TMA have created a Mortgage Broking course specifically for Accountants and Financial Planners

TMA is able to provide FNS50315 Diploma of Finance & Mortgage Broking Management to all Accountants and Financial Planners.  The course is a blended learning approach run over a 3- 6 month period and includes a 5 Day Recognition of Prior Learning (RPL)/Assessment  workshop.

Click here for the 5 day Diploma of Financial Planning (inc SMSF’s)

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See the feedback from Melbourne first class of 2015:

Keith’s facilitation of the course. He was as good, if not better than any facilitator/trainer I have learnt from.”

“Learning to do a SoA.”

“Keith the trainer made it enjoyable as well as interactive.”

“I thought it was going to be very hard and scary. Keith made it not be.”

“To know different financial strategies and the group discussions in class.”

“The actual real experience examples of our trainer.”

“Organised and well structured.”

“The discussion after the completion of each activity.”

“Friendly environment”

“Real Life examples”

“Gathering skills to better service my client’s needs.”

“Short and succinct on relevant topics covered.”

“It was well and deeply covered through all the segments on the 5 days of training.”

For those with Financial Services experience, we normally offer our 9 day fast-track Diploma.  We charge $5,995 for the course.

With the co-operation of industry specialists and offering recognition of prior learning (RPL), we have been able to condense the face-to-face component to 5 days at the extremely attractive price of $3,495 per person.  TMA are offering a discount for those enrolled prior 30th June, 2015 with the price reduced to$2,995 per person.

TMA’s Diploma of Finance and Mortgage Broking Management is recognised by the Mortgage and Finance Association of Australia (MFAA) and the Finance Brokers Association of Australia (FBAA).  TMA also work with our students to find a suitable Licensee to work with upon successful completion.

TMA are next commencing the following dates:

  • Melbourne – Monday 27th July – Fri 31st July

Upon completion of the 5 day workshop, case-studies will need to be undertaken to reinforce and support the learning.

Eligibility for the 5 day course is:

  • Bachelor/Degree qualified in Accountancy or Licensed Financial Planner
  • Be a member of a professional body ie. CPA, CA, IPA, NTAA or FPA

This is much more than just a training course.  TMA’s highly experienced Trainers will equip you with the skills and knowledge to become credit representatives and provide credit advice, increasing the value greatly of your practice.

For more information, please call TMA on 1300 TMA 146.