Lending product comparisons

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Duration: 14 minutes

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CPD Points: 0.33

Course Description

Lending product comparisons are required to provide customers with the lender product options most suited to them as an outcome of your lender product research and calculations. This will allow the customers to make an informed choice on how to proceed after reviewing applicable rates, product features, fees, etc.

In this course, you will learn how to prepare and present a product comparison to your customers of their most suitable lending options. By the end of this course, you will be able to:

  • Understand the components needed to complete a product comparison
  • Shortlist and present five different lender products to your customers in a product comparison document

Course Requirements

Anyone can take this course! However, knowledge of how to complete research and recommendations for customers is recommended to get the most out of it

What you will learn in this course.

Lending product comparisons

Duration

Disclaimer: This training course was prepared by Loan Market Group Pty Limited. It was prepared based on the information available as at 28th November 2023. References to third parties in the training course are not indication of endorsement or approval of those third parties. The training course is for education and personal development purposes, and is not professional advice. While Loan Market Group has used reasonable efforts to ensure that this training course is accurate and up to date, to the extent permitted by law, we make no warranty or representation as to its accuracy, currency or completeness. Before relying on any information discussed in this training course, you must independently verify the currency and accuracy of the information and its relevance.

Lending product comparisons