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Residential Property Lending - Full Programme

L5MAFQ v2
Price:
$1,750.00 +GST Retail

This enrolment leads to the Residential Property Lending Strand of of the New Zealand Certificate in Financial Services Level 5.

It is relevant to for Mortgage Brokers.

The enrolment includes the Core Knowledge module +  Residential Property Lending Advice module.  

This option includes the following Modules

Core Knowledge

Content 

This module provides an understanding of the level of professionalism required in the financial services industry. You will gain an understanding of the wider financial services environment and research fit for purpose financial or insurance solutions.

 Details of the unit standards included in this module are shown below. (NZQA 35 Credits)

In order to gain the certificate in Financial Services Level 5 this module is a core compulsory component, ie it must be completed in conjunction with another module to complete the full qualification strand

Your choice of strand will depend on your circumstances - you can see a full summary here. 

Assessment 

4 study guides are provided for these four unit standards, and the assessment is predominantly evidence based.

This means actual workplace examples of clients are used to demonstrate that you can put into practice the learning contained within the study guide.

Documents can be uploaded using the student dashboard function, scanned and email to your tutor, or posted to our offices. note that client names should be removed.

Time frame for this module is 28 weeks.


Residential Property Lending Module

Content 

This module provides the knowledge and skills required to understand residential property lending concepts and the legislative and regulatory environment in which a mortgage adviser operates.  You will learn the relationship between residential property lending products and individual needs, and the ability to provide fit for purpose solutions for borrowing. 

Details of the unit standards included in this module are shown below. (NZQA 30 Credits)

Assessment 

A study guide is provided for each unit standard along with an assessment document.

Assessment is by way of 3 written assessment documents which can be downloaded from your dashboard. 

Work can be completed either as a word document, or similar, or written. On completion work can be uploaded on your student dashboard for the tutor to assess.

Time frame for this module is 21 weeks.


Learning Units Included

Academic Integrity

ACAINT

This is the compulsory Academic Integrity course for all new students at Professional IQ College.

 

Please click "Start" above, then navigate to the Learning Material tab to see the webinar.



Module 1 Core - Good conduct

31855
This module provides an understanding of professionalism required in the financial services industry. Enabling graduates to gain an understanding of the wider financial services environment and the legislation and regulations that impact participants economically and financially whilst delivering financial advice services.
Objectives
  • Apply good conduct obligations in client interactions, including the advice process and the key elements of legal, ethical, and professional obligations.


Module 1 Core - Financial Markets

31856
This module provides an understanding of professionalism required in the financial services industry. Enabling graduates to gain an understanding of the wider financial services environment and the legislation and regulations that impact participants economically and financially whilst delivering financial advice services.
Objectives
  • Provide a range of financial advice solutions to clients using knowledge of key financial institutions, systems, markets, and products/services.


Module 1 Core - Economic Environment

31857
This module provides an understanding of professionalism required in the financial services industry. Enabling graduates to gain an understanding of the wider financial services environment and the legislation and regulations that impact participants economically and financially whilst delivering financial advice services.
Objectives
  • Provide a range of financial advice solutions using knowledge of key factors in the economic environment that impact participants in the financial services sector.


Module 1 Core - Providing Financial Advice

31858
This module provides an understanding of professionalism required in the financial services industry. Enabling graduates to gain an understanding of the wider financial services environment and the legislation and regulations that impact participants economically and financially whilst delivering financial advice services.
Objectives
  • Interpret applicable provisions in the regulatory framework to use when providing Financial Advice and Financial Advice Services.


Module 5 - NZ Residential Property and Lending Market

28385 v2

This unit standard is one of 5 that make up the Residual Property Lending module. In this unit you will gain knowledge and skills required to understand residential property lending concepts and the legislative and regulatory environment in which a mortgage adviser operates:

Relationship between residential property lending products and individual needs
Provide fit for purpose solutions for borrowing using an appropriate six step advice process 

 
 

 



    Module 5 - Lending Products and Borrowing Needs

    31876 31877 31879

    This Portfolio of Evidence includes 3 unit standards 31876, 31877 and 31879 which make up part of the Residential Property Lending module. In this unit you will gain an understanding of: 

    • Gathering and analysing information to determine client residential property borrowing needs 
    • Applying knowledge of residential property lending products and services to meet needs and process a loan application
    • Provide advice in a residential property lending context using the Six Step Process



    Module 5 - Organisational and Regulatory requirements for Residential Property Lending

    31875

    This unit standard is one of 3 that make up the Mortgage Advisor  module. In this unit you will gain an understanding of: 

    • The legislative and regulatory framework applicable to residential property lending services
    • Key lending concepts and their relevance to typical residential property lending situations
    • Typical organisational policies and frameworks.
       


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