For accountants looking for ways to branch out in their practice, it’s an exciting time to get in to finance and mortgage broking. According to government projections, the number of broker positions could grow by up to 17% by 2022.
For accountants looking for ways to branch out in their practice, it’s an exciting time to get in to finance and mortgage broking. According to government projections, the number of broker positions could grow by up to 17% by 2022.
With thousands of different financing products out there, it’s more important than ever for your clients in small business to be able to access quality advice and assistance with the loan process.
The Diploma of Finance and Mortgage Broking Management is packed with the technical and people-skills content you need to improve your skills as a broker.
It also exceeds the education requirement to obtain an Australian Credit License (ACL) or to be appointed as an authorised representatives of an existing ACL holder.
It’s a good choice for those who want to keep their career options open, and possibly move into a senior role sooner.
The Institute of Public Accountants recommends Monarch Institute’s Diploma of Finance and Mortgage Broking Management. Monarch is our training provider of choice because their courses are developed and delivered by industry experts, including senior practicing brokers and advisers.
The Institute of Public Accountants (IPA) is one of Australia's oldest representative professional bodies, formed over 90 years ago. Commencing operations in 1923, our evolution has seen us grow to our current position with over 42,000 students and members internationally.
Throughout all phases of history, we have supported and championed our members and the profession. We are here to protect and support our members as well as the SME/SMP sector, and to ensure our members gain appropriate professional recognition.
Representation
We make representations to Government including the Australian Tax Office, Australian Securities and Investment Commission, Australian Prudential Regulatory Authority, Treasury Tax Agents Board and the Attorney General's Department.
The training program has been developed to reflect management job roles in the finance and mortgage broking industry, including roles that are independent, undertaken through an aggregator or involve managing a workplace team as specified by the National Training Information Service.
The course gives an overview of the potential and challenges of AI in finance. Entrepreneurs who are developing AI and leaders rolling it out at major financial institutions have helped devise this course, which also looks at the role of people and the importance of ethics as well as the technology...
This qualification reflects the job roles of individuals working in finance broking (including mortgage broking). They apply solutions to a defined range of unpredictable problems, they analyse and evaluate information from a variety of sources.
Delivered online, this qualification accommodates both individuals with no formal training qualifications and candidates either seeking to or currently working in financial services roles.
The Certificate IV in Financial Services FNS41820 course qualification is intended to provide a flexible general purpose pathway in the financial services industry.
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