Courses Designed for new or experienced mortgage brokers
"THERE IS NO SUBSTITUTE FOR QUALITY TRAINING"
Financial Consulting Australia and Mentor Education are proud to be able to offer mortgage brokers the following nationally recognised Courses specifically designed to cater for the ever growing needs of today's Mortgage Broking and Finance professionals.
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Certificate IV in FINANCE AND MORTGAGE BROKING (FNS40815)
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Certificate IV in Finance and Mortgage Broking (FNS40815)
The Certificate IV in Finance and Mortgage Broking (FNS40815) qualification delivers new entrants to the industry a career pathway into the finance and mortgage broking sector alongside delivering further knowledge and formal qualifications to those currently employed in the financial services sector. The Certificate IV in Finance and Mortgage Broking qualification can be completed prior to the Diploma of Finance and Mortgage Broking Management (FNS50315) qualification. It is recommended that students with no prior experience in the industry complete the Certificate IV prior to undertaking the Diploma. Once students complete the Certificate IV, an upgrade program can be completed to obtain the Diploma of Finance and Mortgage Broking management qualification. From the 1st of January 2018, it is expected that students will complete as a minimum entry requirement the Diploma of Finance and Mortgage Broking Management to obtain Associate Credit Adviser or Adviser Membership. Study options: Online, self-paced. Support via email and 1800 number (during business hours only) Assessment: Any Combination of: short answer questions, case study, scenario responses, projects, role plays, demonstrations, multiple choice, journals, self-reflection Duration: 6 Months Start Date: Weekly Intakes Entry Requirements: Open entry course with no pre-requisite qualifications. English Language Literacy / Numeracy Competency. Units of Competency: Core Units FNSCRD301 Process applications for credit FNSFMB401 Prepare loan application on behalf of finance or mortgage broking clients FNSFMB402 Provide finance and mortgage broking services FNSFMB403 Present broking options to client FNSFMK505 Comply with financial services legislation and industry codes of practice FNSINC401 Apply principles of professional practice to work in the financial services industry FNSINC402 Develop and maintain in-depth knowledge of products and services used by an organisation or sector BSBITU306 Design and produce business documents Elective Units FNSCUS501 Develop and nurture relationships with clients, other professionals and third-party referrers BSBWOR501 Manage personal work priorities and professional development FNSFMB501 Settle applications and loan arrangements in the finance and mortgage broking industry BSBCUS403 Implement customer service standards Nationally Recognised Qualification Mentor Education's Certificate IV in Finance and Mortgage Broking course (FNS40815) is a nationally recognised accredited qualification. Course Fee: Online - $550 How to enroll: Option 1 - Enrol online and save 20% |
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Option 2 - Click here to download an enrollment form, fill out the form and return to Mentor Education via email.
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Alternatively, students can contact Mentor Education directly on Tel: 1300 306 146 and discuss other enrolment options available.
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DIPLOMA OF FINANCE AND MORTGAGE BROKING MANAGEMENT (FNS50315)
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Diploma of Finance and Mortgage Broking Management (FNS50315) The Diploma of Finance and Mortgage Broking Management (FNS50315) course provides individuals the knowledge and background to effectively to prepare loan applications on behalf of finance or mortgage broking clients. Individuals undertaking this course will gain theoretical knowledge and specialised skills to analyse and respond to a range of situations and provide initiative and judgement in planning activities. The qualification provides individuals a broad understanding of product information and client issues, including complex loan structures, the presentation of loan options, compliance with financial services legislation, determining risk management strategies and identifying risk. Study options: Online, self-paced. Support via email and 1800 number (during business hours only) Assessment: Any Combination of: short answer questions, case study, scenario responses, projects, role plays, demonstrations, multiple choice, journals, self-reflection Duration: 12 Months Start Date: Weekly Intakes Entry Requirements: Open entry course with no pre-requisite qualifications. English Language Literacy / Numeracy Competency. Units of Competency: Core Units BSBRSK401 Identify risk and apply risk management processes FNSCUS501 Develop and nurture relationships with clients, other professionals and third-party referrers FNSFMB401 Prepare loan application on behalf of finance or mortgage broking clients FNSFMB402 Identify client needs for broking services FNSFMB403 Present broking options to client FNSFMB502 Identify and develop broking options for client s with complex needs FNSFMB503 Present broking options to client with complex needs FNSFMB504 Implement complex loan structures FNSFMK505 Comply with financial services legislation and industry codes of practice FNSINC401 Apply principles of professional practice to work in the financial services industry Elective Units BSBMGT502 Manage people performance BSBMGT517 Manage operational plan FNSFMB501 Settle applications and loan arrangements in the finance and mortgage broking industry FNSRSK602 Determine and manage risk exposure strategies BSBWOR501 Manage personal work priorities and professional development Nationally Recognised Qualification Mentor Education's Certificate IV in Finance and Mortgage Broking course (FNS40815) is a nationally recognised accredited qualification. Course Fee: Online - $1090 Online upgrade from Certificate IV in Finance and Mortgage Broking - $550 How to enroll: Option 1 - Enrol online and save 20% Full Course - |
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Upgrade from Certificate IV in Finance and Mortgage Broking -
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Option 2 - Click here to download an enrollment form, fill out the form and return to Mentor Education via email.
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Alternatively, students can contact Mentor Education directly on Tel: 1300 306 146 and discuss other enrolment options available.
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Anti-money laundering and counter terrorism financing (FNSSS00010)
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Anti-money Laundering and Counter Terrorism Financing (FNSSS00010)
Mentor Education's Anti-Money Laundering and Counter Terrorism Financing Skill Set (FNSSS00010) has been developed to provide knowledge to individuals completing customer reporting, due diligence and record keeping. With financial services professionals facing significant challenges to both monitor and detect suspicious and illegal transactions, the course is ideal for any individual who uses, maintains or disseminates highly specialised information. The Anti-Money Laundering and Counter Terrorism Financing skill set aligns with a financial services professional's requirements under the Anti-Money Laundering and Counter terrorism Financing Act 2006. By completing this course, you will learn about:
Study options: Online, self-paced. Support via email and 1800 number (during business hours only) Assessment: Any Combination of: short answer questions, case study, scenario responses, projects, role plays, demonstrations, multiple choice, journals, self-reflection Duration: 6 Months Start Date: Weekly Intakes Entry Requirements: Open entry course with no pre-requisite qualifications. English Language Literacy / Numeracy Competency. Units of Competency: FNSFMK505 Comply with financial services legislation and industry codes of practice FNSINC502 Assess financial products and services vulnerability to money laundering and terrorism financing FNSRSK502 Assess risks How to enroll: Option 1 - Enroll online and save 20% |
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Option 2 - Click here to download an enrollment form, fill out the form and return to Mentor Education via email.
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Alternatively, students can contact Mentor Education directly on Tel: 1300 306 146 and discuss other enrolment options available.
Students who have completed the Certificate IV in Finance and Mortgage Broking (FNS40815) or the Diploma of Finance and Mortgage Broking Management (FNS50315) may be exempt from one of more units of competency. |