My Loan Academy

Broker Mentoring for Accountants and Financial Planners

This Broker Mentoring Program is aimed at Professionals who have an existing client base and have a core understanding of the Finance …

4 STUDENTS ENROLLED

    This Broker Mentoring Program is aimed at Professionals who have an existing client base and have a core understanding of the Finance Industry, and wish to diversify into the field of Finance Broking.

    Whilst already handling your client’s financial affairs, it is a logical expansion of your product range and service offering to them. Coupled with your existing understanding of the fundamentals of the Finance Industry and Financial Products, it is an simple transition for you.

    This program’s enrolment is based on application only, contact us for more information on the Mentor Program Enrolment Kit.

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    Course Curriculum

    Certificate IV in Finance & Mortgage Broking
    Apply for Authorised Credit Representative status through ASIC
    Commence Lender Accreditation
    Aggregator Software Training
    Optional Monthly Meetups
    Optional Monthly Webinar

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