Diploma of Finance and Mortgage Broking Management
We’ve partnered with Entry Education, a registered training organisation (RTO:41529). Together, we’re bridging the gap between necessary qualifications and job-ready talent, empowering future brokers, seasoned experts, and support staff to be brilliant in broking.
Our practical Diploma in Finance and Mortgage Broking Management
(FNS50322) has been designed to revolutionise the education standard in our industry and equip you will the skills you need. Whether you’re looking to be a business owner or broker or take up any role in this industry, this is your pathway to extraordinary.
So, what are you waiting for? Be part of the revolution.
Curated Workshops
Online learning modules and online workshops facilitated by our trainer
Next cohort starts 20th of May 2024
Accelerate at Your Own Pace
Online learning modules with the option to attend workshops
Get started anytime
Recognition of Prior Learning
Online skills assessments with self-paced and workshop options
Get started anytime
Key Outcomes
During the development of our qualifications, we focused on the learning outcomes to ensure you have the skills and confidence to achieve your goals from the moment you graduate.
The key outcomes you will gain from this are:
- Understand and assist with all types of trust lending
- Understand and verify complex and self-employed income
- Package and manage applications for complex scenarios
- Submit applications using alternative income verification methods
- Read complex financial statements
- Package and assist with commercial applications
- Make recommendations to customers with complex scenarios while working in the customers best interest
- Confidently run a brokerage and manage teams
- Learn to build long-term and lasting customers
- Package commercial and complex applications using broker software
- Manage professional and personal development
- Implement and understand customer service strategies
If you complete our Diploma in Finance and Mortgage Broking Management, you will also complete our Certificate IV in Finance and Mortgage Broking; click here to find out the learning outcomes you gain during Certificate IV.
The Structure
Within our Diploma in Finance & Mortgage Broking Management (FNS50322), we have combined units of competency to create a real-world experience. By completing our Diploma, you will also complete the units for our Certificate IV, read the breakdown here. Here are the additional skills you will gain.
Manage complex income and lending scenarios
- Apply ethical frameworks and principles to make and act upon decisions (FNSINC514)
- Undertake risk identification (FNSRSK511)
- Comply with financial services regulation and industry codes of practice (FNSMK515)
Prepare and manage commercial and complex lending submissions
- Identify and develop credit options for clients with special financial circumstances (FNSFMB512)
- Present credit options to clients with special financial circumstances (FNSFMB513)
- Implement complex loan structures (FNSFMB514)
Develop and implement plans for the business
- Lead team effectiveness (BSBLDR414)
- Build and maintain business relationships (BSBTWK401)
- Manage personal and professional development (BSBPEF501)
- Implement customer service strategies (BSBOPS404)
Throughout these topics, we have integrated compliance and technology concepts. Rather than reading a document on these principles, you will experience them through the loan application process.
FAQs
Can I do a mixture of options?
Yes! All options are available if you enrol in our qualifications.
Depending on your learning style, you may want to combine self-paced learning with RPL and workshops. This is a great way to get the most out of your qualifications.
The best part is that even if you finish your qualification, you can still attend the workshops for your cohort!
What is Recognition of Prior Learning (RPL)?
Recognition of prior learning (RPL) is available for those with industry experience. RPL is all about the skills and knowledge you’ve collected through your professional experience. If you qualify for RPL, you have the opportunity to have the skills and knowledge you have developed outside the formal education system assessed and valued against qualification frameworks.
Can I transfer to Brokerversity?
In some cases we can offer Credit Transfers of your completed Unit of Competencies. Check out this Credit Transfer article to learn more.
How long will it take me?
Our Certificate IV in Finance and Mortgage Broking is designed to be both guided and self-paced. You can complete the qualification in your own time and still attend the workshops!
Workshop Option: 12 Months
RPL Option: Roughly 4+ weeks
Self-Paced Option: Roughly 2-4+ weeks
What’s the process?
Once you enrol in your chosen pathway, you will have access to the learning materials and a MyCRM login.
For Workshops:
You will attend monthly guided workshops hosted by our dedicated trainer.
For RPL:
Once enrolled, you will receive a call from our dedicated trainers who will ask a series of questions to determine what units we can sign you off on. You will then be required to upload evidence of your experience.
Once complete, our trainer will review the material and sign you off on the related units of competency.
Any units that can’t be signed off based on your experience, you will need to complete. You can do this by attending workshops or opting for the self-paced version (or both)
For Self Paced:
Once enrolled, you can begin learning and completing assessments.
Who is this best for?
The Diploma is best for anyone including:
It’s important to note that if you are looking to be a Mortgage Broker, many industry bodies and some lenders will require you to have your Diploma within 12 months