FNS50322 Diploma of Finance and Mortgage
Broking Management

STUDY METHOD:
Online

QUALIFICATION:
Nationally Recognised

START DATE:
Anytime
Course Overview
- Course Code: FNS50322 Diploma of Finance and Mortgage Broking Management
- Study Mode: 100% Online (optional Virtual Workshop)
- Course Duration: 6 months (full-time), 12 months (part-time)
- Course Fee: $1,295 (full online course), $1,695 (full online + virtual workshops)
- Accreditation: Registered Training Organisation
- Provider ID: 91485
- Payment Options: Instalments via PayPal
Course Details
The FNS50322 Diploma of Finance and Mortgage Broking Management is designed to prepare professionals for senior finance and mortgage broking roles where strategic thinking and leadership capabilities are essential. This advanced qualification builds upon foundational broking knowledge to develop sophisticated management and technical skills required for supervisory and leadership positions within the industry.
At ISM, our diploma equips you with the expertise to manage broking teams effectively, oversee complex client portfolios, and make strategic business decisions that drive organisational success. You will develop advanced skills in risk management, compliance oversight, business development, and operational management. This qualification is ideal for experienced brokers looking to progress into management roles, business owners seeking to enhance their leadership capabilities, or professionals aiming to establish and grow their own broking enterprises.
Why study the FNS50322 Diploma of Finance and Mortgage Broking Management with us?
Certificate IV in Finance and Mortgage Broking Management graduates can seamlessly advance their careers to leadership positions with this qualification, while ambitious newcomers with relevant experience can enter the industry at a senior level. ISM’s comprehensive curriculum covers advanced credit and loan skills, sophisticated risk management practices, effective leadership strategies, and strategic planning capabilities essential for managing successful broking operations.
Our flexible online course delivery allows you to study from anywhere in Australia. Our self-paced learning approach means you can progress through the diploma at a speed that suits your professional and personal commitments, without the pressure of rigid deadlines or fixed class schedules! Throughout your studies, you will benefit from ongoing support from our experienced team, including access to industry experts, responsive assistance when questions arise, and guidance to ensure you complete your qualification and transition into senior broking roles with confidence.
Career outcomes
Graduates of the FNS50322 Diploma of Finance and Mortgage Broking Management are qualified for these fields:
- Senior mortgage brokers.
- Business owners of mortgage broking firms.
- Finance managers
- Credit specialists.
*This qualification supersedes FNS50315 Finance and Mortgage Broking Management.
Duration and study load
Study at your own pace with flexible duration options:
- Full Diploma: 6 months (full-time), 12 months (part-time).
- Diploma Upgrade: 2 months (full-time), 6 months (part-time).
- Recognition of Prior Learning (RPL): 6 months (full-time), 12 months (part-time).
Payment options
- Pay upon enrolment
- Invoice Request (Via PayPal, pay in 4 option)
Participants must pay no more than $1,500.00 before the commencement of the course. The remaining fees will be due after commencement, with the due date outlined on the invoice. For more information, click here.
Who is it for
The FNS50322 Diploma of Finance and Mortgage Broking Management course targets three groups:
- Financial services professionals are moving into specialist lending roles.
- Finance and mortgage brokers who want to strengthen their careers.
- Certificate IV in Finance and Mortgage Broking Management graduates are ready to advance in mortgage broking.
This online finance and mortgage broking course prepares you for senior industry roles.
You are required to hold an FNS40821 Certificate IV in Finance and Mortgage Broking to enrol on this program (if you hold an FNS40821 Certificate IV in Finance and Mortgage Broking or FNS40815 Certificate IV in Finance and Mortgage Broking, our team can provide an individual program to suit you).
Key learning outcomes
What you will learn in this diploma:
- Master your role as a finance and mortgage broker.
- Learn industry laws and regulations.
- Understand loan products and how to promote them.
- Pursue AFB (Accredited Financial Broker) status.
- Gain credentials valued by the industry.
(note: to see the other requirements, visit MFAA website for further details)
Upon successful completion of FNS50322 Diploma of Finance and Mortgage Broking Management, you should be able to:
- Build client relationships from start to finish.
- Analyse what clients’ financial needs.
- Create solutions tailored to each client.
- Deliver excellent service at every stage.
- Provide advice to retail clients on financial services.
- Handle complaints using resolution processes.
Units | Unit Description |
FNSCUS511 | Develop and maintain professional relationships in financial services industry. |
FNSFMB411 | Prepare loan applications on behalf of clients. |
FNSFMB412 | Identify client needs and present broking options. |
FNSFMB512 | Identify and develop credit options for clients with special financial circumstances. |
FNSFMB513 | Present broking options to client 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. |
FNSINC513 | Identify situations requiring complex ethical decision making. |
FNSINC412 | Apply and maintain knowledge of financial products and services. |
FNSRSK512 | Assess risks. |
FNSCRD401 | Assess credit applications. |
BSBPEF501 | Manage personal and professional development. |
** Units Of Competency electives may change from the above detail listed in this course based on different cohorts and customised programs for clients.
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Why Study with ISM?
Recognised Credentials
Graduate with nationally recognised, industry-leading qualifications.
.
Personalised coaching style
Each student has a dedicated completion coach with qualified trainers at no extra cost.
Transparent course Pricing
All fees are transparently informed by the ISM team with no hidden costs entailed with the course itself.
FAQ’s
All students can apply for Recognition of Prior Learning (RPL) !
RPL acknowledges the skills and knowledge you already have. You may have gained these through:
Formal or informal training from industry or educational institutions.
Work experience.
Life experience.
How RPL Works
RPL focuses on learning outcomes rather than how, when, or where learning occurred. Assessors grant RPL when candidates meet current industry standards or AQF outcomes.
RPL uses competency-based assessment. Review the process to understand how to have your skills and knowledge recognised.
Applying for RPL
We provide an RPL Policy and Procedures document and an RPL Kit for eligible candidates. These documents explain:
What RPL entails.
The benefits.
Forms and rules of evidence.
The application process.
Click here for more information.
Assessments are available via your learning portal through your desktop, tablet or mobile.
They vary depending on the units and may include the following:
Quizzes.
Written tasks and/or case studies.
Examination.
Verbal assessment, by way of an interview with your trainer.
Observation by a trainer.
Supervisor checklists.
For more information, contact us here.
Study on your terms!
Access course content and assessments online, 24/7. Study anywhere, anytime through our user-friendly learning platform. Skip classroom attendance and travel expenses.
What you get:
Accredited courses that meet industry standards.
Trainer and administration support throughout.
Designated course coordinator for motivation and guidance.
Assessments marked within 10 business days.
Certificates issued within 21 days of completion.
Transparent pricing with no hidden fees.
Technical Requirements: You need an internet connection to complete this qualification. Access all learning materials and assessments through ISM’s eLearning Portal.
Recommended Browsers: Safari, Chrome, Firefox, or Internet Explorer 11.
Assessment Submissions: Some assessments are video or audio-based. Record your answers using smartphones or similar devices, then submit via the eLearning portal.
Contact us to learn more about assessments and completion requirements here.
We process enrolments within 1 business day. Once processed with payment, you will receive an email with your login details and instructions to access the eLearning platform. In some cases, program access may take up to 2 or 3 business days.
(Note that access is only given once the initial payment is complete, unless prior arrangements exist between ISM and your organisation.)
If payment is outstanding, we will send an invoice and contact you to arrange payment.
For more information, contact us here.
