Certificate IV in Finance and Mortgage Broking

Finance and mortgage broking is an industry that’s growing and changing rapidly (see our Industry insights for a few key stats). With the state of Australia’s housing market, and the number of mortgage products out there, there’s never been a greater need for quality advice. But as a broker, you won’t just be helping people get in to their first homes or investment properties. You’ll also be helping families grow their businesses, entrepreneurs get their start-ups off the ground, and more.

When you’ve finished the Certificate IV, you’ll be eligible to join some of Australia’s peak bodies for finance broking professionals. However, there are some restrictions on the type of loan products you can access for clients.

Even if you don’t end up working as a broker, you could pursue opportunities like:

• Mortgage administration assistant

• Lending officer

• Loan underwriter

• Client service officer

• Finance broking practice manager

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.

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

How does it work?

This course has been developed to give you absolute flexibility. Study on your couch, on public transport, on your break at work, out in the park – wherever and whenever you like. The best part is, with Monarch Institute, ‘online’ doesn’t mean ‘alone’. You’ll be backed by our trainers at every step along the way.

What support will I get?

Your trainer will be happy to contact you via phone, Skype, Zoom, TeamViewer, or email (Monday to Friday, 9am to 5.30pm). So you definitely won’t feel alone. You’ll also have access to our student Facebook groups, so you can discuss the material with other students. It’s a handy way to stay in touch with trainers and others in the same course.

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

Immediately, or whenever you’re ready.
Get in touch about enrolling

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, refer to our Student Information Handbook by clicking here, or 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.

You will need access to the following equipment to successfully complete the course:

• Working computer with Microsoft Office (2016 or later)

• Access to the internet

• Access to a smart phone, video camera or web camera is required

It’s also ideal to have a financial calculator on hand.