Residential Property Lending strand
19 February 2020
This workshop has been jointly developed between Financial Advice New Zealand and Professional IQ College (PIQ), with input from the major banks.
The workshop includes NZQA accredited Residential Property Lending Strand training and business and specialist lending.
As well as attending the three-day workshop, you will be required to complete 4 unit standard assessments after the course to receive the Residential Property Lending Strand Certificate. You have up to 3 months to complete this.
The course’s practical format prepares new advisers for their regulatory requirements; how to work with lenders; meeting client needs and the practicalities of running a mortgage advice business.
The course also incorporates feedback from the industry and has received strong support from both adviser dealer groups and lenders.
Being in-house, you gain the benefits of being with other students in an interactive and open learning environment that delivers greater levels of learning than other ‘online’ or ‘remote’ courses. The course content includes loan structures and best practice loan applications.
What you need to know: Required Qualification to be a Financial Adviser (Residential Property Lending) – from 29 June 2020 From 29 June 2020 all new financial advisers will be required, under the new legislation and regulations, to attain the NZ Certificate in Financial Services Level 5 (NZCFSL5) in their area of advice.
By attaining now your Residential Property Lending module of that qualification, you have started down the path of meeting your future requirements!
However after 29 June 2020 new advisers will also have to attain the ‘core component’ of the qualification – so we highly recommend you sign up for this also.
PIQ College in conjunction with Skills Org offer the Level 5 ‘Training Agreement Rebate’ of $550+GST for students in employment who sign up to the entire qualification. Please read as strict conditions apply.
Event location
Professional IQ College, Unit 4D 2B William Pickering Drive Albany, AUCKLANDEvent date/time
February 17 @ 8:15 am - February 19 @ 4:00 pm NZDTEvent contact information
Andrew Gunn, Learning & Development Manager, Financial Advice New Zealand
DDI: 04 815 8007
Office: 0800 432 101
M: 021 684 355
E: andrewg@financialadvice.nz
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