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National code: FNS40821

Certificate IV in Finance and Mortgage Broking

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Overview About this course

Develop your knowledge of lending products and services and help people achieve their dream of owning a home. Gain skills as a finance and mortgage broker and join a dynamic industry built on strong relationships with lenders, clients and customers.

Outcomes What you'll gain

Learning outcomes

Through a mixture of theory and practical course work, learn to:

  • Present broking and lending options

  • Prepare loan applications

  • Develop and maintain product knowledge

  • Identify client needs

  • Manage personal and professional development

  • Follow legislation

Course outcomes

Gain practical experience and develop specialist skills that give you an advantage in the job market.

  • Confidence to build trusting relationships with your clients

  • The ability to identify and present the best finance options to your client

  • A nationally accredited qualification

  • A pathway to further study in finance

  • Specialist skills that will help you assess client needs and provide solutions to problems

Suitability Is this course right for you?

Entry requirements

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.

Entry recommendations

To be prepared for this course, we recommend that you have:

  • Good communication skills

  • Excellent customer service skills

  • Confidence in developing stakeholder and customer relationships

  • The ability to problem solve and make decisions

  • 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.

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.

Pathways Future career and study options

Career pathways

Our graduates go onto roles like: assistant mortgage broker, finance broker officer, customer service officer, loan processing officer, para-broker, business owner and call centre staff.

Study pathways

Take your study further with other courses offered at TAFE NSW:

Previous study 1 Course

Begin here to gain experience and confidence in this study area.

Further study 1 Course

Advance your skills to take your career to the next level

Related study 2 Courses

Strengthen your expertise and gain specialist skills to expand your employability.

Your experience counts

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.

Units Units taught in this course

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 7 core and 5 speciality units.

Please note, not all specialty units are offered at every TAFE NSW location. It is highly recommended that you check with your preferred campus for information about the specialty units offered at that location.

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.

  • Manage personal and professional development BSBPEF501

  • Develop and maintain professional relationships in financial services industry FNSCUS511

  • Prepare loan applications on behalf of clients FNSFMB411

  • Identify client needs and present broking options FNSFMB412

TAFE NSW services Facilities and support

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

  • Read&Write literacy and study support software is available free for all TAFE NSW students to use while studying on campus and at home

  • 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

Info sessions Want to know more?

There are a total of 2 information sessions planned for this course. They'll take place at different locations across the state.

You can select a study option below to see the sessions available. Or you can view all sessions related to Accounting and Finance

Study options Find a location to enrol

Choose from the below study options and locations to discover what works with your lifestyle. Heart your favourites and compare courses.