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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.
FNS50320 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.
Enrol Now for Online Learning
Looking for more information?
Contact us here
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* RPL price on application (pending number of units applying for RPL)
Please note fees are charged per annum and are GST exempt. Please see HERE for information on further fees that may be applicable.
To achieve FNS50320 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
FNSINC411 – Conduct work according to professional practices in the financial services industry
FNSFMB411 Prepare loan applications on behalf of clients
FNSFMB412 Identify client needs and present broking options
FNSFMK515 Comply with financial services regulation and industry codes of practice
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
FNSCUS511 Develop and maintain professional relationships in financial services industry
FNSINC504 Apply ethical frameworks and principles to make and act upon decisions
FNSRSK511 Undertake risk identification
Code – Unit Name
BSBMKG541 – Identify and evaluate marketing opportunities
BSBESB406 – Establish operational strategies and procedures for new business ventures
FNSRSK512 Assess risks
FNSPRM612 Improve business of financial practices
FNSPRM613 Grow financial practices
** Units Of Competency electives may change from the above detail listed in this course based on different cohorts and customised programs for clients.
- Study anywhere, anytime
- User-friendly learning management system
- Course content and assessments are all online and available 24/7
- Accreditation ensures that our courses meet established industry needs
- Assessment are marked within 10 business days
- No classroom attendance, no travel expenses
- Trainer and administration support throughout
- Designated course coordinator with regular contact to help you keep motivated and on track
- Certificates are issued within 21 days of course completion
- No hidden fees
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.
These assessments vary depending on the unit within 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.
All materials are online and can be accessed via the ISM e-learning portal.
Our system works best with the following browsers: Safari, Chrome, Firefox, and Internet Explorer 11.
Some assessments may require you to record using a device (such as a smartphone) and submit via our eLearning portal.
To find out more about assessments and completion requirements, you can contact us here.