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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.

FNS51815 Diploma of Financial Services – Virtual Seminar – February 2021

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.

FAST has been a beacon of encouragement and determination in ensuring this Diploma was developed by ISM so brokers can now easily access the knowledge and tools they need to start settling complex commercial loans.

In close consultation with FAST and 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 with physical tools and checklists to support business growth.

This course is delivered in a virtual format. Virtual course delivery through online classes where you get to interact with your peers and your trainer, through an online meeting platform.


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.

  • 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
  • Mobile 6 - Grow the Practice


Who is it for?

This qualification is relevant to finance professionals who may work in commercial and asset finance. It is recommended that learners have basic knowledge of commercial and asset finance.


Entry requirements

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 qualification. ISM will need to be provided with a transcript 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.



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 and virtual sessions, please click 'view all course options' at the top of this page.

Enrol Now for Virtual Learning

View all course options

Looking for more information? 
Contact us here

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Enrol into our online program for;


* 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.
Qualification Units

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 Unit

FNSINC401 – Apply principles of professional practice to work in the financial services industry
Elective Units

FNSACC501 – Provide financial and business performance information NOTE this is a prerequisite to FNSACC607

FNSACC607 – Evaluate business performance#

FNSCUS503 – Review business performance

FNSINC504 – Apply ethical frameworks and principles to make and act upon decisions

FNSINC503 – Identify situations requiring complex ethical decision making

FNSCUS504 – Manage premium customer relationships

FNSCUS502 – Monitor client requirements

FNSINC402 – Develop and maintain in-depth knowledge of products and services used by an organisation or sector

FNSPRM603 – Grow the practice


** Units Of Competency electives may change from the above detail listed in this course based on different cohorts and customised programs for clients. 

Enrolment Process

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.

Assessment Information

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;

  • Quizzes
  • 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. 

Technology Required

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.