Course Code: FNS50315

This diploma is the industry standard qualification for becoming a Mortgage Broker and will provide the skills and knowledge for employment in a range of business settings:

  • Establishing your own finance and mortgage broking business
  • Employment in a Finance and Mortgage Broking franchise
  • Employment in a Bank or Credit Union
  • Employment in a Bank or Credit Union as a Mobile Lender

You'll learn how to manage diverse lending portfolios - including commercial, plant and equipment loans, in addition to learning business management skills relating to local area marketing and risk management. On top of the fundamentals, the course also covers how to build and retain a client base and network of partners, along with the key elements of business management and growth planning. 

 

  • Studying online
  • Payment Option
  • Nationally Recognised
  • Rolling Start Dates
  • Access to lynda.com
  • Student Reward Program
  • Government Funding Available
Course structure

This course covers 15 units of competency

Study Mode

This course is delivered online

Locations & Dates

Rolling start dates available

  • Description

    The Diploma of Finance and Mortgage Broking Management is a comprehensive finance qualification that is not only considered industry standard but it is also industry recognised. 

    The course material covers finance and mortgage fundamentals including: 

    • Prepare loan applications on behalf of finance or mortgage broking clients
    • Present broking options to clients
    • Implement complex loan structures
    • Comply with financial services legislation and industry codes of practice
    • Develop and monitor policies and procedures
    • Settle applications and loan arrangements in the finance and mortgage broking industry

    If it is a reputable career and salary you seek then the Diploma of Finance and Mortgage Broking Management could just be the qualification you need to secure your future. 

    Course Features

    • Access to fully customised online learning platform, MyUpskilled
    • Access to the Student Support Services (Help desk) where students can receive support and assistance in the use of the LMS as well as any administration enquiries
    • Regular contact with their trainer via email, telephone and/or LMS communication tools
    • Trainer/Student Messaging System
    • Unlimited access to world leading video training provider Lynda.com
    • Access to Upskilled's Student Rewards Program

    Course structure

    The Diploma is conducted over a 12 months period within a self-paced online learning environment.  All required learning resources and assessments are provided online, providing ease and convenience of access. Dedicated trainer and assessor support is provided throughout your studies.

    The FNS50315 Diploma of Finance and Mortgage Broking Management covers 15 units of competency. You must successfully complete all units of competency to attain the FNS50315 Diploma of Finance and Mortgage Broking Management. In doing so, you will equip yourself with work-ready skills prized by employers.

    To work successfully in the real world you need real-world skills. That’s what our e-learning platform is all about. You can study, access key resources and connect with a dynamic online learning community when and where it’s convenient for you. That means you can learn at your own pace, gaining the knowledge, expertise and capabilities to launch or advance your career.

    Entry Requirements

    There are no formal entry requirements for this qualification

    Students will be required to have regular access to a computer and internet access to complete this course.

    Recognition of Prior Learning

    If you have previously undertaken tertiary study at a recognised institution you may be exempted from specific units in a course by completing a CT application at enrolment. If you have relevant work experience you may be awarded Recognition of Prior Learning (RPL). Evidence to support your application must be provided at enrolment.

  • Course Outline

    The FNS50315 - Diploma of Finance and Mortgage Broking Management consists of 10 core units of competency and 5 electives, as identified in the FNS Financial Services Training Package. All units must be successfully completed to attain the qualification.

    Unit Code
    Unit Name
    FNSFMB403Present broking options to client
    FNSFMK505Comply with financial services regulation and industry codes of practice
    FNSINC401Apply principles of professional practice to work in the financial services industry
    FNSFMB504Implement complex loan structures
    BSBRSK401Identify risk and apply risk management processes
    FNSFMB503Present broking options to client with complex needs
    FNSFMB502Identify and develop broking options for clients with complex needs
    FNSFMB401Prepare loan application on behalf of finance or mortgage broking clients
    FNSFMB402Identify client needs for broking services
    FNSCUS501Develop and nurture relationships with clients, other professionals and third party referrers
    FNSORG502Develop and monitor policy and procedures
    BSBSMB405Monitor and manage small business operations
    FNSFMB501Settle applications and loan arrangements in the finance and mortgage broking industry
    FNSPRM602Improve the practice
    BSBSUS501Develop workplace policy and procedures for sustainability
  • Career Outcomes

    This qualification reflects professional financial broking job roles in financial services and other related industries. Unlock your potential career as a:

    • Mortgage Broker
    • Financial Clerk
    • Finance Assistant
    • Insurance Broker
    • Finance Broker
    • Banker
    • Mobile Lender 
  • Flexible Payment Options

    Option 1 – Save 15%

    Save 15% ($675) when paying upfront. Total course cost: $3,825

    Option 2 - 24 Month Interest-free payment plan

    No deposit, no interest to pay for 24 months. Get started for just $44 a week! Total course cost: $4,500

    zipMoney

    Upskilled has teamed up with zipMoney to offer you flexible weekly, fortnightly or monthly interest free payment plans, allowing you start studying now without the financial burden! Applications for Zip Money literally only take a few minutes! Find out more about ZipMoney.

    Terms and Conditions Apply

  • Upcoming Courses

    Date Delivery Method  
    22/11/2017 Enquire Now
    13/12/2017 Enquire Now

    Pagination

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