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Are you new to the mortgage broking industry or are you currently working in an administrative based role within the industry?
The Introduction to Finance and Mortgage Broking Administration Program will provide you with the knowledge and skills necessary to assist with the organisation, administration and control of the back office of a Mortgage Advisory Business. This includes the processing of applications, the ability to effectively communicate with clients and compliance administration.
Click here to download the program outline.
Individuals who successfully complete the Introduction to Finance and Mortgage Broking Administration program may wish to enrol into Understanding Alternative Lending Products.
On successful completion of the Introduction to Finance and Mortgage Broking Administration program, individuals should be able to:
Units of competency:
There are no units of competency awarded in this program.
Individuals have a total of twelve (12) weeks to complete the learning and assessment requirements of this program.
Individuals who successfully complete the Introduction to Finance and Mortgage Broking Administration program may apply to the CFMIA to carry the ‘Mort Admin (Spec)’ designation.
For more information, please contact the CFMIA directly.
Individuals who complete the Introduction to Finance and Mortgage Broking Administration program may wish to enrol into Understanding Alternative Lending Products. If an individual has completed both of these programs and would like to further develop their skills and knowledge in the finance industry, they may choose to study Kaplan Professional’s FNS40815 Certificate IV in Finance and Mortgage Broking or the FNS50315 Diploma of Finance and Mortgage Broking Management.
Introduction to Finance and Mortgage Broking Administration – $300.00
There are no entry requirements for the Introduction to Finance and Mortgage Broking Administration program.
This course requires you to read comprehensive learner workbooks, complete a range of written assessments, undertake independent research activities and at times engage in online forums and discussions. Furthermore, the delivery mode relies on the extensive use of written communication.
If you have any doubts about whether you have the language, literacy and numeracy skills to undertake a Kaplan Professional program, we recommend you speak with our Student Services team on 1300 662 203 or email firstname.lastname@example.org.
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To successfully complete this qualification, individuals will require basic computing skills. This may include:
Individuals may enrol into the Introduction to Finance and Mortgage Broking Administration program at any time and begin studying immediately on enrolment.
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This course is delivered online via Kaplan Professional’s learning management system, KapLearn.
Individuals will receive login details to KapLearn on enrolment. When logging on to KapLearn, individuals are able to access the program topic notes and assessment requirements.
Assessments are submitted and completed through KapLearn.
Recognition of Prior Learning (RPL)
No RPL is available for this program.
The assessment tasks for this program are listed below:
Individuals must complete all five (5) online quizzes within 12 weeks of activating this program and achieve a pass rate of 70% in each online quiz, to successfully complete the Introduction to Finance and Mortgage Broking Administration program.
Individuals who complete this program will receive a certificate of completion.
Individuals who enrol in a Kaplan Professional course are bound by our published policies, including the policy that sets out our rules for assessment. Individuals can review these policies here. The policies also assist individuals when their study program does not go as planned and they need extra support.
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