Certificate IV in Finance and Mortgage Broking (For Mortgage Brokers)

Download the Certificate IV in Finance & Mortgage Broking Course Overview     

Who is this course for?

This qualification is ideal for:

• New starters in the mortgage broking sector seeking a recognised industry qualification
• Experienced practitioners seeking to formalise their knowledge and skills

Content Overview

• Introduction to the Mortgage Industry – Industry participants, legislative requirements,  facilitated discussion on what is a ‘mortgage’, mortgage products, and the features and benefits of different products and matching products, to meet the needs of the client.

• Lending Fundamentals – Credit and assessment processes, loan repayment theory, loan structuring and fees, charges, taxes and bonuses that may apply (calculating costs to complete).

• Loan process - from initial client contact, needs analysis, presenting product and loan structuring options, completing and submitting applications through to settlement and appropriate contact management. Focus on how on how to facilitate the process between the participants (client, broker, lender, solicitor/s) to maximise successful outcomes.

• Personal development workshop -  including communication skills, time management, marketing, referral generation and how to retain and maintain client relationships.

Language, Literacy and Numeracy

This course based on the nature of the content, requires a high standard of Language, Literacy and Numeracy. If you have any doubts about whether your skills are sufficient to complete this course, please contact the  This e-mail address is being protected from spambots. You need JavaScript enabled to view it before enrolling.

Government Funding

Government funding for this course may be available to individuals who meet specific State and / or Commonwealth government requirements under one or more eligible programs. Funding eligibility varies from state-to-state and may be funded by a state government in partnership with the Commonwealth Government. For eligible NSW based students, this training is funded by the NSW Government in partnership with the Commonwealth Government.

Delivery Pathways

Your Investment