FNS40821
Certificate IV in Finance and Mortgage Broking
The FNS40821 Certificate IV Finance and Mortgage Broking is the entry level, educational requirement to work in the Finance and Mortgage Broking industry. Our online course is ideal for those looking to enter the industry and also for those currently working in the industry and looking to gain formal qualifications.
Included units of competency;
- FNSFMB411 – Prepare loan applications on behalf of clients
- FNSFMB412 – Identify client needs and present broking options
- FNSCUS511 – Develop and maintain professional relationships in financial services industry
- FNSFMK515 – Comply with financial services regulation and industry codes of practice
- FNSINC411 – Conduct work according to professional practices in the financial services industry
- FNSINC412 – Apply and maintain knowledge of financial products and services
- FNSCRD401 Assess credit applications
- BSBPEF501 – Manage personal and professional development
- BSBOPS404 Implement customer service strategies
- FNSSAM413 – Identify and provide initial information to potential new clients
- FNSINC514 – Apply ethical frameworks and principles to make and act upon decisions
- FNSPRM613 – Grow financial practices
The course consists of assessment tasks, questions and video roleplays conducted via live group sessions.
To complete an NREL course, you will need:
- a Laptop or Computer (Mac or Windows computers are both compatible (Windows 8 or above)
- the latest version of Adobe Reader (currently http://https://get.adobe.com/reader/), and Microsoft Word and PowerPoint
- internet access so you can complete the assessments via the online learning platform (google chrome is recommended)
- Video recording device (e.g. phone, laptop etc)
When you enrol you should receive two separate emails? These are automatically sent to the email provided upon enrolling by the student. The first email will be a receipt and confirmation and the second will be your login details and the link to the training platform for you to begin your course
(Please ensure to check your junk mail folder for the second email as sometimes email servers can filter training platforms as SPAM).
Upgrade from FNS40820 / FNS40821 to FNS50322 Diploma of Finance and Mortgage Broking Management
This course is suited to students who have previously completed either FNS40820 OR FNS40821 qualification wishing to upgrade their qualification and obtain the FNS50322 Diploma of Finance and Mortgage Broking Management. IF YOU HAVE COMPLETED A PREVIOUS VERSION PLEASE ENROL IN the full FNS50322 Diploma of Finance and Mortgage Broking Management and not the upgrade. Admin fees may apply to transfer your enrolment to the correct version.
The FNS50322 Diploma of Finance and Mortgage Broking Management conforms with the requirements set by the National Government of Australia. This course is developed for new entrants to the mortgage broking industry and those currently providing mortgage broking services looking to gain a formal qualification while meeting the education requirements.
As this is a Diploma Upgrade course you must already hold the FNS40820 or FNS40821 Certificate IV in Finance and Mortgage Broking. You will need to provide a certified copy of your Certificate along with a copy of your record of results detailing the units of competency achieved.
As part of this course, you will have access to 6 Units of Competency taken from the FNS50322 Diploma of Finance and Mortgage Broking Management. To successfully complete this course you are required to complete and be deemed ‘Satisfactory’ in all 6 units of competency.
*Note: Additional units of competency may need to be completed if you do not hold all the units required to upgrade to the qualification.
The course consists of the following units of competency;
- FNSFMB512 – Identify and develop credit options for clients with special financial circumstances
- FNSFMB513 – Present credit options to clients with special financial circumstances
- FNSFMB514 – Implement complex loan structures
- FNSINC514 – Apply ethical frameworks and principles to make and act upon decisions
- FNSRSK511 – Undertake risk identification
- FNSPRM613 – Grow financial practices
The course consists of assessment tasks, questions and video role plays which are conducted as part of live group sessions.
To complete an NREL course, you will need:
- a Laptop or Computer (Mac or Windows computers are both compatible (Windows 8 or above)
- the latest version of Adobe Reader (currently http://https://get.adobe.com/reader/), Microsoft Word and PowerPoint
- internet access so you can complete the assessments via the online learning platform (google chrome is recommended)
- Video recording device (e.g. phone, laptop etc)
When you enrol you should receive two separate emails? These are automatically sent to the email provided upon enrolling by the student. The first email will be a receipt and confirmation and the second will be your login details and the link to the training platform for you to begin your course
*Note: Ensure to check your junk mail folder for the second email as sometimes email servers can filter training platforms as SPAM).
FNS50322
Diploma of Finance and Mortgage Broking Management
The FNS50322 Diploma of Finance and Mortgage Broking Management conforms with the requirements set by the National Government of Australia. This course is developed for new entrants to the mortgage broking industry and those currently providing mortgage broking services looking to gain a formal qualification while meeting the education requirements.
As part of this course, you will have access to 15 Units of Competency taken from the FNS50322 Diploma of Finance and Mortgage Broking Management. To successfully complete this course you are required to complete and be deemed ‘Satisfactory’ in all 15 units of competency.
The course consists of the following units of competency;
- FNSFMB411 – Prepare loan applications on behalf of clients
- FNSFMB412 – Identify client needs and present broking options
- FNSCUS511 – Develop and maintain professional relationships in financial services industry
- FNSFMK515 – Comply with financial services regulation and industry codes of practice
- FNSINC411 – Conduct work according to professional practices in the financial services industry
- FNSINC412 – Apply and maintain knowledge of financial products and services
- BSBPEF501 – Manage personal and professional development
- FNSSAM413 – Identify and provide initial information to potential new clients
- FNSCRD401 – Assess credit applications
- FNSFMB512 – Identify and develop credit options for clients with special financial circumstances
- FNSFMB513 – Present credit options to clients with special financial circumstances
- FNSFMB514 – Implement complex loan structures
- FNSINC514 – Apply ethical frameworks and principles to make and act upon decisions
- FNSRSK511 – Undertake risk identification
- FNSPRM613 – Grow financial practices
The course consists of assessment tasks, questions and video role plays which are conduct as part of live group sessions with a trained staff member.
To complete an NREL course, you will need:
- a Laptop or Computer (Mac or Windows computers are both compatible (Windows 8 or above)
- the latest version of Adobe Reader (currently http://https://get.adobe.com/reader/), Microsoft Word and PowerPoint
- internet access so you can complete the assessments via the online learning platform (google chrome is recommended)
- Video recording device (e.g. phone, laptop etc)
When you enrol you should receive two separate emails? These are automatically sent to the email provided upon enrolling by the student. The first email will be a receipt and confirmation and the second will be your login details and the link to the training platform for you to begin your course
*Note: Ensure to check your junk mail folder for the second email as sometimes email servers can filter training platforms as SPAM).
