Course Overview
This course has been jointly developed between Financial Advice New Zealand and Professional IQ College (PIQ), with input from the major banks.
The course includes training on the NZQA accredited Residential Property Lending Strand and business and specialist lending. As well as attending this three-day course, you will be required to complete 4 ‘unit standard’ assessments after the course to attain your Residential Property Lending Strand Certificate. Although the Professional IQ College allows up to 3-months for these assessments to be completed, it is strongly recommended that students complete the assessments sooner, while it is still top of mind and to become accredited quicker.
The course's practical format prepares new lending advisers for; their regulatory requirements; how to work with lenders; meeting client needs and the practicalities of running a mortgage advice business and goes part way to attaining the future qualification requirement of an adviser. The course also incorporates feedback from the industry and has received strong support from both adviser dealer groups and lenders.
Being in-house, you gain the benefits of being with other students in an interactive and open learning environment that delivers greater levels of learning than other ‘online’ or ‘remote’ courses. The course content includes loan structures and best practice loan applications.
What you need to know?
Course fees - $1,295.00 plus GST. This includes course material, morning and afternoon tea, lunch, the NZQA assessment and 15 hours CPD.
Venue
PIQ Offices - Level 5, 280 Queen Street, Auckland Central. 8.15am-4pm over three days as advertised
Course Tutor
Angi Mann BA BBS Cert AdEd. Angi has had extensive training and adviser experience in the lending sector and wider financial services and is an approved assessor for NZQA qualifications for level 4 and 5 qualifications. She has attained BA and Business Studies degree from Massey University and holds a Massey qualification in Adult Education
Eligibility Requirements
To complete the course you must hold a NZ passport or permanent residency, you will be required to provide your passport or birth certificate as proof. Also, students must meet the English language requirements - click here to find out more.
Course cancellation
The course will not go ahead if there is an insufficient number of enrolments. You will be notified of a course cancellation at least 5 working days prior to the course start date. If you choose to cancel - a minimum of 5 working days’ notice is required to cancel your place on the course; otherwise, you will be charged a 25% cancellation fee. If you are travelling to Auckland for the course we highly recommend you opt for flight travel insurance in case of course cancellation or postponement.
Catering
Morning tea, lunch, and afternoon tea are provided. If you have any dietary requirements, please let us know so we can manage accordingly. We cannot make changes on the day, so please ensure we are notified at least 5-working days prior to the training.
Continuing Professional Development (CPD)
This three day workshop is accredited by Financial Advice NZ for 15 Structured CPD hours.
For course content enquiries
Contact Angi Mann your course tutor M: 021 293 1724 E: [email protected]
For enquiries regarding future courses
Contact Andrew Gunn Learning & Development Manager DDI: 04 815 8006 Office: 0800 432 101 | M: 021 684 355 E: [email protected]
Student Support
Please contact Student Support Manager Zeeshan Hamad on 09 3061739 or [email protected].
To enrol and pay for this course
Enrol: at the Professional IQ College website at http://professionaliq.co.nz/Mortgage-Workshops/10496/
[Note: Students must hold a NZ passport or hold permanent NZ residency. A passport or birth certificate is required as proof of identity when completing the enrolment details. Payment must be completed upon enrolment to secure your place on the course.]
To pay: please contact Robyn Gosden on 09 306 1733 or email [email protected] Payment can be made using credit card or direct credit.