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Diploma of Finance and Mortgage Broking Management

Australian Training School trading as Southern Academy of Business and Technology
RTO Code: 31595
CRICOS Provider Code: 03602E

Duration

78 Weeks.

Level

Diploma

Location

Sydney, Adelaide

About This Course

This qualification reflects management roles in finance and mortgage broking where work is undertaken independently, through an aggregator, or involves managing a workplace team. At this level individuals are expected to apply theoretical knowledge and specialised skills in a range of situations and display initiative and judgement in completing activities. They have autonomy in performing complex technical operations and may be responsible for the work of others within broad but generally well-defined parameters.

Licensing, legislative, regulatory or certification considerations

Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. Refer to the relevant regulator for specific guidance on requirements.

The FNS50322 Diploma of Finance and Mortgage Broking Management requires the completion of ten (10) core and five (5) elective units. Electives for this qualification have been chosen by the Southern Academy of Business and Technology to ensure that students achieve a broad range of skills and knowledge in Finance and Mortgage Broking Management.

The course structure is as follows:

CodeTitleCore/Elective
FNSCUS511Develop and maintain professional relationships in financial services industryCore
FNSFMB411Prepare loan applications on behalf of clientsCore
FNSFMB412Identify client needs and present broking optionsCore
FNSFMB512Identify and develop credit options for clients with special financial circumstancesCore
FNSFMB513Present credit options to clients with special financial circumstancesCore
FNSFMB514Implement complex loan structuresCore
FNSFMK515Comply with financial services regulation and industry codes of practiceCore
FNSINC411Conduct work according to professional practices in the financial services industryCore
FNSINC514Apply ethical frameworks and principles to make and act upon decisionsCore
FNSRSK511Undertake risk identificationCore
BSBHRM413Support the learning and development of teams and individualsElective
BSBLDR523Lead and manage effective workplace relationshipsElective
BSBLDR602Provide leadership across the organisationElective
BSBOPS502Manage business operational plansElective
FNSINC513Identify and apply complex ethical decision making to workplace situationsElective

Australian Training School trading as Southern Academy of Business and Technology
RTO Code: 31595
CRICOS Provider Code: 03602E

Southern Academy of Business and Technology has the following entry requirements:

International students must:

  • Be at least 18 years** of age and have completed the equivalent of Year 12.
  • Participate in a course entry interview to determine suitability for the course and student needs.
  • Have an IELTS* score of 5.5 (test results must be no more than 2 years old). English language competence can also be demonstrated through documented evidence of any of the following:
    • Educated for 5 years in an English-speaking country; or

Completed at least 6 months of a Certificate IV level course in an Australian RTO; or

    • Successful completion of an English Placement Test

*Note that other English language tests such as PTE and TOEFL can be accepted. Students are required to provide their results so that it can be confirmed they are equivalent to IELTS 5.5.

**Southern Academy of Business and Technology may admit an international student who will be under the age of 18 years when they commence their course and who intends to study on a student visa, where the student:

  • Meets other admission requirements.
  • Is of at least 17 years of age; and
  • Will live in Australia until they turn 18 either:
  • With their parent or legal custodian.
  • With a suitable relative whom the parent or legal custodian nominates; or
  • Under an accommodation and welfare arrangement, the college approves.

Southern Academy of Business and Technology will only approve accommodation and welfare arrangements that comply with the requirements for protecting the personal safety and social wellbeing of students specified in Standard 5 of the National Code of Practice for Registration Authorities and Providers of Education and Training to Overseas Students 2018.

This qualification will be delivered over 78 weeks, including 60 weeks of training and assessment spread over 6 terms of 10 weeks and 18 weeks of holidays.

Class sessions are planned to ensure that students have a mixture of practical and theoretical components and those classes cater for a wide variety of learning styles. Additionally, workplace practices and environments are simulated and used to conduct skills based assessments in accordance with unit requirements. The timing for this course will be advised in the Letter of Offer.

