New Mortgage Adviser Refresher
3 August 2015
This refresher course is designed for new mortgage advisers who have completed the PAA’s “Mortgage Lending for New Advisers” course over three months ago.
The focus of the course is the primary legislative obligations for mortgage advisers, including the Responsible Lending Code, and how advisers can ensure they meet their obligations. In addition, the course will cover best practice documents to ensure advisers can demonstrate establishing suitability and providing their clients sufficient information to make an informed decision. Advisers can bring along a client file (ensuring Privacy Act obligations are met!) and receive practical feedback on the effectiveness of their documentation, and best practice tips to ensure their process and documents are robust.
The cost of the training is $100.00 + GST. If you have attended the MLNA 5 day training between the September 2014 & April 2015, the training will be free.
Event location
AucklandEvent date/time
9:00 AM-3:00 PMEvent contact information
Please email admin@paa.co.nz or phone the office on 09 365 1722 to register for the training.
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