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FNS50322 Diploma of Finance and
Mortgage Broking Management

FNS50322 Diploma of Finance and Mortgage Broking Management

Meet industry association standards and develop skills for complex loan brokering with Entry Education’s Diploma of Finance and Mortgage Broking Management (FNS50322) course. This course is ideal for professional brokers who want to step into a management role in finance and mortgage broking, whether to work independently or manage a team. Participants will learn advanced skills for managing their own brokerage and servicing complex lending needs for commercial loans.

Entry Education is an MFAA-recognised RTO – our accredited Diploma of Finance and Mortgage Broking Management course features industry-aligned training to meet MFAA membership requirements.

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Online self paced courses
$993$695

Online self-paced

Instalments
Afterpay

4 interest-free instalments

Average / estimated salary in the industry
Approx. salary

$80 – $100k*
*Nationally

Online face-to-face workshops
$2,500$1,750

Online workshop

After hours support
After-hours

support

Total units to study
15 units

to study

Flash sale

Get 30% off. Pay $695 instead of $993. 

  • FLASH SALE – Until August 19th.

The course length can depend on your previous experience and knowledge in the financial sector. Students with prior experience and knowledge may be able to complete significantly quicker.

The Diploma of Finance and Mortgage Broking Management Course will equip you with a comprehensive understanding of residential and complex lending, as well as the skills to service clients. You will learn to:

  • Independently assess a prospective borrower’s capacity to access financing options and service a loan
  • Develop and present credit options to clients, including those with special financial circumstances
  • Perform financial and mortgage broking services in compliance with industry regulations and best practices
  • Nurture long-lasting relationships with clients and lenders
  • Identify financial risks for borrowers and lenders, and apply risk management strategies
  • Implement management strategies for running your own brokerage or leading a team of brokers
  • Understand the risks and strategies for complex lending requirements

By completing the FNS50322 Diploma of Finance and Mortgage Broking Management you are setting yourself up to take the next step in your career. The FNS50322 Diploma of Finance and Mortgage Broking Management enables you to progress to a leadership or supervisory role, to expand into Commercial broking and it opens doors for a greater financial services industry client base as some financial institutions require their mortgage brokers to have a FNS50322 Diploma of Finance and Mortgage Broking Management qualification.

Prior to commencing the course you will be required to complete an LLND (Language, Literacy, Numeracy and Digital Literacy) assessment.

You will also be required to provide a Unique Student Identifier (USI) number. If you do not currently have one you will be able to register at usi.gov.au.

There will be a requirement for students to have access to internet and a device to allow them complete the program.

If you have any trouble meeting these needs, contact us using the details below and we will be able to help.

The FNS50322 Diploma of Finance and Mortgage Broking offers the following 10 units:

  • FNSFMB512 Identify and develop credit options for clients with special financial circumstances
  • FNSFMB513 Present credit options to clients with special financial circumstances
  • FNSFMB514 Implement complex loan structures
  • FNSRSK511 Undertake risk identification
  • FNSCUS511 Develop and maintain professional relationships in 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
  • FNSINC411 Conduct work according to professional practices in the financial services industry
  • FNSINC514 Apply ethical frameworks and principles to make and act upon decisions

5 elective units:

  • BSBLDR414 Lead team effectiveness
  • BSBPEF501 Manage personal and professional development
  • FNSINC412 Apply and maintain knowledge of financial products and services
  • FNSSAM421 Provide information on financial products and services to clients
  • BSBOPS404 Implement customer service strategies

Standard Service – Standard service is provided with all Entry Education courses at no charge

  • Phone support: Queue-based phone support
  • Online support: Unlimited online course support that is accessed via the portal, responses will generally be received within one business day of submission
  • Certificate: Certificates can take up to 5 business to issue following the successful completion of the course

Premium Service

  • Access to a dedicated support phone line
  • Submitted assessments will be marked within 3 business days
  • Receive your certificate within 2 business days following the successful completion of the course
  • Post-completion video call

Note: This service is available for the first 6 months of your course.

If you want to begin the process, you can register to an online FNS50322 Diploma of Finance and Mortgage Broking Management face-to-face workshop. Start your workshop on one of the following groups:

  • Day 1 – Lending solutions: Aug 11, Sept 22,
  • Day 2 – Professional practices: Aug 18, Sept 29
  • Day 3 – Loan applications: Aug 25, Oct 6
  • Day 4 – Complex lending: Sept 1, Oct 13
  • Day 5 – Risk and compliance: Sept 8, Oct 20
  • Day 6 – Service and development: Aug 4, Sept 15, Oct 27

Day 1 – Lending solutions

  • FNSFMB412 – Identify client needs and present broking options
  • FNSINC412 – Apply and maintain knowledge of financial products and services

Day 2 – Professional practices

  • FNSCUS511 – Develop and maintain professional relationships in financial services industry
  • FNSINC411 – Conduct work according to professional practices in the financial services industry

