Certificate IV and Diploma of Finance and Mortgage Broking Combined

(FNS40821) + (FNS50322)

The  Combined Certificate IV and Diploma of Finance and Mortgage Broking Management Course is recognised by ASIC and meets the membership requirements for the industry associations – Mortgage and Finance Association of Australia (MFAA) and the Finance Brokers Association of Australia (FBAA). The course is nationally accredited and meets ASICS RG 206 education requirements.

This Finance and Mortgage Broker qualification is designed to reflect the role of employees working in finance and mortgage broking, including those who are independent and work through an aggregation group, or who need to manage a workplace team. In addition to undertaking duties as described in the FNS40821 Certificate IV in Finance and Mortgage Broking, they may also perform duties such as:

  • Recommend loan combinations that meet clients’ needs
  • Assess prospective borrowers’ eligibility to obtain finance and their capacity to service debt
  • Operate and build their own independent business
  • Broker complex and/commercial leases and equipment finance, commercial finance, project finance, and finance for property developers
  • Act as licensees.
  • Assessments

    To achieve your qualification you will complete a combination of loan scenario case studies, written exercises and on-line multiple choice questions corresponding with the training material.  There are no exams and you will have six months to submit your assignments.

Study Options

Online Finance and Mortgage Broker Course

The Home Study Manual via Distance Education, or Online Finance and Mortgage Broking course options allow you to work through the course material at your own pace.  Email and telephone support are available to assist you.

Recognition of Prior Learning (RPL)

If you have two years of lending experience, you may apply for your Finance and Mortgage Broking qualification via our simple and straightforward RPL application.  A great option for banking professionals.