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Mortgage CPD Bundle
This is an annual subscription to all of the courses that make up the Mortgage Adviser Bundle. With 13 Courses and 4 hours of CPD available, this will provide options for all mortgage advisers who are looking to develop their knowledge and progress their careers. For support staff wanting to become advisers, partnering these courses with NZQA’s Certificate in Financial Services Level 5 (delivered by Professional IQ) is the ideal way to bring new advisers into your business, ready to deliver outstanding customer outcomes.
- Acting in good faith
- Fair Dealings
- Duty of care, relevance in financial services
- Role of RBNZ in prudential stability
- Code Standard 1
- Code Standard 4
- Estate planning
- Asset ownership
- Record keeping (why is it important to keep good financial advice records, both for the bank and customers).
- Needs based questioning*
- Positive disclosure*
- Inflation and investments*
- Features and Benefits*
Skills You Will Gain
$300.00 excl. GST
| Duration | 12 Months |
|---|---|
| Courses | 13 |
| Level | Advanced |
| Time Frame | Learn And Complete At Your Own Pace |
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