1.

Submit the Declarer's Form

Find someone who knows you and your finance experience to be your declarer. They could be a colleague or a superior, but they must be a working professional. Whilst the declarer does not necessarily have to hold a Certificate IV themselves, they must be credible in terms of experience within the finance industry.

The Declarer then needs to complete a form confirming your experience across a variety of skills in additon to providing an up to date resume, to be included in your application. This can be a brief resume highlighting personal details and current position.

2.

References from Clients, Associates or Lenders

Submit 2 references attesting to your services and skills from Client(s), Associate(s) or Lender(s) from within the finance industry.

3.

Provide your Resume

Provide a copy of an up-to-date resume outlining your experience and the positions you've held, placing emphasis on your financial industry experience.

4.

Provide relevant Evidence of any Training or Qualifications

Provide evidence of any relevant finance industry qualifications and evidence of related training and professional development.

5.

Complete Short Answer Questions

Complete a series of 12 short answer questions used to demonstrate your industry knowledge.

6.

Submit a Settled Loan Case File

Provide a copy of a recent settled loan application.