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FNS40804 Certificate IV in Financial Services (Finance/Mortgage Broking)s

Overview

This is an introductory course that meets the entry requirements for those seeking to work as finance or mortgage brokers.  It is made up of five program areas as follows.

Area 1: Professional Practice

In this area you will learn how to. 

  • Apply principles of professional practice to work in the financial services industry
  • Comply with financial services, legislation, industry and professional codes of practice
  • Manage self in finance and/or mortgage broking industry
  • Develop and maintain in-depth knowledge of products and services used by your organisations or industry sector

Area 2: Workplace Communications

In this area how to communicate in the financial services workplace will be addressed.

Area 3: Workplace Technology

In this area the technology used in the financial service workplace will be addressed.

Area 4: Occupational Health and Safety

In this area occupational health and safety as it applies to the  financial service workplace will be addressed.

Area 5: Prospecting for new clients

In this area sales and marketing as it applies to the practice of finance/mortgage broking will be addressed.

Area 6 The Broking Process

  • This is a practical introduction to the processes involved in providing finance.