• 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)
• Online learning (at home study via NFI's online course platform)

The course has been developed for:

• 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; or
• 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; or
• People who currently hold a Cert IV and want to undertake the Diploma in preparation for this qualification being mooted as the minimum education requirement to operate in the credit and finance industry; or
• 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.

Keeping in mind that the Certificate IV in Financial Services (Finance/Mortgage Broking) is a pre-requisite, trainees upgrading to this Diploma course will cover:

• Unit 1	INTRODUCTION TO RISK
  	RISK MANAGEMENT
  	RISK TYPES
  	PHYSICAL RISK
  	LEGAL RISK
  	SUMMARY RISK ASSESSMENT AND MANAGEMENT
  

• Unit 2	INTRODUCTION TO COMPLEX BROKING OPTIONS
  	CREATING THE OPPORTUNITY
  	KNOWING YOUR CLIENT
  	FORMS OF BUSINESS OWNERSHIP
  	UNDERSTANDING FINANCIAL STATEMENTS
  	RATIO ANALYSIS
  	CASHFLOW, BUSINESS BUDGETING & BUSINESS PLANS
  	KNOW THE BUSINESS
  	KNOW THE BUSINESS – COMMERCIAL FINANCE PRODUCTS
  	TECHNICAL CONSIDERATIONS
  	PACKAGING THE SUBMISSION
  	BROKERAGE AND COMMISSIONS

Trainees have six months in which to complete this course but the structure is such that the course can be completed as quickly or as slowly as a trainee prefers within this time.

Course Delivery

This program allows three flexible delivery options to suit your needs, including:

• 2 day face-to-face workshops at appointed venues (offered in all major Australian cities)
• Distance education (self-paced correspondence), fully supported by email, phone and facsimile
• Online e-Learning - study online at your own pace, fully supported by online forum, phone and email

More Information

Please refer to the Fact Sheet for further information and pricing regarding this course.

• Fact Sheet (PDF 110Kb)
• Scheduled Dates
• PayPal Payment (Optional)

• ENROLMENT FORM - Click here to access an enrolment form (3 pages in standard pdf format which you can fax, mail or scan/email)