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Offering Info

Diploma of Finance and Mortgage Broking Management

  • National Course Code: FNS50315
  • TAFE NSW code: FNS50315-01V02-21BKS-331

Location – Bankstown

Study Type

Blended

Course Start Date

16 Aug 2021

Study Commitment

12 Hours per week

Duration

12 Weeks

  • Nationally Recognised Training
  • VET Student Loans Available
  • Non Government Subsidised

Course Details

The nationally accredited Diploma of Finance and Mortgage Broking Management enables you to invest in your career and move into leadership positions such as mortgage broking manager. Advance your finance skills as you help others reach their dream of homeownership.

LEARN NEW SKILLS

Through a mix of theory and practical coursework, learn to:

  • Assess clients' needs and build relationships
  • Present broking options
  • Prepare loan applications
  • Implement complex loan structures

DEVELOP YOUR TALENT

Develop the attributes to help you get ahead:

  • Autonomy
  • Supervisory skills
  • The ability to display initiative and judgement in completing activities
  • An interest in the financial services industry
  • Reliability
  • Strong communication skills

ACHIEVE YOUR GOALS

Completing this course provides you with:

  • Opportunities for higher-level employment
  • A pathway to a degree

Career opportunities:

  • Mortgage broking manager
  • Insurance broker
  • Mortgage broker
  • Finance broker
  • Insurance broking manager

GROW YOUR CAREER

Take your career further with the:

  • Bachelor of Applied Commerce
  • Certificate IV in Accounting and Bookkeeping

This course is superseded. You can still enrol in this course, and you will be contacted if you need to transition into the next version when it is available.

When you study with TAFE NSW, we want you to succeed. Entry requirements allow us to make sure that you have the right pre-existing knowledge and skills to achieve your chosen qualification. You will need to provide evidence that you meet the requirements listed in this section.

ENTRY REQUIREMENTS

There are no entry requirements for this qualification. You can enrol now.

IS THIS COURSE RIGHT FOR YOU?

To be prepared for this course, we recommend that you have:

  • A Certificate IV in Finance and Mortgage Broking, or equivalent
  • Have completed Year 12 of high school or equivalent
  • Competency with numbers, banking and financial services

If you need help preparing for study, contact us about your options.

ADDITIONAL REQUIREMENTS

With 130 locations across the state, TAFE NSW tailors qualifications to meet the needs of the local community and specific student groups (like apprentices, fast-tracked and online students). To make sure this course is the right fit for you, we will need you to demonstrate that you can meet the additional requirements below.

To be enrolled in this course, you need to be able to provide the following evidence:

  • Completion of CIV in Finance & Mortgage Broking FNS40810 OR FNS40811 OR FNS40815. If you have completed the CIV with a training organisation other than TAFE, you will need to provide a certified copy by a JP of your transcript and certificate as evidence. A teacher will then assess the units you have completed in your CIV in Finance & Mortgage Broking and advise you of the units required to be completed in the Diploma of Finance and Mortgage Broking Management.

Discover the skills you need for the job you want at the TAFE NSW Information Sessions, 21-25 June 2021.

INFORMATION SESSIONS

To find out more about this course, meet our teachers and receive information about enrolment and next steps, attend an information session.

Date Time Location
Tuesday, 22nd June 2021 11:00am to 12:00pm TAFE NSW Bankstown, Block J, Level 3, Room J3.36

Tuesday, 22nd June 2021 | 5:00pm to 6:00pm | TAFE NSW Bankstown, Block J, Level 3, Room J3.36

STUDY COMMITMENT

This is a flexible, blended delivery course. You will need to attend approximately 7 hours of class, 2 days a week, for 12 weeks. As well as the in-class component, you will need to complete approximately 5 hours of other study per week.

You may also be required to complete approximately 10 hours of additional study each week outside of class hours, including online Moodle reading, research, and assessment preparation.

This is a Blended course via an online learning platform (moodle) and weekly virtual sessions with a teacher. Students have a choice to attend the virtual session on a Monday (day) OR Wednesday (night).

IS THIS COURSE RIGHT FOR YOU?

This course offering is designed for people who:

  • have completed the Certificate IV in Finance and Mortgage Broking who are seeking to upgrade their qualification to the Diploma of Finance & Mortgage Broking Management. Job outcomes include working as a mortgage broker in an existing business, as a franchisee or independent broker.
  • A weekly session runs every Thursday from 9:30am to 2:30pm (connected via Microsoft Teams). Additional tutorial support is provided every Tuesday night from 6:00pm to 9:00pm.

We offer student services and study support to ensure you can achieve your goals. Learn about TAFE NSW Student Services

As a TAFE NSW student in this course, you will have access to:

  • LinkedIn Learning (formerly Lynda.com)
  • Smarthinking - after hours online study support service
  • Easy computing online short courses
  • Access to local TAFE libraries
  • Accessibility and Disability Support Services
  • Access to Read&Write learning support software at TAFE and at home

The way you learn may change during your enrolment to ensure the best learning experience or to keep you safe as COVID-19 restrictions change, and some of our face to face classes may change to online or virtual classroom learning. Also, to ensure that we keep you safe while studying, we may modify our face to face classes to meet physical distancing requirements and increased cleaning on campus. If work placement and the demonstration of practical skills are requirements of your course, there may be a modification or delay in the planned timeframe due to COVID-19 impacts. Be assured, we'll keep you informed every step of the way.

