The National Finance Institute is a specialist training provider offering nationally recognised courses in Mortgage Broking, Finance and Business.   Please utilise our website to enrol and don't hesitate to contact us on ph 1300 765 400 if you have any questions. Click here to view COVID-19 information.

Offering courses for both aspiring and experienced finance and business professionals, Australia-wide, you can choose from Certificate III, Certificate IV and Diploma courses.  We offer face to face workshops for groups or via Zoom,  correspondence study or online learning. The National Finance Institute is a Registered Training Organisation (RTO), national provider number 31203 and we've been providing finance and business courses since 2005.  Well over a decade of experience.

And YES, we accept Paypal and have Payment Plans.

Other Services


How do I decide if a course is right for me

You can find all the information you need to help you decide which course is right for you by accessing a number of resources that are available on our website. These resources contain answers to questions you may have about the training but if you need to know more you can also Contact Us.  Resources to assist you include:



Recognition of Prior Learning - Send your email to enquiries@financeinstitute.com.au and we will send you the procedure and application form or Click Here to go to our RPL information page. The cost per RPL qualification is $695 for mortgage broking submissions or $995 for bookkeeping/accounting or other qualification submissions.  Some aggregator discounts may apply.  All qualifications that we offer may be achieved through RPL if the applicant has at least two years' experience or more in the relevant industry.


Boost your CPD hours/points further through completion of a short, professional and/or personal development online course - many topics.
You can Click Here to see the full catalogue (pdf).


Private tuition is available for the Certificate IV or the Diploma of Mortgage Broking. Delivered either by phone or visually by Skype, one of our trainers can be booked for a one-on-one hour of private training. Frequently used by our trainees to assist with their assignments, the cost is $140 p.h.


  • Mortgage Marketing Handbook (pdf) - Marketing your mortgage broking business handbook - see the reviews in the pdf. Click here to purchase the eBook - Sorry out of production currently
  • Australian Credit Licensing Kit  - Our ACL Kits are currently being updated in line with ASIC regulations.  Please come back in the new financial year. Sorry out of production currently.

SMSF Lending Workshop Course (for existing mortgage brokers)

(for groups of 20 or more only)

The NFI team have worked with and researched many of Australia's most successful mortgage professionals - the knowledge and findings gained from these experiences have been incorporated into our courses.  Our team have been there, we've worked in the industry, we know what works, we won't just bombard you with theory.

Whether you are just starting out, or a single-person operation or a national company, NFI has a cost-effective solution for you. Through an experienced team of trainers, our face-to-face courses are best described as exciting, interactive workshops that inspire you to succeed. If you have no time for workshops, visit our Online Learning page to see what is currently available online. If online learning is not for you, then the same courses are available through distance learning/correspondence so you can study from printed material in your own time without having to be behind a computer.

NFI can offer you the opportunity to train for a new career or, if you're already in the industry, you might like to sharpen your skills, upgrade your qualification or develop additional revenue streams for your business. Click here for the MFAA's education requirements for membership.

We would be delighted to hear from you, so we can contribute to your future success!


Testimonial – Amazing support

Thank you for support throughout the course, you guys are amazing.

Diploma in mortgage broking, online
Qld, June 2024

Testimonial – Mortgage Broker Workshop

Justine is a real asset to your company, her attention to detail in the training was next to none. Having attended a lot of different instructor led courses in IT, the instructors could certainly learn a LOT from Justine’s style.

Diploma in mortgage broking workshop
July 2023

Testimonial – Zoom workshops great

I loved these courses and found them super engaging – it’s tough content to teach over zoom but I cannot stress how great Liz is at presenting this information. I’ve really enjoyed my zoom sessions with her and really like her ability to convey quite complex information in a way that is really easy to understand. I’ve never liked Maths or formulas but found myself actually having fun working out the assessments. Thanks again

Diploma in mortgage broking workshop
Feb 2023

Testimonial – Great trainer

Thank you for your time and putting me in touch with the trainer. He was really great. Expert and really great communicator. I learnt soo much in that hour.  Hoping for the pass and excited to write some loans!

Certificate IV in Mortgage Broking
NSW, June 2021

Testimonial – Very Flexible course

It’s a wonderful course and flexible for people who working & studying at the same time. I have very good experience with your staff and very supportive during the studying period.

Diploma of Finance and Mortgage Broking
Mt Waverley 2020

FNS40815 Cert IV in mortgage broking study

The Cert IV was really well structured and practical. I really enjoyed it!  A real pleasure dealing with you!

