CPD activity allocation

Courses and workshops

Completion of face-to-face or virtual industry relevant educational content delivered by a trainer, expert or recognised institution

Examples:

• MFAA, lender and aggregator courses
• PD Day workshops
• Member forums
• Industry conferences
• Lender accreditations
• Aggregator and lender events
• Online or live presentations
• Webinars
• Podcasts.

• CPD hours allowedOne CPD hour per hour of educational delivery or examination
• Maximum CPD hours per renewal year25

Reading and research

Reading and reviewing industry relevant published materials in hard or soft copy and may include trade publications, news articles, journals, white papers, research reports, wikibroker.

• CPD hours allowedOne CPD hour per hour of reading or research
• Maximum CPD hours per renewal year6

Lender, aggregator and/or partner BDM meetings

Meetings covering process, policy, products and pricing.

• CPD hours allowedOne CPD hour per hour
• Maximum CPD hours per renewal year12

Recognised qualifications

Formal qualifications which are industry relevant delivered by an Australian Registered Training Organisation (RTO) or higher education provider, eg university.

Includes completion of:

• Certificate IV in Mortgage Broking
• Diploma in Mortgage Broking Management
• Recognised Prior Learning (RPL) upgrade.

• CPD hours allowedOne CPD hour per hour of educational delivery or examination
• Maximum CPD hours per renewal year – Cert IV20
• Maximum CPD hours per renewal year – Diploma30
• Maximum CPD hours per renewal year – RPL upgrade12
• Maximum CPD hours per renewal year – Other (with proof of completion)30

Mentoring or being mentored

New to industry brokers are required to undergo mentoring by an experienced mentor. Find out more about mentoring.

• CPD hours allowedOne CPD hour per hour of mentoring (both mentor and mentee)
• Maximum CPD hours per renewal year18

Delivering a presentation, demonstration or course

Illustrating, informing and/or demonstrating industry relevant practice to colleagues, peers or other stakeholders. For example, presentations for RTOs, at lender or aggregator PD events and forums.

• CPD hours allowedOne CPD hour per hour of delivery
• Maximum CPD hours per renewal year6

Active participation in representative forums or groups

Being an active participant (presenter or panellist) in industry-based forums, committees, discussion groups, communities of practice, boards and/or panels whose purpose is achieving a common goal to advance the industry and/or profession.

• CPD hours allowedOne CPD hour per hour of active participation
• Maximum CPD hours per renewal year6

Writing an industry article or paper

Production of an article or paper for a recognised industry publication or forum.

• CPD hours allowedOne CPD hour per hour of production
• Maximum CPD hours per renewal year6

Financial planning

Qualified financial planners can apply for completed formal education and courses.

• CPD hours allowedOne CPD hour per hour