
Upon successful completion of this qualification, students should be able to:
• Accurately and efficiently evaluate and process credit applications
• Identify and meet the needs of clients with finance and mortgage broking needs
• Appropriately present broking options and solutions to clients
• Develop productive relationships with clients
• Apply knowledge of the financial services industry to their professional practice•
The Certificate IV in Finance & Mortgage Broking is the entry level qualification necessary to become a Mortgage Broker as it is the minimum education requirement as set out in ASIC’s RG206. This qualification will provide you with a variety of employment opportunities within the credit and finance sector, including but not limited to:
• Mortgage Brokers.
• Loan Processors (Writers).
• Customer Service Officer (CSO).
• Lending Officers.
• Credit Managers.
• Business Development Managers (Lending Providers)
training will be delivered at the following locations: Level 3, 2 Brandon Park Drive, Wheelers Hill, VIC 3150
attending classes from the comfort of your home, completely flexible learning.
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Students have 9 months to complete this qualification. This course is a self-paced distance learning training course. We would expect that you will spend at least 15 study hours per week. During this period students shall be reading, conducting research, performing assessments and managing feedback.
It is expected that on average, students will have the following study load to complete this course: