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Finance Broking Australia-diploma upgrade of finance and mortgage broking management v3

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FNS50315 Diploma of Finance and Mortgage Broking Management
UPGRADE

FNS50315 Diploma of Finance and Mortgage Broking Management course specifies the competencies required to enable individuals to provide a range of finance and mortgage broking services covering retail/commercial finance.

This qualification is designed to reflect the role of employees working in finance and mortgage broking, including those who are independent and work through an aggregator, or who need to manage a workplace team. In addition to undertaking duties as described in the FNS40810/FNS40811/FNS40815 Certificate IV in Finance and Mortgage Broking, they may also perform duties such as:

• recommend loan combinations which meet clients' needs
• assess prospective borrowers' eligibility to obtain finance and their capacity to service debt
• operate and build their own independent business
• broker complex and/commercial leases and equipment finance, commercial finance, project finance and finance for property developers
• act as licensees

 

NOTE: If you have previous industry experience/training you may be eligible for Recognition of Prior Learning (RPL). Please refer to the RPL read more page to determine the eligibility criteria.

 

COURSE DELIVERY OPTIONS:

Available in all states via:
• Face to face (blended - part classroom and remote self - paced)
• Correspondence – online access plus a hard copy of the course manual will be posted to you. (self - paced)
• Online (self - paced)

This course can also be delivered for groups and on demand. Please contact us on 08 9344 4088/ 03 9391 3643 or info@aamctraining.edu.au for further information.
Regardless of your preferred delivery choice qualified trainers/ assessors will always be contactable for tutoring and assistance both via email and telephone. Also if you have undertaken this course via face to face previously with AAMC Training and there are any areas you still do not understand you are welcome to return for free to the next available class covering this module.

 

COURSE REQUIREMENTS:

• As this is a Diploma Upgrade course you must already hold the FNS40804, FNS40810, FNS40811 or FNS40815 Certificate IV in Finance and Mortgage Broking. You will need to provide a certified copy of your Certificate along with a copy of your record of results detailing the units of competency achieved.
• If you do not hold your Certificate IV in Finance and Mortgage Broking then you will need to complete the Full Diploma of Finance and Mortgage Broking course.
• For all delivery options, you will need to have access to a computer with an internet connection.

 

COURSE DURATION:

Your enrolment is valid for a period of twelve months. With reference to “face-to-face” training; participants are guided through the learning material and the assessments are completed by the participant post class time. Hence overall course completion is controlled / directed by the participant.

 

ASSESSMENTS:

• 7 online multi-choice assessments
• 1 short question and answer assessment
• 9 written assessments (you may be eligible to claim National Recognition for some assessments dependent upon units you completed in your Certificate IV FNS40804/FNS40810/FNS40811/FNS40815)
• 3 role play/skills signoffs 
• 1 National Recognition assessment

 

UNITS OF COMPETENCY:

15 Units of competency - National Recognition may be available for up to 7 units for completion of Cert IV FNS40804, up to 9 units for completion of Cert IV FNS40810/FNS40811/FNS40815.

Core Units of Competency:
FNSFMK505 Comply with financial services legislation and industry codes of practice
BSBRSK401 Identify risk and apply risk management processes
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
FNSCUS501 Develop and nurture relationships with clients, other professionals and third party referrers
FNSINC401 Apply principles of professional practice to work in the financial services industry

Elective Units of Competency:
BSBWOR501 Manage personal work priorities and professional development
FNSRSK502 Assess risks
FNSFMB501 Settle applications and loan arrangements in the finance and mortgage broking industry
FNSINC402 Develop and maintain in-depth knowledge of products and services used by an organisation or sector
FNSPRM603 Grow the practice

 

ADDITIONAL INFORMATION:

FNS50315 Diploma of Finance and Mortgage Broking Management & its equivalent superseded versions are all recognised by the FBAA, MFAA and CAFBA.

CPD Hours – 10

Post Nominal – Dip. FMBM

For regulatory information on becoming/being a Finance/Mortgage broker please visit the ASIC website.
 

 

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Do you qualify for Credit Transfer /RPL

Contacts

  • Unit 1, 421 Blackshaws Road,
    Altona North, Victoria 3025

    Phone: 1300 2262 33 +61 3 9391 3643
              1300 AAMC ED +61 8 9344 4088

    Email: info@aamctraining.edu.au

System Requirements

  • What computer and software will be needed?
    • Windows XP or Linux based computer with internet connection.
    •  Internet Explorer 8.0 and above OR Mozilla Firefox
    •  Quick Time Player 4 and above
    •  Acrobat reader 6 and above
    •  Adobe Flash Player
    Download speeds
    •  Min 2 Mbps or above speed is required for running video