Australia's largest privately owned finance, business and accounting education provider
Prefer to speak over the phone? Call us International: +61 3 8317 2953

FNS50315 Diploma of Finance and Mortgage Broking Management

Learn and Connect with Mentor Education!

November Course Offer Extended! Must end November 27th, 2020 @ 4pm AEDT.

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
  • Practical Demonstration
  • Journal and Self-reflection exercises

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.

A. Online study / Self-paced, Live Tutorials

Recommended for self-directed learners also interested in additional Virtual class tutorials.

ONLINE / LIVE VIRTUAL TUTORIALS
  • No hidden fees!
  • Self-paced
  • Start anytime
  • Online assessments
  • 1300 phone support
  • Enrol online

$1,268.00*

$1,585.00*

Special offer
ENROL ONLINE
DOWNLOAD GUIDE
Payment plan
  • Payment plan
  • Direct Debit
  • Start sooner

$1,585.00*

$2,895.00*

($585.00 Deposit &
4 x $250 Monthly payments)

ENROL ONLINE
DOWNLOAD GUIDE

B. Online study / Self-paced

Recommended for confident self-directed learners and is related to their current chosen career.

ONLINE / SELF-PACED LEARNING
  • No hidden fees!
  • Self-paced &
    online live classes
  • Start anytime
  • 1300 phone support
  • Enrol online

$763.00*

$1,090.00*

Special offer
ENROL ONLINE
DOWNLOAD GUIDE
Payment plan
  • Payment plan
  • Direct Debit
  • Start sooner

$1,090.00*

($400.00 Deposit &
3 x $230 Monthly payments)

ENROL ONLINE
DOWNLOAD GUIDE

C. Additional Support

Recommended for individuals new to online learning or returning to learning who would benefit from additional support.

ONLINE / ADDITIONAL SUPPORT
  • No hidden fees!
  • Self-paced, live tutorials &
    additional support
  • Start anytime
  • 1300 phone support
  • Call us

$Call us*

CONTACT US
DOWNLOAD GUIDE

NEED MORE INFO? DOWNLOAD A FREE COURSE GUIDE AND REQUEST A FREE COURSE CONSULTATION.

Please feel free to complete and submit the online form below
or give us a call on 1300 306 146.



Please enter your first name and last name

Please enter your phone number

Please enter your email address



* Terms and conditions
For further information regarding tuition fees and study options related to the FNS50315 Diploma of Finance and Mortgage Broking Management Australian Government 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 or call us on 1300 306 146.

Option C. Additional Support
For students enrolled into the FNS50315 Diploma of Finance and Mortgage Broking Management course who have selected the Online / Additional Support option as part of their enrolment, please note that additional tutorial/assessment support is restricted to a single booking once per month and is subject to both booking in advance and trainer availability.

DOWNLOAD YOUR FREE
COURSE GUIDE

Download a brochure Certificate IV in Accounting and Bookkeeping
  • Please enter your first name and last name

  • Please enter your phone number

  • Please enter your email address


  • Download your course guide and receive a free consultation with a course adviser

ENROL ONLINE NOW
A. Online study / Self-paced, Live Tutorials

ENROL ONLINE NOW
B. Online study / Self-paced

CONNECT WITH US

Mentor Education Pty Ltd (RTO 21683) is a registered training organisation delivering vocational education and training across all states of Australia and globally.

To connect with industry specialisation and innovation opportunities visit:

TESTIMONIALS


Mentor staff and Miler have helped me…
Mentor staff and Miler have helped me to complete my assessments and course in time. Appreciate your time and support. Warm Regards, Ali
–Ali M

Great Education at Mentor
Excellent experience working with the team. They are very understanding and useful. ...
–Praful D

...Recently completed my Cert IV ...
I recently completed my Cert IV in Finance and Mortgage Brokering with Mentor Education. The service I have received since day one has been amazing. Earl Brooks has helped me immensely and Miller was a great teacher/Mentor. Can't wait to start my diploma!
–Cody S

read more testimonials

Close Icon

Request A Callback

One of our friendly course advisors will call you back

Close Icon

Express Interest

Please fill in the form and one of our friendly course advisors will call you back

Postcode:

URL:

Close Icon

Express Interest

Please fill in the form and one of our friendly course advisors will call you back

Postcode:

URL:

Close Icon

Express Interest

Please fill in the form and one of our friendly course advisors will call you back

Postcode:

URL:

Close Icon

DOWNLOAD YOUR FREE COURSE GUIDE

  • Please enter your first name and last name

  • Please enter your phone number

  • Please enter your email address


  • Download your course guide and receive a free consultation with a course adviser