This course is currently scheduled on Mondays from 9:30am to 1:00pm and Wednesdays from 6:00pm to 9:00pm. This timetable may change and will be confirmed by your teacher.

PAYMENT OPTIONS AND ASSISTANCE

This course is approved for a Commonwealth VET Student Loan (VSL). If you meet the VSL eligibility and academic suitability requirements, you are able to apply to the Commonwealth for a loan to cover all or part of your course fee. We will ask you whether you would like to apply for a VET Student Loan when you enrol and advise you of the process.

Find out more about VET Student Loans

Direct payment by Unit of Study instalments is available for this course.

The Units of Study and associated fees for this course are detailed below. Fees are charged on the census day for each Unit of Study. To secure a loan for part or all of your course, you must be eligible and submit a valid application to the Commonwealth for a VET Student Loan. You may withdraw prior to the census date without incurring a fee.

To complete your VET Student Loan application, you will need to provide:

  • Your Tax File Number (TFN). If you dont have a TFN, click here for information on how to apply for one. You can complete your loan application with a Certificate of Application for a TFN, but must provide your TFN as soon as it is issued. If you dont provide your TFN before your first census day, you will need to pay the tuition fees for that unit of study.
  • Your Commonwealth Higher Education Student Support Number (CHESSN) ). If you have previously accessed a loan via the Higher Education Loan Program (HELP), either at TAFE or university, you will already have a CHESSN. You must use the same CHESSN whenever you access a student loan. If you dont have CHESSN, we will allocate one on your behalf.
To be eligible for a VET Student Loan, you will need to be assessed as academically suitable to undertake high level VET study. You will need to provide:
  • A copy of your Australian Year 12 Certificate; OR
  • A copy of a certificate showing that you have been awarded a qualification at level 4 or above in the Australian Qualifications Framework (where the language of instruction was English). If you previously completed a Certificate IV or higher qualification at TAFE NSW, just let us know where and when you studied in your application; OR
  • Display competence at Exit Level 3 in the Australian Core Skills Framework in both reading and numeracy through an approved Language, Literacy and Numeracy test. We will let you know if this is required once you apply.
If you intend to apply for a VET Student Loan, its important you know your student obligations.

READ BEFORE YOU ENROL

Learn about TAFE NSW Fees

Learn about TAFE NSW Payment/Funding

RECOGNITION

Recognition is a process of acknowledging previously completed qualifications, skills, knowledge or experience relevant to your course. This may reduce the amount of learning required, reduce your course fees and allow you to achieve your qualification faster.

Learn about Recognition at TAFE NSW Recognition

Code Name Start Date End Date Census Date Amount
21BKS00581 UOS 1 Diploma of Finance and Mortgage Broking Management 16 Aug 2021 10 Sep 2021 06 Sep 2021 $963.00
21BKS00582 UOS 2 Diploma of Finance and Mortgage Broking Management 13 Sep 2021 15 Oct 2021 05 Oct 2021 $963.00
21BKS00583 UOS 3 Diploma of Finance and Mortgage Broking Management 11 Oct 2021 11 Nov 2021 01 Nov 2021 $964.00

Enrolling with us is easy, though the exact process does depend on your course and any prerequisites that go with it. Be sure to read all course information carefully to make sure it is the right qualification, location and study type for you. Enrol and pay online via our secure payment gateway to secure your place. As you progress through the enrolment process you will be prompted to provide additional information.

For further information or assistance, call 131 601.

Core Units
Number Title
BSBRSK401 Identify risk and apply risk management processes
FNSCUS501 Develop and nurture relationships with clients, other professionals and third party referrers
FNSFMB401 Prepare loan application on behalf of finance or mortgage broking clients
FNSFMB402 Identify client needs for broking services
FNSFMB403 Present broking options to client
FNSFMB502 Identify and develop broking options for clients with complex needs
FNSFMB503 Present broking options to client with complex needs
FNSFMB504 Implement complex loan structures
FNSFMK505 Comply with financial services regulation and industry codes of practice
FNSINC401 Apply principles of professional practice to work in the financial services industry
Elective Units
Number Title
FNSASIC301 Establish client relationship and analyse needs
FNSASIC302 Develop, present and negotiate client solutions
FNSFMB501 Settle applications and loan arrangements in the finance and mortgage broking industry
FNSRSK501 Undertake risk identification
FNSRSK502 Assess risks

Note: Not all elective units listed may be available to study, please enquire for more information.

Whether you're a school leaver, an aspiring apprentice, looking to kickstart a career, or you're upskilling, reskilling, or re-training, there's a TAFE NSW course to give you the skills you need for the job you want.

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Course Location

Bankstown
500 Chapel Road, Bankstown
Phone 131 601

Fees information

We understand that many students are confused by different fees for similar courses, and want to reassure you that studying with TAFE NSW won't damage your hip pocket.

Learn more about Fees information.

Payment options and assistance

Explore payment methods, pay by instalment, scholarships and VET Student Loans.

Learn more about Payment options and assistance.

 

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