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Thinking of becoming a Mortgage Broker?

Study with us.

  • You will empower yourself by learning the skills to become a qualified mortgage broker.
  • You will connect with your trainer through better teacher-to-student ratios.
  • You will get a quality education from one of the nation’s leading RTOs.
  • You will study to suit your lifestyle. We have flexible study options.
  • You will be recognised. This course is nationally recognised and respected by industry.

FNS50315 Diploma of Finance and Mortgage Broking Management

FNS50315 Diploma of
Finance and Mortgage Broking Management

Course Overview
Course Structure
Study & Assessment
Example Schedule

Overview

Wealth, flexibility and self-employment…the perks of working in Finance and Mortgage Broking!

Do you have a passion for wealth and people? Want to become your own boss and achieve work-life balance?

The FNS50315 Diploma of Finance and Mortgage Broking Management has been designed for individuals with these goals in mind. You will learn how to generate income from diverse lending portfolios, including residential, commercial, plant, and equipment loans, and will acquire the management skills needed to implement local area marketing and identify and assess risks.

Because many aspiring Finance and Mortgage Broking professionals are eager to start their own business, our course teaches the essential elements to manage a successful business and planning for growth. We illustrate to students how best to find, attract, develop, and retain clients to build a network of partners that will provide you with ongoing customer referrals.

This course is recognised and approved by the Finance Brokers Association of Australia (FBAA), and upon completion of this course, you will be eligible to apply for membership with the Mortgage and Finance Association of Australia (MFAA).

If you want to follow in the steps of our past students and lead a successful career for companies such as Loan Market, eChoice, Liberty, or YBR; or if you want the flexibility that comes with going out on your own, enrol in this course today!

You’ll learn to:

  • Build trust and rapport with clients
  • Interpret client requirements and tailor financial products to meet their needs
  • Document complex needs and protect client interests
  • Conduct trend and risk analysis, including financial product modelling
  • Identify risks and control and conduct probability assessments
  • Analyse, model, prioritise and measure risk loan structures/options
  • Generate a range of financial options for clients
  • Create action plans for complex loans
  • Prioritise and meet timelines
  • Use organisational software and corporate templates to complete work

Career Opportunities:

  • Mortgage Broker
  • Mobile Lender (Bank or Credit Union)
  • Sole Trader (Finance and Mortgage Broking)
  • Finance Professional

Accreditation

This qualification is nationally recognised under the Australian Qualification Framework (AQF).

This qualification is recognised by the Mortgage & Finance Association of Australia (MFAA) and the Finance Brokers Association of Australia (FBAA). Australis has been named as a preferred supplier for the MFAA and FBAA.

Articulation

Australis College has cooperated with the University of Southern Queensland (USQ) to establish an articulation pathway for the FNS50315 Diploma of Finance and Mortgage Broking Management. Completion of this course may result in receiving credit for up to 8 Units with the Bachelor of Business and Commerce – BBCM.

You can view the agreement here.

 

 

 

Subject list for FNS50315 Diploma of Finance and Mortgage Broking Management

There are 15 units in this Finance and Mortgage Broking Management qualification that are delivered in 3 stages. Students will be supported throughout the course program via one on one trainer support, online e-learning, live and recorded web-tutorials which are designed to support individual learner needs. Australis College will integrate the activities, bringing together some units that reflect real industry outcomes and processes.

To obtain this qualification, students at Australis College must complete the following 15 units of competency over a 12 month period:

Unit of Competency
Unit of Competency Code
Stage One
Develop and nurture relationships with clients, other professionals and third-party referrers FNSCUS501
Comply with financial services legislation and industry codes of practice FNSFMK505
Apply principles of professional practice to work in the financial services industry FNSINC401
Develop and maintain in-depth knowledge of products and services used by an organisation or sector FNSINC402
Stage Two
Identify client needs for broking services FNSFMB402
Present broking options to client FNSFMB403
Prepare loan application on behalf of finance or mortgage broking clients FNSFMB401
Identify risk and apply risk management processes BSBRSK401
Undertake risk identification FNSRSK501
Stage Three
Assess risks FNSRSK502
Assist customers to budget and manage own finances FNSFLT501
Monitor and manage small business operations BSBSMB405
Identify and develop broking options for clients with complex needs FNSFMB502
Present broking options to client with complex needs FNSFMB503
Implement complex loan structures FNSFMB504

 

 

 

Premium Support

Our premium level of support offers you as much or as little support as you require. This gives you the ability to customise your learning journey.

Find Out More

Blended Learning

Blended Learning combines the flexibility of online learning with the practical support of face-to-face (only available for certain courses), or live training via web tutorials, online forums and interactive e-learning.

Find Out More

Recognition of Prior Learning

Get credit for your existing experience. RPL (Recognition of Prior Learning) recognises the skills and knowledge you’ve gained through work and life experiences and maps the evidence of these against the criteria for individual units of competency.

Find Out More

The below images show an example timetable for the Diploma of Finance and Mortgage Broking Management illustrating the availability of webinars and online group participation. You will always be able to access your trainer via email, Skype or over the phone if you have any questions.

