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FNS50315 Diploma of Finance and Mortgage Broking Management

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The FNS50315 Diploma of Finance and Mortgage Broking Management qualification from Mentor Education is the superior choice for new entrants into this dynamic profession and the ‘Diploma Upgrade’ has been designed for existing advisers to upgrade their current Certificate IV qualification.

The course is suited for those looking to enter the finance and mortgage broking industry, or who are already working in the industry and want to take the next step in gaining qualifications providing the knowhow needed for advice and management roles in the finance and mortgage broking industry.

Students can commence studying towards a mortgage broking career by either completing the twelve-month Diploma of Finance and Mortgage Broking Management qualification or the shorter six-month FNS40815 Certificate IV in Finance and Mortgage Broking.

Enter the field or advance your standing in the mortgage broking industry with confidence! Finance and Mortgage Brokers play a significant role ensuring retail and business clients obtain professional advice on loans to suit their individual requirements and employers are increasingly looking for candidates who are equipped to meet the challenges of being a successful finance and mortgage broker.

Overview

The financial services industry for mortgage broking professionals is a rewarding career and continues to show strong growth, providing numerous opportunities for skilled, professional graduates. The FNS50315 Diploma of Finance and Mortgage Broking Management is suited to those who aspire to or are currently employed in the mortgage broking industry and are seeking to achieve the educational requirements of ASIC's Regulatory Guideline 206.

In this ever-changing marketplace of digital natives, employers are increasingly looking for candidates who are equipped to meet the challenges of servicing a range of complex financial services clients. Those with professional and practical skills in finance & mortgage broking management will have an edge over their peers, offering a higher calibre of professional and ethical services to their clients, enabling you to build trust and lasting client relationships.

Course Entry Requirement

This is an open entry course with no pre-requisite qualifications. In order for you to successfully complete this course, it is recommended that you have a strong literacy and numeracy skills. Students may wish to undertake the completion of the FNS40815 Certificate IV in Finance and Mortgage Broking qualification prior to completing the ‘Diploma Upgrade’ component of this course as a scaffolded, two-step process.

Course Outcome(s)

Upon successful completion of this course, you will be awarded the FNS50315 Diploma of Finance and Mortgage Broking Management qualification, a nationally recognised qualification.

Continuing Professional Development (CPD) Guidelines

Please refer to your relevant association for further information on CPD points available to individuals on completion of this course.

Who Should Enrol?

This course is designed for new entrants from any walk of life seeking to become mortgage brokers, commodities brokers, investment brokers and general financial brokers. The course objective is to qualify graduates to offer finance and mortgage broking services. It has a strong practical, experiential focus which encourages application of principles in a professional, ethical and client centric manner.

Course Duration

It is expected that students will spend 1300 hours in learning and related activities if completing on a full-time basis over 12 months. Students who have extensive industry experience will be expected to complete it in a shorter period.

Course Outline

This course provides the skills and knowledge required for advice and management roles in the finance and mortgage broking industry, equipping you to work independently or in team. During your studies, you will apply your theoretical learning in various practical case-study based scenarios, to deliver solutions and judgements in finance and mortgage broking planning activities.

Units of Competency

Core Units

  • Identify risk and apply risk management processes
  • Develop and nurture relationships with clients, other professionals and third-party referrers
  • Prepare loan application on behalf of finance or mortgage broking clients
  • Identify client needs for broking services
  • Present broking options to client
  • Identify and develop broking options for clients with complex needs
  • Present broking options to client with complex needs
  • Implement complex loan structures
  • Comply with financial services legislation and industry codes of practice
  • Apply principles of professional practice to work in the financial services industry

Elective Units

  • Manage people performance
  • Manage operational plan
  • Settle applications and loan arrangements in the finance and mortgage broking industry
  • Determine and manage risk exposure strategies
  • Manage personal work priorities and professional development


We have designed our assessment activities in line with best practice standards to help you deliver quality advice outcomes to your clients.

Assessment

Assessment tasks may be a combination of:

  • Short answer questions
  • Case study and scenario responses
  • Projects, Portfolio
  • Role Plays
  • Practical Demonstration
  • Journal and Self-reflection exercises

Flexible Delivery Options: Nationwide

Mentor Education specialises in providing professional education and training services to you anywhere, any-time. We appreciate that learning needs differ for each individual and organisation, which is why we allow you to select the approach that works best for you.

Option 1 - Online study
Self-paced
  • No hidden costs!
  • Self-paced
  • Start anytime
  • Online assessment
  • 1300 phone support
  • Enrol online


Self-paced (Online)

$1,090.00*

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Option 2 - Online (Blended) Study
Self-paced and Live Virtual Tutorials
  • Blended studies
  • Self-paced
  • Includes Virtual Classes
  • Access online
  • Start anytime
  • 1300 phone support

Option 2 - Blended Study (Self-paced & Live Virtual Tutorials)

$1,585.00*

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Mentor Education FNS40815 Certificate IV in Finance and Mortgage Broking Alumni Students:

For students who have already completed the FNS40815 Certificate IV in Finance and Mortgage Broking qualification with Mentor Education, you can complete the FNS50315 Diploma of Finance and Mortgage Broking Management qualification through our Pathway Upgrade Course.

Option 3 - Pathway Upgrade Course / Online Study
  • Upgrade from the FNS40815 Certificate IV in Finance and Mortgage Broking
  • No hidden costs
  • Self-paced
  • Start anytime
  • 1300 phone support

$550.00**

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ENROL NOW
Download Enrolment Form
and Payment Form

Terms and conditions
For further information regarding pricing and offers related to the FNS50315 Diploma of Finance and Mortgage Broking Management nationally recognised qualification listed on this web page delivered by Mentor Education Pty Ltd (RTO 21683), please visit the Terms and Conditions section of the Mentor Education Website located at https://www.mentor.edu.au/terms-and-conditions.

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(Option 2 - Online (Blended) Study - Self-Paced and Virtual Tutorials)

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TESTIMONIALS

Great company to complete online learning with.
Education had a flexible approach to my programme and helped me with all my queries. I know I have taken a few years to complete my DFP but it was worth the time since I had no cut off time. I am planning in doing my ADFP soon. I would recommend "Mentor Education" to anyone that is interested.

Nancy Gansalvez

You can actually talk to a Teacher!
I completed my Diploma of Financial Planning RG 146 with Mentor last year long distance while still working, they were very helpful and there when ever I needed help. You can actually talk to a Teacher or email them. They are polite and always check by email to make sure you were happy with their help, and to email back if not. Great 110% service. I had to use "another company " for another course because the Boss paid for it and honesty there was 0 service, no teachers at all and rude/money hungry people.

Andrew Hughes

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