FNS50322 Diploma of Finance and Mortgage Broking Management

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$15,000.00
course-5

Duration

Calendar Year: 52 weeks
Academic Year: 36 weeks
Terms: 4 Terms x 9 weeks each (Total 36 weeks)
Holidays & Study Breaks: 16 weeks – 4 x 4 weeks
Study Type: Full Time 20 hours / week

Location
Level 6, 8 Quay Street, Haymarket NSW 2000.

Course Fee
$15,000.00

Application Fee
A non-refundable Administration Fee of $350 is to be paid with the deposit.

Additional Fees*
Material Fees: $200 (Material Fee covers cost of printing of class material, class tests/quiz, and assessment cover forms).
*Any fee changes will not affect enrolled students. New fees will apply to new enrolling students.
#Smart and skilled funding is available for domestic students for this qualification. Please enquire with SBI.

Assesssent Arrangements
Assessment is both formative and summative and a holistic approach has been applied where possible. Evidence is gathered through a combination of direct observations, problem solving through case studies, responses to multiple choice and short answer questions, self-assessments and third-party reports (if applicable).

Delivery Modes
All training will be delivered using a blended mode (face to face and online), including use of simulated situations where required.

Emphasis will be made on simulating “real life situations” to
develop the skills identified in the “foundation skills” for this qualification.

Entry Requirements
a) English language equivalence requirements

  • English is the student’s first language;or
  • IELTS 5.5 with no sub band scores less than 5.0;or
  • Completion of at least one year of full-time study in Australia at secondary, post-secondary or tertiary level;or
  • Completion of the English for Academic Purposes (EAP) program at SBI or any ASQA/TEQSA Accredited Language Centre;or
  • Pass SBI’s Placement Test

b) Educational and other qualifications, skills, and other prerequisites

  • A recognised secondary (high school) qualification; or completion of AQF Level 4 study (e.g., Certificate IV); and
  • Should be 18 years of age or over at time of commencement

Pathways into the qualification
After achieving this qualification candidates may choose to undertake studies at an Advanced Diploma level in the FNS Financial
Services Training Package, e.g., FNS60722 Advanced Diploma of Financial Licensing Management or FNS60622 Advanced
Diploma of Banking Services Management.

 

COURSE DESCRIPTION
This qualification reflects management roles in finance and mortgage broking where work is undertaken independently, through an aggregator, or involve 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.

 

Potential Job Roles

Employees who work in finance and mortgage broking with the responsibilities of:

  • Recommending loan combinations to meet clients’ needs;
  • Assessing prospective borrower’s eligibility to obtain finance and their capacity to service debt;
  • Brokering complex and/or commercial leases,equipment finance, commercial finance, project
  • finance, etc.;
  • Acting as licensees

This qualification is made up of 20 units of competency.

 

 

Unit Code Unit Title
FNSCUS511 Develop and maintain professional relationships in financial services industry
FNSFMB411 Prepare loan applications on behalf of cilents
FNSFMB412 Identify client needs and present broking options
BSBSUS511 Develop workplace policies and procedures for sustainability
FNSFMB512 Identify and develop credit options for clients with special financial circumstances
BFNSFMB513 Present credit options to clients with special financial circumstances
FNSFMB514 Implement complex loan structures
BSBPEF501 Manage personal and professional development
FNSFMK515 Comply with financial services regulation and industry codes of practice
FNSINC411 Conduct work acording to professional preactices in the financial services industry
FNSINC514 Apply ethical frameworks and principles to make and act upon decisions
FMSRSL511 Undertake risk indentification
BSBLDR523 Lead and manage effective workplace relationships
BSBOPS501 Manage business resources
BSBOPS502 Manage business operational plans

This qualification is made up of Fifteen units of competency (ten core units and five electives) the units of competency are stand alone and not sequenced in any specific order.

Recognition of Prior Learning

Sydney Business Institute (SBI) supports the national policy of recognition of qualifications and Statements of Attainment issued by other Registered Training Organisations (RTO), regardless of the location, provided that the RTO is registered to offer units of competency which exist within the qualification offered by SBI and which may also exist in other Training Packages.
An application can be made for RPL when the student believes that they have already attained the necessary skills and competencies elsewhere (work other study etc.).
An RPL application form is available from Administration Services upon request.
The student will be required to provide documentation to support their application. The application will be processed and an assessment made as to the success or otherwise of the application. The student will be notified in writing of the result. The Student must sign (or otherwise accept) the ‘Record of Course Credit Granted’.

 

Course Features

  • Lectures 0
  • Quizzes 0
  • Duration 52 weeks
  • Language English
  • Students 0
  • Assessments Yes
$15,000.00