Finance & mortgage broking

Finance and mortgage broking workshops

Virtual face-to-face workshops

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 virtual 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 – 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 days – Certificate IV in Finance and Mortgage Broking
  • 3 days – Diploma in Finance and Mortgage Broking Management
Interested in a self-paced online course instead? Find out more

Online mortgage broker courses

These online 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 online via Webex. For more information on our workshops and face to face Finance and Mortgage Broking courses, get in touch with Entry Education today.

Certificate IV & Diploma in Finance & Mortgage Broking workshops

From$1,250virtual class
  • Learn from experienced trainers
  • Get your qualification issued faster
  • Get government funding and do this course for free. (Find out about eligibility below)
  • Students aged over 40yrs may be eligible for 75% funding on Workshop/VIP options. Enquire here
  • Pay it in 4 interest-free instalments You can split your payment over four instalments with Afterpay

Nationally Recognised Training

By enrolling in one workshop, you’ll get a Platinum service that includes:

  • unlimited access to all online workshop sessions of that course
  • access to trainer via phone, email and text
  • support available Mon-Fri 8am-8pm, Sat-Sun 10am-6pm
  • priority marking, including trainer feedback sessions
  • completed courses marked between 1-2 business days

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, 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 Certificate IV in Finance and Mortgage Broking workshop has a duration of two days and the Diploma in Finance and Mortgage Broking workshop has a duration of three days.

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 in the finance and mortgage industry.
You will learn:

  • how to identify clients’ needs and how to present options
  • how to apply and maintain knowledge of the various financial products available
  • how to prepare loan applications, the necessary documentation needed, and
  • how to calculate repayments and borrowing costs
  • you will learn about the regulatory bodies in and codes of conduct in the industry and the important role they play.

The course covers different security types to cater to your clients’ other finance needs as well as how loan lending products and ancillary financial products.
We have also selected elective units that will cover the importance of establishing customer relationships and analysing their needs. Designing and producing business documents, delivery of service to customers and how to prioritise your workload.
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!

Diploma of Finance & Mortgage Broking

This course will dive into comprehensive units covering the more complex areas of Finance and Mortgage Broking. The skills learnt in these units will set you up for success not only as a finance and mortgage broker but also in your new business as a business owner. The program has been developed by industry specialists in finance and mortgage broking.
You will learn:

  • how to develop and maintain professional relationships in financial services industry
  • prepare complex loan applications on behalf of clients, identify clients needs and present options
  • identify, develop and present credit options for clients with special or complex scenarios
  • deep dive into complex loan structures and how to implement them and of course the importance of complying with regulatory standards and codes of practice.

You will also further upskill your knowledge by taking electives that have been specifically designed to benefit you in your role as a mortgage broker. These electives include units on leadership skills, customer service strategies, building relationships and how to manage your personal development.
As a broker, managing your business is crucial to ongoing growth and success!

Visit the below pages to see the units for each course:

Certificate IV in Finance and Mortgage Broking

Diploma in Finance and Mortgage Broking Management

If you have recently gained employment in the industry in NSW, SA or ACT, you could complete the Certificate IV or Diploma in Finance and Mortgage Broking for free with government funding.

Find your eligibility by choosing your state below:
NSW – SA – ACT

Skills Checkpoint for Older Workers – SCOW (Over 40yrs)

Get 1-1 support for all real estate and finance and mortgage broking courses for just $995 instead of $2,995.

By enrolling, you’ll get the following premium services:

  • personalised welcome call
  • unlimited phone support from your designated trainer
  • unlimited access to all workshop sessions
  • set up online meetings with course specialists
  • marking within 1-2 business days
  • framed hard copy certification

Enquire about your options here

Contact Bella Flook at 0412 875 356 to learn more and register.

Available workshop dates:

Certificate IV in Finance & Mortgage Broking – $1,250
  • December 4,11
  • January 15,22
Diploma of Finance & Mortgage Broking – $1,295
  • December 5,12,19
  • January 16,23,30
Day 1 – units covered

  • FNSCUS511 – Develop and maintain professional relationships in financial services industry
  • FNSFMB411 – Prepare loan applications on behalf of clients (1)
  • FNSFMB412 – Identify client needs and present broking options
  • FNSFMB 512,513,514 – Complex Lending Cluster

Day 2 – units covered

  • FNSFMK515 – Comply with financial services regulation and industry codes of practice
  • FNSINC411 – Conduct work according to professional practices in the financial services industry
  • FNSINC514 – Apply ethical frameworks and principles to make and act upon decisions
  • FNSRSK511 – Undertake risk identification

Day 3 – units covered

  • BSBLDR414 – Lead team effectiveness
  • BSBOPS404 – Implement customer service strategies
  • FNSINC412 – Apply and maintain knowledge of financial products and services
  • BSBTWK401 – Build and maintain business relationships
  • BSBPEF501 – Manage personal and professional development

Enrol in a finance and mortgage broking workshop here

Fill in the form below and get started:
Read more

How to become a mortgage broker in Australia

Find out what qualifications you need to be a mortgage broker in Australia
Read more

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 Webex course.
  • download Webex (the free version is fine).
  • update Webex, 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
  • upon completion of your workshop course, all your assessments will be marked within 1–2 business days. For self-paced courses the marking is 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