AAMC Training
Certificate IV in Finance and Mortgage Broking
Nationally Recognised Vocational Education and Training (VET)Unlock Your Career Potential with the FNS40821 Certificate IV in Finance and Mortgage Broking.
Are you ready to take the next step in your career? The FNS40821 Certificate IV in Finance and Mortgage Broking is your gateway to becoming a successful Finance/Mortgage Broker, Loans Administrator, Para-Broker or similar role within a finance broking industry.
Why Choose the FNS40821 Certificate IV in Finance and Mortgage Broking?
This course equips you with the vocational skills and knowledge needed to confidently start in a rapidly growing industry. You'll learn about regulation and compliance, ethics, professional development, and effective client acquisition techniques. The curriculum covers crucial steps such as:
- Assisting clients in selecting suitable lending options
- Completing mandatory compliance documentation
- Gathering evidence for loan applications
- Monitoring and managing the loan process from submission to post-settlement
- Maintaining ongoing contact with clients and third parties
Why study with AAMC Training Group?
Trusted and reputable – a preferred education institute for industry associations & aggregators
Team of experts from the finance and mortgage broking industry - over 50 years combined finance broking and banking experience
Supportive Learning – highly responsive to individual learners needs
Recognition of Prior Learning Pathways for Bankers, Accountants and Financial Planners
Our recognition pathways consider the acquired skills and knowledge of these financial services industry professionals, to a provide tailored training solution.
Delivery mode
AAMC Training offers this course through the following delivery modes:
Online
Set your own study schedule and balance study with your other commitments.
Entry requirements
Domestic Students
- There are no mandated entry requirements.
Course fees
Virtual Classroom
A blend of live trainer led zoom classes and online self-paced.
Special Offer: Receive 20% off the course price of $997 for enrolments via Courses.com.au
Online
Self-paced Learning
Special Offer: Receive 10% off the course price of $597 for enrolments via Courses.com.au
Career opportunities
The Certificate IV in Finance and Mortgage Broking will prepare you for the following roles.
Mortgage Broker
A Mortgage Broker acts as a liaison between clients hoping to borrow money to purchase property and financial institutions who lend it. You’ll disc...
Credit Officer
A Credit Officer processes applications for credit from potential borrowers. You might work for a bank, other financial institution or for a lendin...
Lending Officer
A Lending Officer processes applications from customers wishing to borrow money. You’ll analyse the information in their application to determine i...
Financial Advisor
A Financial Advisor develops strategies to help clients reach their financial goals. You might work with individual clients, small businesses or la...
Financial Planner
A Financial Planner offers professional advice to clients on how they might reach their financial goals. You might make recommendations based on yo...
Small Business Financial Advisor
A Small Business Financial Advisor works with owners of small businesses to improve their profitability. You might find ways for businesses to incr...
Insurance Consultant
An Insurance Consultant works with clients to manage their insurance policies for home, vehicle, income or life insurance. You might process insura...
Financial Counsellor
A Financial Counsellor provides advice to people experiencing financial problems. You might work for a not-for-profit organisation, a government ag...
Strata Manager
A Strata Manager attends to the daily operations of a strata property. You’ll need to make sure everything is running smoothly from collection of s...
Assistant Underwriter
An Assistant Underwriter supports colleagues as they assess applications for loans, credit or insurance policies. You might work for an insurance c...
Assistant Broker
An Assistant Broker helps other finance industry professionals while they assist clients to secure loans, credit cards or insurance policies. You m...
Superannuation Specialist
A Superannuation Specialist provides professional advice on superannuation products and strategies. You’ll meet with clients to determine their nee...
Finance Broker
A Finance Broker helps clients to secure loans from banks and other financial institutions. You might meet with customers to discuss their needs an...
Loan Administrator
A Loan Administrator performs a range of administrative tasks in the credit department of a bank, financial institution or brokerage company. You m...
