Courses Available For Finance and Mortgage Brokers

Walker and Miller Training Services Offer Course for new entrants and

 Experienced Brokers Looking to improve their Businesses


 

 

Certificate IV Qualification Courses FNS 40804

   
 

MCQC 1

Certificate IV in Financial Services (Finance / Mortgage Broking )
- Mortgage Consultant Qualifying Certificate ( full-time Face-to-Face Workshop)
Facilitated Monthly in Sydney, Melbourne, Brisbane - Other Capitals by Application

   
  MQCC 2 Certificate IV in Financial Services (Finance / Mortgage Broking )
- Mortgage Consultant Qualifying Certificate (Distance Education i.e. home study manual)
   
  MCQC 3 Certificate IV in Financial Services (Finance / Mortgage Broking )
- Mortgage Consultant Qualifying Certificate (Online e-Learning study)
   
  MCQC 4 Upgrade from Certificate III to Certificate IV in Financial Services (Finance / Mortgage Broking ) –    
  MCQC 5 Certificate IV in Financial Services (Finance / Mortgage Broking ) - RPL
- Recognition of Prior Learning (Contact W & M for copy of Procedure Guidelines)
   
  Cert IV WA W.A. Supplement to Cert IV:              1-day Workshop or Correspondence or Online    
  COC 1 Commercial Lending Course: 1-day Workshop via Correspondence or Online
- Pre-requisite 12 months residential mortgage lending / broking experience)
   
 

Diploma in Financial Services

(Finance Mortgage Broking Management) FNS 50504

   
  MCUD1 Upgrade Diploma in Finance (Finance/Mortgage Broking Management) (FNS50504) Face to Face course    
  MCUD2 Upgrade Diploma in Finance (Finance/Mortgage Broking Management) (FNS50504) - Home Study    
  MCUD3 Upgrade Diploma in Finance (Finance/Mortgage Broking Management) (FNS50504) e-learning    
         
         
  CPD - Continuous Professional Development Courses    
  OCC08M01 Consultation through New Media & Qualifying Techniques    
  OCC08M02 Impact of New Media on Mortgage Broking    
  OCC08M03 Effective tools for Initial Contact    
  OCC08M04 Profiling the ideal customer    
  OCC08M05 Customer Criteria – Qualifying Techniques    
  OCC08M06 Increased Sales though decreased effort    
         
  OCC08M20 Documentation & Compilation for Prioritised Credit Approval    
  OCC08M21 Effective Collection of Appropriate Documentation    
  OCC08M22 Required Documentation and Relevance to Loan Applications    
  OCC08M23 Filing Systems and Legal Requirements    
  OCC08M24 Completing Applications for Credit Comprehension    
  OCC08M25 Explaining Issues with effective Summary Sheets    
  OCC08M26 Submission of Application to Assist Approval    
         
  OCC08M30 Post Submission – Principals of Information & Progress Management    
  OCC08M31 Property Purchase – The Mortgage Brokers Role    
  OCC08M32 Sourcing Answers though Loan Tracking    
  OCC08M34 Sourcing Additional Documentation    
  OCC08M35 Trouble shooting and BDM Support    
  OCC08M36 Processes for Refinancing    
  OCC08M4 Loan Interview Techniques For tangible results    

For details of the next course please call 

1300 136 947

Book Now to Ensure your success as a Mortgage Broker

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