FNS Update: Finance and Mortgage Broking Diploma and Certificate IV

Last updated: 2 July 2026

STATUS: ONGOING

Commencement date: September 2025

End date: March 2027

Overview

Mortgage brokers now arrange most home loans. This project is updating qualifications to reflect industry practice and regulation, strengthening workforce capability and aligning training with sector needs to improve learner outcomes.  

This project will modernise the Certificate IV in Finance and Mortgage Broking and the Diploma of Finance and Mortgage Broking Management, along with related skill sets and Units of Competency in the FNS Training Package. These updates will expand the pool of job-ready candidates equipped with the skills and capabilities demanded by lenders, brokers and clients. 

Project scope includes: 

  • Update FNS40821 Certificate IV in Finance and Mortgage Broking 
  • Update FNS50322 Diploma of Finance and Mortgage Broking Management 
  • Review and refine related skill sets and units  
  • Align training with industry practice, regulation, and emerging areas such as AI‑driven advice, commercial lending, and green finance. 

This project positions mortgage-broking qualifications to reflect industry practice, strengthen capability, and meet sector needs. 

For any questions related to this project, contact FNSMortgageBroking@futureskillsorganisation.com.au   

Impact

For learners: Boost employability with nationally recognised qualifications aligned to current industry practice. 

For training providers: Expand offerings with refreshed skill sets in compliance, technology, and specialist lending. 

For industry: Access a larger pool of job-ready graduates equipped to meet client expectations, reducing reliance on additional or ad-hoc training. 

Background information

The demand for mortgage brokers in Australia is surging, with brokers facilitating 75% of all new residential loans in 2024, up from 57% in 2017. 

At the same time, the industry landscape is evolving rapidly: compliance requirements are tightening, clients are requesting increasingly personalised advice, AI adoption is accelerating, and new opportunities are emerging in areas such as commercial lending and green finance. 

Although 85% of mortgage brokers hold qualifications equal to or above diploma level, existing qualifications no longer reflect current industry practices. This has led to some employers developing their own training programs and internships, increasing their costs. 

This project addresses training gaps by updating qualifications and skill sets to ensure national training remains relevant and effective. 

Public and Government Consultation & Feedback

Please see details in the consultation tab above.

Initial Public and Government Consultation commencing: August 2026

Initial Public and Government Consultation Closing: September 2026

Timeline

Project Commencement

September 2025

Establish Technical Committee

December 2025

Scoping, Review and Drafting

January – June 2026

Technical Committee approval of Draft Training Package Products

July 2026

Initial Public and Government Consultation

August 2026

Incorporating Feedback

September 2026

Public and Government Consultation round 2 (if required)

October 2026

Incorporating Feedback (if required)

October 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

Current Stage: Initial Development

Project Commencement: September 2025 

Technical Committee Standup: December 2025 

Scoping, Review and Drafting: January – June 2026

Project Commencement: September 2025 

Technical Committee Standup: December 2025 

Scoping, Review and Drafting: January – June 2026

Commencing August 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: August – September 2026

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

Commencing September 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 October 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: Cert IV / Diploma in Finance and Mortgage Broking Consultation

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

We will invite you to contribute to the initial Public and Government Consultation via the feedback forms 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 FNSMortgageBroking@futureskillsorganisation.com.au   

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. 

Technical Committee

Terms of Reference

Technical Committee Membership

Training Products in Scope

List of Training Products in Scope

Project Purpose

Project Purpose

Consultation

Consultation Strategy

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