South Western Sydney Institute

Diploma of Finance and Mortgage Broking Management

FNS50315

Study Online

Bankstown

This qualification prepares you for a career in finance and lending with exposure to commercial loans, broking options and risk management processes.

  • TBA*

  • Compare

  • Full price, Gov. subsidised (NSW)

    Additional fees may apply

    • Start
    • Duration
    • Delivery
  • Online

    • January 30, 2017

    • Self paced (18 weeks)

    • Online

    Online Self paced (18 weeks)

  • Bankstown

    • February 15, 2017

    • Part time (25 weeks)

    • Blended

    Blended Part time (25 weeks)

*Verified February 10, 2017. Prices and fees are advertised by the provider and may be estimates only. Prices and fees can vary or change. Please check with the provider before enrolling. To learn more, read our editorial policy.

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How it works

Entry Requirements
Check with Provider

One, some or all of these entry requirements must be met. Check with the provider before enrolling.

Recognition
Nationally recognised under the Australian Qualifications Framework.
Assessment
Coursework, assessment

Course Overview

By completing this qualification successfully you’ll acquire skills and knowledge that prepare you for employment in one of the roles listed below.
  • Finance Broker
  • Insurance Broker
  • Insurance Broking Manager
  • Mortgage Broker
  • Mortgage Broking Manager

Course Content

To obtain a Diploma of Finance and Mortgage Broking Management with South Western Sydney Institute, you’ll need to complete some or all of the following units of study successfully. Units may vary or change so check with the provider before enrolling.

A total of 15 Study Units must be completed to attain this qualification.

Core Units

10 Core Units must be completed to attain this qualification.

  • Identify risk and apply risk management processes
    BSBRSK401

  • Develop and nurture relationships with clients, other professionals and third party referrers
    FNSCUS501

  • Prepare loan application on behalf of finance or mortgage broking clients
    FNSFMB401

  • Identify client needs for broking services
    FNSFMB402

  • Present broking options to client
    FNSFMB403

  • Identify and develop broking options for clients with complex needs
    FNSFMB502

  • Present broking options to client with complex needs
    FNSFMB503

  • Implement complex loan structures
    FNSFMB504

  • Comply with financial services regulation and industry codes of practice
    FNSFMK505

  • Apply principles of professional practice to work in the financial services industry
    FNSINC401

Elective Units

5 Elective Units must be completed to attain this qualification.

  • Establish client relationship and analyse needs
    FNSASIC301

  • Develop, present and negotiate client solutions
    FNSASIC302

  • Settle applications and loan arrangements in the finance and mortgage broking industry
    FNSFMB501

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

  • Undertake risk identification
    FNSRSK501

  • Assess risks
    FNSRSK502

Course Provider

South Western Sydney Institute was named national and New South Wales Large Training Provider of the Year, in 2013.

TAFE SWSi has nine colleges plus specialist training centres and covers the areas of Campbelltown, Parramatta and the semi-rural area of Wollondilly.

Registered
1999
Courses
674
Provider Type
Government
Restrictions

No Restrictions