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. For those working it is expected to take 12-18 months part time.
This option includes the following Modules
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 40 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
Your choice of strand will depend on your circumstances - you can see a full summary here.
2 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.
Approximate time frames for this module is 6.5 months.
Residential Property Lending Module
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
Details of the unit standards included in this module are shown below. (NZQA 20 Credits)
A study guide is provided for each unit standard along with an assessment document.
Assessment is by way of 4 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.
Approximate time frames for this module is 3.2 months.