Are you ready to start your career in finance with a Certificate IV in Finance and Mortgage Broking?
This course will provide you with the skills to work in administrative, clerical and customer service roles in banking, credit management, insurance and retail financial services. You’ll learn how to assess clients’ loan applications, assist clients through the lending process and how to use industry standard financial planning software.
This qualification is a broad based course covering a comprehensive range of Credit Management and Mortgage Broking services designed to reflect the job roles of contract Mortgage Brokers and employees performing Mortgage Broking tasks for organisations in a range of industries.
- Industry associations
- Credit management
- Mortgage broking
- Finance broking
- Financial planning assistance
Recognition of Prior Learning (RPL)
You can seek RPL where your work or qualifications of an advanced and related nature have been undertaken. Academic Credit is granted on a case-by-case basis, according to our Academic Credit policy and associated procedures. Applications for Academic Credit will be assessed by relevant Melbourne Polytechnic academics and where appropriate, industry experts.
DepartmentBusiness Management and Finance
1 night per week, 6-9pm
1 online tutorial per week.
Modes of DeliveryFace-to-face, Online
The student tuition fees as published are correct at time of publication and subject to change given individual circumstances at enrolment. All enrolments excluding RPL/RCC and Higher Education incur an annual Amenities fee with a maximum cap of $250
MaterialsAll resources will be supplied
Entrance RequirementsThere are no entrance requirements for this course.
Pathways to further studyStudents completing this course may consider pursuing further studies with a Diploma of Financial Planning.
Career PathwaysGraduates may gain employment as a credit manager, lending officer or banking consultant.
Units Of Study
The hours displayed are nominal, actual classroom hours delivered may differ. Please contact the department for the latest student contact hours information.
|BSBCUS403||Implement customer service standards||30|
|BSBITU306||Design and produce business documents||80|
|BSBWOR501||Manage personal work priorities and professional development||60|
|FNSCRD301||Process applications for credit||20|
|FNSCUS501||Develop and nurture relationships with clients, other professionals and third party referrers||50|
|FNSFMB401||Prepare loan application on behalf of finance or mortgage broking clients||40|
|FNSFMB402||Identify client needs for broking services||40|
|FNSFMB403||Present broking options to client||50|
|FNSFMB501||Settle applications and loan arrangements in the finance and mortgage broking industry||30|
|FNSFMK505||Comply with financial services regulation and industry codes of practice||80|
|FNSINC401||Apply principles of professional practice to work in the financial services industry||30|
|FNSINC402||Develop and maintain in-depth knowledge of products and services used by an organisation or sector||40|
Students may be eligible for Victorian and Commonwealth Government funding.