 

Monday
10.30am-1pm Live Chat
Open questions
6.30-8pm Online Training
Client Contact Management
8am
10am
Noon
2pm
4pm
6pm
8pm
9-10am Online Training
Welcome to new students
2.30-5pm Live Chat
Open questions

 

Tuesday
11.30am-1pm Online Training
Deal Structuring – First Home Buyers
8am
10am
Noon
2pm
4pm
6pm
8pm
9-11.30am Live Chat
Open Questions
2.30-5pm Live Chat
Open questions

 

Wednesday
1.30-2.30pm Online Training
Bank Retention Teams
8am
10am
Noon
2pm
4pm
6pm
8pm
9-11.30am Live Chat
Open questions
2.30-5pm Live Chat
Open questions

 

Thursday
11am-12noon Online Training
Business Planning
2.30-5pm Live Chat
Open Questions
8am
10am
Noon
2pm
4pm
6pm
8pm
9-10am Review
Review training progress
1-2pm Online Training
Welcome to new students

 

Friday
2-4.30pm Live Chat
Open Questions
8am
10am
Noon
2pm
4pm
6pm
8pm
9-11.30pm Live Chat
Open Questions
Course Overview Course Overview

Overview

Wealth, flexibility and self-employment…the perks of working in Finance and Mortgage Broking!

Do you have a passion for wealth and people? Want to become your own boss and achieve work-life balance?

The FNS50315 Diploma of Finance and Mortgage Broking Management has been designed for individuals with these goals in mind. You will learn how to generate income from diverse lending portfolios, including residential, commercial, plant, and equipment loans, and will acquire the management skills needed to implement local area marketing and identify and assess risks.

Because many aspiring Finance and Mortgage Broking professionals are eager to start their own business, our course teaches the essential elements to manage a successful business and planning for growth. We illustrate to students how best to find, attract, develop, and retain clients to build a network of partners that will provide you with ongoing customer referrals.

This course is recognised and approved by the Finance Brokers Association of Australia (FBAA), and upon completion of this course, you will be eligible to apply for membership with the Mortgage and Finance Association of Australia (MFAA).

If you want to follow in the steps of our past students and lead a successful career for companies such as Loan Market, eChoice, Liberty, or YBR; or if you want the flexibility that comes with going out on your own, enrol in this course today!

You’ll learn to:

  • Build trust and rapport with clients
  • Interpret client requirements and tailor financial products to meet their needs
  • Document complex needs and protect client interests
  • Conduct trend and risk analysis, including financial product modelling
  • Identify risks and control and conduct probability assessments
  • Analyse, model, prioritise and measure risk loan structures/options
  • Generate a range of financial options for clients
  • Create action plans for complex loans
  • Prioritise and meet timelines
  • Use organisational software and corporate templates to complete work

Career Opportunities:

  • Mortgage Broker
  • Mobile Lender (Bank or Credit Union)
  • Sole Trader (Finance and Mortgage Broking)
  • Finance Professional

Accreditation

This qualification is nationally recognised under the Australian Qualification Framework (AQF).

This qualification is recognised by the Mortgage & Finance Association of Australia (MFAA) and the Finance Brokers Association of Australia (FBAA). Australis has been named as a preferred supplier for the MFAA and FBAA.

Articulation

Australis College has cooperated with the University of Southern Queensland (USQ) to establish an articulation pathway for the FNS50315 Diploma of Finance and Mortgage Broking Management. Completion of this course may result in receiving credit for up to 8 Units with the Bachelor of Business and Commerce – BBCM.

You can view the agreement here.

 

 

 

Course Structure Course Structure

Subject list for FNS50315 Diploma of Finance and Mortgage Broking Management

There are 15 units in this Finance and Mortgage Broking Management qualification that are delivered in 3 stages. Students will be supported throughout the course program via one on one trainer support, online e-learning, live and recorded web-tutorials which are designed to support individual learner needs. Australis College will integrate the activities, bringing together some units that reflect real industry outcomes and processes.

To obtain this qualification, students at Australis College must complete the following 15 units of competency over a 12 month period:

Unit of Competency
Unit of Competency Code
Stage One
Develop and nurture relationships with clients, other professionals and third-party referrers FNSCUS501
Comply with financial services legislation and industry codes of practice FNSFMK505
Apply principles of professional practice to work in the financial services industry FNSINC401
Develop and maintain in-depth knowledge of products and services used by an organisation or sector FNSINC402
Stage Two
Identify client needs for broking services FNSFMB402
Present broking options to client FNSFMB403
Prepare loan application on behalf of finance or mortgage broking clients FNSFMB401
Identify risk and apply risk management processes BSBRSK401
Undertake risk identification FNSRSK501
Stage Three
Assess risks FNSRSK502
Assist customers to budget and manage own finances FNSFLT501
Monitor and manage small business operations BSBSMB405
Identify and develop broking options for clients with complex needs FNSFMB502
Present broking options to client with complex needs FNSFMB503
Implement complex loan structures FNSFMB504

 

 

 

Study & Assessment Study & Assessment

Premium Support

Our premium level of support offers you as much or as little support as you require. This gives you the ability to customise your learning journey.

Find Out More

Blended Learning

Blended Learning combines the flexibility of online learning with the practical support of face-to-face (only available for certain courses), or live training via web tutorials, online forums and interactive e-learning.

Find Out More

Recognition of Prior Learning

Get credit for your existing experience. RPL (Recognition of Prior Learning) recognises the skills and knowledge you’ve gained through work and life experiences and maps the evidence of these against the criteria for individual units of competency.

Find Out More

Follow our easy online application process.

Get Started Now! Get Started Now!

Enter your details and one of our friendly course consultants will be in touch.

Ask a Question Ask a Question