Diploma of Finance & Mortgage Broking Management FNS50311 UPGRADE PROGRAM

Transcription

1 Diploma of Finance & Mortgage Broking Management FNS50311 UPGRADE PROGRAM Intellitrain s Diploma of Finance and Mortgage Broking Management FNS50311 Upgrade is designed for mortgage brokers who currently hold the Certificate IV in Mortgage Broking and wish to upgrade to the full Diploma and enhance their current skills in relation to business management, client management and loan writing. It s been designed to educate you about aspects such as complex lending, business management, risk and financial management. The program will consolidate the knowledge you already have, fill any gaps or teach you concepts that are entirely new to you. We then teach you how to take this knowledge and develop & implement strategies to either: increase revenue and profit from your existing services and/or introduce new and in-demand services to offer existing or new clients So when you re finished, not only do you have the qualification but also the knowledge, experience and confidence to take your business in new and exciting directions or streamline how you currently operate to improve your lifestyle. Want to try the course to see if it s the right fit for you? You can do that, we offer you the chance to have full access to an entire component of the program for free (more on this below). Who is this course for? This course is designed for brokers who already hold a Certificate IV in Finance & Mortgage Broking and who need to upgrade to the Diploma to meet their Aggregator s or MFAA membership requirements....or for brokers who simply want to increase their skill set in order to be able to write more business and learn more about the fundamentals of good business management for broking.

2 Industry Recognition Intellitrain s Diploma Upgrade meets the membership requirements for and is approved and recommended by both the MFAA and the FBAA. What will you learn? In this course you ll learn ways to analyse a business the same way that a bank does and how to write complex loans involving trusts, companies and alternative securities. We teach you how to conduct a risk assessment on your own business to better understand what risk exposure you have and then formalise this into a business plan which will help you manage and grow your own business whilst also providing you with a foundation to help your clients manage their own businesses. You will also learn how to help your clients become better at managing their own financial position and develop important budgeting skills. You will be able to work with them to help them understand where their money goes and how to implement simple and effective systems to work towards their personal financial goals. This service will provide a platform to create referrals for your business as more than 70% of Australian households don t have a budget nor the tools and knowledge to manage their money. You will help people to feel more in control of their finances! Key concepts covered: 1. Risk identification and the tools to analyse and manage risk in your business 2. Managing a small business including areas such as strategy, business planning, and researching new business opportunities 3. How to help your clients to understand and better manage their own financial position, budget effectively in order to achieve their personal financial goals and improve their knowledge of consumer credit 4. How to build and nurture relationships with your clients, referral partners and other professionals in order to grow your business through self-generated leads 5. Complex lending such as lending to trusts and companies and the range of product solutions available 6. Submitting a complex loan submission and financial analysis

3 Why should I attend? 1. Learn how to earn more revenue 2. Differentiate yourself from other brokers 3. Reduce reliance upon residential property market 4. Receive useful risk and business management tools 5. Meet the membership requirements of various Aggregators the MFAA 6. Obtain CPD Hours 20 CPD Hours Upgrade Pathways Intellitrain offer 3 Upgrade paths to the Diploma of Finance and Mortgage Broking Management FNS50311 based upon your current Certificate IV in Finance and Mortgage Broking qualification. Each pathway requires the completion of a different set of units of competencies, also known as subjects. The pathways are from the following qualifications: 1. Certificate IV in Financial Services (Finance/Mortgage Broking) FNS Certificate IV in Finance and Mortgage Broking FNS Certificate IV in Finance and Mortgage Broking FNS40811 How do I know what Certificate IV I Have? To determine which upgrade path to take, simply check the qualification Name and Code on your certificate or on your Academic Transcript, the code will begin with FNS408 and then end in 04, 10 or 11 and read similar to one of the 3 certifications listed above. Pathway 1 From Certificate IV in Financial Services (Finance/Mortgage Broking) FNS40804 FNSINC401A FNSINC402A Apply principles of professional practice to work in the financial services industry Develop and maintain in-depth knowledge of products and services

4 Pathway 2 From Certificate IV in Finance and Mortgage Broking FNS40810 FNSFMK505A Comply with financial services legislation and industry codes of practice Pathway 3 From Certificate IV in Finance and Mortgage Broking FNS40811 FNSFMK505A Comply with financial services legislation and industry codes of practice

5 Course Delivery Options The Diploma Upgrade program is offered via two delivery formats, Self-Study and by Recognition of Prior Learning (RPL). Self-Study Program: This is a unique program which is comprehensive and highly interactive online course which is accessed via our online training portal, itrain. The course is separated into a number of sections which enables you to progress through the program at your own pace. The system enables you to save your position within the course so you can easily track and manage your progress. You will also receive a PDF document of the course content for you to print or you can purchase a hard copy manual for an additional cost. We will also provide you with a number of prerecorded training tutorials. Full support is provided whilst completing the assessment by telephone and . Recognition of Prior Learning (RPL): You may be eligible to gain RPL for the Diploma if you have the competence and knowledge in each area. Test Run our Self-Study Program for Free Enrolling into any type of course is an important decision and often you really only have 1 chance to get it right. Let s face it, doing your Diploma is extremely important, you ll only do it once so you want to make sure you enrol in the program and with the company that best meets your needs. That s why we believe you should have the opportunity to experience our training program before you commit to it, which is why you can try an entire unit of the Diploma (including the assessments) via our self-study program at absolutely no cost. Simply got to where you ll find out exactly how to access the sample. So how do I Register? To register simply: Call our customer service team on or Enrol online at