Already working as a mortgage broking manager or in finance, accounting and mortgage broking? You may not need to start from scratch. A partner registered training organisation can assess the skills you already have against this nationally recognised qualification.
Overview
The FNS50322 Diploma of Finance and Mortgage Broking Management is a nationally recognised diploma at AQF Level 5, from the Financial Services Training Package.
If you already work in finance, accounting and mortgage broking, your experience may count towards it. Instead of repeating training on tasks you already do, you show evidence of your skills, and qualified assessors at a partner RTO check it against the qualification's requirements.
Future Sync helps you work out whether it suits your experience, build your evidence file and prepare for the assessment.
Career opportunities
Roles linked to this qualification on training.gov.au.
Mortgage Broking Manager
Mortgage Broking Managers oversee mortgage broking processes, ensuring compliance with financial sector regulations and reporting requirements. They may also be involved in complex brokering, including commercial leases and equipment finance, commercial finance, project finance and finance for property developers.
Finance Broker
Finance Brokers arrange and manage loans for individuals or businesses. They provide advice to clients, prepare and present loan applications, ensure legislative compliance, and liaise with lenders on their client's behalf. They may specialise in areas such as residential, business, or personal finance.
Insurance Broking Manager
Insurance Broking Managers oversee teams of insurance brokers, manage complex client accounts, and maintain client relationships. They may research new insurance products, and report on them to other levels of management and clients. They are also responsible for generating new business and client relationships.
Mortgage Broker
Mortgage Brokers select and establish mortgages for clients. They present broking options to clients; prepare and present loan applications to lenders; assist in the settling of a loan; and manage legislative and code of practice obligations relevant to the mortgage and finance broking industry.
Insurance Broker
Insurance Brokers provide a link between clients needing insurance and insurers who provide cover. They identify a client's needs, assess the hazards they face and examine any existing policies they hold. Having agreed a provisional plan with the client, they then manage all the financial transactions associated with the establishment and maintenance of the insurance policy or plan, usually taking a commission.
Why have your experience assessed
Credit for what you already do
Your existing skills in finance, accounting and mortgage broking are assessed against the qualification, instead of being taught again from the start.
Little or no time in class
You keep working while you prepare your evidence. Gap training is only needed if the assessor finds gaps.
A qualification employers recognise
The Diploma of Finance and Mortgage Broking Management is nationally recognised, which can support job applications, promotions and the roles you are already capable of.
Documents and evidence you might need
You do not need everything before your first conversation. The partner RTO may ask for more.
General documents
- 100 points of ID
- Updated resume
- Reference letters
- Payslips or tax records
Work evidence
- Employer references
- Samples of reports (de-identified)
- Software certificates
- Registrations or memberships
Photos and videos
- Photos of work you completed
- Videos of you doing workplace tasks
- Work samples
How it works
- 1
A conversation about your work
- 2
Matching your experience to a qualification
- 3
Building your evidence file
- 4
Assessment by a registered training organisation
- 5
Your qualification
Frequently asked questions
Can I get the Diploma of Finance and Mortgage Broking Management with my work experience?
Possibly. If you already do the work this qualification covers, a partner registered training organisation (RTO) can assess your existing skills against its requirements. If your evidence meets them, the RTO can issue the qualification without you completing the full course. Future Sync helps you check the fit and prepare your evidence.
What evidence will I need?
Usually proof of identity, proof of employment such as reference letters and payslips, and proof of skill such as photos or videos of your work. For finance, accounting and mortgage broking, people often use: employer references, samples of reports (de-identified), software certificates, registrations or memberships. The RTO decides the final requirements.
Is it the same qualification as completing the course?
Yes. The FNS50322 Diploma of Finance and Mortgage Broking Management issued by an RTO after assessing your existing skills is the same nationally recognised qualification that students receive after completing the course.
Do I need to attend classes?
Usually not, or only briefly. You are assessed on what you can already do. If the assessor finds gaps, you may need to provide more evidence, complete assessment tasks or do gap training for those parts only.
Future Sync Pty Ltd is an education consultancy and application support service. Future Sync is not a Registered Training Organisation and does not issue qualifications. All assessments, enrolment approvals, competency decisions and qualification issuance are completed by authorised partner RTOs. Qualification outcomes are not guaranteed and depend on the applicant's evidence and the RTO's assessment decision. Licensing, employment and migration outcomes are subject to separate authority requirements.
Tell us what you do and how long you have done it. We will tell you honestly whether this qualification looks realistic for you.