(the FULL Diploma - no pre-requisites)
Diploma of Finance and Mortgage Broking Management
Designed and developed in consultation with industry experts, this nationally recognised
course is recognised by the MFAA, FBAA and ASIC and by lenders and
aggregators within the mortgage and finance broking industry alike. There is no pre-requisite for
this full Diploma course.
The Diploma of Finance & Mortgage Broking Management is
available for those seeking to broaden the scope of their existing broking
skills and business. It is designed to provide additional depth of
of both management skills and commercial lending.
This qualification reflects management roles in finance and mortgage broking
where work is undertaken independently, through an aggregator, or involves
managing a workplace team. At this level individuals are expected to apply
theoretical knowledge and specialised skills in a range of situations and to
display initiative and judgement in planning activities.
Trainees who already hold a Certificate IV in Finance & Mortgage Broking need
only complete the Upgrade Diploma. Information on the Upgrade Diploma can be
found if you click here.
To gain the Full Diploma FNS50315 qualification, trainees must complete 15 units - 10 core units and 5 pre-selected elective units, as follows:
BSBRSK401 Identify risk and apply risk management processes
FNSCUS501 Develop and nurture relationships with clients, other professionals and third party referrers
FNSFMB401 Prepare loan application on behalf of finance or mortgage broking clients
FNSFMB402 Identify client needs for broking services
FNSFMB403 Present broking options to client
FNSFMB502 Identify and develop complex broking options for clients with complex needs
FNSFMB503 Present broking options to client with complex needs
FNSFMB504 Implement complex loan structures
FNSFMK505 Comply with financial services legislation and industry codes of practice
FNSINC401 Apply principles of professional practice to work in the financial services industry
Pre-selected Elective Units:
FNSINC402 Develop and maintain in-depth knowledge of products and services used by an organisation or sector
BSBSUS501 Develop workplace policy and procedures for sustainability
FNSPRM601 Establish, supervise and monitor practice systems to conform with legislation and regulations
FNSRSK602 Determine and manage risk exposure strategies
BSBWOR501 Manage personal work priorities and professional development
for a Fact Sheet.
Study options and pricing:
- A 5-day workshop - these are presented as 3 days focussing on the
Certificate IV and 2 days focussing on the Upgrade Diploma ($2140).
Click here to see Scheduled Dates
- Distance learning (correspondence study with hard copy of course material
express mailed), $1249
- Online learning (at home study via NFI's online course platform), $1049
- Recognition of Prior Learning (RPL) for experienced lenders/loan
here for RPL form.
The course has been developed for:
Trainees have 12 months in which to complete the full FNS50315 Diploma course but the structure is such that the course can be completed as quickly or as slowly
as a trainee prefers within this time.
- People currently working for, or as, a mortgage broker or
similar who are looking to formalise or expand their skills in order to offer
clients commercial lending options;
- People who believe they would enjoy working in the mortgage
broking industry and are looking to gain not only the formal qualification but
additional knowledge to expand their future company's scope;
- People who do not currently hold a Cert IV and want to undertake
the Full Diploma in order to comply with the MFAA's longer term education requirement for membership;
- People outside the industry who are considering entering
the mortgage broking or lending industry in an advanced capacity in order to
have the option of increasing their income from broking.
Please refer to the Fact Sheet for further information and pricing regarding this course.
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