On completion of the Diploma of Finance and Mortgage Broking you will gain a clear understanding of advanced broking skills, loan structures and risk management. Learn successful networking approaches to grow the opportunities and strategies to meet compliance obligations.
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offered under the Diploma of Finance and Mortgage Broking Management
Please note that subjects and specific units of competency on offer will vary and may change during your enrolment
Elective subjects may apply and will be determined during the induction process
1 - 2 Electives are required (depending on subjects chosen)
Ethics, compliance and risk, form the foundation of financial institutions. This subject discusses the skills required to apply ethical principles to decision making and to act in line with ethical principles, and to ensure that work practices are compliant and within business risk strategies. Case studies are used to show individuals how to apply ethical frameworks to decide on, carry out, and evaluate the effectiveness of a course of action in response to an ethical and compliance situation in their workplace.
This subject has been structured to progressively develop the students skill and knowledge in the building, managing and maintaining of customer relationships to support business outcomes. It explains the difference between customer service and customer relationship building; with an emphasis on the skills required for longer term relationship building. This includes considering a range of client relationship strategies and also how to use networking effectively.
Identify and Present Broking Options looks at the essential skills for a mortgage and finance broker: interview techniques; determining client needs and explaining product differences. This subject covers an overview of the industry, relevant Industry Bodies, and key legislation such as Broker Arrangement Regulations and the National Consumer Credit Protection Act.
This subject requires prior knowledge of lending practices including mortgage loans and securities. It covers the more complex security arrangements that apply in the provision of credit where the circumstances are more challenging than the standard. Included in this review is the types of business finance and assessing business capacity to repay including interpreting business financial information and cash flow details.
This Diploma subject for mortgage and finance brokers addresses how to identify and develop complex broking options for clients. It addresses more complex scenarios and loan solutions and has case studies to be completed. To successfully complete this subject you must already have some lending knowledge involving complex loans.
This subject examines industry professional approaches to procedures, guidelines, policies and standards, including ethical requirements, and the requirements to model and meet expectations of these in all aspects of work.
Beginning with the role of ethical lending in the marketplace, this subject then reviews the role and content of Credit Risk Policies and the lending approval criteria detailed within those policies. The process and methods for assessing credit and the typical approval processes are detailed in this subject.
This subject addresses the skills and knowledge required to identify client needs and assist in the preparation of securities to implement a credit contract in preparation for loan settlement. It covers conditions of finance, implementing security and execution of a credit contract.
Quality Education at a Fair Price
24 months is allowed as the standard part time enrolment term for the Diploma of Finance and Mortgage Broking Management course.
Students who are able to commit more time to their course can finish earlier; while Traineeship terms may be longer.
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A traineeship is great way to develop the skills of your workforce.
Traineeships combine time at work with training, and can be full-time, part-time or school-based. Trainees must be an Australian Citizen or permanent resident visa holder. Each state determines what subsidised training is available for your trainees in that state.
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