5.5 CPD Hours | 3 Courses for Finance Professionals

How well do you understand the clients you serve?

The finance industry is changing rapidly. Technology is reshaping the way clients interact with finance professionals, Australia’s increasingly diverse population requires greater cultural awareness, and younger borrowers are bringing different expectations, communication preferences and financial priorities to the lending process.

CPD for Finance Professionals: The Modern Client Advantage is a practical 3-course CPD package designed for Australian finance professionals, including mortgage brokers and other client-facing professionals who want to strengthen their understanding of today’s clients and deliver better service.

Across 5.5 CPD hours, you will explore three areas that can directly influence client relationships and professional practice:

• Virtual & Augmented Reality in Mortgage Broking: Explore how VR and AR technologies could influence the mortgage and property experience and what emerging technology means for finance professionals and their clients.
• First Nations Cultural Awareness for Finance Professionals: Develop greater awareness and understanding of First Nations cultures and considerations relevant to respectful, inclusive and effective client interactions.
• Gen Z and Millennial Borrowers: Understand the expectations, behaviours, communication preferences and financial perspectives of younger generations and consider how these insights can support better borrower conversations and service.

CPD for Finance Professionals is designed to help professionals move beyond simply understanding financial products. It focuses on understanding the people behind the numbers.

By completing these courses, you can build greater confidence in client conversations, broaden your understanding of changing borrower expectations, and develop practical insights that can support more informed, inclusive and client-focused service.

What you will gain:

• Greater understanding of changing client and borrower expectations
• Insights into emerging technology in mortgage broking
• Increased cultural awareness when working with First Nations clients
• A better understanding of Gen Z and Millennial borrowers
• Practical insights to support clearer client conversations
• Knowledge that can contribute to more effective and inclusive client service
• 5.5 hours of CPD learning across three relevant finance-focused courses

Whether you are a mortgage broker, finance broker or another client-facing finance professional, The Modern Client Advantage provides practical CPD learning focused on helping you understand your clients better, communicate more effectively and deliver a stronger client experience.

Complete 3 courses. Earn 5.5 CPD hours. Build a deeper understanding of today’s finance clients.