(FNS40815 or equivalent Certificate IV is an
Diploma of Finance and Mortgage Broking Management
Designed and developed in consultation with industry experts, this nationally recognised
course is recognised by the MFAA, FBAA and ASIC and by lenders and
aggregators alike. The Certificate IV (eg. FNS40811 or FNS40815) is
an NFI pre-requisite for this upgrade Diploma course but there is no pre-requisite for the
Certificate IV course. Click here for the MFAA's education
requirements for membership.
The Diploma of Finance & Mortgage Broking Management is
available for those seeking to broaden the scope of their existing broking
skills and business. It is designed to provide additional depth of
of both management skills and commercial lending.
The following 7 units of competency are covered in this FNS50315 Upgrade Diploma course.
The remaining 8 competencies required for a full Diploma qualification are covered as part of the NFI pre-requisite FNS40815 Certificate IV.
BSBRSK401 Identify risk and apply risk management processes
FNSFMB502 Identify and develop complex broking options for client
FNSFMB503 Present broking options to client with complex needs
FNSFMB504 Implement complex loan structures
BSBSUS501 Develop workplace policy and procedures for sustainability
FNSPRM601 Establish, supervise and monitor practice systems to conform with legislation and regulations
FNSRSK602 Determine and manage risk exposure strategies<
for a Fact Sheet.
Study options and pricing:
- A 2-day workshop (small groups to allow for individualised attention,
Click here to see Scheduled Dates
- Distance learning (correspondence study with hard copy of course material
express mailed), $845
- Online learning (at home study via NFI's online course platform), $645
- Recognition of Prior Learning (RPL) for experienced lenders/loan
officers/brokers/consultants, $595 if Cert IV already held (or $795 for Cert IV +
Diploma RPL together).
here for RPL form.
The course has been developed for:
Trainees have six months in which to complete the FNS50315 course but the structure is such that the course can be completed as quickly or as slowly
as a trainee prefers within this time. This six months assumes the
trainee already holds an FNS40815 qualification or equivalent. If
undertaking the FNS40815 Certificate IV and FNS50315 as a package, trainees have
6 months to complete the Certificate IV, then an additional 6 months to complete
the Diploma, if required.
- People currently working for, or as, a mortgage broker or
similar who are looking to formalise or expand their skills in order to offer
clients commercial lending options;
- People who believe they would enjoy working in the mortgage
broking industry and are looking to gain not only the formal qualification but
additional knowledge to expand their future company's scope;
- People who currently hold a Cert IV and want to undertake
the Diploma in order to comply with the MFAA's latest minimum
education requirement for membership;
- People outside the industry who are considering entering
the mortgage broking or lending industry in an advanced capacity in order to
have the option of increasing their income from broking.
Please refer to the Fact Sheet for further information and pricing regarding this course.
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