FNS Training Product (TP) Update: Diploma / Cert IV in Finance and Mortgage Broking

Last updated: 5 December 2025

Status:

Scoping and Review

Commencement date:

September 2025

End date:

March 2027

Overview

This project will deliver an updated Certificate IV in Finance and Mortgage Brokingand Diploma of Finance and Mortgage Broking Managementto increase the pool of job-ready candidates who possess the new skills and capabilities that brokers and their clients’ demand. ​ 

This project will update two qualifications, along with related skill sets and units of competency within the FNS Training Package, ensuring they are current, relevant, and aligned with industry expectations. 

Outcomes: 

  • Update of FNS40821 Certificate IV in Finance and Mortgage Broking  
  • Update of FNS50322 Diploma of Finance and Mortgage Broking Management. 

For any questions related to this project, contact [email protected]   

Background Information

In 2024 mortgage brokers arranged 75% of all new residential loans, up from 57% in 2017. Clients expect more tailored advice, use of AI is increasing, compliance requirements are tightening, and areas such as commercial lending and green finance are creating fresh opportunities.  

85% of mortgage brokers hold qualifications equal to or above diploma level. However, existing qualifications no longer reflect current industry practices, and some employers are developing their own training programs and internships outside the VET system, increasing their costs. ​ 

Impact 

On completion of this project, the up-to-date training products will: 

  • Help training providers align their finance and mortgage broking curriculum with workforce needs, boosting learner outcomes. 
  • Grow the pool of workers with the new skills and capabilities that industry needs, while helping employers reduce the cost of running their own training programs. 

Public and Government Consultation & Feedback

Please see details in the consultation tab above.

Initial Public and Government Consultation commencing: July 2026

Initial Public and Government Consultation Closing: August 2026

Timeline

Project Commencement

September 2025

Establish Technical Committee

December 2025

Scoping

January 2026

Drafting of Training Package Products

March 2026

Technical Committee approval of Draft Training Package Products

May 2026

Initial Public and Government Consultation

July 2026

Incorporating Feedback

August 2026

Public and Government Consultation round 2 (if required)

September 2026

Incorporating Feedback (if required)

September 2026

Senior Officials Check

November 2026

Finalisation and Submission to the Assurance Body

January 2027

Assurance Body Consideration

February 2027

Skills Minister’s Endorsement

February 2027

Products available on Training.gov.au

March 2027

Stage

Commencement date

Status:

Scoping and Review

Commencement date:

September 2025

End date:

March 2027

Current Stage: Initial Development

Project Commencement: September 2025 

Technical Committee Standup: December 2025 

Scoping and Review: January – March 2026

Project Commencement: September 2025 

Technical Committee Standup: December 2025 

Scoping and Review: January – March 2026

Commencing July 2026

During the initial Public and Government Consultations we will be inviting feedback on draft Training Package Products to address the urgent need for workforce challenges.

Public and Government Consultation period: July – August 2026

For details and to provide feedback, click on the Consultation tab above. 

Commencing August 2026

During this stage, all feedback received during the initial Public and Government Consultation process is reviewed by the Technical Committee, and responses are provided. 

Essential feedback identified by the Technical Committee is incorporated into the Training Package Products and a further round of consultation may be undertaken. 

Commencing September 2026

If significant changes have been made to the draft Training Package Products as a result of initial consultations, FSO will undertake further consultation with stakeholders to ensure the final product reflects broad stakeholder consensus. 

We invite you to take advantage of this opportunity to contribute to second Public and Government Consultations (if required) via feedback forms to provide your insights to enhance the application, skills and knowledge requirements. 

Workshops

Register for a workshop to participate in an interactive discussion on the Mortgage Broking Training Package Products. As an expert in the field, your insights and expertise will be invaluable to our discussion. 

Workshop dates and registration details will be made available in due course. 

We would appreciate your participation. Please be assured that all responses will be kept confidential and will be used exclusively for the purpose of the Training Package Product Update. 

Training Package Products for review 

Draft Training Package Products (if required) will be made available in this section in due course.

Commencing November 2026

State and Territory Senior Responsible Officers review, provide feedback, and endorse the training package products. 

Commencing January 2027

At the finalisation stage, final checks are conducted, and the outcomes of the project are submitted to the Assurance Body and Department for consideration. 

Final Training Package Products

Final Training Package Products will be made available in this section in due course.

Commencing February 2027

Skills Ministers’ review the Training Package Products and provide endorsement.

Commencing March 2027

Training Package Products are uploaded to the national training system.

FNS Training Product (TP) Update: Diploma / Cert IV in Finance and Mortgage Broking Consultation

Future Skills Organisation (FSO) is undertaking a Training Product Development project in response to current workforce challenges.  

We invite you to contribute to the initial Public and Government Consultation via the feedback form below and/or join any of our workshops to provide your insights to enhance the skills and knowledge requirements.  

During the consultation period the link to our feedback questionnaire will be provided here.  

For any questions related to this project, contact [email protected]   

Workshops

Register for a workshop to participate in an interactive discussion on the development of mortgage broking training products. As an expert in the field, your insights and expertise will be invaluable to our discussion.  

Workshop dates and registration details will be made available in this section in due course.  

We would appreciate your participation. Please be assured that all responses will be kept confidential and will be used exclusively for the purpose of this project.  

Training Products for Review

Draft 1 training products will be made available in this section in due course. 

Status:

Scoping and Review

Commencement date:

September 2025

End date:

March 2027

Status:

Scoping and Review

Commencement date:

September 2025

End date:

March 2027

Technical Committee

Terms of Reference

Training Products in Scope

List of Training Products in Scope

Subscribe to keep informed about this project