AAMC Training Group has developed a tailored solution for Accountants and Financial Planners who are seeking to diversify into or change their career to become a Finance and/or Mortgage Broker, or work more closely with their broker partners. This stream considers relevant professional skills and knowledge against the qualification units of competence. The course provides a mix of both assessment-based learning and the provision of supporting evidence.
This qualification reflects the role of individuals working in finance and mortgage broking. Individuals in these roles apply theoretical and technical knowledge and skills to work autonomously and exercise judgement in completing routine activities relating to mortgage and finance broking.
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Delivery mode
This course is available in the following study modes:
Entry Requirements
There are no formal academic requirements
To be eligible for enrolment into this stream, you must meet the following criteria;
- Minimum two years of experience as a qualified Accountant or a;
- Minimum two years of experience as a qualified Financial Planner and hold an authorised representative or licensee status.
- Been in a client-facing role within the last twelve (12) months and have adequately demonstrated vocational experience that meets this level of qualification.
Additionally, you should be able to satisfy the following:
- Provide a current CPD statement or record showing the last 12 months CPD points/hours.
- Present a qualified third party who can attest to your vocational experience across components of the course.
- Provide at least 2 third party professional referrers (ie; Bank Manager/Finance Broker) that can confirm they have built a working relationship with you.
Course fees
Course fee
$597
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For more information about this course and payment options please enquire now.
Related career opportunities
This course will prepare you for the following roles.
About AAMC Training
At AAMC Training Group quality is fundamental to how we do business. Our experience, knowledge, understanding and vision of the industries we support puts us ahead of the rest! Large and small organisations trust AAMC Training Group to provide the professional learning services they require. AAMC Training Group monitors training and / or assessment services provided on its behalf to ensure that they comply with all aspects of the VET Quality Framework, which is aimed at achieving greater national consistency in the way providers are registered and monitored and in how standards in the vocational education and training (VET) sector are enforced.
Legal name
AAMC Training Group Pty Ltd
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