A. B. Qld.
FNS40815 Certificate IV in mortgage broking

Testimonial – Very helpful with Cert IV

Louise was very helpful and kind to me during this time. I will definitely stay in touch for further courses and all the CPD hours needing to be done.

Atefeh, W.A.
FNS40815 Cert IV in Mortgage Broking, by online study

Testimonial: Diploma online – a pleasant experience

I just want to say thank you very much and I sincerely appreciate the certificate. I feel like this course has challenged me enough and provided sufficient support/information in order to not only succeed but test and prepare myself for the broking industry. The flexibility suited me very well for my circumstances. It has been a pleasure. Thank you again to the NFI team.

J.M. NSW, Diploma of Mortgage Broking by online study
May 2020

Outstanding service

I really do appreciate all of the help every member of your team has given me, I am really blown away with your level of service! Thanks again for everything. I will be raving about NFI to anyone who has [sic] either upgrade or any finance qualifications, you are all seriously outstanding at what you do!!

N. P. FNS50315 Diploma upgrade online study

Testimonial – Valuable topics

The topics that were most valuable to me were on marketing and dealing with clients and the examples of mortgages and working on the examples to get a clear idea of what’s involved.  The course was presented in a clear and easy way to allow for us to understand the aspects of mortgage broking.

K.H. FNS40815 Certificate IV workshop

Testimonial – Easy to get to

Thoroughly enjoyed the 3 day workshop with Liz. The facilities were great and easy to get to by public transport.  All the 12 units were extremely important and relevant to the Finance and Mortgage Broking industry.

J.T. FNS40815 Certificate IV workshop

Testimonial – One of the best

One of the best courses I’ve taken.  It challenged me, but in a good way. Learned so much.  Trainer was very supportive and understanding. Listened to all our comments and assisted us where we had questions. 20 out of 10!

V.M. FNS50315 Diploma workshop

RPL for Cert IV

The service has been superb.  Love the attention to detail and follow through. Will surely pass on your details to all new candidates. Thank you kindly.

S.K. Associate Director, Financial Services
RPL for Cert IV

Testimonial – Sydney Diploma Workshop

Thanks for the course at the end of last month, it was actually very interesting and I found it so much better than sitting down and looking through a book!  I would recommend it to anyone else who needs to complete this course.

C.M. NSW Broker

RPL support

He (the RPL assessor) was very helpful as you were. I will surely recommend you guys every time someone asks me about finance and cert 4 👍👍

FNS40115 by RPL

Testimonial: Diploma of Finance and Mortgage Broking Management

Thank you for your notification. I’m so glad to hear the good news. Thank you for your online course, I learnt a lot from it and I will certainly choose your courses to meet my CPD requirement.

Northern Territory

Testimonial – Workshop impressed

Very impressed. Even with all the information covered, the want to keep my brain going was high. So very happy and excited to complete the rest of my assessments.

Cert IV in Mortgage Broking

Good course

The trainer was so friendly and conducted her training in an interesting way and made it easy to understand. We like to interact with her. It was a good course.

Cert IV in Mortgage Broking

Fast certificate for Cert IV in Bookkeeping

Hi, my certificate came today! Wow, I can’t believe how fast it was. Thank you all so much for everything , it was such a pleasurable experience studying with NFI! Please tell John I say thank you as well. Regards.


Certificate IV in Bookkeeping

Testimonial – Hearty thanks

I would like to heartily give thanks to “The National Finance Institute” team for the outstanding “face to face workshop” and all the help and support during and after the workshop.

FNS40815 Cert IV + FNS50315 Diploma

Really good

For a quick short course, everything was really good

Telephone techniques
Online 2018

Marketing Handbook

A great resource that puts the essentials of mortgage broking marketing into one, easy-to-read handbook. While it isn’t rocket science, the handbook provides the fuel to propel an average business to improved heights.

Mortgage Maze

Marketing handbook for brokers

Your handbook is totally focused and relevant to the marketing efforts of mortgage brokers. We have already started to implement just a few of the many ideas and programmes and have no doubt that positive results will follow. An excellent product that I strongly recommend to all brokers.

First Choice Home Loans

Handbook trial

We are a husband and wife team, totally new to mortgage broking. We have resigned from our IT jobs and have gone into mortgage broking full time to give it our best shot. After some research, we decided to make your Handbook our bible. We are going to implement it to the letter and spirit and with full energy and faith.

