Certificate IV in Finance & Mortgage Broking FNS40811 (for Mortgage Brokers)

Transcription

1 Certificate IV in Finance & Mortgage Broking FNS40811 (for Mortgage Brokers) Intellitrain s Certificate IV in Finance & Mortgage Broking, for Mortgage Brokers, has been specifically developed for anyone wanting to start a career in the Mortgage Broking industry. It is also useful for current brokers wanting to consolidate their existing knowledge and achieve ASIC compliance. Written by industry specialists, the course is designed to cover such fundamentals as the various lending products, compliance and legal issues, key processes and the knowledge required to take a client from initial interview through to loan settlement and beyond. The course is more than just a qualification, it s a complete program designed to equip a new broker with the skills, knowledge and most importantly the tools to become a successful mortgage broker. In addition to the industry fundamentals, we teach you the important components of how to find, attract, develop and retain clients, build a network of partners that provide you with ongoing customer referrals, the key elements to managing a successful business and planning for growth. We then show you how to take this knowledge and develop and implement strategies to: Start and grow your business revenue Manage your priorities to spend time on the most high value tasks Build strong business networks and relationships with key stakeholders When you re finished, you won t just have a piece of paper to hang on your wall. You will have a solid foundation into what it takes to be successful in this industry.

2 Industry Recognition Intellitrain s Certificate IV in Finance & Mortgage Broking, for Mortgage Brokers, meets the membership requirements for and is approved and recommended by the MFAA, FBAA and CAFBA. Who is this course for? This qualification is ideal for: New starters in the mortgage broking sector seeking a recognised industry qualification Experienced practitioners seeking to formalise their knowledge and skills Course Modules MODULE 1 THE MORTGAGE BROKING INDUSTRY FNSFMB402A FNSFMB403A FNSFMB401A FNSCRD301A Apply principles of professional practice to work in the financial services industry Develop and maintain in-depth knowledge of products and services used by an organisation or sector Identify risk and apply risk management processes Comply with financial services legislation and industry codes of practice MODULE 2 THE MORTGAGE LENDING PROCESS FNSINC401A FNSINC402A BSBRSK401A FNSFMK505A Provide finance and mortgage broking services Present broking options to client Prepare loan application on behalf of finance or mortgage broking clients Process applications for credit MODULE 3 BUILDING YOUR MORTGAGE BROKING BUSINESS FNSSAM403A BSBREL402A BSBITU306A FNSCUS501A Prospect for new clients Build client relationships and business networks Design and produce business documents Develop and nurture relationship with clients, other professionals and third party referrers

3 Delivery Options The Certificate IV in Finance & Mortgage Broking program is delivered via three formats; Face to Face workshops, Self-Study (online) and by Recognition of Prior Learning (RPL). Face to Face: This is a blended program consisting of three (3) day interactive, workshop style training program covering key units and concepts and an element of self-study. The program is supported by a number of useful and practical exercises and templates which will not only help you with your business but also your clients. The Assessment consists of a series of multi-choice questions, short answer questions and a Case File Submission. Post course support by and telephone is provided whilst completing the assessments PLUS you also get full access to our Self- Study program. Self-Study (online) Program: This is a highly interactive and engaging online course which is accessed via our online training portal, itrain. The course is separated into a number of sections which enables you to progress through the program at your own pace. The system enables you to save your position within the course so you can easily track and manage your progress. You will also receive a PDF document of the course content for you to print or you can purchase a hard copy manual for an additional cost. Full support is provided whilst completing the assessment by telephone and . RPL: If you have 2 or more year s industry experience then you may be eligible to gain your certification via RPL. This is a simple 3-step process that includes providing evidence of your experience plus the completion of a short case study to demonstrate your industry knowledge. Test Drive our Self-Study Program for Free Enrolling into any type of course is an important decision that s why we believe you should have the opportunity to experience our training program before you commit to it. We are providing you the ability to try an entire unit of the Certificate IV (including the assessments) via our self-study program at absolutely no cost. No catches, no hidden clauses. Simply got to where you ll find out exactly how to access the sample.

4 So how do I Register? To register simply: Call our customer service team on Complete the attached enrolment form and return it by FAX or to admin@intellitrain.com.au or Enrol online at

5 RECEIVED FROM: Company/Business: Address: Contact Name: Phone: RECEIVED FOR: Course: Cert IV in Finance & Mortgage Broking FNS40811 (for Mortgage Brokers) Method: Self Study Face to Face RPL Student/s: Aggregator: Member of: MFAA FBAA CAFBA How did you find us: METHOD OF PAYMENT I agree to the terms and conditions of this enrolment which are located at Cheque (attached) Yes Made out to Intellitrain Pty Ltd Amount $ Credit card MasterCard Visa Amex (a 2.75% surcharge will apply) Card Number: Expiry Date 3 Digit Card Verification No# (on back of card) Amount Name on Card: Cardholder signature: Date Direct Deposit Yes BSB Account Number Amount $ Please use your LAST NAME and INVOICE No. as the Reference Please completed form to admin@intellitrain.com.au or FAX OFFICE USE ONLY Payment Taken By: Lead Source Collected: Aggregator Collected: Invoice Number: Membership Collected: Agreed to Conditions: