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.

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.

Study now, pay later
Study now, pay later

Enjoy flexible, interest-free repayments with ZipMoney

Get recognised across Australia
Get recognised across Australia

This is a nationally accredited qualification

100% online delivery
100% online delivery

Study this course online - anytime, anywhere

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Sounds just like the course you're after? Speak with a career consultant to discover what it's like to study the Diploma of Finance and Mortgage Broking Management (FNS50315) – send us an enquiry and we'll get in touch.

Course 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

Upskilled offers three flexible payment options for our students. Enquire now for more information on payment methods and government funding.

Pay up-front

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

Interest free payments

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

Government subsidies

No government funding available

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