Day 3 – Loan applications

  • FNSFMB411 – Prepare loan applications on behalf of clients
  • FNSSAM421 – Provide information on financial products and services to clients

Day 4 – Complex lending

  • FNSFMB512 – Identify and develop credit options for clients with special financial circumstances
  • FNSFMB513 – Present credit options to clients with special financial circumstances
  • FNSFMB514 – Implement complex loan structures

Day 5 – Risk and compliance

  • FNSRSK511 – Undertake risk identification
  • FNSINC514 – Apply ethical frameworks and principles to make and act upon decisions
  • FNSFMK515 – Comply with financial services regulation and industry codes of practice

Day 6 – Service and development

  • BSBOPS404 – Implement customer service strategies
  • BSBLDR414 – Lead team effectiveness
  • BSBPEF501 – Manage personal and professional development

If you are currently working in the industry in NSW or ACT, you could complete the FNS40821 Certificate IV in Finance and Mortgage Broking or the FNS50322 Diploma of Finance and Mortgage Broking Management course with government funding.

Select your state to find out eligibility:
NSW – ACT

As part of achieving a FNS50322 Diploma of Finance and Mortgage Broking Management, Entry Education will offer recognition of prior learning. If you completed Certificate IV in Finance and Mortgage Broking (FNS40821) with Entry Education, you could get up to nine units credited towards your FNS50322 Diploma of Finance and Mortgage Broking Management. Seven units from the Certificate IV in Finance and the potential to use two extra units from another qualification you may have completed. If you completed it with another learning institution, you are still eligible for credit towards your FNS50322 Diploma of Finance and Mortgage Broking Management.

Give the Entry Education team a call today to discuss your options under our recognition of prior learning policy.

By completing this course you can apply to the Mortgage and Finance Association of Australia (MFAA) or the Finance Brokers Association of Australia (FBAA) and become an accredited finance broker. This course is eligible for 20 CPD points with the MFAA and 15 CPD points with the FBAA. At the time of completion, we will send you the CPD point codes.

The Diploma of Finance and Mortgage Broking Management (FNS50322) is recognised by industry associations such as the MFAA, FBAA and ASIC. This qualification will enable you to work as an independent mortgage broker (once licensed by the ASIC), step into a management role to oversee a team of mortgage brokers, service clients with complex funding requirements, and/or run your very own brokerage!

As a mortgage broker you are required to be mentored for two years to satisfy your aggregator compliance.

The Entry Mentoring program is an intense eight week program which covers 12 hands-on modules about becoming a broker. Sessions are conducted via a video meet once a week, so this is not a full-time program. A learning handbook is available for your references plus self-paced portfolio activities to complete.

For the twenty-four months, you will have access to a mentor who will support you from the transition from education to industry, and to provide valuable knowledge and experience to progress your broking career. An online chat room is also available for any questions or scenarios.

To find out more or register for Entry Mentoring contact: Dom at 0480 801 364 – domonic.ericksen@entrygroup.com.au.

Study delivery method:

Entry Education offers the FNS50322 Diploma of Finance and Mortgage Broking Management as:
  • self-paced online course ($695) OR
  • 6-day* online face-to-face workshop ($1,750). Pay $1,500 now and $250 on completion.
    Gain priority trainer access, insider insights on industry entry and real-world scenarios. Networking opportunities and exposure to career prospects. With the option to accelerate at your own pace if desired. Find out more
    *The workshops are held each month via Zoom.

Ready to register for one of the above options?

Register here

Industry recognised by:

MFAA
Lendi Group
Aussie Group

Register for this course here:

Nationally Recognised Training
Read more

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Bundle course

Register in the FNS40821 Certificate IV in Finance & Mortgage Broking and the FNS50322 Diploma of Finance & Mortgage Broking

Want to do both courses in one go?
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real estate licence courses in Australia
RPL enquiry here

Recognition of prior Learning (RPL) option for experienced mortgage brokers or bankers

If you an experienced mortgage broker or banker, you can complete your qualification by applying to Recognition of Prior Learning (RPL). This process uses a combination of traditional assessment and RPL.

RPL enables you to provide examples of workplace documentation that can be aligned to the course requirements and reduce the volume of assessment a new entrant would otherwise be required to complete.

RPL enquiry here

FNS50322 Diploma of Finance and Mortgage Broking Management

The FNS50322 Diploma of Finance and Mortgage Broking Management is a nationally recognised qualification accepted by associations and aggregators in Australia’s finance and mortgage broking industry, such as the Mortgage & Finance Association of Australia (MFAA).

This course will provide material for advanced broking services and taking on the responsibilities of operating your own brokerage.

