AAMC Training
Certificate IV in Finance and Mortgage Broking (Accountants & Financial Planners)
Nationally Recognised Vocational Education and Training (VET)AAMC Training Group has developed a tailored solution for Accountants and Financial Planners who are seeking to diversify into or change their career to become a Finance and/or Mortgage Broker, or work more closely with their broker partners. This stream considers relevant professional skills and knowledge against the qualification units of competence. The course provides a mix of both assessment-based learning and the provision of supporting evidence.
This qualification reflects the role 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.
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.
To be eligible for enrolment into this stream, you must meet the following criteria;
- Minimum two years of experience as a qualified Accountant or a;
- Minimum two years of experience as a qualified Financial Planner and hold an authorised representative or licensee status.
- Been in a client-facing role within the last twelve (12) months and have adequately demonstrated vocational experience that meets this level of qualification.
Additionally, you should be able to satisfy the following:
- Provide a current CPD statement or record showing the last 12 months CPD points/hours.
- Present a qualified third party who can attest to your vocational experience across components of the course.
- Provide at least 2 third party professional referrers (ie; Bank Manager/Finance Broker) that can confirm they have built a working relationship with you.
Course fees
Career opportunities
The Certificate IV in Finance and Mortgage Broking (Accountants & Financial Planners) 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...
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...
About AAMC Training
AAMC Training Group is a wholly Australian owned Registered Training Organisation (RTO number 51428), operating nationally and internationally. Covering over a dozen industries AAMC Training offers a range of continuous professional development (CPD) and accredited training courses.
AAMC Training offers flexible options for your learning, to suit busy lifestyles and preferred individual learning styles. We support the learning objectives, planning and principals of our Australian and international clients, offering consulting services along with an online training management system that is effective, professional and catered to meet YOUR business needs. Caring for more than ‘just’ your education, AAMC Training partners with industry specialists designed to help your business develop, grow and survive the ever changing regulatory environment.
Accredited training courses range from Certificate, Diploma, Advanced Diploma,RG146 (ASIC approved). These are the same level recognised courses delivered via TAFE and Colleges, some are recognised by Australian Universities as entry level requirements (conditions may apply). AAMC Training can also customise CPD courses to meet your requirements.
