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Price

$35.00 AUD

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Finance Broking Client Journey

Course Details

Description

Understand your prospective client’s needs and motives, how to set expectations and meet their objectives during the lending process. This course is ideally suited to finance and mortgage brokers seeking to better understand their clients buying motives and service expectations.

Estimated Time To Complete

Approx 1 Hour

Additional Information

FASEA CPD Areas:

Technical Competence: 0.50
Professionalism and Ethics: 0.50

Topics

Determining the prospective client’s understanding of financial processes

Understanding the prospect’s needs

Buying motives

Risk profiling

Sales resistance

Developing professional business relationships

Requirements

Computer, tablet or mobile

Internet Connection

Edge, Safari, Chrome or Firefox

Course Delivery

Online Learning

Course Access

12 Months

CPD Hours

1 Hours

Assessment

Multiple Choice

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