This course will be delivered face-to-face in a classroom-based setting and on-line, which includes the simulation of workplace-based environment.

Sydney Campus: 95 Bathurst Street, Sydney, NSW 2000
Adelaide Campus: 97 Pirie St, Adelaide, SA 5000

Students who complete this course may be able to seek employment as a mortgage broker in personal and commercial lending areas.

Students who complete this course may wish to continue their education into the FNS60715 – Advanced Diploma of Financial Licensing Management or higher education qualifications in finance or management.

Note that for international student’s satisfactory course progress is required in order to meet visa requirements. More information can be found in the International Student Handbook that also includes information on the specific support that is available to international students. Students who are identified as being at risk of not meeting course progress requirements will be provided with additional support as recorded in an intervention strategy.

Upon acceptance of a student’s application for enrolment, a letter of offer, as well as a written agreement and tax invoice for remaining fees, will be forwarded to students. Students must read through all provided information as it will provide all necessary information about the course of study. A Confirmation of Enrolment (CoE) letter will be issued once the signed acceptance of the offer and written agreement are received. The first day of each course will include orientation and induction. Orientation will include information about the campus, living in Australia, accessing our support services and methods for achieving success throughout the course, including course progress requirements.
This course outline should be read in conjunction with Southern Academy of Business and Technology Student Handbook.

All students will be provided with a range of learning support options and resources to help them achieve competency.  This may include:

  • Mentoring from trainers.
  • Additional classes, tutorials and workshops.
  • Online support and exercises for some courses.
  • Computer and technology support.
  • Referral to external support services.

Southern Academy of Business and Technology will provide additional support for any students experiencing:

  • Disability and access issues;
  • Language barriers;
  • Language, literacy and numeracy issues;

 

  • Employment issues; and/or
  • Any other issues that may affect their ability to achieve their training goals.

Provision of additional support services will be provided where necessary to enable students to participate in the same way as any other person regardless of whether support services have been required. 

Where there is perceived difficulty in achieving learning goals, the trainer will discuss these issues with the student.  The student will be provided with information about possible alternative pathways, additional tools and resources available, and options and choices for accessing a supportive network.  The information provided will vary depending on the individual needs of the student.

Note that for international student’s satisfactory course progress is required in order to meet visa requirements. More information can be found in the International Student Handbook that also includes information on the specific support that is available to international students.  Students who are identified as being at risk of not meeting course progress requirements will be provided with additional support as recorded in an intervention strategy. Students are also required to maintain satisfactory attendance to meet their visa requirements.

Course duration is 78 weeks, including six terms of 10 weeks each and 18 weeks of holidays.

Total classroom hours are 20 hours per week.

Sessions are held in fully equipped classrooms and a simulated work environment. Students will need to have their own laptop that has Microsoft Office or similar installed. This is at the student’s own cost. Laptops must be fully charged and students must also bring a USB flash drive.

Students will be provided with resources for learning and activities and will have access to Southern Academy of Business and Technology library resources. All resources are provided as part of the course fees.

Assessment methods used for this qualification will provide a range of ways for individuals to demonstrate that they have met the required outcomes including:

  • Projects
  • Presentations
  • Report writing
  • Observations
  • Questioning (oral or written)

Students may apply for recognition of existing qualifications or skills, knowledge, and experience (recognition, credit transfer or recognition of prior learning) as per the Course Credit Policy. 

For international students, the granting of course credit will affect your student visa and if course credit is granted following issuance of your Confirmation of Enrolment, you will receive a new Confirmation of Enrolment.

To enroll into this course an enrolment form must be completed. which can be emailed or posted to students or downloaded from our website. The enrolment form should be completed and then sent to us along with all of the required documentation. For more information about our selection and enrolment processes, contact us at the details provided.

Course Guides

Diploma of Finance and Mortgage Broking Management

FNS50322

109945J

Contact Details

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