Funding property settlements including refinancing

Overview

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 CPD Short Courses

Download Brochure

Frequently Asked Questions

You can enrol your team, either
  • Online. Find the right course and make an online purchase or
  • Talk with us to develop your team training program.
Our courses, CPD and qualifications are 100% online, so you can start anytime, anywhere.
Our CPD short courses are assessed by a short open book multiple-choice exam.
What is FEPs Mortgage and Credit CPD program?2021-12-17T10:41:43+11:00

Our Credit and Mortgage Broking CPD (RG206) is an essential annual update for credit licencees. It covers everything you need to know in one convenient online course.  Each program earning 20 CPD points.

Our programs are packed full of essential regulatory updates and practical tips for achieving the best outcomes for your clients, efficiently and compliantly.

What others say about us

Parallels real workplace experience.

We have been using FEP for a number of years now. The course materials are highly professional and parallels real workplace experience. Staff greatly value participating in meaningful external training and are the greatest advocates.

Efficient, informative and accessible.

The content is well set out, clear and precise. My organisation does the course every year and we are continuing to learn new and interesting things with each new offering. The content is up to date with the industry and completely relevant to my role. I had all the support and learning resources available to get it done…

Extremely relevant and meaningful.

Our firm exclusively uses the services of Financial Education Professionals for all of our ongoing RG146, compliance and responsible manager training for our team. We find course materials extremely relevant and meaningful and this allows our team to have up to date, practical knowledge.

Peter McGuire, CEO, XM