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Diploma in Financial Services

(Finance Mortgage Broking Management)
(Mortgage Consultant Upgrade Diploma)

FNS 50504

Delivery Methods:

 

Face to Face    E-Learning    Home Study Manual

 

What does the Course Cover?

This course goes beyond the fundamentals covered within the Certificate IV in Finance and Mortgage Broking. It has been designed for Brokers who wish to broaden the scope of their business and provide their clients with a wider range of financing options. The program will cover…


Undertaking risk identification: Communication with relevant internal and external stakeholder through the loan process; Identify and describe risk; Identify and assess controls.


Risk Assessment: Develop risk evaluation criteria; Assess current exposure; Comparison of exposure to guidelines; Preparation of probability assessments; Communication of risk assessments to internal and external stakeholders.


Identifying and Developing complex broking options for clients: Identify complex broking needs of clients; Research and consider broking solutions based on client needs; Select and gather appropriate options and information for client review.


Presenting broking options to clients with complex needs: Developing a rapport with clients; Present broking options to the client; Negotiate effectively; Complete and maintain necessary documentation.


Implementation of complex loan structures: Organise implementation actions; Establish appropriate procedures for implementation; Undertake and/or supervise implementation.


Courses are held Monthly in Capital Cities

and major regional Centre on Demand

Click Here for locations and Dates
 

Expression of Intrest link                   Online Enrolment Link


 

Call 1300 136 947
or 02 9922 5198

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