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Finance Broking Australia-fns50320 diploma of finance and mortgage broking management upgrade from fns40820 v2

FNS50320 Diploma of Finance and Mortgage Broking Management
Upgrade from FNS40820

FNS50320 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 is a Diploma Upgrade course which means you must already hold a Certificate IV in Finance and Mortgage Broking (specifically the FNS40820) to qualify. If you completed a qualifcation prior to the FNS40820, please see our other Diploma Upgrade offering.
 

If you do not already hold a Certificate IV in Finance and Mortgage Broking then you will need to complete that or the Full Diploma of Finance and Mortgage Broking Management course.

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 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

 

PLEASE 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:
• Online (remote self-paced)
• Virtual class (blended learning - part virtual classroom/remote self-paced)

Victorian state funding is available for this course. Check the eligibility requirements here.


This course can also be delivered for groups and on demand. Please contact us on 03 9391 3643 / 08 9344 4088 or info@aamctraining.edu.au for further information.


Regardless of your preferred delivery choice qualified personnel will always be available for assistance via online and telephone. Also if you have undertaken this course via face to face delivery 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:

To be eligible for this course you must hold a FNS40820 Certificate IV in Finance and Mortgage Broking. You must provide a certified copy of that Certificate (unless you completed this qualification through AAMC Training) along with your record of results, detailing the units of competency achieved.

For all delivery options, you will need access to a computer with an internet connection.

 

COURSE DURATION:

Your enrolment is valid for a period of twelve months. With reference to virtual classroom 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.

 

UNITS OF COMPETENCY:

15 Units of competency - Credit Transfer may be available for up to 9 units for completion of FNS40820 Cert IV FMB. You must apply for Credit Transfer before you can access your course, to ensure you don't do more assessments than required.

 

UNITS OF COMPETENCY:

FNSFMK515 Comply with financial services regulation and industry codes of practice    
FNSCMP501 Comply with financial services legislation
FNSCUS511 Develop and maintain professional relationships in financial services industry
FNSFMB411 Prepare loan applications on behalf of clients       
FNSFMB412 Identify client needs and present broking options
FNSINC412 Apply and maintain knowledge of financial products and services       
FNSFMB512 Identify and develop credit options for clients with special financial circumstances       
FNSFMB513 Present credit options to clients with special financial circumstances       
FNSFMB514 Implement complex loan structures      
FNSINC411 Conduct work according to professional practices in the financial services industry       
FNSINC504 Apply ethical frameworks and principles to make and act upon decisions     BSBPEF501 Manage personal and professional development          
FNSPRM613 Grow financial practices       
FNSRSK512 Assess risks
FNSRSK511 Undertake risk identification    

 

ADDITIONAL INFORMATION:

FNS50320 Diploma of Finance and Mortgage Broking Management and 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 6, 421 Blackshaws Road,
    Altona North, Victoria 3025

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

    Email: info@aamctraining.edu.au

System Requirements

  • What computer and software will be needed?
    Studying with AAMC Training you will need a computer or mobile device with internet access, ensuring pop-up blockers are turned off for our website. For the best blended learning experience, we recommend the following minimum specifications for your computer system:
    •  At least 128MB RAM
    •  At least 1GB hard drive
    •  56K modem or better
    •  Adobe Acrobat Reader available free from the Adobe website
    •  CD ROM drive
    •  A printer
    •  Microsoft Office 2010 or later
    For PC users
    •  A Pentium I processor or better
    •  Windows 2000 or later
    Recommended browsers: Mozilla Firefox / Google Chrome / MS Internet Explorer 9 or later
    For Mac users
    •  Macintosh G3 or better
    •  OS 9.2 or later
    •  Safari
    For Mobile Devices
    •  Adobe App
    •  An App to allow you to read Microsoft Office documents