Financial Services – Residential Property Lending (Level 5)*
In this comprehensive course, you will learn the essential skills and tools needed to succeed in the financial services industry.
You will be guided through key legislation ensuring the work you do with your clients is professional and ethical.
With training in business, marketing and sales, you will be equipped to start your own business as a financial advisor, learning how to promote and sell your services to acquire and retain new clients.
Become confident working with others in the industry as you learn the roles and responsibilities of lenders, mortgage brokers, real estate agents and more. Gain hands-on training with tools used by the professionals, such as loan calculators. Learn how to analyse and identify the needs of your clients' applications and become their trusted source for advice in their property endeavors.
Fit study around your schedule with our flexible online platform. Learn industry insights, join our community of online learners and be guided to success with our industry experienced tutors.
Successful graduates of our Certificate in Financial Services (Level 5) – Residential Strand will benefit from enhanced employment opportunities in roles such as:
Mortage Broker
Technical Specialist
Broker Support
Business Development Manager
*Programme is subject to NZQA approval.
You will learn:
An understanding of the Financial Services Legislation
Quantitative analysis techniques when working with loan applications
Legal, ethical and professional obligations to your clients
How to promote and market your services by building your online presence
Essential sales skills to acquire new clients with lead generation and nurture techniques
Roles and responsibilities of lending organisations and participants
Confidence when working with changes in interest rates, risk tolerance and more
Proficiency with loan calculators and tools
Course start dates
Full-time Intakes
Part-time Intakes