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All of our courses are available via online learning. We also offer virtual and workshop programs for some courses.
Designed By Industry
Our team regularly meets with key organisations and perform extensive consultations to determine the skills and knowledge they are looking for in their current and future employees.
Informed Experienced Trainers
Our trainers work in the industry so you can be assured all our programs are designed and taught by those that know all the key skills and knowledge you will need to succeed.
FNS50315 Diploma of Finance and Mortgage Broking Management
Our diploma qualification gives an excellent understanding of key issues and product information in the finance and mortgage broking industry. You will leave this course knowing that you can offer sound guidance to clients.
Our program includes all the essential skills such as product knowledge, legal aspects and documentation required to implement a mortgage based loan.
This qualification is perfect for those who are already Certificate IV qualified and wanting to upgrade, or for those who would like to start their career as a mortgage broker in Australia.
The Diploma of Mortgage Broking will focus on:
- Understanding the key roles and responsibilities of a Finance or Mortgage Broker
- Understanding the legislative and regulatory framework of the industry
- Understanding and promote loan products
- Gaining AFB (Accredited Financial Broker) status (note: other requirements must also be met, see MFAA website for further details)
- Gaining a qualification recognised by industry bodies
Who is it for?
This program is particularly appropriate for those who work in financial services and would like to progress to a specialist lending role. It is also, for those who would like to work as finance/mortgage brokers, working independently or with an aggregator or managing a workplace team.
There are no prerequisites required for enrolling in this course (if you hold an FNS40815 Certificate IV in Finance and Mortgage Broking or FNS40811 Certificate IV in Finance and Mortgage Broking, our team can provide an individual program to suit you).
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 to 12 months to complete.
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* If you currently hold a FNS40815 Certificate IV in Finance and Mortgage Broking or FNS40811 Certificate IV in Mortgage Broking, please upload a certified copy with your enrolment for our academic team to review for possible exemptions (reduced price may apply).
* RPL price on application (pending number of units applying for RPL)
To achieve FNS50315 Diploma of Finance and Mortgage Broking Management, you will need to complete the below:
- 10 core units,
- 5 elective units
All core units are compulsory.
Code – Unit Name
FNSINC401 – Apply principles of professional practice to work in the financial services industry
FNSFMK505 – Comply with financial services regulation and industry codes of practice
FNSCUS501 – Develop and nurture relationships with clients, other professionals and third party referrers
FNSFMB401 – Prepare loan application on behalf of finance or mortgage broking clients
FNSFMB402 – Identify client needs for broking options
FNSFMB403 – Present broking options to clients
BSBRSK401 – Identify risk and apply risk management processes
FNSFMB502 – Identify and develop broking options for clients with complex needs
FNSFMB503 – Present broking options to client with complex needs
FNSFMB504 – Implement complex loan structures
Code – Unit Name
BSBMKG501 – Identify and evaluate marketing opportunities
BSBSMB405 – Monitor and manage small business operations
FNSPRM602 – Improve the practice
FNSPRM603 – Grow the Practice
FNSRSK502 – Assess Risk
** Units Of Competency electives may change from the above detail listed in this course based on different cohorts and customised programs for clients.
Once you enrol through the online link above, please be advised that your enrolment will be processed by ISM within 1 business day.
An email with instructions will be sent to you regarding invoice and eLearning details.
Please note: Log on details will only be released once initial payment is received (unless prior arrangements with your organisation).
It may take up to 2 – 3 business days for you to commence your program.
How are our courses delivered?
At ISM, our courses are offered in both online and workshop formats.
Workshops are limited and based on demand. Contact us on 1300 200 705 if you are interested in completing this course in a workshop.
Assessments for this course will be provided on your learner portal which is accessible via Desktop, tablet or mobile.
For each qualification, there are a range of assessments for each qualification. These assessments vary depending on the qualification and can include the following;
- Written tasks and/or case studies.
- Verbal assessment, by way of an interview with your trainer.
- Observation by a trainer.
- Supervisor Checklists.
To find out more information about assessments and completion requirements, you can contact us here.
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.
To find our more about assessments and completion requirements, you can contact us here.