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Diploma in Finance and Mortgage Broking Management

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This Finance and Mortgage Broker Diploma Course has been specifically designed for existing Mortgage and Finance Broking professionals who wish to diversify their existing client offerings to include commercial finance while also increasing their qualification to the highest industry-specific standard available (Diploma in Finance and Mortgage Broking Management).

MFAA members wanting to obtain “Credit Adviser” or “Certified Credit Adviser” status. – The MFAA now requires members to obtain diploma qualifications from a preferred Training Organisation or undertake additional MFAA case studies in order to obtain “Credit Adviser” membership.

It is expected that those entering this Mortgage Broker Diploma course will have:

The Diploma will teach you how to:

  • Identify and present broking options to clients with complex needs
  • Structure commercial, business, property, and leasing finance
  • Analyse financial statements and determine and manage risk exposure

Entry Requirement

The prerequisite for this course is the FNS40815 Certificate IV in Finance and Mortgage Broking.

Click here for information on the Combined Diploma for students who have not completed their Certificate IV in Finance and Mortgage Broking.


To achieve your qualification you will complete a combination of loan scenario case studies, written exercises and on-line multiple choice questions corresponding with the training material.  There are no exams and you will have six months to submit your assignments.

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Face-to-Face Finance and Mortgage Broking Course Workshop

Facilitated by experienced trainers with 20+ years in the finance and mortgage industry.  Our Finance and Mortgage Broker Workshops are the most popular option – available in Sydney, Melbourne, Brisbane & Perth

Online Finance and Mortgage Broker Course

The Home Study Manual via Distance Education, or Online Finance and Mortgage Broking course options allow you to work through the course material at your own pace.  Email and telephone support are available to assist you.

Recognition of Prior Learning (RPL)

If you have two years of lending experience, you may apply for your Finance and Mortgage Broking qualification via our simple and straightforward RPL application.  A great option for banking professionals.

Course Content

The Upgrade Diploma in Finance and Mortgage Broking (FNS50315) covers the units below.

  • 7 units as listed below

Core Units 

BSBRSK401 Identify risk and apply risk management processes
FNSFMB502 Identify and develop broking options for clients with complex needs
FNSFMB503 Present broking options to the client with complex needs
FNSFMB504 Implement complex loan structures


 Elective Units 

BSBSUS501 Develop workplace policy and procedures for sustainability
FNSPRM601 Establish, supervise and monitor practice systems to conform with legislation and regulations
FNSRSK602 Determine and manage risk exposure strategies

Upcoming Face to Face Workshops

Next Upcoming Event
23 August 2021
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Mortgage Broker Training