FNS50315 Diploma of Finance and Mortgage Broking Management

Mentor Education

Course

Online

£ 2001-3000

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Description

  • Type

    Course

  • Level

    Intermediate

  • Methodology

    Online

  • Class hours

    1300h

  • Duration

    12 Months

  • Start date

    Different dates available

  • Online campus

    Yes

  • Delivery of study materials

    Yes

  • Support service

    Yes

  • Virtual classes

    Yes

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.

Facilities

Location

Start date

Online

Start date

Different dates availableEnrolment now open

About this course

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.

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.

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.

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Reviews

Subjects

  • Financial Services
  • Mortgage
  • Options
  • Finance
  • Financial
  • Industry
  • IT risk
  • Financial Training
  • Risk
  • Management
  • Management Information Systems

Course programme

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
  • 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 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
Elective Units
  • BSBMGT502 Manage people performance
  • BSBMGT517 Manage operational plan
  • FNSFMB501 Settle applications and loan arrangements in the finance and mortgage broking industry
  • FNSRSK602 Determine and manage risk exposure strategies
  • BSBWOR501 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


Additional information

OPTION 1 - ONLINE STUDY SELF-PACED

No hidden costs! - Self-paced (Online)
Self-paced - $763.00
Start anytime - $1,090.00 

See related categories

FNS50315 Diploma of Finance and Mortgage Broking Management

£ 2001-3000

The best Financial Planning courses

See all

See all