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RPL Process Diploma Finance |
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Diploma of Financial Services (Finance/Mortgage Broking Management)
If you have successfully completed the Certificate IV in Financial Services (Finance/Mortgage Broking) then you've already completed 11 of the 16 units required for the Diploma qualification. To obtain the full Diploma you only need to provide evidence for the remaining five (5) units via RPL.
If you don't yet have your Certificate IV in Financial Services (Finance/Mortgage Broking) you can either undertake the training via Face to Face, Online or Distance or simply RPL. For more information about these programs click here.
If you already have your Certificate IV and are an existing finance/mortgage broking professional who's been operating in the area of complex/business lending then you simply need to provide us with the information outlined below.
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MFAA Approved
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FBAA Approved
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Instructions
1.
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Certificate IV Evidence
Provide us with a copy of your Certificate IV in Financial Services (Finance/Mortgage Broking) FNS40804
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2.
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Current Resume
Send in an up to date resume reflecting your experience in the area of complex/business lending.
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3.
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Lender Accreditations*
Provide two (2) accreditation letters/certificates from financiers/lenders: These should highlight accreditation under the Full Broker Model (not referral model).
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4.
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Business Testimonials
Provide us with three (3) Business Testimonials regarding the quality of your service. These can be from business clients for whom you have completed lending.
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5.
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Short Answer Questions
Answer 6 short questions in relation to a case study.
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6.
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Case File Loan Submission
Supply us with a copy of a case file from a loan submission that you have completed for one of your clients and answers to the six (6) questions relating to your case file.
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* NOTE: Lender accreditations can be waived if you can demonstrate sufficient experience in complex lending. This can be achieved by contacting one of our qualified assessors on 1300 735 082.
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