Funding property settlements including refinancing

About our property settlements including refinancing course

Purchasing a home or moving house is one of the biggest decisions a client will make in their lifetime, and one not taken quickly or lightly.

From who’s involved, to contracts and completing the sale, to what happens before, on and after settlement day, after Funding property settlements including refinancing you’ll have property purchase covered.

Whether they’re getting a loan or bridging finance, through sharing your numerous lending best practice insights and know-how, you can put your clients at ease as you guide them through their buying journey.

Program Content

Learning Outcomes

What you will learn

  • What is property settlement?
  • Who are the primary stakeholders in the property settlement process and what roles characterise their involvement?
  • What the most common ways property settlement can be funded are?
  • What guidance you can offer clients regarding how to prepare for settlement day?
  • What events typically take place after settlement day
  • How various tools and applications contribute to digital transformation of the settlement process?

Who is this course for?

Units of Competency

Pre-requisite

Recognition of Prior Learning

Certification

You will be awarded a Certificate of Completion. It will be available online for you to download and print immediately.

Explore our Financial Services CPD

Our short course topics are also included in our annual subscription Financial Services CPD library.

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Frequently Asked Questions

You can enrol your team either:
  • Easily enrol online (you can add multiple participants to your cart) or
  • Contact us to arrange a quote.
Our courses, CPD and qualifications are 100% online, so you can start anytime, anywhere.
  • Either enrol online or
  • Contact Us to arrange an invoice for EFT or AMEX payments.
Our CPD short courses are assessed by a short open book multiple-choice exam.
What is RG206?2023-04-21T07:53:53+10:00

Regulatory Guide 206 Credit licensing: Competence and training (RG 206)

Credit licensees must comply with the organisational competence obligation in s47(1)(f) of the National Consumer Credit protection Act 2009 (National Credit Act)Regulatory Guide 206 Credit licensing: Competence and training (RG 206) sets out the minimum expectations for demonstrating organisational competence.

What you need to do to comply will depend on the nature, scale and complexity of your business. However, Regulatory Guide 206 Credit licensing: Competence and training (RG 206) sets out our minimum expectations for demonstrating organisational competence.

You must also ensure that your representatives are adequately trained and competent to engage in the credit activities authorised by your licence: s47(1)(g).

ASIC generally expects you to determine what is appropriate initial and ongoing training for your representatives and to embed this in your recruitment and training systems.

Updated annually, our CPD is designed to enable Responsible Managers and Representatives of Australian Credit Licensees to meet their mandatory RG206 continuing training requirement. Our CPD that is structured, properly assessed and recorded.