Course Overview
Learn from award winning trainers as you develop practical skills in running a finance business, matching financial products to client needs, assessing credit, and guiding clients through the lending process.
The course meets ASIC licensing requirements and is recognised by the MFAA and FBAA, boosting your credibility in the industry. As a nationally recognised qualification, it also provides a pathway to university, all while you study online, anytime and anywhere.
Job Outcomes
Potential career outcomes could include:
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Client service officer
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Finance broking practice manager
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Mortgage administration assistant
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Lending officer
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Loan underwriter
What You'll Learn
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How to set up and operate a successful finance business
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Key finance regulations and licensing requirements
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Matching financial products to client needs
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Managing the end-to-end lending process
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Preparing clients for settlement
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Assessing and approving credit applications
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Applying ethical standards and professional practices
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Identifying and managing risk in finance broking
Recognition
Study Method
- OnlineOnline delivery - online course content with the exception of assessments and work placement
- BlendedBlended delivery - both online course content and partial face to face requirements
- In-classIn class delivery - predominately face to face course content conducted at a specific location
- VirtualVirtual Delivery - Live and interactive classroom-style learning conducted completely online
Duration Study Load
This course is designed to be completed within 12-24 months.
There is no minimum timeframe to complete this course. Students who are highly motivated and well organised can complete the full course at an accelerated pace.
The key factors that influence course completion are a student’s experience, time availability, how fast they work and how committed they are!
Delivery
Study online. With a difference.
You’ll get:
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Easy-to-follow course materials
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Videos and webinars
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Heaps of support from your course trainers (phone, email, Zoom)
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A dedicated admin team on hand to guide you
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Online assessments
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Student Facebook group
Entry Requirements
There aren’t any formal prerequisites. But to make sure you get the most out of training with us, the following enrolment process applies:
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Once we receive your enrolment, our friendly course consultants will touch base to undertake a pre-training review to ensure the training is right for you.
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For students without an equal or higher level qualification, there’s a short language, literacy and numeracy quiz you complete online.
Course Features
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Industry recognition and career advancement
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Nationally recognised
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Free membership to the IPA
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Comprehensive skill development
Recognition Of Prior Learning
We may be able to take into account relevant knowledge and skills you’ve gained through previous formal or informal training, education and employment. To find out more get in touch with one of our friendly Course Consultants.
Please note this course uses a clustered unit delivery model so please speak to a Course Consultant about how this could affect any RPL or CT granted.
Assessment
The experts who design and deliver our courses have developed an assessment framework that’s uniquely designed to help you gain a deep understanding of the material. They’ll give you the kind of knowledge and skills you can use in the real world as a business operator or manager. Assessment formats include:
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Case studies
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Multiple-choice questions
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Short-answer questions
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Roleplays – video self-recording and upload of the file
Materials
You will need access to the following equipment to successfully complete the course:
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Working computer with Microsoft Office (2016 or later)
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Access to the internet
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Access to a smart phone, video camera or web camera is required
It’s also ideal to have a financial calculator on hand.
Testimonials
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"My study with Monarch has been a good experience. The entire course was completed online, though I had access to support when needed. I found the course was well structured, easy to navigate, and most of all it was easy to complete as I studied at my own pace. I would recommend Monarch Institute as a place to study, and plan to enrol in further courses myself. "Sean MDiploma of Finance and Mortgage Broking Management
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"The contact with everyone at monarch was exceptional and they went the extra yards to ensure that all my specific needs were met, with patience and kindness the personal approach ensured the completion of the modules trainers are a pleasure to deal with all round awesome experience can't wait to do the next course "GarethDiploma of Finance and Mortgage Broking Management
Subjects
About Monarch Institute
Monarch Institute is one of Australia’s leading providers of professional services training. We believe education should be an experience, not a transaction.Our award-winning, innovative approach to course content and design means that you get relevant, accredited courses with loads of support from experienced trainers who give you the time to ensure you’ve got the skills that the industry needs. Study online today with Monarch and change the way you think about studying.Study online with Monarch Institute and experience education, reimagined.
