Diploma of Finance and Mortgage Broking Management

FNS50311

Nationally Recognised Training Course
The Diploma of Finance and Mortgage Broking Management online course is designed for individuals wishing to become a qualified Finance or Mortgage Broker.

Completing this Diploma will see you earning the industry standard for education on how to become a mortgage broker.  This qualification helps provide you with the knowledge and skills required to work in a variety of roles including:

  • Establishing your own finance and mortgage broking business
  • Working in a Finance and Mortgage Broking Franchise
  • Working in a Bank or Credit Union.
  • Operating as a Mobile Lender for a Bank or Credit Union

This course will educate you on how to generate an income from diverse lending portfolios, including residential, commercial, plant and equipment loans. It also provides business management skills relating to local area marketing and risk identification and assessment.

In addition to the industry fundamentals, we teach you the important components of how to find, attract, develop and retain clients, build a network of partners that provide you with ongoing customer referrals and the key elements to managing a successful business and planning for growth.

 You’ll learn to:

  • interpret client requirements and tailoring financial products to meet their needs
  • document clients’ complex or special needs to protect interests of clients and broker
  • build trust and a rapport with clients
  • conduct trend and risk analyses including financial product modelling
  • undertake risk identification, evaluate risk controls and conducting probability assessments
  • analyse, model, prioritise and measure risk loan structures/options
  • generate a range of financial options for clients to consider
  • create action plans for complex loans to meet timelines and priorities
  • apply technology through the utilisation and application of computers, organisational software, organisational templates and telecommunication devices

 

National Course Code Qualification Name Course Duration Nationally Recognised Training
FNS50311 Diploma of Finance and Mortgage Broking Management 8 - 12 Months Yes

Subject list for Diploma of Finance and Mortgage Broking Management FNS50311

In order to obtain this qualification, you must successfully complete the following 15 units of competency

Unit of Competency
Unit of Competency Code
Comply with   financial services legislation and industry codes of practice FNSFMK505A
Apply principles   of professional practice to work in the financial services industry FNSINC401A
Develop and   nurture relationships with clients, other professionals and third party   referrer FNSCUS501A
Assist customers   to budget and manage own finances FNSFLT501A
Provide finance   and mortgage broking services FNSFMB402A
Develop and   maintain in-depth knowledge of products and services used by an organisation   or sector FNSINC402A
Present broking   options to client FNSFMB403A
Prepare loan application on behalf of finance and mortgage   broking clients FNSFMB401A
Identify risk and   apply risk management processes BSBRSK401A
Undertake risk identification FNSRSK501A
Assess risks FNSRSK502A
Monitor and manage small business operations BSBSMB405A
Identify and develop complex broking options for client FNSFMB502A
Present broking options to client with complex needs FNSFMB503A
Implement complex   loan structures FNSFMB504A

In addition you may choose to extend your learning at no extra cost.

The following units will be issued on a separate Statement of Attainment upon successful completion.

 

Unit of Competency
Unit of Competency Code
Design and produce business documents BSBITU306A
Process applications for credit FNSCRD301A

 

Find out more at training.gov.au

You need the right qualifications to start your Mortgage Broking Career

The regulations to become licensed as a mortgage broker have been tightened over the past couple of years by the Australian Securities and Investments Commission (ASIC), with new starters now required as a minimum to have a nationally accredited Certificate IV.

Further to this, in order to work in many of the top organisations, you will be required to have completed a Diploma level qualification, as well as completing 2 years of mentoring with approval by one of the major industry bodies, such as the MFAA, or the FBAA.

This mentoring program can cost up to $20,000, but unlike many other training organisations, it is included in the Australis College Diploma of Finance and Mortgage Broking Management at no additional cost to you. When combined with the fact that all our trainers have real experience working in the industry, the result is that completing one of our mortgage broking courses, will give you the best start in this exciting and lucrative industry.

Read more about careers in Finance and Mortgage Broking

Online Learning

self-study

Australis College provides a self-paced online training program combining a comprehensive eLearning course, support materials, downloadable course materials with full phone and email support. For online programs, we believe we are a market leader. We produce world class eLearning solutions based …

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Blended Learning

mixed-mode

The blended learning approach that provides the flexibility of online support whilst receiving advantage of face to face learning. The Australis College blended learning approach, combines face to face or live training over a webinar with self-paced eLearning courses supported …

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One-on-One

face-to-face

One-on-One experience where you receive continuous support. This may be through webinars, live web tutorials, skype  sessions, and even face to face meetings with your trainer. The choice is yours.   We do not have trainers training a course or …

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What our students have to say


What employers have to say



“The course content and delivery were first class. After many years of Residential Lending I now have the confidence to tackle SME Lending.”
James Gillard


“Excellent course – I learnt a lot of new information and this confirms that we
need to offer Finance Products of all types that suit our
clients.”
James Currie


“It would be my pleasure to recommend this course to any prospective
people who are considering a profession in the finance industry who seek the
required and necessary training and education”.
Wayne Joliffe, Australian Unity


“I feel privileged to have had the benefit of your knowledge &
guidance through the process and sincerely thank you for your patience and
empathy”.
Regards Phil Harbrow


Read more student Testimonials

VET FEE-HELP approved course

Study Now & Pay Later

This course has VET FEE-HELP assistance available.

Click here to find out more about VET FEE-HELP.


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For more information about the Diploma of Finance and Mortgage Broking Management

Contact Us 1300 887 991 1300 887 991

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