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DESCRIPTION:This course covers the Residential Property Lending Strand of t
 he Level 5 New Zealand Certificate in Financial Services.\nIt provides an 
 in-depth understanding of residential property lending concepts\, legislat
 ion and regulations that are of particular relevance to the provision of r
 esidential property lending services.\nIt also considers the residential p
 roperty market\, and the relationship between residential property lending
  and individuals&rsquo\; needs\, to ensure appropriate solutions to borrow
 ing needs.\nKey lending concepts and frameworks are applied to develop sol
 utions for a range of lending situations.\nThe third day of this course is
  a practical workshop.\nThis workshop will give attendees the chance to in
 terview clients in a simulated environment where they will: gather informa
 tion create a diary note fill in an application find and present the corre
 ct documentation including using a lending calculator draft a mortgage-spe
 cific statement of advice (SOA).\nThe course will also feature real life m
 ortgage applications (appropriately sanitised) and give candidates the cha
 nce to identify what is deficient and why the lender may decline it.\nAtte
 ndees will then list what needs to be included for the application to have
  a good chance of succeeding. (Note this additional training is NOT availa
 ble via online learning.)\nThe Residential Property Lending Strand should 
 be considered the minimum education for anyone wanting to become a mortgag
 e adviser\, plus mortgage advisers wanting to upskill\, and is recognised 
 as the benchmark by major lending institutions in New Zealand.\nThis Stran
 d is also suitable for those wishing to work as financial advisers\, priva
 te bankers\, and credit managers.\n
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LOCATION:B:Hive Smales Farm\, 72 Taharoto Rd\, Takapuna\, Auckland 0622\, A
 uckland
SUMMARY:Residential Property Lending Strand: Mortgage Specialist (Strategi 
 Institute)
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