AAMC Training Group

What AAMC Training Group does

AAMC Training Group is an Australian-owned, privately held Registered Training Organisation (RTO 51428) regulated by the Australian Skills Quality Authority, operating for over 20 years in the vocational and professional education of the financial services sector. Its core catalogue centres on nationally recognised AQF qualifications: the FNS40821 Certificate IV in Finance and Mortgage Broking and the FNS50322 Diploma of Finance and Mortgage Broking Management, each offered in standard, ACC/FP (accountant/financial planner) pathway, RPL, and upgrade variants, supplemented by ASIC Tier 2 RG146 accreditation, TPB-approved tax agent courses, and the BSB50120 Diploma of Business. Continuing professional development is delivered through the CPD Rise sub-brand (cpdrise.com.au), a dedicated short-course platform. Delivery occurs via an online learning management system with a Learner Portal, virtual interactive classrooms hosted on Zoom/Teams, scheduled face-to-face workshops on request, and a digital assessment system with automated notifications and plagiarism review; Recognition of Prior Learning and Credit Transfer pathways allow experienced practitioners to convert workplace competency into qualifications.

The business is primarily product-led: students self-enrol and pay tuition upfront, with optional two-part payment on courses over $1,500, and ancillary fee streams include priority assessment marking ($30-$300), course extensions ($49-$147), re-enrolment at 20% discount, traineeship administration, and corporate training contracts. Customer segments are individuals entering or advancing in finance and mortgage broking, tax agents and BAS agents, financial advisers needing ASIC RG146, accountants and financial planners diversifying into broking, and corporate clients commissioning tailored programs. Distribution is anchored by preferred-provider relationships with FBAA and MFAA, a referral network spanning 20+ mortgage aggregators and broker groups (Finsure, AFG, Mortgage Choice, Liberty, Resolve Finance, Money Quest, and others), and localised international sites serving India, the Philippines, and Indonesia alongside the Australian market. The company is led by Managing Director Jeff Mazzini and operates from headquarters in Carlton, Victoria, with a postal presence in Western Australia.

Name

AAMC Training Group

Legal name

AAMC Training Group

Website

https://aamctraining.edu.au

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

AAMC Training Group is an Australian Registered Training Organisation (RTO 51428) delivering nationally recognised Certificate IV and Diploma qualifications in finance and mortgage broking, ASIC RG146, TPB-approved tax courses, and CPD short courses to aspiring brokers, tax agents, financial advisers, and corporate clients across Australia, India, the Philippines, and Indonesia via online and virtual classroom delivery.

Ownership category

akta.pro rank

Product category

Vocational Education and Training

NAICS

Technical and Trade Schools (6115), Professional and Management Development Training (611430)

SIC

Services-Educational Services (8200)

akta.pro industry

PRIMARYEDAAALAM

Project, Quality & Operations (PMP PDUs, Six Sigma, Quality CE)

Education/Adult & Continuing Education/Professional Licensure & Continuing Professional Education (CE/CPE)

Keywords

• Vocational education training
• Mortgage broking qualifications
• Financial services training
• Registered training organisation
• Professional development courses

Headquarters

HQ city

Carlton

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Qualification Course Fees: Tuition fees for nationally recognised qualifications including Certificate IV and Diploma programs in Finance and Mortgage Broking. Fees are payable in full at enrolment with limited two-part payment arrangements available for courses over $1500.
2. Accreditation Course Fees: Fees for Tax Practitioner Board approved courses for tax agents and financial advisers seeking registration. GST is charged on accreditation courses.
3. CPD Rise Short Courses: Professional development short courses available through the CPD Rise platform for continuing education requirements
4. Corporate Training Solutions: Customised training programs tailored for organisations and businesses to address specific industry needs and challenges
5. Priority Marking Services: Expedited assessment turnaround services available for additional fees ranging from $30 per assessment to $300 for full course priority marking
6. Course Extension and Re-enrolment Fees: Fees for course extensions (up to 3 months) and re-enrolment after course expiry, including traineeship administration fees

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels5 records

Core offering

AAMC Training Group is an Australian Registered Training Organisation (RTO 51428) that delivers nationally recognised VET qualifications and accredited professional development courses for the financial services industry. Its core products include the FNS40821 Certificate IV and FNS50322 Diploma of Finance and Mortgage Broking Management, ASIC Tier 2 RG146 accreditation, TPB-approved tax agent courses, the BSB50120 Diploma of Business, and the CPD Rise continuing professional development platform, delivered via online self-paced study, virtual interactive classrooms, and Recognition of Prior Learning pathways.

