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Diploma Financial Services (Finance/Mortgage Broking Management)

The key clients for this qualification are existing finance/mortgage broking professionals seeking to expand their skills and knowledge in the Finance Industry.

Participants

It is envisaged the majority of Diploma participants will be existing finance/mortgage broking professionals who wish to attain industry best practice educational standards and upgrade their business development/planning skills, or who wish to diversify their existing residential lending business to incorporate commercial finance.

Entry Requirementsenrol now

It is expected that those entering this Diploma program will have:

  • completed Certificate IV in Financial Services (Finance/Mortgage Broking) FNS40804

  • a minimum of two (2) years experience in the Finance/Mortgage Broking industry

  • membership with a relevant industry association

For further detail of prerequisites for this program please refer to the Intellitrain Diploma Financial Services (Finance/Mortgage Broking Management) FNS50504 pre-enrolment information for this program.

Delivery and Price

The bridging program consists of two modules that can be completed (within a 6 month period);

Classroom

A blended delivery consisting of 3 days class time supplemented with home-study. Courses can be 3 successive days, or delivered over time. All trainers are successful industry practitioners with personal experience in commercial and asset lending. Courses are held regularly around Australia (see website for dates).

Price $1,195

Online

An interactive online course with full email support from an online facilitator. Participants complete the program at their own pace and at times and locations suitable for them.

Price $650

Distance

Complete at your own pace from home or work via correspondence with full email and phone support from experienced industry practitioners.

Price $600

Recognition of Prior Learning (RPL)

RPL candidates for this qualification will be existing finance/mortgage broking professionals who have been operating in the area of commercial/business lending for a minimum of three (3) years. As with any RPL process the candidate will be required to provide evidence of their existing competency against the units required for this qualification.

RPL INFORMATION HERE

Price $595

 

Assessment

The two modules are individually assessed via a combination of open book questions and a case study. Students are entitled to 1 complimentary resit in the event they are deemed not yet competent on their first attempt.

 

Outline

The Diploma of Financial Services (Finance/Mortgage Broking Management) provides learners with advanced knowledge and skills required to be a professional Finance Broker offering complex finance broking services (e.g. Commercial Lending).

  • FNSFBRK502B Identify and develop complex broking options for client

  • FNSFBRK503B Present broking options to client with complex needs

  • enrol nowFNSFBRK504B Implement complex loan structures

  • FNSRISK501B  Undertake risk identification

  • FNSRISK502B  Assess risks

 


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