5 Day Mortgage workshop

Qualification: Mortgage Strand NZ Certificate in Financial Services
Duration: 5 days
$1,739.13 +GST Retail
Registration Closed

Event Detail

This Mortgage Lending for New Advisers Course is a five-day course which can be completed as part of working toward the New Zealand Certificate in Financial Services. Professional IQ College have arranged the course in conjunction with PAA. Professional IQ College will provide members with course training and assessment of the NZQA accredited Mortgage strand of the New Zealand Certificate in Financial Services. PAA will provide additional specific training for one day on business and specialist lending, and one day on business development management.

Advisers can attain the Mortgage Advice Module of the New Zealand Certificate during the five-day course.

The practical format prepares 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.

Please note that as well as completing group work during the course, advisers will be required to complete assignments after the course to receive the Mortgage Advice Module Certificate.

These assignments will be assessed by Professional IQ College to meet the NZQA standards.

Course requirements

To complete the course you must hold an NZ passport or permanent residency, you will be required to provide your passport or birth certificate as proof.

You will also need a good understanding of the English language. (find out more here)

Please note, NZQA Student fee protection rules apply if you are not claiming course costs through your business. (find out more here)

To enroll please read the terms and conditions below, complete the attached enrollment form and email to [email protected] and book yourself on the workshop.

Download the enrollment form

All Coming Instances

08:45AM Mon, 26 Sep 2016 - 05:00PM Fri 30, Sep 2016
Registrations Close: 31 August 2016
Class Limit: 12
Presenter: Angi Mann, John Melton
Venue: PIQ Boardroom
Level 5
280 Queen Street
New Zealand
This is not a webinar event.

Registration Closed

Terms and Conditions

Please note that the course will not go ahead if there are an insufficient number of enrolments. You will be notified of cancellation at least 5 working days prior to the course start date. 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.

Also, please note: If you have any dietary requirements, please let us know so we can manage accordingly. We cannot make changes on the day, so please ensure we are notified at least 5-working days prior to the event.

Full terms and conditions are available here
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