The FNS50322 - Diploma of Finance and Mortgage Broking Management qualification from Mentor Education is fast becoming the superior and preferred industry choice for new entrants into this dynamic profession.
Students can commence studying towards a mortgage broking career by either completing Diploma of Finance and Mortgage Broking Management qualification or the FNS40821 - Certificate IV in Finance and Mortgage Broking.
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.
The FNS50322 - Diploma of Finance and Mortgage Broking Management course comprises of core units of competency covering disciplines including:
- Prepare loan applications on behalf of clients
- Implement complex loan structures
- Conduct work according to professional practices in the financial services industry
- Develop and maintain professional relationships in financial services industry
Prospective students may be eligible for RPL and Credit Transfer if they have completed the Certificate IV qualification.
Overview
The FNS50322 - Diploma of Finance and Mortgage Broking Management is ideal for those individuals undertaking or seeking roles in the mortgage broking industry. Careers undertaken by students completing mortgage broking courses include Mortgage Broker, Mortgage Broking Manageer, Finance Broker, Insurance Broking Manager and Insurance Broker.
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 Mentor Education FNS40821 - Certificate IV in Finance and Mortgage Broking qualification prior to completing this course.
Course Outcome(s)
Upon successful completion of this course, you will be awarded the FNS50322 - 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.
- Mortgage & Finance Association of Australia (MFAA) - https://www.mfaa.com.au/education-events/cpd-requirements
- Finance Brokers Association of Australia Limited (FBAA) - https://www.fbaa.com.au/training-centre/cpd-guidelines
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 750 hours in learning and related activities if completing on a full-time basis over 12 months.
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
- Develop and maintain professional relationships in financial services industry
- Prepare loan applications on behalf of clients
- Identify client needs and present broking options
- Identify and develop credit options for clients with special financial circumstances
- Present broking options to client with special financial circumstances
- Implement complex loan structures
- Comply with financial services regulation and industry codes of practice
- Conduct work according to professional practices in the financial services industry
- Apply ethical frameworks and principles to make and act upon decisions
- Undertake risk identification
Elective Units
- Manage business operational plans
- Develop workplace policies and procedures for sustainability
- Lead and manage effective workplace relationships
- Manage personal and professional development
- Market new business ventures
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 and Long Answer Questions
- Multiple Choice Questions
- Case Study and Scenario’s
- Projects
- Presentations
Flexible Delivery Options: Nationwide
Mentor 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.
Your Study Options:
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