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Overview Cert IV Finance Mortgage Broking PDF Print E-mail

The Intellitrain Certificate IV in Finance and Mortgage Broking FNS40810 program is ideal for those seeking to become qualified finance or mortgage brokers.

The program has been written by industry specialists and incorporates both the required technical aspects of finance and mortgage broking as well as the fundamental Sales, Marketing and Business Management required to be successful.

The Intellitrain Certificate IV in Finance and Mortgage Broking FNS40810 is recognised and approved by both the FBAA and MFAA.

The course is run over 3 days and delivered in all states via face to face, online, distance and for experienced brokers via RPL.

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MFAA Approved

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FBAA Approved

 

Who is this course for?

This qualification is ideal for:

  • New starters in the finance and 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 Student Support Co-ordinator before enrolling.

Delivery Methods

ONLINE – Self paced online program with full phone and email support.

**Available in Late February 2012**

FACE to FACE – Three day classroom program.

$1,245

RPL (Recognition of Prior Learning) – Gain recognition for your prior industry experience.

$595

DISTANCE – Correspondence program with full phone and email support.

$795

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