PAA Mortgage Advisers Assistants Workshop

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Overview: This workshop is designed for administration staff and assistants to mortgage advisers. It is suitable for a range of experience levels. The focus of the workshop is relevant legislative obligations (including what advice is and what advice is not), and how staff can assist advisers to meet these obligations. The workshop will also cover best practice loan submissions, effective communication with industry partners and how to be more effective in supporting the smooth and best practice running of a mortgage adviser’s business.

Date: Thursday 18th May 2017 Time: 9.00 - 1.00pm Location: PAA Offices, Level 5, 280 Queen Street, Auckland

What to bring: Pen, highlighter and a great attitude! Tea, coffee and light morning tea will be provided.

Payment: The cost of the workshop is $150 plus GST. Once you have booked, you will receive an invoice. This will need to be paid at least 10 working days prior to the course.

Parking: There are limited parking options around the office. There are a few parking building close by, however, these are quite pricey, so we do recommend, if possible, that you use public transport.

If you have any questions, please contact Andrea Vandermade on 09 600 5172 or email admin@paa.co.nz.