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The Diploma of Finance and Mortgage Broking Management FNS50310 is ideal for brokers wanting to broaden the scope of their mortgage and finance brokerage business beyond simple residential lending.
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Intellitrain's Diploma of Finance and Mortgage Broking Management FNS50310 is a specialised Bridging Course building upon the Certificate IV in Finance and Mortgage Broking FNS40810 and FNS40804.
Intellitrain is one of only 2 Approved Training Providers for both the FBAA and MFAA. Our Diploma is therefore recognised by both associations as meeting membership requirements whilst at the same time providing you with CPD hours.
This course covers areas of complex lending such as lending to trusts and entities, self-employed individuals, equipment & asset finance and commercial finance. In addition, you'll develop a greater understanding of your own business from a financial and risk management perspective covering skills such as developing, marketing and managing your business.
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MFAA Approved
FBAA Approved
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What you will learn
You will learn how NRAS works, how SMSF works and what the opportunities are available to earn extra revenue from writing this business. You will look at ways to analyse a business the same way that a bank analyses a business and how to write complex deals involving trusts and multiple entities.
You will also learn how to conduct a risk assessment on your own business to better understand what risk exposure you have and how to apply that knowledge to risk assess other businesses.
You will learn how to help your clients become better at managing their own financial position. You will be able to work with them to help them understand where their money goes and how to implement simple and effective systems to work towards their personal financial goals.
This service will provide a platform to create referrals for your business as more than 70% of Australian households don’t have a budget and don’t have the tools and knowledge to manage their money. You will help people to feel more in control of their finances!
Key concepts covered
The Diploma of Finance and Mortgage Broking Management FNS50310 covers the areas of:
- Complex lending such as lending to trusts and entities.
- Self-employed individuals equipment & asset finance and commercial finance.
- In addition, you'll develop a greater understanding of your own business from a financial and risk management perspective.
- You will learn how to build and manage relationships with referral partners in order to grow your business through self-generated leads.
- You will explore key concepts to manage a small business including areas such as strategy, business planning, and marketing.
- Finally, you will learn how to help your clients to understand and better manage their own financial position in order to achieve their personal financial goals.
What are others saying?
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"The course content and delivery were first class. After many years of Residential Lending I now have the confidence to tackle SME Lending."
James Gillard
"Excellent course - I learnt a lot of new information and this confirms that we need to offer Finance Products of all types that suit our clients."
James Currie
"Learning about Business Analysis was very handy. I knew nothing about Asset Finance...but now I do. I now have future scope to attack a more diverse revenue stream!"
Warren West
"Hi Graham, I just wanted to personally say thank you for sharing with us your experiences and business tips/advice. I thoroughly enjoyed the past 2 days and have learnt so much. In addition, you have given me motivation and drive to do things better in my business. This course has been the best money I have spent on my business in a very long time – thanks to you."
Katherine Howlette
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Pre-requisite
Participants must already hold the Certificate IV in Finance and Mortgage Broking FNS40804 or FNS40810. For those who do not yet have their Certificate IV, Intellitrain offer this as a stand alone course which can be completed via RPL, online, distance or classroom based.
More information on the Certificate IV in Finance and Mortgage Broking.
Language, Literacy and Numeracy
This course based on the nature of the content, requires a high standard of Language, Literacy and Numeracy. If you have any doubts about whether your skills are sufficient to complete this course, please contact the Student Support Co-ordinator before enrolling.
Delivery
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ONLINE – Self paced online program with full phone and email support.
**Available in late February 2012**
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FACE to FACE – Three day classroom program.
$1,195
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RPL (Recognition of Prior Learning) – Gain recognition for your prior industry experience.
$695
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DISTANCE – Correspondence program with full phone and email support.
$795
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Blended Webinar Program - Series of Live Webinars + Access to Recordings.
$895
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