FNS51822 DIPLOMA
OF FINANCIAL SERVICES
STUDY METHOD:
Online
QUALIFICATION:
Nationally Recognised
START DATE:
Anytime
Course overview
FNS51822 Diploma of Financial Services
ISM is the only RTO provider that has developed this Diploma of Financial Services course directly in consultation with the Commercial & Asset Finance Brokers Association of Australia (CAFBA), ensuring you receive specialised training that is not available anywhere else. This FNS51822 Diploma of Financial Services, specialising in complex commercial lending, gives brokers the practical knowledge and tools they need to confidently settle sophisticated commercial loans and expand their broking services into the commercial and asset finance sector.
Why study the FNS51822 Diploma of Financial Services?
The financial services diploma is uniquely tailored to equip you with the skills to enhance your product offerings and better meet the needs of your commercial and asset finance clients, featuring CAFBA-specific content that cannot be found in any other Diploma qualification on offer. Completing this Diploma of Financial Services not only satisfies the requirements for CAFBA membership but is also designed to comply with ASIC Regulatory Guide 206: Credit Licensing – Competence and Training, making it the ideal qualification for brokers seeking to establish expertise in complex commercial lending while meeting professional membership and regulatory compliance obligations.
NOTE: This qualification has been designed to meet the needs of those people who need to comply with ASIC Regulatory Guide 206 Credit Licensing: Competence and training.
Course details
- Study Mode: 100% Online; self-paced
- Course Fee: $1,895
- Accreditation: Registered Training Organisation
- Provider ID: 91485
Duration and study Load
We recognise that each learner has their own pace and preferences, and thus, we offer a flexible duration for the program.
- 12-month part-time and 6-month full-time
Payment options
- Pay upon enrolment
- Invoice Request (Via PayPal, pay in 4 option)
Participants are required to 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 should take this course
This qualification the perfect match for a range of finance professionals who are looking to build and enhance their skills in commercial and asset finance, in particular:
- Established mortgage brokers that are looking to expand into the commercial and equipment finance sector.
- Experienced mortgage brokers or financial specialists that are looking to refresh their skill set and update their knowledge to meet industry and policy changes.
- Lending and credit specialists currently working in the industry
- Business Development managers looking to strengthen their current knowledge and skills.
*It is recommended that learners that are undertaking this qualification have basic knowledge of commercial and asset finance, such as the ISM/CAFBA Certificate IV in Financial Services, prior to commencing this qualification. For more information you can contact us here.
Key learning outcomes
This Diploma of Financial Services qualification is aimed at developing important competencies that financial services professionals will find valuable in their role as a broker looking to grow a business in the commercial and asset finance sector, including;
Learn a professional approach to credit assessment and assisting clients in securing commercial and asset finance.
Gain understanding of the range of finance products and sources within the industry.
Understand credit acceptance principles and application processes developed with CAFBA.
Apply key principles: information collection, financial analysis, and application review to ensure approval.
Support customers in choosing the right financial product and managing the funding process effectively.
Develop practical skills to identify finance opportunities through this specialised diploma.
Access advanced tools and checklists to support business growth.
Learn to handle ethical decision-making using professional frameworks and principles.
There are 10 units of competency in this Program that are incorporated into 6 modules (as below), specifically designed to provide you with important competencies that will be valuable in your role as a commercial and equipment finance specialist.
- Module 1 – Introduction
- Module 2- Structuring the Credit Application
- Module 3 – Assessing the Credit Application
- Module 4 – Premium Client Relationships
- Module 5 – Ethics in Financial Services
- Module 6 – Grow the Practice
Units of competency
| Unit Code | Unit Description | ||
|---|---|---|---|
FNSINC411 | Conduct work according to professional practices in the financial services industry | ||
FNSINC513 | Identify and apply complex ethical decision making to workplace situations | ||
FNSRSK411 | Apply risk management strategies to own work | ||
FNSINC412 | Apply and maintain knowledge of financial products and services | ||
FNSSAM613 | Tailor financial products to meet client needs | ||
FNSCUS513 | Review business performance | ||
FNSORG508 | Analyse and comment on management reports | ||
FNSINC514 | Apply ethical frameworks and principles to make and act upon decisions | ||
FNSPRM613 | Grow financial practices | ||
FNSORG501 | Develop and manage a budget | ||
** 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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Get the only qualifications
recognised by CAFBA
ISM’s courses are the only finance broking qualifications recognised by the Commercial Asset & Finance Brokers of Australia Association (CAFBA)
Complete our industry-leading courses to gain recognition by CAFBA. Be equipped with all the knowledge, skills and tools you need to maximise your income potential and create a thriving business in this lucrative industry.
Why study with ISM?
Recognised Credentials
Graduate with nationally recognised, industry-leading qualifications
Free one-on-one training
ISM’s Fast-Focus sessions and additional supports are available to help ensure the completion of courses without incurring extra costs.
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.