Notification Bar

Finance and mortgage broking courses.
Study online today.

Get in touch
4.6 out of 5 based on 1210 reviews

Which finance and mortgage broking course would you like to study?

Looking for a career path with great future growth prospects? You’ve come to the right place! Becoming a finance broker isn’t just about helping people grow businesses. Or protect their families. Or get in to their dream homes. It’s about balancing great outcomes for your client with your regulatory responsibilities. Your dedicated trainer will be with you every step of the way to make sure that when you graduate, you can do both.

Explore your course of choice below to get a feel for what you’ll be learning. Not sure where to start? Get in touch with a Course Consultant today or check out this

How to become a finance broker”  guide here which outlines the steps to becoming a finance and mortgage broker.


Finance and mortgage broking courses

Monarch Institute delivers highly practical nationally-recognised training for the finance and mortgage broking profession. Today, we’re changing the way that new brokers (and seasoned veterans) get ahead in their practice. You’ll benefit from the leadership of experienced industry educators. Like Shane Watson, with 20 years experience as a self-employed Finance Broker and extensive experience and qualifications in the finance, investment, and property industries.

Your Monarch Institute qualification isn’t just a piece of paper you get to tick a box for compliance. It’s your ticket to a stellar career in brokerage. You’ll be taught by experienced brokers, so you’ll learn the ins and outs of the industry. The insider info you can only get when you’re fully supported in your learning by people who really know their stuff. It’s more than just theory and textbooks. It’s an investment in your future – on your terms.

  • medal
    Get the
    skills that
    really want.
  • couch
    Your way,
    your terms.
  • clock
    with care.

How we rank

  • Would recommend
    to a friend
  • Are satisfied
    with the training
  • Are happy with our

Industry insights

Finance and mortgage broking industry insights
Employment/positions projection 14.2% growth to 2026
Earnings (Average full time) $2,622 per week
Full time vs part time 83% full time

Finance and mortgage broking – a growing industry

Nearly half of all Aussies with mortgages don’t understand basic terms and features to do with their loan. In the last period on record, around 20% made an investment loss they couldn’t afford. To put it simply, most Aussies don’t understand financial products. This means brokers have a huge role to play in making sure people get the right loans, investments and other products to meet their needs. To make the best possible recommendations for your clients, you need to be prepared.

Being a great broker isn’t just about securing a deal for your client or getting the paperwork right. Your success is measured by how your clients feel about their experience. Your real-world education at Monarch Institute will incorporate communication and client service challenges, plus priceless personal insights from your trainers.

Getting ready to raise the bar

You’ll face a lot of challenges as a professional broker. Getting great results for your clients. Keeping up with the latest products. Not to mention juggling your regulatory responsibilities.

The regulatory environment is becoming more challenging for finance broking professionals. Under Australian law, there can be serious consequences for giving misleading or negligent advice. In fact, every year ASIC takes action against dozens of brokers.

Monarch Institute’s assessments have been created in consultation with an academic board and industry advisory council. They’re designed to ensure you don’t just know what you have to do to stay compliant, but why.

Your future in the finance and mortgage broking industry is bright. Whether you’re new to the field, or getting accredited to start providing advice, you’ll love learning with Monarch Institute.

Your next steps

Your next steps will depend on the career path you’re shooting for. Explore the Certificate IV in Finance and Mortgage Broking and the Diploma of Finance and Mortgage Broking Management. And if you’re not sure which course is for you, get in touch.

Sources: Gateway Credit Union, Labour Market Insights:;

Meet your trainers

You'll be guided and supported by experts and thought leaders
Shane Watson mortgage broking trainer Monarch
Shane Watson
“Wisdom is the reward you get for a lifetime of listening when you would rather have talked.”
– Mark Twain

With my finance and business qualifications, I operated a finance broking business for over 20 years. During that time I obtained an Australian Credit Licence and developed the business to offer a wide range of financial services.

As an adjunct to my finance business, I also operated a Business Consultancy service advising new and existing business owners on business establishment, development and profitability improvement. I’ve previously been Director of two Investment, Property and Finance Companies as well as a Trustee of a Superannuation Fund.

What makes me jump out of bed each morning?

I’m passionate about training new entrants in the finance and business sectors.

Learn more about Shane

Darryl Benn
Darryl Benn
"If you're always trying to be normal, you'll never know how amazing you can be"
- Maya Angelou

I’m an experienced finance industry consultant working in both the residential and commercial finance sectors.

I’ve worked in mortgage origination operations been a Responsible Manager for an Australian Financial Services Licence, and Head of Lending for a residential and commercial mortgage lender.

What makes me jump out of bed each morning?

The desire to understand the needs of the student and the industry, after many years in education and course development.

Learn more about Darryl

Graeme Porter
Graeme Porter
"You cannot teach a person anything, you can only help them find it within themselves"
- Galileo Galilei

My career in Banking and Finance commenced in 1972 and progressed with responsibilities as a Financial Adviser and Manager. From 2000 I moved into Finance Broking providing a full range of broker services and specialising in commercial and asset lending.

What makes me jump out of bed in the mornings?

I have a strong desire to pass on my experience to students to ensure they are prepared to work as a full service Finance Broker.

Learn more about Graeme

Any questions? Ask away!