Residential Property Lending Workshop
28 September 2020
The workshop covers the content of the NZQA Residential Property Lending Strand of the New Zealand Certificate in Financial Services (L5), as well as practical, industry focussed residential property lending concepts and solutions.
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 developing fit for purpose solutions, lending structures and best practice loan applications.
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 full Certificate (Residential Property Lending + Core Knowledge.) Please read as strict conditions apply. Workshop fees - $1,295.00 plus GST This includes online and printed course material, morning and afternoon tea, lunch, NZQA assessment for the residential property strand and 15 hours CPD.
Course Tutor - Angi Mann BA BBS Cert AdEd Angi has had extensive training and adviser experience in the lending sector and wider financial services and is an approved Professional IQ College assessor for NZQA qualifications for level 4 and 5 qualifications. She has attained BA and Business Studies degree from Massey University and holds a Massey qualification in Adult Education.
Workshop Requirements: To complete the course you must hold a NZ passport or permanent residency, you will be required to provide your passport or birth certificate as proof. Also, students must meet the English language requirements. Getting Accreditation Attaining the Residential Lending module is an education requirement to become accredited with some New Zealand lenders. It is best to discuss your situation with the lenders to understand your individual accreditation requirements. Most lenders also require advisers to belong to an ‘aggregation’ group Please note that the aggregation groups may also have their own requirements you must meet. Again, it is best to have a chat with the groups too. Find out what they offer and which one best fits you. If you would like to discuss these requirements and your eligibility to join an aggregation group please speak to course tutor Angi Mann who will refer you to the appropriate person.
Course cancellation: The course will not go ahead if there is an insufficient number of enrolments. You will be notified of cancellation at least 5 working days prior to the course start date.
IMPORTANT NOTE: If you are travelling to Auckland for this course we advise you take out flight-insurance cover with Jetstar or Air New Zealand in case of disruptions, unexpected travel issues or course cancellation. If you wish to cancel – a minimum of 5 working days notice is required to cancel your place on the course, otherwise, you will be charged a 25% cancellation fee.
Catering Morning tea, lunch, and afternoon tea are provided. If you have any dietary requirements, please let the College know upon enrolment – so we can manage your needs accordingly. We cannot make changes on the day, so please ensure we are notified at least 5-working days prior to the training. CPD points 15 Structured CPD points
Event location
Unit 4D, 2B William Pickering Drive, Rosedale, Auckland (please note: roadside parking only)Event date/time
start 8:15am each day through til 4pmEvent contact information
For enrolments: Zeeshan Ahmed
Phone: 09 306 1731 zeeshan@professionaliq.co.nz
Course content enquiries: Angi Mann 021 2931724
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