Banker to Broker Pathway
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Goal Setting
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DNA of a Brokerage
What is a broker?
Roles in a brokerage
Brokers and their customers
Broker income
4 lessons, 1 quiz
Key Regulators in the Industry
ASIC
AFCA
APRA
3 lessons, 1 quiz
NCCP Act
Introduction
National Credit Code
Responsible Lending
Privacy Act
The NCCP Act in practice
5 lessons, 1 quiz
Best Interest Duty
Introduction to BID
BID in practice
2 lessons, 1 quiz
Product Selection
Goal Setting
Research
Preparing your recomendation
3 lessons, 1 quiz
Completion
Completion
1 lesson