Finance and Mortgage Broking Management
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1 FNS50315 Diploma of Finance and Mortgage Broking Management Start today star education experience Meets education requirements to be an accredited finance broker Nationally accredited courses Qualified trainers with extensive mortgage broking experience Engaging and carefully structured course materials Course notes written by mortgage brokers Education for the real world RTO Code
2 A mortgage brokers course to build the future you want To successfully launch your career in mortgage broking, Monarch s FNS50315 Diploma of Finance and Mortgage Broking Management course provides you with the necessary industry specific certification for membership of the Peak Industry bodies, the Mortgage & Finance Association of Australia ( MFAA ) or the Finance Brokers Association of Australia ( FBAA ). The course provides you with the ability to assist homebuyers to identify the available options for purchasing or refinancing a property. They gather their client s credit and financial information in order to determine which lenders and products offer suitable funding solutions. The broker will then develop a loan proposal and negotiate with the lender to secure appropriate terms for their clients. What does the Diploma cover? Mortgage Broking Industry Knowledge Mortgage Lending - Product & Process Mortgage Broking Business Skills Mortgage Broking - Complex Transactions
3 Course modules / Overview Module 1 Mortgage Broking Industry Knowledge Identify the market structure Understand the regulatory framework Differentiate between different types of property ownership Use a variety of property valuation methods Understand the mortgage process Convey to clients guidance about mortgage broking products and services Module 3 Mortgage Broking Business Skills Apply principles of professionalism. Understand and consider external factors that impact the mortgage market. Identify the roles and interrelationships of key market participants. Recognise and exploit market opportunities with other professionals and third parties Understand the requirements for operating a compliant practice. Module 2 Mortgage Lending - Product & Process Gather client information Analyse a client s financial statements Determine a client s ability to service debt Present finance options to clients Explain elements of a loan proposal Identify risks associated with a loan proposal Prepare supporting loan documentation Prepare a loan application Module 4 Mortgage Broking - Complex Transactions Identify & develop options for complex transactions Identify client complex broking needs Research and consider complex need solutions Complex funding requirements Diverse forms of debt servicing income Limited recourse borrowing arrangements: Complex secured property Specialised properties Equity release Shared appreciation mortgages Equity release retirement Home reversion plans Reverse mortgages Accredited Monarch Institute s FNS50315 Diploma of Finance and Mortgage Broking Management Monarch Institute s FNS50315 Diploma of Finance and Mortgage Broking Management is Government accredited. It has National recognition under the Australian Qualifications Framework (AQF) meaning it can be used as a pathway to further Vocational Education & Training nationwide. Monarch Institute is licensed as a Registered Training Organisation (RTO number 22530) under the Australian Skills Quality Authority (ASQA), which is an Australian Government statutory body regulating nationally recognised training.
4 Study anywhere and anytime you choose Face-to-face workshops - CBD training Course content delivered by industry experts Conducted in a small class room environment (i.e. no more than 10 students per trainer) to ensure quality training Interact and network with other students under the guidance of industry professionals who bring the course to life and provide a real world perspective. Access to an online portal that contains your learning and assessment materials, plus student forums, to support your face-to-face workshops. Onsite training for group instruction at your office where requested (minimum 6 staff). Online/Self paced - maximum flexibility Start anytime, study anywhere, at your own pace Access your learning and assessment resources, plus student forums using an online portal. You can access this anywhere and anytime. Ongoing support from your qualified Trainer/Assessor via phone and from Monday to Friday. Course duration Most students complete this qualification in 6 months to 18 months. Your completion time frame depends on your previous education, work experience, time availability and work rate. Please note you are expected to complete at least 1 module every 6 months. We consistently receive feedback from our students telling us the course is very well structured and easy-to-follow.
5 Our students come from a range of backgrounds Why choose Monarch? Dedicated support from qualified trainers Clear and concise course materials A student online portal that s easy to navigate Friendly and efficient student support team Assessments You are required to complete a variety of assessment tasks demonstrating your skills and knowledge. These include: Case studies Projects You might be a school leaver, uni student, graduate or someone who is changing careers. You may want to build a career in the financial services industry. Simulated workplace exercises Short answer questions Calculation exercises Multiple choice questions Scenario based questions You might be a financial planner, real estate agent, accountant or someone working within a bank. What are the entry requirements? Course costs Monarch s courses are competitively priced. There are no other entry requirements, just your drive, motivation and passion for the industry. People with disabilities are encouraged to apply. Check our website for the most up-to-date prices at or call us on
6 Jobs & career pathways once completing this qualification Will my previous experience or study count? The FNS50315 Diploma of Finance and Mortgage Broking Management will provide you with significant employment opportunities within the financial services industry. The mortgage industry employs nearly 17,000 individuals operating through approximately 5,800 businesses that collectively generate $2 billion in revenue. More than half of all Australians that apply for a home loan seek the assistance of a Mortgage Broker. After successfully completing the FNS50315 Diploma of Finance and Mortgage Broking Management you may be eligible to enrol in a Higher Education course. Monarch Institute recognises Recognition of Prior Learning (RPL) which takes into account the knowledge and skills you have already gained through your previous education and work history, attributing this to your FNS50315 Diploma of Finance and Mortgage Broking Management. These may be through formal or informal training and can result in credits towards your qualification. We also offer Credit Transfer (CT). More information about RPL or CT is contained in Monarch s Student Information Guide, which you can access on our website
7 National units of competency course codes Code & Title Core/Elective Core FNSFMB402 Identify client needs for broking services FNSFMK505 Comply with financial services legislation and industry codes of practice FNSFMB403 Present broking options to client FNSFMB401 Prepare loan application on behalf of finance or mortgage broking clients FNSINC401 Apply principles of professional practice to work in the financial services industry FNSFMB502 Identify and develop broking options for client s with complex needs FNSFMB503 Present broking options to client with complex needs FNSFMB504 Implement complex loan structures BSBRSK401 Identify Risk and Apply Risk Management Processes FNSCUS501 Develop and nurture relationships with clients, other professionals and third party referrers Core (40 Nominal Hours*) Core (80 Nominal Hours*) Core (40 Nominal Hours*) Core (30 Nominal Hours*) Core (30 Nominal Hours*) Core (60 Nominal Hours*) Core (50 Nominal Hours*) Core (50 Nominal Hours*) Core (50 Nominal Hours*) Core (50 Nominal Hours*) Elective FNSRSK502 Assess risks FNSRSK501 Undertake risk identification FNSFMB501 Settle applications and loan arrangements in the finance and mortgage broking industry BSBCOM405 Promote compliance with legislation FFNSINC402 Develop and maintain in-depth knowledge of products and services used by an organisation or sector Elective (40 Nominal Hours*) Elective (40 Nominal Hours*) Elective (30 Nominal Hours*) Elective (40 Nominal Hours*) Elective (40 Nominal Hours*) * Nominal Hours are the anticipated hours of supervised learning or training deemed necessary to conduct training and assessment activities associated with the program of study. These hours are determined by the Victorian State Training Authority. Nominal hours may vary for a qualification depending on the units of competency selected.
8 Enrol today Commence your FNS50315 Diploma of Finance and Mortgage Broking Management with Monarch Institute today to successfully launch your career! To discuss the course that s right for you call us on To find out more information us at info@monarch.edu.au To enrol, visit our website
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