Product overview

AAMC Training Group is an Australian-owned Registered Training Organisation (RTO: 51428) operating nationally and internationally, offering a portfolio of nationally recognised VET qualifications and accredited professional development programs primarily focused on the financial services sector. The core product suite comprises the FNS40821 Certificate IV in Finance and Mortgage Broking and the FNS50322 Diploma of Finance and Mortgage Broking Management, each available in standard, ACC/FP (Accountant/Financial Planner) pathway, and RPL variants. Supporting qualifications include ASIC Accreditation RG146 (Tier 2) and the BSB50120 Diploma of Business. Adjacent to qualifications, AAMC Training operates the CPD Rise platform providing continuing professional development short courses across multiple industries, and offers Tax Practitioner Board (TPB) approved courses for Tax Agent registration and Commercial Law & Taxation Law for financial advisers. The company delivers via online, virtual interactive classroom, and face-to-face workshop formats, with recognition of prior learning and credit transfer as supporting pathways.

Differentiator

Problem solved

Functional benefit

Brands

• CPD Rise: Professional development and continuing education platform offering CPD courses for professionals in finance, tax, and business sectors

Products and services

• FNS40821 Certificate IV in Finance and Mortgage Broking A nationally recognised qualification (RTO 51428) for individuals new to the finance broking industry, providing foundational knowledge and practical skills for a career in finance and mortgage broking. Delivered via online, virtual classroom, and Recognition of Prior Learning pathways.
• FNS40821 Certificate IV in Finance and Mortgage Broking - ACC/FP Pathway A specialised pathway of the Certificate IV qualification tailored for accountants and financial planners seeking to diversify into finance broking, allowing them to leverage existing qualifications and experience.
• FNS50322 Diploma of Finance and Mortgage Broking Management A nationally recognised diploma focused on developing advanced skills to build and manage a mortgage broking business and navigate complex loan structures. Available via online, virtual classroom, RPL, and upgrade pathways.
• FNS50322 Diploma of Finance and Mortgage Broking Management - ACC/FP Pathway A specialised diploma pathway for accountants and financial planners, enabling existing professionals to expand their service offerings into finance broking management.
• ASIC Accreditation RG146 (Tier 2) Tier 2 ASIC accreditation under RG146, designed for organisations that require employees to hold this accreditation to meet regulatory standards set by the Australian Securities and Investments Commission.
• BSB50120 Diploma of Business A nationally recognised diploma providing foundational and advanced business skills for career advancement or entrepreneurial success, part of AAMC Training's business qualifications portfolio.
• Tax Practitioner Board (TPB) Approved Courses TPB-approved training courses for individuals seeking registration with the Tax Practitioners Board, meeting the standards required for registering as a Tax Agent. Includes Commercial Law and Taxation Law courses for financial advisers.
• CPD Rise A professional development platform operated by AAMC Training offering short courses across multiple industries. Provides interactive continuing professional education with certificates available immediately upon completion.
• Recognition of Prior Learning (RPL) Pathway A paid assessment process evaluating competency acquired through formal, non-formal, and informal learning to determine the extent to which an individual meets qualification requirements. Includes third-party testimonials, workplace documents, assessor interviews, and gap training.
• Corporate Training Solutions Customised training programs tailored for organisations, groups, and businesses to address specific industry needs and challenges. Includes face-to-face workshop delivery upon request, handled by a dedicated Solutions Team.

Quantifiable outcome

• Students who complete qualifications receive AQF certification documentation issued within 30 calendar days of completing requirements
• +1 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

28 partnerships are on record, tiered core and minor.

