Finance & mortgage broking

Finance and mortgage broking workshops

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If you are looking for a career in Asset Finance or Mortgage broking, launch your dreams with our nationally recognised qualification at Entry Education.

Entry Education offer face-to-face Finance and Mortgage Broking workshops for the Certificate IV in Finance and Mortgage Broking as well as for the Diploma in Finance and Mortgage Broking.

Attend a workshop and have the option to get your qualification issued faster. Learn from one of the best industry experts with over 25 years of experience – they will guide you through the process to get your qualification and get started in the industry.
Our mortgage broker workshops are run by industry experienced trainers over:

  • 2 – 3 days – Certificate IV in Finance and Mortgage Broking
  • 4 days – Diploma in Finance and Mortgage Broking – if you have completed the Certificate IV already, then it will be two days only.

Face to Face Mortgage Broker courses

These face to face workshops in finance and mortgage broking will deliver results that can be immediately applied in a competitive marketplace. This is what makes our in-person mortgage broker courses different from the rest – we offer a balance between theory, industry-based case studies and practical skills.

During this workshop, you will learn how to prepare loan applications, identify clients’ finance and mortgage broking needs, and gain the foundational knowledge to be a successful mortgage broker.

These workshops and finance and mortgage broking courses are held each month in Melbourne via Microsoft Teams or in a classroom environment in South Melbourne. For more information on our workshops and face to face Finance and Mortgage Broking courses, get in touch with Entry Education today.

Interested in a self-paced online course instead? Find out more

Certificate IV in Finance & Mortgage Broking Workshops

$995virtual class
  • Learn from experienced trainers
  • Get your qualification issued faster
If you would like to fast-track your career and have personalised support along the way, then this face-to-face workshop is the best option for you.

Our workshops are facilitated by an experienced trainer with over 25 years in the industry, who will guide you through the process of becoming a mortgage broker, asset finance consultant or running your own business in the industry.

Face to face courses and workshops in Mortgage Broking and Asset Finance allow our trainer to provide an intensive learning experience and soak up as much information as possible within a short period of time. We’ll cover everything from theory across finance and mortgage broking, to industry-based real-world experiences faced by mortgage brokers in Australia.

The workshops are over 2 -4 days, 6 hours per day and most students should have all assessments completed within a week. However, you will have 12 months to complete the assessments with an option to apply for another 12 month extension if needed.
Everyone has different requirements, and we personalise the course to suit you.

The Certificate IV in Finance and Mortgage Broking

The course covers relevant and practical information to set you up for success in your broking career. It has been developed by industry specialists with over 25 year’s experience in the finance and mortgage industry.

You will learn how to prepare loan applications, the necessary documentation needed, and how to calculate repayments and borrowing costs. The course covers different security types to cater to your clients’ other finance needs as well as lending products and ancillary financial products. Being a mortgage broker is a fast paced career, so you will need to learn how to manage your time and to continue your professional development, network, and market yourself.

As a broker, you will need to cater to various levels of knowledge with clients that could be first home buyers with little deposit to financially savvy property investors. You will learn how to negotiate and communicate with your varied clients – eventually have them recommending you to their friends and family!

About your trainer

Luise Rose has worked in the finance and mortgage broking industry for over 25 years. She has worked as a trainer and assessor for the last 7 years, previously working for a big 4 bank RTO. She has worked as a bank manager, lending manager and lending coach and also worked for a broking firm to enhance her broking knowledge. Many of her past students are now successful mortgage brokers and relationship managers working with high net worth clients.

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Frequently asked questions

How does the assessment process work?

Our finance and mortgage broker courses are delivered online or within face to face workshops.

The format of the course is online, you will have 12 -15 units to complete. If you choose the face to face, or face to face virtual workshops, you will have the facilitator assessing your work. You will have the support to get your qualification completed in the timeframe that suits your requirements.

There are no formal exams, it is all very user friendly.You will complete a combination of lending scenarios, written exercises, and online multiple-choice questions. You will need to upload documents, videos, and draft emails to clients.

What do I need to bring?

  • You need a desktop or laptop computer for your Microsoft Teams course.
  • Download Microsoft Teams (the free version is fine).
  • Update Microsoft Teams, if required, and test the program prior to your attendance.

What kind of support do Entry Education offer during this course?

All courses provided by Entry Education are designed and delivered by industry-leading experts. Whether you complete the course within one of our face to face workshops, virtually, or online, you’ll have unlimited access to ongoing support from these experts throughout the duration of your course.

Studying outside of typical 9-5 hours? No problem – our direct messaging system allows you to seek online support whenever you need, including on weekends!

Studying with Entry Education, you’re never alone. We’ll be in your corner every step of the way to ensure you’re getting the most out of your course and you’re on your way to a fantastic career.

What is next after completing my qualification?

As a broker you will need to have your Certificate IV in Finance and Mortgage Broking, then either hold an Australian Credit licence, or be an authorised representative of an aggregator. The aggregator will allow you to have access to a large number of lenders which gives your clients choice to cater to their individual needs.

By completing our Certificate IV in Mortgage Broking (FNS40821), you will be given the foundation to begin your career, which can also be upgraded to a Diploma level when you are ready to take the next step in your career.

Completing an Entry Education face to face Mortgage Broking and Finance workshop will see you armed with the confidence, practical skills, accreditation, and knowledge to delve straight into working as a professional mortgage broker. We will give you all of the tools and resources you need to ensure that upon completion, you are ready to bring your skills out into the real world of mortgage broking!

Why choose Entry Education?

When you choose Entry Education for your Finance and Mortgage Broking courses, we guarantee that:

  • There are no extra charges or hidden fees
  • We will deliver all marked assessments to you in 3-5 business days
  • Our training courses are compliant with legislative and regulatory requirements
  • Whether online or face to face, you’ll have access to the support of your own online tutor throughout the duration of the course
  • We’ll arm you with vital insights that’ll advance your real estate training

In the case of our finance and mortgage broking workshops, we’re excited to be able to provide intensive, informative, and exceptional face to face training that will provide students with the ability to step into their new career within a matter of days! For more information on our face to face and virtual workshops, get in touch with our friendly team today.

“The delivery of the content is clear and precise, and the assessments are easy to navigate. My experience was successful, beneficial and enjoyable.”

Tom Carey

Certificate IV in Finance and Mortgage Broking