Diploma of Finance & Mortgage Broking Management FNS50311 - Upgrade
The Diploma of Finance and Mortgage Broking Management FNS50311 Upgrade is designed for mortgage brokers who currently hold the Certificate IV in Mortgage Broking and wish to upgrade to the full Diploma and enhance their current skills in relation to business management, client management and loan writing.
Download Course Overview: Diploma of Finance & Mortgage Broking Management - Upgrade
Intellitrain's Diploma of Finance and Mortgage Broking Management FNS50311 Upgrade is a specialised Bridging Course building upon the knowledge learnt in the Certificate IV in Finance and Mortgage Broking FNS40811, FNS40810 or FNS40804.
Intellitrain is one of only 2 Approved Training Providers for both the FBAA and MFAA and is a Preferred Supplier for many of the largest Aggregator and Franchise groups in Australia. Our Diploma is therefore recognised as meeting membership requirements whilst at the same time providing you with a variety of new skills to grow your business in addition to up to 20 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.
Participants must already hold the Certificate IV in Finance and Mortgage Broking FNS40804, FNS40810 or FNS40811. 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 or classroom based.
More information on the Certificate IV in Finance and Mortgage Broking.
Why should you attend?
- Learn how to earn more revenue
- Differentiate yourself from other brokers
- Reduce reliance upon residential property market
- Receive useful risk and business management tools
- Meet the membership requirement of various Aggregators and the MFAA
- Obtain CPD Hours – 20 Hours for MFAA & FBAA
What you will learn
Intellitrain's Diploma Upgrade program will teach you about the range of complex broking solutions available to your clients and what the opportunities are to earn extra revenue from writing this business.
You will learn ways to analyse a business the same way that a bank does and how to write complex loans involving trusts, companies and alternative securities.
We teach you how to conduct a risk assessment on your own business to better understand what risk exposure you have and then formalise this into a business plan which will help you manage and grow your own business whilst also providing you with a foundation to help your clients manage their own businesses.
You will also learn how to help your clients become better at managing their own financial position and develop important budgeting skills. 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 nor 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 FNS50311 Upgrade covers the areas of:
- Risk identification and the tools to analyse and manage risk in your business
- Managing a small business including areas such as strategy, business planning, and researching new business opportunities
- How to help your clients to understand and better manage their own financial position, budget effectively in order to achieve their personal financial goals and improve their knowledge of consumer credit
- How to build and nurture relationships with your clients, referral partners and other professionals in order to grow your business through self-generated leads
- Complex lending such as lending to trusts and companies and the range of product solutions available
- Submitting a complex loan submission and financial analysis
What are others saying?
"The course content and delivery were first class. After many years of Residential Lending I now have the confidence to tackle SME Lending."
"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."
"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!"
"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."
"Initially, my thought process about doing a diploma seemed that of a conservative manner - 'why partake in a course that is about (irrelevant subject manner?)'. However I was completely blown away by the high standard of teaching material, and the Intellitrain mentors were very supportive in helping us to reach our deadlines. I cannot recommend Leisa and the Intellitrain crew more highly, and I'm sure that the other courses are also of such succinct standard. I only hope to try one of the other finance courses in the near future, and I will be contacting Leisa for that course. Thanks again guys."
Oliver McCully, and the Team from Hidden Equity.
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.
Government funding for this course may be available to individuals who meet specific State and / or Commonwealth government requirements under one or more eligible programs. Funding eligibility varies from state-to-state and may be funded by a state government in partnership with the Commonwealth Government. For eligible NSW based students, this training is funded by the NSW Government in partnership with the Commonwealth Government.
Online program combining a comprehensive eLearning course, support materials, downloadable manual with full phone and email support.
RPL, or as it's also referred, Recognition of Prior Learning, is the process of gaining recognition for your prior industry experience.