Mortgage Avenue

Marketing Handbook

Insightful in expectations and how to keep clients happy – great motivating ideas.


Testimonial – Workshop has real life examples

Excellent. I really appreciated the real life examples outlined to correlate with each learning module.

Melbourne, workshop

Testimonial – Broker workshop

Hard to improve upon. Ten out of ten. Fantastic!


Testimonial – Sydney mortgage broker workshop

Well presented and extremely informative.


Testimonial – Mortgage broking workshop in Sydney

Due to the small groups, information was easy to understand.


Testimonial – good case studies

I found the practical case studies particularly helpful.


Testimonial – Great trainer

Very diligent to all trainees’ needs.


Testimonial – Broker workshop in Adelaide

I found the course very informative and the one on one aspect cleared issues immediately. I recommend it to all!


Online study

Very professional and easy to understand.


Testimonial – My trainer had real life experience

Anecdotal input invaluable. Keep up the good standard.

Melbourne, Cert IV workshop

Looking forward to becoming a mortgage broker

I’m new to the industry and thoroughly enjoyed the training.

Melbourne, Cert IV workshop

Testimonial – Enjoyed my workshop

Good teaching styles, very knowledgeable and ongoing supporting documentation very thorough. Thank you so much for this!

Melbourne, Diploma workshop

Testimonial – face to face workshop

Trainers obviously have a lot of experience in this field which gives great weight to everything said.

Melbourne, Cert IV workshop

Cert IV Financial Services, correspondence

I enjoyed studying the Cert IV in Financial Services as it was so practical, easy to follow, comprehensive and I feel has given me good grounding. My trainer was very helpful each time I contacted her. Thank you for making the journey a smooth one.

N.S.W. corresp, FNS41815

Testimonial – Diploma workshop Brisbane

This was a very relevant and well presented course. I enjoyed it and learned an enormous amount of new knowledge.

Brisbane, Diploma workshop

Certificate IV online

I have today received my exam results which will complete this program for me. Many thanks to the Trainers involved and their preparedness to address issues raised by students, it has been most helpful. I have certainly gained a much better understanding of this area because of this program.

Online student, Vic

Testimonial – Thanks from ABC Mortgages

I just want to thank you for the efficient handling by NFI of our Cert IV upgrade. As you know we are powering along very well at the moment with around 25 brokers in my team nationally. When I sat in your classroom just on 4 years ago, I had no idea that my business would have grown to where it is now. Thanks for the great training you provided back then. It was an excellent platform to launch my career from.

ABC Mortgages

Testimonial – One of the best

I do a lot of extra training [courses] at work and this has been the best course I have been on in a long time.


Good training

I really found the training exceptionally good, in depth and realistic. Easy to understand.


Very happy with classroom study

Trainer was very informative and had a very good grasp of all topics presented. Very happy I chose the classroom option of the course.

Melbourne, Cert IV workshop

Testimonial – Loved the workshop

Full of stories and humour which makes difficult terminology and concepts become real and not theoretical. I really loved it ….. and handbook is fantastic as all information is there to look up, thank you.

Brisbane, FNS40815 workshop

Certificate IV class

The training session was very informative and the presenter was knowledgeable and approachable. He made sure to keep the tone light and fun despite the seriousness of the content. This made it easier to keep focused.

Brisbane, broker workshop

Testimonial – Professional workshop for new brokers

Very educational through (trainer’s) own experiences. Made it easier to relate to scenarios that we may be presented with in real life. Extremely professional.


Real life stories a value add

If the presenter had little experience this would not suit me. Peter’s stories, examples and experience were a great value add.

Brisbane, broker workshop

Testimonial – trainer experience valuable

Presenter experience was very valuable. Materials excellent – easy to understand. Great resource.

Grafton, NSW

Testimonial – Fantastic facilitation

Thank you for the fantastic facilitation of the Cert IV in Financial Services. I really enjoyed the day (RPL workshop) and was very impressed with your style of teaching. It made what would normally be ‘dry’ content into a really engaging and interesting course. So thank you! I will definitely be recommending your company for future training requirements.


Testimonial – course very comprehensive

I have really enjoyed the course and found the NFI program to be very comprehensive with practical ‘hands on’ advice that will serve me well as I begin my career in the mortgage industry. This is only the start of my training and I know I have a lot to learn! At least I know I am off to a good start.


Testimonial – brilliant trainer

I thought the trainer was brilliant. The way she presented material helped make sense on how to implement in business. It gives you the confidence to then go ahead and self-learn for the future.

