FNS50322 Diploma in Finance and Mortgage Broking Management Upgrade 

(Only available to students who already hold a Certificate IV).

Upgrade Program for:  FNS40821 Certificate IV in Finance and Mortgage Broking

Our Diploma Upgrade focusses on the critical requirements of the Mortgage finance professional in today’s regulatory environment, and builds on the existing knowledge and experience of participants.

Course duration and delivery:

  • Intensive: 2 day face to face in classroom, plus assessments

  • Self-paced study, plus assessments (Distance)

  • Recognition of Prior Learning (RPL): For those with 3 or more years of customer facing loan writing and management experience.

  • Up to 12 months enrolment.

Assessment Methods

  • Develop Business Documents

  • 7 Case Studies 

  • 5 Exercises

Optional Brisbane Assessment Block:

  • Speed up your progress:  Achieve your qualification sooner, with increased guidance and help

  • Expert guidance:  Benefit from the wisdom and guidance of our seasoned trainers who will be there every step of the way to ensure your success.

  • Flexibility:  Add to your face to face course, or if you are having difficulty completing your assessment alone, you can attend a block to finish at any time throughout the year. 

  • Reasonably priced at a discounted rate to the daily course cost.

Registration Options

Face to Face Classroom Training

Two Day Program - Course Assignments required  
Course Fee $1040.00 

Enrol Brisbane
Enrol Sydney
Enrol Melbourne
Brochure

Distance Education 

Self-Paced Learning - Course Assignments required
Course Fee $765

Enrol

Recognition of Prior Learning 

For those with prior experience within the Financial Services Industry - Refer  RPL Guide
Course Fee $600

Enrol

Brisbane Assessment Block

Accelerate Your Qualification with Our 2-Day Brisbane Assessment Blocks!
Fee $840.00

Enrol

FNS50322 Diploma of Finance Mortgage Broking Management - Upgrade Course Competencies

Core Competencies

  • FNSFMB411 Prepare loan applications on behalf of clients
  • FNSCUS511 Develop and maintain professional relationships in financial services industry
  • FNSFMB412 Identify client needs and present broking options
  • FNSFMB512 Identify and develop credit options for clients with special financial circumstances
  • FNSFMB513 Present credit options to clients with special financial circumstances
  • FNSFMB514 Implement complex loan structures
  • FNSFMK515 Comply with financial services regulation and industry codes of practice
  • FNSINC411 Conduct work according to professional practices in the financial services industry
  • FNSINC514 Apply ethical frameworks and principles to make and act upon decisions
  • FNSRSK511 Undertake risk identification

Elective Units

  • BSBPEF501 Manage personal and professional development
  • FNSINC412 Apply and maintain knowledge of financial products and services
  • FNSPRM612 Improve business of financial practices
  • FNSPRM613 Grow financial practices
  • FNSRSK512 Assess risks

Any questions? Get in touch!

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