Help people achieve their dream of owning a home as a finance or mortgage broker. Get the skills to join a dynamic industry and develop a trusting relationship with clients, third party referrers, and lenders.
This course is superseded. You can still enrol in this course, and you will be contacted if you need to transition into the next version when it is available.
Through a mixture of theory and practical course work, learn to:
Develop and maintain professional relationships
Prepare loan applications
Identify client needs
Promote financial products and services
Comply with financial services regulation and industry codes of practice
Gain practical experience and develop specialist skills that give you an advantage in the job market.
An enhanced understanding of the financial services industry
Strong communication and relationship building skills
A strong pathway to continue your study and enhance your career opportunities
Some courses require evidence of previous experience or study before you can enrol
There are no entry requirements for this qualification. You can enrol today.
This course is offered as a traineeship. Enquire today to check the eligibility requirements.
To be prepared for this course, we recommend that you have:
Good communication skills
Excellent customer service skills and the ability to communicate effectively
Confidence in maintaining stakeholder and customer relationships
The ability to problem solve and make decisions
Language, Literacy and Numeracy (LLN) at a Year 10 high school level
To set you up for study success and ensure your skills match the demands of your course, TAFE NSW offers you a free Language, Literacy and Numeracy (LLN) assessment. This assessment helps us to work with you to understand your individual study needs, to direct you to the right course for you and to give you the personalised support you need to succeed.
If you need help preparing for study, contact us about your options.
TAFE NSW is committed to meeting the learning needs of every community. Meeting these needs can mean there are additional entry requirements at different campus locations. Check your preferred location for further requirements. If you need help preparing for study, contact us to find out how we can support you.
Our graduates go onto roles like:
Finance Brokers operate as independent agents in the course of financial negotiations and arrange loans of money on behalf of clients.
Other jobs include: Mortgage broker, Loan writer , Para-broker (back-office support), Independent mortgage broker and Call centre staff
Although not compulsory, you can apply for your credit licensing with the Australian Securities and Investments Commission (ASIC) when you successfully complete this course. For more information, visit the ASIC website.
Take your study further with other courses offered at TAFE NSW:
The Certificate IV in Finance and Mortgage Broking does not have any pre-requisite courses.
The Certificate IV in Finance and Mortgage Broking does not have any related courses.
At TAFE NSW, we recognise your previous study and work experience. You can apply for recognition of prior learning or a credit transfer with any of our courses. If you're successful you'll get your qualification faster.
Courses are made up of a combination of both core and specialty units. In the Certificate IV in Finance and Mortgage Broking qualification, you’ll need to successfully complete 12 Units of competency, including 8 core and 4 speciality units.
Core units are central to the job outcomes of a particular industry or occupation. These are the units industry has agreed are essential to be capable and qualified at a particular study level.
TAFE NSW provides support services across all campus locations and online. Whatever your needs or circumstances, we have the people, resources, counselling and facilities to support you in focusing on your studies.
TAFE NSW Disability Support Service
TAFE NSW Language, Literacy and Numeracy (LLN) support
TAFE NSW Aboriginal Support; Learner support (ABE)
TAFE NSW Careers, Counselling and Pathways Service
TAFE NSW Libraries
Scholarship programs – be supported as you explore your talents and fulfil your potential
Smarthinking - online access to a tutor
LinkedIn Learning – an online resource which offers innovative courses and tutorials to improve your personal and professional skills
Student associations – get social with our student community
On campus, online and blended study environments; at TAFE NSW your learning works with your lifestyle. Heart your favourites, compare courses and discover what works for you.