FNS51815 Diploma of Financial Services
Specialising in complex issues in commercial lending
The successful rollout of the Certificate IV has led to an overwhelming demand for a Diploma level qualification that looks at the complex issues brokers face in commercial finance.
In close consultation with CAFBA, the Institute of Strategic Management has developed this qualification to provide brokers with a range of skills to meet the needs of their commercial clients.
Participants will develop practical skills to identify commercial finance opportunities and will be provided physical tools and checklists to support business growth.
About the course
This qualification is aimed at developing important competencies that you will find valuable in your role as a broker looking to grow a business in the commercial and equipment finance sector.
A professional approach to providing credit assessment and assisting the customer in applying and securing commercial and equipment finance requires a sound understanding of the range of products and sources of finance that come under this category of lending. It also requires a sound understanding of credit acceptance principles and the application processes of your financial institution. These principles include a careful sequence of collecting information, methodical steps in conducting the analysis and a detailed review of critical areas that need to be examined to ensure the finance application is approved.
Above all, the professional finance consultant should have a high level of expertise in supporting the customer in selecting the appropriate type of financial product as well as ensuring the application to funding process is well managed and becomes a satisfying experience for your customer.
Is this course for me?
For the those new to the sector, or those who come with some experience, this program will help you develop more skills in unique ways to present financial product solutions to your customers and to also adopt more of a partnership approach when consulting with your customer about best options to address business finance needs.
For finance professionals, a wide range of commercial lending and equipment finance products can provide more opportunity to provide service to customers. Industry research suggests that when you provide additional products to your customer, the customer becomes more loyal and will often recommend the services of the finance professional to other contacts. Also, the opportunity to open up more income earning products can add a lot of value to the consultant business.
How is the course presented?
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.
Who is it for?
This qualification is relevant to finance professionals who may work in commercial and asset finance. It is reccomended that learners have basic knowledge of commercial and asset finance.
The program is completed online for $1395 (annual fee) or through a workshop program (with online content) for $1,795.00*
* RPL price on application (pending number of units applying for RPL)
*Workshop – subject to availability and minimum numbers.
There are no formal entry requirements for this course however, it is strongly encouraged that learners have a minimum Certificate IV in a financial services qualication. ISM will need to be provided with a transript as evidence of this prior learning.
IF you do not have any prior learning in financial services and still wish to complete this Diploma please contact ISM and we will arrange for you to complete the appropriate units that would be suitable for you. This would come at an additional cost.
How is this course delivered?
You can complete this course online or in a workshop environment. Workshops are limited and based on demand. Contact us on 1300 200 705 if you are interested in completing this course in a workshop.
We understand that each learner has individual requirements and likes to study at their own pace. We would expect this course to take anywhere from 6 months to 1 year to complete.
For details about our workshops in Sydney and Online, please click on the below:
If you are interested in completing the workshop in another location please complete our Expression of Interest form and we will notify you when workshops are scheduled.
If you have any questions, please use the Contact Us form to the left or you can contact our friendly Admin Team on 02966 07221.
To achieve FNS51815 Diploma of Financial Services, the participant will need to complete 10 units of competency as below:
- 1 core unit
- 9 elective units
Core units and electives
Please click on the drop downs below to view a description on each unit within this course.
Assessments for this course will be provided on your learner portal. There are a range of assessment which include quizzes, written tasks and/or case studies.
To enable completion of this qualification you will require an internet connection to access Learning Materials and Assessments via ISM’s eLearning Portal. Our system works best of the following browsers: Safari, Chrome, Firefox and Internet Explorer 11.
Some assessments may require you to record using a device (such as a smart phone) and submit via our eLearning portal.
What is being said
Commercial brokers are increasingly becoming the major distribution channel for lenders in the commercial finance space, and as we continue to professionalise the industry, it is also increasingly important to raise the education standards for both bankers and brokers alike, and CAFBA is leading the way with this.David GillCEO CAFBA
This qualification is the only one of it's kind in Australia. As such, you will stand out from your peers with this certification.Gerard Hermensfinance & business education expert, Managing Director ISM (course designer)