FNS50322 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 FNS40810/FNS40811/FNS40815) to qualify. If you hold a more recent Certificate IV (FNS40820/FNS40821) you must enrol in the other 20-21 Upgrade option.

If you do not already hold a Certificate IV in Finance and Mortgage Broking then you will need to complete 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 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 already hold a FNS40810, FNS40811 or FNS40815 Certificate IV in Finance and Mortgage Broking. You will need to provide a certified copy of your Certificate (unless you completed this qualification through AAMC Training) along with your record of results, detailing the units of competency achieved.

You may be eligible to claim exemption for some units of competency, dependent upon units you completed in your Certificate IV (FNS40810/FNS40811/FNS40815) - this is part of the Credit Transfer process.
 

You must apply for Credit Transfer before you can access your course, to ensure you don't do more assessments than required.

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 ten months (with an opportunity to extend for a further period, as per our terms and conditions). 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:

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       
FNSINC514 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:

CPD Hours - 22
Post Nominal – Dip. FMBM

FNS50322 Diploma of Finance and Mortgage Broking Management (and some superseded versions) are recognised by industry associations and aggregation partners. These partners logos are found at the bottom of the home page.

The finance and mortgage broking industry is regulated by the Australian Securities and Investment Commission (ASIC). Please refer their website for information on licensing.