Certificate IV Finance and Mortgage Broking - Are you interested in being a Bank Officer or Finance Dealer and Broker?

By Tanya Krulic


The Cert IV in Finance and Mortgage Broking shows up underneath the Business, Management and Accounting Courses category and is made to reflect the role of employees working in finance/mortgage broking who perform duties for example: securing new clients and contacts thinking about mortgage or finance broking services; presenting broking options to clients according to identified needs; preparing and presenting loan requests to lenders; assisting in the settling of a loan; managing legislative and code of practice obligations relevant to the mortgage and/or finance broking industry specifically.

Core subjects include: Apply principles of professional practice to operate in the financial services industry; Communicate at work; Use technology at work; Apply safety and health practices at work; Prepare and present application for the loan with respect to finance or mortgage broking client; Provide finance and/or mortgage broking services; Present broking options to client; Adhere to financial services, legislation, industry and professional codes of practice; Process applications for credit.

You may also choose additional subjects from the following electives: Manage self in finance and/or mortgage broking industry; Settle application and loan arrangements within the finance/mortgage broking industry; plus more.

Related Job Outcomes: As a Bank Officer you can expect to earn $42,120 each year in a starting salary. Job Description: Bank Workers receive deposits & pay out money in financial & commercial institutions, keep records of transactions, issue receipts & cash cheques.

You may also secure a job like a Financial Dealer or Broker and be prepared to earn $78,468 per annum. Job Description: Financial Dealers conduct financial market transactions with respect to clients.

You will need year 12 or equivalent or relevant experience to be entitled to this program.




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