• FBAA (Finance Brokers Association of Australia)coreStrategic or Co-development PartnerFBAA is a major industry association for finance brokers in Australia. AAMC Training's qualification courses are nationally recognised and accredited by FBAA, indicating a deep partnership for professional development and industry standards.
• MFAA (Mortgage & Finance Association of Australia)coreStrategic or Co-development PartnerMFAA is the peak body representing mortgage and finance brokers in Australia. AAMC Training's courses are accredited by MFAA, demonstrating alignment with industry standards and professional development pathways.
• FinsureminorGTM or Marketing PartnerMortgage aggregator and franchise network, appearing as a partner organisation with AAMC Training.
• YBR (Your Broker Group)minorGTM or Marketing PartnerMortgage broker network group, listed as a partner organisation with AAMC Training.
• AFG (Australian Finance Group)minorGTM or Marketing PartnerMajor mortgage broker aggregation group and franchise network, listed as a partner organisation.
• Mortgage ChoiceminorGTM or Marketing PartnerMortgage broker franchise brand, listed as a partner organisation.
• LibertyminorGTM or Marketing PartnerNon-bank lender and financial services provider, listed as a partner organisation.
• AstuteminorGTM or Marketing PartnerFinancial services and mortgage broker business solutions provider, listed as partner.
• VisionminorGTM or Marketing PartnerVision Financial Services brand, listed as a partner organisation.
• Credit Fix SolutionsminorGTM or Marketing PartnerCredit repair company founded in 2014, partnered with AAMC Training.
• Resolve FinanceminorGTM or Marketing PartnerFinance and mortgage broker business, listed as partner organisation.
• Money QuestminorGTM or Marketing PartnerMortgage broker and financial services brand, listed as partner.
• Custom EquityminorGTM or Marketing PartnerEquity release and finance specialist, listed as partner organisation.
• Outsource FinancialminorGTM or Marketing PartnerFinance and mortgage broker business, listed as partner.
• MorbanxminorGTM or Marketing PartnerAggregator and aggregation services provider, listed as partner.
• NLG (National Lender Group)minorGTM or Marketing PartnerMortgage aggregator group, listed as partner organisation.
• My Local BrokerminorGTM or Marketing PartnerLocal mortgage broker network, listed as partner.
• So MoneyminorGTM or Marketing PartnerFinancial services brand, listed as partner organisation.
• VA PlatinumminorGTM or Marketing PartnerFinance and mortgage broker business, listed as partner.
• RedrockminorGTM or Marketing PartnerFinance broker business, listed as partner organisation.
• Purple CircleminorGTM or Marketing PartnerFinance and mortgage broker brand, listed as partner.
• CBNminorGTM or Marketing PartnerFinance network brand, listed as partner organisation.
• BrassminorGTM or Marketing PartnerFinance services brand, listed as partner.
• NMBminorGTM or Marketing PartnerNational Mortgage Brokers brand, listed as partner.
• Mr. MentorminorGTM or Marketing PartnerIndustry mentor and education resource, listed as partner.
• Broker BridgeminorGTM or Marketing PartnerBroker support and networking organisation, listed as partner.
• Tax Practitioners Board (TPB)coreStrategic or Co-development PartnerGovernment regulatory body for tax practitioners in Australia. AAMC Training offers TPB-approved courses meeting the standards required for registering Tax Agents.
• ASIC (Australian Securities and Investments Commission)coreStrategic or Co-development PartnerAustralian financial regulator. AAMC Training provides ASIC Tier 2 Accreditation RG146 courses designed for organisations requiring employees to hold this accreditation.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• RMIT (Online / VET division): RMIT is a large dual-sector provider offering vocational and higher-education courses including finance-related qualifications. It overlaps AAMC's course categories but at much broader scope and scale, with finance broking being one of many program areas.
• Open Colleges: Open Colleges is a large-scale Australian online VET provider with a broad catalogue spanning business, finance and accounting qualifications. It addresses AAMC's core learner segments but as part of a wider multi-disciplinary portfolio rather than a finance-broker specialist.
• TAFE (NSW / national network): The Australian TAFE network delivers nationally recognised Certificate IV and Diploma qualifications including finance and business streams, serving the same entry-level VET student as AAMC but as a government-funded, multi-discipline incumbent rather than a finance-broker specialist.

Direct peers

• Mentor Education: Mentor Education is an Australian RTO focused on finance, mortgage broking and accounting qualifications including FNS40821 and FNS50322. It competes head-to-head with AAMC for broker-entry and diploma-level enrolments using online and RPL pathways.
• Monarch Institute: Monarch Institute is an Australian online education provider offering vocational qualifications including finance, accounting and business diplomas, with online self-paced delivery comparable to AAMC's LMS-based model.
• IBNA - Institute of Brokers and Agents Australasia: IBNA trains and accredits finance and mortgage brokers in Australia through industry-aligned programs. It overlaps with AAMC's broker-entry pathway and continuing education offerings for the same target professional group.
• Kaplan Professional: Kaplan Professional is an Australian education provider delivering ASIC-accredited, RG146, TPB and finance/mortgage broking qualifications, directly competing with AAMC's core FNS40821/FNS50322, ASIC RG146 Tier 2 and TPB-approved course catalogue. Both serve aspiring brokers and advisers under ASQA-aligned delivery models.
• National Finance Institute: National Finance Institute is a private RTO delivering Certificate IV and Diploma qualifications in finance and mortgage broking. It overlaps directly with AAMC's flagship products and targets the same aspiring-broker and broker-upskilling segments.
• Australian Online Training (AOT): AOT is an Australian online RTO delivering nationally recognised VET qualifications across business and finance. It competes with AAMC on online self-paced delivery and Diploma-level business and finance courses.

Regional players

• BPP Professional Education: BPP is a UK-headquartered professional education provider covering accountancy, tax and financial services CPD and qualifications, comparable to AAMC's CPD/qualification mix but operating in different geographies without direct Australian VET competition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/AAMCTraining
• Facebookfacebook.com/AAMCTraining

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AAMC Training Group