  • Understanding how the finance industry works, the role of a licensed broker, and the legislation and regulatory environment brokers must comply with
  • Understanding ethical principles and recognising the cognitive and psychological biases that can influence lending practices and decisions
  • Reviewing clients’ personal and financial information, carrying out credit risk assessments, and explaining the results and associated paperwork to clients
  • Establishing and nurturing relationships with clients, referral partners and other finance professionals
  • Self-managing personal and team workloads and professional development, and providing direction to a team
  • Assisting with managing less complex loan applications from introduction through to settlement
  • Working with and managing the lodgement and structuring of more complex loans, particularly for special or unusual clients
  • Identifying, assessing and managing risk related to lending and running your own brokerage

The entire Diploma of Finance and Mortgage Broking Management course can be completed online in a self-paced format or through virtual workshops with our trainers. All you need is an internet connection and a laptop or computer with a camera for workshop sessions – access to the course content on our learning portal is available 24/7.

Frequently asked questions

Who is this course best suited to?

Entry Education’s FNS50322 Diploma of Finance and Mortgage Broking Management is for individuals who are looking to further develop their finance and mortgage broking skills and broaden their business management skills.

If you are aiming to meet the requirements of an industry association, offer complex lending services, or manage your own brokerage, this is the course for you.

Why complete the FNS50322 Diploma of Finance and Mortgage Broking Management?

The Diploma in Finance and Mortgage Broking Management is the highest qualification for Finance and Mortgage Broking.

Achieving your FNS50322 Diploma of Finance and Mortgage Broking Management grants you recognition by both the Mortgage & Finance Association of Australia (MFAA) and the Finance Brokers Association of Australia (FBAA). Most lenders now require you to become a member of one of these associations as a starting point before requiring that you meet other requirements, including further training only offered by those associations.

Under the guidance of our experienced tutors, students will advance their finance and mortgage broking skills to assist their clients with unique financial circumstances. You won’t need to put yourself in massive debt from tuition fees, and establishing a promising career following this course can be done within a few years.

Completing this course is the first step in the rewarding career of finance and mortgage broking management. You’ll be helping countless Australians achieve the dream of owning their first home or building a business.

Finance and mortgage brokers are pivotal when it comes to delivering professional advice to clients in many industries regarding complex loan structures. Brokers need to be able to tailor financial services industry advice to suit the individual requirements of clients.

What support will I receive?

Students have unlimited support via the Entry Education portal with a direct message system to the assessment team available to all students. Offering support on weekends and outside of the standard 9am-5pm hours our students are never without help.

Do you have tutors that can help me with the course?

If, at any point during your completion of the course, you are having trouble with content, then we encourage you to reach out to one of our tutors for support. They are experts in the mortgage broking industry. All Entry Education students have access to unlimited support via the Entry Education portal. It features a direct message system that connects you to the assessment team for any advice. Offering support on weekends and outside of the standard 9 am-5 pm hours, Entry Education students are never without help.

Entry Education even remains as your very own personal mortgage broking industry expert, even after you finish our course.

How is the FNS50322 Diploma of Finance and Mortgage Broking Management delivered, and how long do I have to complete it?

This program is delivered via self-paced online learning. Finance and Mortgage Broking Management students will have access to all study material, learning resources and assessments within the student portal. There are no specific due dates, and we encourage students to take their time; however, the assessments must be completed within 12 months from their date of registration. If students require an extension, this can be arranged.

Do I need to complete the Certificate IV before the Diploma?

No. You can directly enrol in the FNS50322 Diploma of Finance and Mortgage Broking Management course – many of the Certificate IV course modules are covered in the Diploma. Attaining the Diploma will enable you to work as a finance or mortgage broker for non-consumer loans, join industry associations, and start your own brokerage.
You can get units credited across from the FNS40821 Certificate IV in Finance and Mortgage Broking to the FNS50322 Diploma of Finance and Mortgage Broking.

What are the requirements to complete the FNS50322 Diploma of Finance and Mortgage Broking Management?

There are no formal entry requirements for those looking to register into the FNS50322 Diploma of Finance and Mortgage Broking Management course. Students will need to complete an LLND (Language, Literacy, Numeracy and Digital Literacy) assessment before beginning the finance and mortgage broking course. You will also be required to provide a Unique Student Identifier (USI) number. If you do not currently have one you will be able to register at usi.gov.au.

There are just 15 units that are required to receive the necessary qualifications. Beyond that, students will need reliable internet and access to a personal computer to complete the course.

Download free course guide for finance and mortgage broking

Download course guide

“Any questions that I had they always answer promptly and always kept me in the loop of how everything was travelling. Even the after sales service was exceptional and cannot recommend them enough. So if you are looking into getting your licence definitely get in touch Entry Education”

Petar Krnjeta

Barry Plant

Let’s launch your career

Want to become a real estate agent or mortgage broker, but can’t make face-to-face classes?

Our online training will get you everywhere you want to go in the real estate or mortgage broking industry.

Our student support comes in whatever mode suits you best. Phone, email, online chat or even pigeon post (just kidding about the pigeons).

Get in touch online or phone 1300 799 447 now to kickstart your career!

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