Certificate IV in Finance and Mortgage Broking - FNS40820
TAFE NSW
Type of institution: TAFE Institute
Level: Pre-degree
CRICOS: 00591E
This qualification reflects the job roles of individuals working in finance and mortgage broking. Individuals in these roles apply theoretical and technical knowledge and skills to work autonomously and exercise judgement in completing routine activities relating to mortgage and finance broking. Licensing, legislative, regulatory or certification considerationsWork functions in the occupational areas where this qualification may be used are subject to regulatory requirements. Relevant regulatory authorities should be consulted to confirm those requirements before applying the qualification.
Subjects
- Implement customer service strategies
- Identify client needs and present broking options
- Design and produce business documents
- Establish client relationship and analyse needs
- Manage personal and professional development
- Develop and maintain professional relationships in financial services industry
- Develop personal work priorities
- Deliver and monitor a service to customers
- Prospect for new clients
- Research and develop business plans
- Conduct work according to professional practices in the financial services industry
- Sell financial products and services
- Comply with financial services regulation and industry codes of practice
- Prepare loan applications on behalf of clients
- Implement credit contracts in preparation for settlement
- Assess credit applications
- Establish and maintain appropriate security
- Develop, present and negotiate client solutions
- Apply and maintain knowledge of financial products and services
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