National code: FNS50322

    Diploma of Finance and Mortgage Broking Management

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    OverviewAbout this course

    Contribute to the great Australian dream of owning a home. Invest in your career and be eligible for independent and managerial positions. Build trust, develop a deep understanding of the mortgage broking industry and advance your finance skills.

    OutcomesWhat you'll gain

    Learning outcomes

    Through a mixture of theory and practical course work, learn to:

    • Assess clients’ needs and present solutions

    • Present broking options

    • Prepare loan applications

    • Implement complex loan structures

    • Work within ethical frameworks

    Course outcomes

    Gain practical experience and develop specialist skills that give you an advantage in the job market.

    • A finance and mortgage broking management qualification at a Diploma level

    • The ability to build trust and relationships with clients

    • The confidence to lead others and opportunity for higher-level employment

    • Readiness to study a Bachelor of Applied Commerce, if desired

    SuitabilityIs this course right for you?

    Entry requirements

    Some courses require evidence of previous experience or study before you can enrol

    • There are no entry requirements for this qualification. You can enrol today.

    Entry recommendations

    To be prepared for this course, we recommend that you have:

    • A Certificate IV in Finance and Mortgage Broking, or equivalent

    • Completed Year 12 of high school or equivalent

    • Competency with numbers, banking and financial services

    TAFE NSW is committed to meeting the learning needs of every community. Meeting these needs can mean there are additional entry requirements at different campus locations. Check your preferred location for further requirements. If you need help preparing for study, contact us to find out how we can support you.

    PathwaysFuture career and study options

    Career pathways

    Our graduates go onto roles like: mortgage broking manager, insurance broker, mortgage broker, finance broker, insurance broking manager and bank manager.

    Study pathways

    Take your study further with other courses offered at TAFE NSW:

    Previous study1 Course

    Begin here to gain experience and confidence in this study area.

    Further study0 Courses

    Advance your skills to take your career to the next level

    The Diploma of Finance and Mortgage Broking Management does not have any post-graduate courses.

    Related study1 Course

    Strengthen your expertise and gain specialist skills to expand your employability.

    Your experience counts

    At TAFE NSW, we recognise your previous study and work experience. You can apply for recognition of prior learning or a credit transfer with any of our courses. If you're successful you'll get your qualification faster.

    UnitsUnits taught in this course

    Courses are made up of a combination of both core and specialty units. In the Diploma of Finance and Mortgage Broking Management qualification, you’ll need to successfully complete 15 units of competency, including 10 core and 5 speciality units.

    Please note, not all specialty units are offered at every TAFE NSW location. It is highly recommended that you check with your preferred campus for information about the specialty units offered at that location.

    Core units are central to the job outcomes of a particular industry or occupation. These are the units industry has agreed are essential to be capable and qualified at a particular study level.

    • Develop and maintain professional relationships in financial services industryFNSCUS511

    • Prepare loan applications on behalf of clientsFNSFMB411

    • Identify client needs and present broking optionsFNSFMB412

    • Identify and develop credit options for clients with special financial circumstancesFNSFMB512

    TAFE NSW servicesFacilities and support

    TAFE NSW provides support services across all campus locations and online. Whatever your needs or circumstances, we have the people, resources, counselling and facilities to support you in focusing on your studies.

    • TAFE NSW Disability Support Service

    • TAFE NSW Language, Literacy and Numeracy (LLN) support

    • TAFE NSW Aboriginal Support; Learner support (ABE)

    • TAFE NSW Careers, Counselling and Pathways Service

    • TAFE NSW Libraries

    • Scholarship programs – be supported as you explore your talents and fulfil your potential

    • Read&Write literacy and study support software is available free for all TAFE NSW students to use while studying on campus and at home

    • LinkedIn Learning – an online resource which offers innovative courses and tutorials to improve your personal and professional skills

    • Student associations – get social with our student community

    Info sessionsWant to know more?

    There are a total of 8 information sessions planned for this course. They'll take place at different locations across the state.

    You can select a study option below to see the sessions available. Or you can view all sessions related to

    Study optionsFind a location to enrol