Certificate IV in Finance and Mortgage Broking - FNS40815

TAFE NSW

Type of institution: TAFE Institute
Level: Pre-degree
CRICOS: 00591E

This qualification is part of the Financial Services Training Package. It reflects the job roles of individuals working in finance broking (including mortgage broking). They apply solutions to a defined range of unpredictable problems, and analyse and evaluate information from a variety of sources. They may provide guidance to others and have limited responsibility for the output of others.

Structure

  • 12 units: 8 core
  • 4 elective

Subjects

  • Process applications for credit
  • Prepare loan application on behalf of finance or mortgage broking clients
  • Manage personal work priorities and professional development
  • Establish client relationship and analyse needs
  • Identify client needs for broking services
  • Comply with financial services regulation and industry codes of practice
  • Prospect for new clients
  • Develop and nurture relationships with clients, other professionals and third party referrers
  • Settle applications and loan arrangements in the finance and mortgage broking industry
  • Develop and maintain in-depth knowledge of products and services used by an organisation or sector
  • Deliver and monitor a service to customers
  • Present broking options to client
  • Design and produce business documents
  • Develop, present and negotiate client solutions
  • Apply principles of professional practice to work in the financial services industry

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