The FNS50322 Diploma of Finance and Mortgage Broking Management (Accountants and Financial Planners) is designed for experienced Accountants and Financial Planners seeking to transition into Finance or Mortgage Broking. The qualification covers essential skills and knowledge, combining assessment-based learning with supporting evidence. It prepares individuals for management roles, where they apply theoretical knowledge and specialised skills, demonstrating initiative and judgement. They work independently or manage a team, operating within broad but well-defined parameters. Enquire now for the full list of elective choices, entry requirements, and available enrolment dates.
Entry requirements for the Diploma of Finance and Mortgage Broking Management (Accountants and Financial Planners) vary depending on the institution but generally include completion of Year 12 with a minimum ATAR, VET pathway courses or prior experience.
If you don't meet the standard entry criteria, enquire with a course provider to discuss alternative entry pathways.
Course fees vary depending on the course provider.
The Diploma of Finance and Mortgage Broking Management (Accountants and Financial Planners) will prepare you for the following roles.
A Finance Broker helps clients to secure loans from banks and other financial institutions. You might meet with customers to discuss their needs an...
A Mortgage Broker acts as a liaison between clients hoping to borrow money to purchase property and financial institutions who lend it. You’ll disc...
A Financial Planner offers professional advice to clients on how they might reach their financial goals. You might make recommendations based on yo...
Business Development Managers generate new business opportunities for their organisation — managing key customer accounts and promoting the company...
Compliance Officers ensure that an organisation’s products, services, operations and business practices comply with government standards and legisl...
A Loan Administrator performs a range of administrative tasks in the credit department of a bank, financial institution or brokerage company. You m...
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