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Finance Broking documents

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Approved Product List
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Authorised Credit Rep Application
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Authorised Credit Rep Training Register
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Complaints Resolution Scheme ACR
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Complaints Resolution Scheme Licensee
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Compliance Checklist for ACR
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Conflict of Interest Register
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Compliance File Checklist
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Employment Goal Planning
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Financial Services Credit Guide
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Human Resources Overview
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Job Description Form
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Letter of Appointment Checklist
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Letter of Authority ACR
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Letter of Authority_CorporateACR
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Letter of Authority_SubACR
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Occupational Health & Safety Policy
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Register of Breaches
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Register of Complaints ACR
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Register of Complaints Licensee
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Register of Non-compliance
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Risk Management Register
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Training Plan
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Training Register
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AAMC NCCP Toolkit Handbook
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Alternative Renumeration Register
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Authorised Credit Rep Profile
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Checklist for Compliance
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Risk Management Plan Development and Testing
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Authorised Credit Rep (ACR) Application Checklist
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Statement of Consumer Credit Advice
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Client Needs Review (Business/Commercial Finance) - Sep11
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Client Needs Review (Consumer Finance) - Sep11
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Statement of Business/Commercial Advice - Aug10
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Referral letter template - Sep10
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Client Referral Register
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Referrer's Register
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Letter of Authority_AR
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AAMC Toolkit Explanations for Forms & Templates
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Risk Action Plan
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Responsible Lending Checklist
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Quotation for Fees & Charges
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Compliance File Checklist
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Licensee Credit Guide
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Client Needs Review Business & Commercial
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Description: Client Needs Review Business & Commercial

Latest Reviews for Finance Broking
  • Very happy with the support I was given and the clarity around what needed to be completed.
    Benjamin South Australia

  • Very happy with the support I was given and the clarity around what needed to be completed.
    Benjamin South Australia

  • Very happy with the support I was given and the clarity around what needed to be completed.
    Benjamin South Australia
About Finance Broking and Credit Courses

AAMC Training’s credit courses provide students with the required skills and knowledge to successfully enter and operate within the credit industry. Whether you are completing a qualification course or short course, AAMC Training aim to assist those seeking to gain the required skills and knowledge to understand or better perform in their role. Our range of courses cover key areas such as; compliance, regulation, professional conduct, product knowledge and personal improvement. We provide a range of education options to suit all credit industry roles such as mortgage and finance brokers, equipment & asset finance brokers, commercial brokers, micro loan lenders, retail credit providers, motor financiers, credit assessors, debt collectors , rent to buy providers, individuals transitioning from banking roles or diversifying their current business. AAMC Training deliver educational support to many major banks and mortgage managers. Our relationship and consultation with the major industry associations such as FBAA, CAFBA, MFAA, FAA and NCCF ensure we understand member principles in the provision of the required compliance education and qualifications. We adhere to the standards set by our regulator ASQA and conduct ongoing industry and employer consultation with a range of credit industry providers to ensure the delivery of quality material and training standards. We remain current in our understanding of ASIC standards, legislation and regulatory requirements of the credit industry, allowing us to deliver compliant and pertinent training resources. Our short courses and complimentary LMS (CPD Tracker System) support members and corporate partners in maintaining CPD, CPE and PD requirements. Our consultation service enables us to provide tailored training solutions. Whether it be face to face, online, correspondence, recognition of prior learning (RPL) or blended learning, we will find the right solution for you and your business.