TAFE NSW
4-6 months
Become a qualified finance and mortgage broker with this nationally recognised Certificate IV. Learn to assess client needs, present lending options, and prepare loan applications while building a career in the dynamic finance industry.
There are no formal entry requirements for this qualification. However, you should have good communication skills, excellent customer service abilities, and confidence in developing stakeholder relationships. Problem-solving and decision-making capabilities are essential. TAFE NSW offers a free Language, Literacy and Numeracy (LLN) assessment to help identify your individual study needs and ensure you receive personalised support for success.
The course comprises 12 units of competency: 7 core units and 5 specialty units. Core units cover identifying client needs and presenting broking options, applying and maintaining knowledge of financial products and services, complying with financial services regulation, conducting work according to professional practices, managing personal and professional development, developing professional relationships, and preparing loan applications. Specialty units include delivering customer service, implementing customer service strategies, providing financial advice, establishing client relationships, assessing credit applications, designing business documents and spreadsheets, determining financial requirements, implementing credit contracts, presenting credit options, managing hardship situations, establishing security options, managing bad debts, and applying ethical decision-making frameworks.
TAFE NSW is a leading registered training organisation (RTO 90003) offering nationally recognised qualifications. The course is delivered by experienced educators across multiple campuses and online platforms, with comprehensive support services including disability support, language and literacy assistance, careers counselling, and access to learning resources. TAFE NSW recognises prior learning and work experience, allowing faster qualification completion through credit transfers.
Graduates pursue diverse career paths including assistant mortgage broker, finance broker officer, customer service officer, loan processing officer, para-broker, business owner, and call centre staff. The qualification provides a pathway to further study in finance through related courses such as Certificate IV in Financial Services. The nationally accredited qualification enables work opportunities across different states without additional upskilling.
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