OverviewAbout 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.
OutcomesWhat 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
SuitabilityIs 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.
Completion requirements
During your study you’ll need to provide your teacher with the following evidence:
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.
PathwaysFuture 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 study1 Course
Begin here to gain experience and confidence in this study area.
Further study1 Course
Advance your skills to take your career to the next level
Related study2 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.
UnitsUnits 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 developmentBSBPEF501
Develop and maintain professional relationships in financial services industryFNSCUS511
Prepare loan applications on behalf of clientsFNSFMB411
Identify client needs and present broking optionsFNSFMB412
TAFE NSW servicesFacilities 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