Duration
1.5 years (78 weeks)
Course Description
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.
Career Outcomes
Mortgage Broking Manager
Mortgage Broking Managers oversee mortgage broking processes, ensuring compliance with financial sector regulations and reporting requirements. They may also be involved in complex brokering, including commercial leases and equipment finance, commercial finance, project finance and finance for property developers.
Finance Broker
Finance Brokers arrange and manage loans for individuals or businesses. They provide advice to clients, prepare and present loan applications, ensure legislative compliance, and liaise with lenders on their client's behalf. They may specialise in areas such as residential, business, or personal finance.
Insurance Broking Manager
Insurance Broking Managers oversee teams of insurance brokers, manage complex client accounts, and maintain client relationships. They may research new insurance products, and report on them to other levels of management and clients. They are also responsible for generating new business and client relationships.
Mortgage Broker
Mortgage Brokers select and establish mortgages for clients. They present broking options to clients; prepare and present loan applications to lenders; assist in the settling of a loan; and manage legislative and code of practice obligations relevant to the mortgage and finance broking industry.
Insurance Broker
Insurance Brokers provide a link between clients needing insurance and insurers who provide cover. They identify a client's needs, assess the hazards they face and examine any existing policies they hold. Having agreed a provisional plan with the client, they then manage all the financial transactions associated with the establishment and maintenance of the insurance policy or plan, usually taking a commission.
CRICOS Details
Diploma of Finance and Mortgage Broking Management is listed on the official CRICOS register and delivered by Australian Training School Pty Ltd in 081199 - Banking, Finance and Related Fields, n.e.c..
- CRICOS course code: 109948J
- Provider: Australian Training School Pty Ltd
- Course level: Diploma
- Study level: VET
- Field of education: 081199 - Banking, Finance and Related Fields, n.e.c.
- National qualification code: FNS50322
- Dual qualification: No
- Foundation studies: No
- Work component: No
- Course language: English
- Duration: 1.5 years (78 weeks)
- Locations: Sydney, NSW
This overview is compiled from official CRICOS register data. Confirm fees, duration, intake dates, and entry requirements directly with the provider before applying.