Study Method Online
Provider Monarch Institute
Start Date Enrol any time

Course overview

Develop invaluable finance and mortgage broking skills from award-winning trainers.

The course meets ASIC licensing requirements and is recognised by industry bodies such as the Mortgage and Finance Association of Australia (MFAA) and the Finance Brokers Association of Australasia (FBAA), enhancing your credibility and career prospects.

This nationally recognised qualification also provides a pathway to uni.

Study any time, anywhere you can get online.

Job outcomes

  • Client service officer

  • Finance broking practice manager

  • Mortgage administration assistant

  • Lending officer

  • Loan underwriter

Want to see more job outcomes and how your future could change?

What you'll learn

  • Operating a Finance Business

  • Finance Regulation and Licensing

  • Financial Products and Client Needs

  • The Financial Process

  • Getting Ready for Settlement

  • Assess Credit Applications

  • Ethics and Professional Development

  • Risk Management

Study method

  • Online Online info icon
    Online delivery - online course content with the exception of assessments and work placement
  • Blended Blended info icon
    Blended delivery - both online course content and partial face to face requirements
  • In-class In-class info icon
    In class delivery - predominately face to face course content conducted at a specific location
  • Virtual Virtual info icon
    Virtual Delivery - Live and interactive classroom-style learning conducted completely online

Duration study load

This course is designed to be completed within 12-24 months.

There is no minimum timeframe to complete this course. Students who are highly motivated and well organised can complete the full course at an accelerated pace.

The key factors that influence course completion are a student’s experience, time availability, how fast they work and how committed they are!

Delivery

Study online. With a difference.

You’ll get:

  • Easy-to-follow course materials

  • Videos and webinars

  • Heaps of support from your course trainers (phone, email, Zoom)

  • A dedicated admin team on hand to guide you

  • Online assessments

  • Student Facebook group

Entry requirements

There aren’t any formal prerequisites. But to make sure you get the most out of training with us, the following enrolment process applies:

  • Once we receive your enrolment, our friendly course consultants will touch base to undertake a pre-training review to ensure the training is right for you.

  • For students without an equal or higher level qualification, there’s a short language, literacy and numeracy quiz you complete online.

Find out more about the entry requirements for this course

Course features

  • Industry recognition and career advancement

  • Nationally recognised

  • Free membership to the IPA

  • Comprehensive skill development

Recognition of prior learning

We may be able to take into account relevant knowledge and skills you’ve gained through previous formal or informal training, education and employment. To find out more get in touch with one of our friendly Course Consultants.

Please note this course uses a clustered unit delivery model so please speak to a Course Consultant about how this could affect any RPL or CT granted.

Assessment

The experts who design and deliver our courses (click back to Course trainers to meet some of them) have developed an assessment framework that’s uniquely designed to help you gain a deep understanding of the material. They’ll give you the kind of knowledge and skills you can use in the real world as a business operator or manager. Assessment formats include:

  • Case studies

  • Multiple-choice questions

  • Short-answer questions

  • Roleplays – video self-recording and upload of the file

Subjects

Core Units
FNSINC411Conduct work according to professional practices in the financial services industry
FNSCUS511Develop and maintain professional relationships in financial services industry
FNSFMK515Comply with financial services regulation and industry codes of practice
FNSINC412Apply and maintain knowledge of financial products and services
FNSFMB412Identify client needs and present broking options
FNSFMB411Prepare loan application on behalf of clients
FNSFMB511Implement credit contracts in preparation for settlement
FNSFMB512Identify and develop credit options for clients with special financial circumstances
FNSFMB513Present broking options to clients with special financial circumstances
FNSFMB514Implement complex loan structures
FNSINC514Apply ethical frameworks and principles to make and act upon decisions
BSBPEF501Manage personal and professional development
FNSRSK511Undertake risk identification
FNSRSK512Assess risks
BSBOPS403Apply business risk management processes

Want more information about the subjects for this course?

Payment options

There are two methods of payment:

  • Upfront Payment

  • Payment Plans

Find out more about the payment options for this course

About Monarch Institute

Monarch Institute is one of Australia’s leading providers of professional services training. We believe education should be an experience, not a transaction.

Our award-winning, innovative approach to course content and design means that you get relevant, accredited courses with loads of support from experienced trainers who give you the time to ensure you’ve got the skills that the industry needs. Study online today with Monarch and change the way you think about studying.

Study online with Monarch Institute and experience education, reimagined.

Want to know more about this course?
Complete the form and learn about:

  • Pricing and payment options
  • Start dates
  • Subjects
  • Study method
  • How to get help and contact information
  • Everything you need to know before enrolling!

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See student testimonials below

"I found the website easy to use and the contact I received after my enquiry was good. Not too pushy but there if I needed them." - Dimity G.
"All details and info was there and my query was answered quickly." - Soula M.
"Gave me everything I needed and someone called me, pretty much straight away." - Marlon T.

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