Brisbane, broker workshop

Testimonial – trainer listens to students

Very good style, trainer listens to students and interacts very well. Good material. Best course attended in a long time, thank you.


I have gained a fantastic understanding of the mortgage industry and believe that this course is an excellent preparation for any individual, like me who wants to enter the industry and be successful. Thank you for delivering the course material in easy to read text and for the invaluable research tool it will become for reverting back to at a later stage. In closing I would like to thank you for allowing me the flexibility to complete this course as an external student and have enjoyed it immensely.


Testimonial – a great course

Thanks a lot for emailing me the certificate. It is really a great course as the materials are organised. And I have also reviewed all the comments of assignment and exercise and it does help me to take points. Thanks again. I will come back to you guys when I need further professional knowledge.

Cert IV online
NSW, online study

The course was fantastic and the lecturer was wonderful in every aspect.


Very good fun and easy to understand.

Cert IV
Southport, Aug 2010

Testimonial – excellent facilitator

Excellent facilitator – great presentation.

Townsville, Sept 2010

The course was very informative and well presented. A pleasure and very helpful.

Townsville, Sept 2010

Excellent presenter – would thoroughly recommend this course

Cert IV
Sydney, Oct 2010

Very good teacher. I have learnt a lot this week, even though the material was not new to me.

Cert IV
Sydney, Oct 2010

The trainer proved to be very knowledgeable, enthusiastic and helpful. It made the four days very enjoyable. Thank you and well done.

Cert IV
Melbourne, Oct 2010

Thank you for the course, it was great. Peter was the consummate professional.

Cert IV
Gold Coast, Dec 2010

I have been impressed with the professionalism of NFI at all stages of the course and I will be recommending your institution to people I meet that are thinking about mortgage broking as a career.

Cert IV online
NSW , Mar 2011

I have learned a lot from this course, thanks for providing such an excellent course. I hope I can find a mortgage broker job with my knowledge.

Cert IV online
Victoria, July 2011

Training online was easy, friendly website and instructions even a layman can understand. Nice course content and practicable course module. Thanks for all your help and if anyone else interested would definitely recommend you guys

Cert IV online
NSW July 2011

Great webinar, information was very informative.

Bris Apr 2012

Testimonial – engaging trainer

Liz is an outstanding and engaging trainer with a deep knowledge of the content and industry. One of the best educators I have experienced.

Diploma workshop
Melb, Sept 2012

Testimonial – would highly recommend

Very clear trainer with informative instructions in relation to this course; Would highly recommend.

Diploma workshop
Bris, Nov 2012

I attended just the one day “top up” for the Diploma course. The content for the day was exactly what I wanted so that I can complete my Diploma studies.

Diploma workshop
Melb, Dec 2012

Fantastic course! Liz encouraged us to speak up when not sure about something, very friendly, relaxed and professional!

Diploma workshop
Melb, Dec 2012

Trainer was brilliant!. Professional, engaging 100% of the time. Spoke clearly and made me feel extremely at ease in the class.

Cert IV workshop
Melb, Apr 2013

The course covered the info well. Love it and recommend to others.

Diploma workshop
Melb, Apr 2013

Excellent presentation skills; course material was explained very well.

Diploma workshop
Melb, Apr 2013

Fantastic course, so glad I changed from Kaplan.

Cert IV workshop
Melb, Jun 2013

Liz was brilliant, clear and concise. Made the training enjoyable but also I personally learnt a heap.

Diploma workshop
Melb, Jun 2013

The best aspect of the training was the ability to ask questions and hear others ask also, and to get answers on the spot while it was relevant

Diploma workshop
Melb, Sep 2013

Testimonial – thank you

Just a quick note to say a big THANK YOU for your assistance, support and understanding throughout my enrolment with the Cert IV mortgage broking course.

When it comes to studying new things, my preference is to learn in a workshop setting (which you do offer). But my mentor chose to pay for and enrol me in the online course, so I didn’t have much say in the matter. As I have no previous industry experience, I found the course challenging, but not too over-whelming. The material was presented in an easy-to-follow format, and it has helped me learn the basics of becoming a mortgage broker. I am especially impressed by how you were able to put yourself in my shoes and understand me. I can’t wait to start on the Diploma, knowing that I can call on you for assistance if I get stuck.

