Make up School Sydney

FNS50322 Diploma of Finance and Mortgage Broking Management

Master the technical expertise and leadership skills needed to manage high-performing broking teams.

COURSE DETAILS

Qualification Code: FNS50322

RTO Code: 91503

Course Name: Diploma of Finance and Mortgage Broking Management

Delivery Mode: Delivery will be conducted through a mix of face-to-face and online sessions, featuring online theory and in-class practicals.

Course Duration: 6 to 12 months

Funding: Not Applicable

Apply Today

Apply now to secure your place and take the first step toward becoming a professional!

Have Additional Questions?

Feel free to ask any questions. Our team will respond to you in the fastest time.

Course Overview

This qualification is designed to provide students with advanced skills and knowledge required to work as a mortgage broker or manage finance and lending operations within the financial services industry.

The course focuses on developing competencies in loan structuring, credit analysis, compliance, client relationship management, and business operations, preparing students for senior roles in mortgage broking and financial services.

Training is delivered through a combination of face-to-face classroom sessions and theory-based assessments, supported by practical activities and real-world financial scenarios.

This course is suitable for individuals who are currently working in the finance or mortgage broking industry or those seeking to establish or manage their own broking business.

This is a nationally recognised qualification under the FNS Financial Services Training Package, delivered in accordance with the Standards for Registered Training Organisations (RTOs) 2015.

Additional Information

Entry Requirements

Students must:

  • Be 18 years or older
  • Provide valid identification
  • Meet Language, Literacy and Numeracy (LLN) requirements
  • It is recommended that students have completed Certificate IV in Finance and Mortgage Broking or have relevant industry experience

This course is delivered through:

  • Face-to-face classroom training
  • Online or written theory-based assessments
  • Case studies and simulated financial scenarios

Assessment methods may include:

  • Written or online theory assessments
  • Case studies and projects
  • Role plays and simulated client scenarios
  • Practical tasks and presentations

Students must demonstrate competency in all required units.

Typical duration: 6 to 12 months

Study mode: Full-time or part-time options may be available

Upon successful completion, students may seek employment as:

  • Mortgage Broker
  • Finance Broker
  • Lending Manager
  • Credit Manager
  • Business Owner (Mortgage Broking)

Students will develop advanced financial services skills, including:

  • Managing mortgage broking operations
  • Structuring complex loan applications
  • Analysing client financial situations
  • Compliance with financial services legislation
  • Risk management and responsible lending
  • Managing client relationships and portfolios
  • Business planning and broking practice management

Graduates may find employment in:

  • Mortgage broking firms
  • Banks and financial institutions
  • Finance and lending companies
  • Self-employed broking businesses

After completing this qualification, students may progress to:

  • Advanced financial services qualifications
  • Leadership and management courses
  • Business or management programs

Units of Competency

CodeTitleCore / Elective
FNSCUS511Develop and maintain professional relationships in financial services industryCore
FNSFMB411Prepare loan applications on behalf of clientsCore
FNSFMB412Identify client needs and present broking optionsCore
FNSFMB512Identify and develop credit options for clients with special financial circumstancesCore
FNSFMB513Present credit options to clients with special financial circumstancesCore
FNSFMB514Implement complex loan structuresCore
FNSFMK515Comply with financial services regulation and industry codes of practiceCore
FNSINC411Conduct work according to professional practices in the financial services industryCore
FNSINC514Apply ethical frameworks and principles to make and act upon decisionsCore
FNSRSK511Undertake risk identificationCore
FNSINC513Identify and apply complex ethical decision making to workplace situationsElective
FNSFMB511Implement credit contracts in preparation for settlementElective
BSBLDR523Lead and manage effective workplace relationshipsElective
BSBPEF501Manage personal and professional developmentElective
BSBSUS511Develop workplace policies and procedures for sustainabilityElective

Start Your Dream Career Today

Don’t wait to turn your passion into a profession. Join Make Up School Sydney and gain hands-on skills, nationally recognised qualifications, and real industry experience. Enrol now and step confidently into your future career.

Makeup School Sydney (RTO 91503) offers hands-on training in beauty, hair, health, and business from our Rockdale campus to get you job-ready.

RTO Code: 91503

ABN:51 089 307 371