Diploma of Finance and Mortgage Broking Management - FNS50322
Monarch Institute
Type of institution: Registered Training Organisation
Level: Pre-degree
CRICOS:
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 considerationsWork 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.
Subjects
- Lead and manage effective workplace relationships
- Identify client needs and present broking options
- Manage personal and professional development
- Provide leadership across the organisation
- Develop and maintain professional relationships in financial services industry
- Lead team effectiveness
- Monitor and review organisational system compliance with legislation and regulations
- Manage organisational customer service
- Develop, implement and monitor policy and procedures
- Support the learning and development of teams and individuals
- Present credit options to clients with special financial circumstances
- Apply ethical frameworks and principles to make and act upon decisions
- Assess risks
- Develop workplace policies and procedures for sustainability
- Conduct work according to professional practices in the financial services industry
- Implement complex loan structures
- Identify and develop credit options for clients with special financial circumstances
- Manage business operational plans
- Comply with financial services regulation and industry codes of practice
- Improve business of financial practices
- Prepare loan applications on behalf of clients
- Implement credit contracts in preparation for settlement
- Grow financial practices
- Undertake risk identification
- Determine and manage risk exposure strategies
- Market new business ventures
- Coordinate workplace information systems
- Identify and apply complex ethical decision making to workplace situations
- Apply and maintain knowledge of financial products and services
Study information
| Campus | Fees | Entry | Mid year intake | Attendance |
|---|---|---|---|---|
| Level 22, 535 Bourke Street, Melbourne | Domestic: $1,750 | No |
|
