Course overview

Are you an experienced mortgage broker looking to further your skills and knowledge in the industry?

The Advanced Program in Finance and Mortgage Lending is designed for experienced individuals currently working as mortgage brokers in the finance and mortgage lending industry.

Click here to download the program outline.

Program information

Learning Outcomes: 

Upon successful completion of this program, individuals should be able to:

1. Differentiate between products in the market to ensure a client is appropriately advised on which product to select
2. Examine a client’s immediate financial position using a fact find to determine when to introduce a product to the client
3. Demonstrate an understanding of the National Consumer Credit Protection (NCCP) Act 2009 and how to avoid potential breaches
4. Structure a product to meet a client’s needs and financial position
5. Apply accounting principles
6. Implement the requirements of a responsible manager to work practices

Topics:

1. Advanced business finance (product knowledge)
2. Advanced personal finance (product knowledge)
3. International financing (product knowledge)
4. SMSF & LRBAs (product knowledge)
5. NCCP Act 2009 concepts
6. Obligations
7. Measuring and managing risk
8. Accounting principles
9. Credit management
10. Mentoring and sponsorship

Units of competency:

There are no units of competency awarded in this program.

Duration

Individuals have a total of 12 weeks to complete the learning and assessment requirements of this program.

Pathways

Designations 

Individuals who successfully complete the program may apply to the Certified Finance and Mortgage Institute of Australasia (CFMIA) to gain either the ‘Certified Finance Broker’ (CFB) or ‘Certified Finance Consultant’ (CFC) designation. For more information, please contact CFMIA directly. 

Pathways

To stay ahead in this competitive industry, Kaplan Professional provides training in specialist knowledge areas such as financial planning or life insurance.

Career pathways

Candidates who meet all the course requirements may be able to seek work in the financial services industry in a finance and mortgage broking-related role.

Fees

Advanced Program in Finance and Mortgage Lending – $600

Entry requirements

Educational Requirements

It’s compulsory individuals have completed the FNS50315 Diploma of Finance and Mortgage Broking Management to enrol in this program.

Enrolment information

Enrolment

Individuals may enrol into the Advanced Program in Finance and Mortgage Lending at any time and begin studying immediately on enrolment. However, please see entry requirements for the Advanced Program in Finance and Mortgage Lending.

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Delivery

This course is delivered online via Kaplan Professional’s learning management system, KapLearn.

Individuals will receive login details to KapLearn on enrolment. When logging on to KapLearn, individuals are able to access the program topic notes and assessment requirements. Assessments are submitted and completed through KapLearn.

Recognition of Prior Learning (RPL)

No RPL is available for this program.

Assessment

The assessment tasks for this program are listed below:

Individuals must complete the online quiz and submit their assignment within twelve (12) weeks of their initial activation date. To successfully complete this program, individuals must demonstrate competency in the assignment, as well as achieve a pass rate of 70% in the online quiz.

Individuals who complete this program will receive a certificate of completion.

Polices

Student policies

Individuals who enrol in a Kaplan Professional course are bound by our published policies, including the policy that sets out our rules for assessment. Individuals can review these policies here. The policies also assist individuals when their study program does not go as planned and they need extra support.

Terms and Conditions

Click here to access our terms and conditions.

Refund Policy

Access our refund policy