Completing both of these modules will gain you the qualification.
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. This module plus one elective makes up the strand.
Residential Property Lending
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. Graduates will learn the relationship between residential property lending products and individual needs, and the ability to provide fit for purpose solutions for borrowing using an appropriate six step advice process to provide.
Demonstrate and apply knowledge of financial services legislation, good conduct, professionalism, and Six Step Process
Demonstrate and apply knowledge of the financial services sector to provide financial advice solutions
Demonstrate and apply knowledge of key factors in the economic environment to provide financial advice solutions
Interpret and explain provisions in the regulatory framework in a financial advice services context
Demonstrate and apply knowledge of the residential property lending services environment and concepts.
Gather and analyse information to determine client residential property borrowing needs
Demonstrate and apply knowledge of market factors and key concepts affecting residential property to meet client needs
Apply 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