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Residential and Property Lending Module for New Advisers with Workshop (MLNA) v2

L5M5 v2 WS
Price:
$1,450.00 +GST Retail



                      

3 Day Workshop 

 

 

 

   

                          plus Online Assessment

                     28 - 30 March 2022

  

 This workshop is subject to a minimum of 5 attendees & is not confirmed                                                                               until this number is reached.                         

             

 


    

    

 

 

 

This Residential Property Lending for New Advisers Course. All 3 days will be online via a tutor  lead webinar. This can be completed as part of working toward the New Zealand Certificate in Financial Services.

This course has been developed  to provide course training and assessment of the NZQA accredited Residential Property Lending strand of the New Zealand Certificate in Financial Services. 

The practical workshop 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 assessments after the course to receive the Residential Property Lending Module Certificate. Completion of this work can be carried out immediately or as your workload allows (subject to a maximum time frame approx 3 months)

The assessments will be assessed by Professional IQ College to meet the NZQA standards.

You will be given online access to the first unit standard 7 days prior to the course to familiarise yourself with the format of the assessment material.

On completion of the unit standards your results will be uploaded to NZQA records and ANZ / Westpac will be notified.

Please note to secure your place on the course, full payment is required at least 10 working days prior to the course start date and Public Trust student fee protection provisions may apply.

The Core Knowledge part of the New Zealand Certificate in Financial Services L5 is not included however this can be completed separately to attain the full qualification.

 

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 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.

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 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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