The PAA recently co-hosted the Professional Development Roadshows with the IFA at ten different locations around the country. They focused on communication, including: (1) understanding clients needs in order to communicate more effectively, (2) preparing effective written communication, and (3) how your communication can turn clients into advocates.
If your CPD plan includes these areas for development, you may be eligible to claim structured credits for each session attended at the Roadshow. Visit www.paa.co.nz for more information.
The New Mortgage Adviser Refresher Workshop covers:
1) Primary legislative obligations, including the Responsible Lending Code.
2) Best Practice documentation: demonstrating suitability and providing sufficient information for clients to make an informed decision.
3) Practical feedback on a client file (within Privacy Act disclosure): one-on-one practical guidance on the effectiveness of documentation and best practice tips on processes in place.
If you’re new to mortgage advice, the PAA Refresher workshop is a fast and effective way to bring your practical experience back to the classroom for further development.
Take a day out to consolidate your experience with this highly practical refresher workshop. Next opportunity: 11 November 2015, PAA Support Office, Auckland.