Cert IV Mortgage Broking, online
Sydney Feb 2014

I would like to commend your organization on the layout and interface used in the online course Certificate 4 Accounting as well as the swift service. The interface is very streamlined, logical and user friendly.

Cert IV Accounting, online
Sydney, Jun 2014

Liz was good. Lots of industry experience clearly helps.

Cert IV Mortgage Broking
Melb Aug 2014

It was very useful for me and I am so happy to have Liz’s class.

Cert IV Mortgage Broking
Melb. Aug 2014

Fantastic, couldn’t imagine doing this by correspondence. Face to face course was amazing.

Diploma Mortgage Broking
Melb Aug 2014

It has been a pleasure studying through you. Alison was great. Very quick to respond to my questions and very helpful when I didn’t understand things.
Thank you so much for making my studying easy and such a pleasurable experience.

Diploma of Accounting, online
South Australia Oct 2014

Testimonial – great presentation style

Liz is incredibly knowledgeable and has a great presentation style. For dry content she certainly makes it a fun environment.

Diploma Mortgage Broking
Melb. Feb 2015

Liz was an excellent trainer, gave me confidence to start my new venture. Can’t wait.

Cert IV Mortgage Broking
Melb. Feb 2015

Testimonial – Diploma

I had a minor heart attack when looking over the course content at home. But at the workshop Liz presented the information in a clear and concise way, which finally helped me to understand the finer details of the assignments.

Diploma Mortgage Broking
Melb. Feb 2015

I just wanted to thank you Peter very much for the fantastic Cert IV course you provided over the past 3 days in Melbourne. I have to say that it was one of the most interesting and well presented courses I have been on (and I have been on many – especially IT ones!). Your obvious passion, expertise and real-life examples were much appreciated!

Cert IV Mortgage Broking
Melb. Dec 2015

Testimonial – Certificate IV

Personally, I think it’s good to attend the workshop instead of doing it online as you can learn a lot from other members’ questions and experiences.

Cert IV Mortgage Broking
Sydney Mar 2015

Liz is superb, she is perfect for the role, very approachable, genuine, caring and articulate. I wish there was more publicity about the Diploma workshop being suitable for commercial lending. If I knew I would have stayed for the Diploma.

Cert IV Mortgage Broking workshop
Melb. May 2016

Testimonial – loved every minute

Excellent trainer, loved every minute of the course!!! Fine food, amazing venue.

Cert IV Mortgage Broking workshop
Melb. May 2016

Fantastic choice to choose this course. Much appreciated and thanks! Keep in touch!

Cert IV Mortgage Broking workshop
Sydney, June 2016

I love this course and it proves to be beyond my expectation. Thank you very much Peter. How to touch and retain our clients was the most valuable topic to me.

Cert IV Mortgage Broking workshop
Sydney, June 2016

Testimonial – topics valuable

As someone new to mortgage broking, I found the topics very valuable to me. And in last topic Peter gave us advice on how to build up and maintain our client base. I think this is very valuable to me. I’m so glad to spend these 3 days with Peter. I have learnt a lot, not only the techniques but also he gives us a lot of advice on how to be a good broker. A great experience.

Cert IV Mortgage Broking workshop
Sydney, June 2016

“Peter, thank you for your time the past few days, it was awesome to engage with your experiences and knowledge, and I truly learnt so much that I know with certainty will help me grow.

Finance Manager
October 2016

Fantastic real life scenarios and actual practical experience. One of the best trainers in my long professional career as a chartered accountant. Thank you Liz!

Cert IV Mortgage Broking, Workshop
Sydney, March 2017

The course was fantastic. Liz was excellent, made the topics very interesting, so it was easy to understand.

Cert IV Mortgage Broking, Workshop
Sydney March 2017

Thank you so much for your prompt response. You are an excellent marker. The National Finance Institute is lucky to have someone as efficient as you.

Diploma of Accounting online study
April 2017

Even though I work in the industry already, I thoroughly enjoyed the course. I was engaged and learned. Thank you..

Cert IV FNS40815 workshop
Melbourne Nov 2017


Peter, thanks once again for your efficient service and prompt attention. I will be sure to recommend more people to you in the future.

FNS50315 Diploma
RPL, Jan 2018

All topics helped me and gave me knowledge to start my career.

Cert IV FNS40815
Sydney, Dec 2017

Liz was absolutely delightful, not to mention insightful, easy to listen to and engaging. I found this course extremely helpful in understanding the role of a mortgage broker. Was very impressed, thank you.

Cert IV FNS40815
Sydney, Jan 2018