About Us


 Read some of our Reviews here  Read some of our Reviews here

We offer Nationally Recognised Training, Centrelink-Approved Courses, since 2005

All training courses are not the same!  Our training courses provide a balance between theory and real-life practical skills to deliver results that can be immediately applied in the 'real world'. We believe this is an important key to success in the mortgage industry.  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.  That's well over a decade of experience.

Everything is handled right here in Australia. No overseas processing, no delayed communications, no concerns about where your personal information is going. Read Reviews above, see Podcasts below and click on Courses here.
Peter Heinrich started the business with the objective of forming the industry's leading training organisation. Both directors have extensive experience in the finance industry. For over 20 years Peter Heinrich was heavily involved in the banking and mortgage broking industries. The last 7 years in banking were as State Manager (WA) for St George Bank, with a major focus on growing the mortgage broking unit. Peter was involved in the 'Building the Future' program, which shaped the Mortgage & Finance Association of Australia (MFAA) into a relevant industry association and he also pioneered mobile lending, as one of Australia's first mobile lenders back in 1984. After leaving banking, Peter became the State Sales Manager for Mortgage Force, a national mortgage origination company. His positions have always involved training in lending and customer service staff. Prior to forming The National Finance Institute, Peter was Managing Director for a rival training organisation, which he founded in 2001. He is a Fellow of FINSIA, a Fellow of the Australian Institute of Mortgage Brokers and a Fellow of the Institute of Financial Services. Peter also holds a Certificate IV in Assessment and Workplace Training. Peter has been a widely sought-after public speaker, with a vast array of proven examples, real-life case studies and industry-specific strategies to fire at the audience. Peter was a guest presenter at the Australian Mortgage Summit and has spoken at numerous national conferences and professional development workshops. He was also the co-author of the best-selling Australian Mortgage Marketing Handbook.

Our Trainers

Click here to see information on our Trainers.

Our Services

The National Finance Institute has provided specialised training services since 2005 and offers the following services as a Registered Training Organisation (RTO Ref 31203):

FNS NATIONALLY RECOGNISED FINANCIAL SERVICES COURSES

  • FNS40821 Certificate IV in Finance and Mortgage Broking - this nationally recognised course is for those seeking formal qualification as a mortgage broker. Recognised by the MFAA, FBAA, ASIC, lenders and aggregators.  Options: 3-day Zoom Workshop; Distance Learning; Online E-learning; RPL.
  • FNS50322 Diploma of Finance and Mortgage Broking Management  - this nationally recognised Diploma course is for individuals seeking advanced knowledge and skills that are required to be a professional finance or mortgage broker, offering services which may include commercial lending. There are 2 Diploma course mode choices: - Upgrade Diploma - suitable for individuals who already hold the Certificate IV qualification and are seeking a higher qualification.  Complementary Gap Module if your Cert IV is not one of the recent FNS40820 or FNS40821 versions. - Full Diploma - suitable for individuals who do not have a Certificate IV qualification but require only a single Diploma qualification. Options: Zoom Workshops | Distance Learning | Online E-learning | RPL.
  • FNS41820 Certificate IV in Financial Services  - this nationally recognised course is intended to provide a flexible general purpose pathway for those looking to enter or already in the financial services industry looking to formalise their skills. The latest "Release 2" version is intended to meet the training needs of employees with roles that involve working across a range of duties in the financial services sector where a specialist qualification is not the most suitable qualification to meet their training needs. It contains 13 units.  Options: Online E-learning; Distance Learning; RPL.
  • FNS40122 Certificate IV in Credit Management This qualification is the industry recommended pathway for persons typically employed as credit officers, collection officers, team leaders and supervisors providing an intermediate understanding of credit management functions.  Now only 10 units, students undertaking this qualification may wish to use it as part of their pathway towards the higher qualification of the Diploma of Financial Services (Banking).  It is an excellent extension to other FNS/mortgage broking courses for those wishing to target larger financial institutions in their career goals.  Options: Online E-Learning; Distance learning; RPL.

BSB NATIONALLY RECOGNISED BUSINESS COURSES

  • BSB30120 Certificate III in Business  This qualification may suit those wanting an introduction to broad range of administrative skills suitable for an office environment. A great introduction to the business world. Options: Online e-learning, distance learning or RPL.
  • BSB40520 Certificate IV in Leadership and Management This qualification is suitable for individuals working as developing or existing managers in a range of industries.  Options: Online e-learning, distance learning or RPL.
  • BSB50420 Diploma of Leadership and Management This qualification is the industry recommended pathway for persons typically employed in or looking to become employed in a leadership or managerial position.  Options: online e-learning, distance learning or RPL.

GENERAL SERVICES

    • Recognition of Prior Learning for individuals with two years experience or more who are seeking to gain their qualification through RPL rather than study. Click here for more RPL information.  RPL is available on all our qualifications.
    • CPD Courses Short Courses - professional development (CPD) short courses - access our online "short courses" instantly for a Certificate of Completion. Click here to access more details on Short Courses
    • Webinars - Our webinar series has now finished but some great Podcasts are below
    • Compliance advice (see QED re acquiring your ACL).
    • Seminars - What does your group require? The Psychology of a Loan;  The 5 Drivers of Revenue Growth;  Efficiency in Business Operations - you can request a seminar for your organisation.
    • Click here for some general guidelines on How To Become a Mortgage Broker

ACCESS PODCASTS HERE

Remember the Royal Commission outcomes?  These are just two of many available Podcasts, from early 2020 through to now, 2025.  Scroll down for the latest: Great podcast about how a broker got started: Another great podcast about how an Australian female broker went from accounting to broking: Another great podcast about how an Australian female broker evolved her mortgage broking business in Sydney: This October 2024 podcast is about a broker's goal of $20M in loans has been achieved in her first year - This November 2024 podcast is about Women in Finance following the Women in Finance Summit/Awards on 15 November, sponsored by Mortgage Choice - In this December 2024 podcast we listen to a former banker turned broker who is growing both the residential and commercial side of broking This June 2025 podcast has Annie Kane from The Advisor talking to experienced brokers, discussing what they wished they knew when they first started and how to get it right from day one: In this June 2025 podcast from The Advisor, we listen to Why Relationships matter in Asset Finance, unpacking recent trends: In this October 2025 podcast from The Advisor, we listen to Phil Rogers from Loan Market Edge in Qld discussing how he’s built out his 18-person team, and how he aims to get his brokerage to writing $1 billion a year by 2030: