Banking & Finance

US Market History depicted through an image of a bull and a bear.

US Market History (Securities Act of 1933 and 1934)

Course Details Description The 1930s marked a pivotal period in American history, characterized by the Great Depression—a devastating economic downturn that shook the very foundations of the nation. As the country sought to recover from this crisis, policymakers and regulators recognized the dire need for comprehensive reforms to restore trust, stability, and confidence in the […]

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Small Amount Credit Contracts

Course Details Description Small amount credit contracts, often called “SACCs,” are loans for small amounts of money, usually up to $2000, and are intended to help people with their immediate needs, like unexpected expenses or bills. The concept of lending and borrowing has been around for a long time. People borrow money to meet immediate

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Advanced Writing Skills

Course Details Description Do you want your readers to be sincerely interested and engaged by your writing? If yes, design your message to capture their full attention. For your writing to be immediately appealing to an audience, it must be perfectly crafted to move readers along as smoothly as possible. Your audience demands easy access

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Breach Reporting Obligations

Course Details Description Compliance breaches happen in all businesses. Breach reporting and management is a valuable tool for an organisation to ensure the effectiveness and relevance of its policies and procedures and maintain compliance with regulatory and legislative obligations. Breach reporting for the credit and financial services sector as a concept was introduced in March

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Financial Risk Management

Course Details Description Financial risk management is the art of understanding and balancing the different types of financial risks and determining how to address them. Risk tolerance can be reduced by limiting your losses when practicing this skill. For example, you buy car insurance to reduce your liability and loss in case of an accident.

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Two individuals sitting opposite one another having a difficult conversation

Managing Difficult Conversations

Course Details Description Dealing with difficult situations and conversations at workplace is not something you’d want to do but is something you need to be prepared for. We have so many interactions in the run of a day, it’s reasonable to expect that some of them are going to be difficult. Whether these are conversations

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The Residential Construction Lending Process

Seniors Equity Release & Reverse Mortgage Course

Course Details Description It is imperative that professionals such as finance brokers understand the fundamentals to successfully engage clients, understand the risks, effectually market reverse mortgage and equity release products, recognise advice limitations and work proficiently with other professionals in the client advice process. Course Content Module 1 – Equity Release FundamentalsModule 2 – Equity

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External Factors Impacting the Finance Broking Industry

Reading and Understanding Financials

Course Details Description As a broker or adviser, do you find it difficult to read and understand the financial documents of your self-employed clients? If yes, you are not alone. Reading and understanding financials require knowledge and skill to navigate through that maze of documents. Financial statements could prove to be difficult to unravel but

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Banking & Finance

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