More importantly, as client scenarios become increasingly complex, particularly with self-employed borrowers, investors, and SMSF structures.
Ongoing learning is what allows a broker to remain relevant, confident, and capable of delivering high-quality advice.
Do you wish there was more of an emphasis on education and learning in the mortgage broking industry? Yes, I believe there is always room to further strengthen the emphasis on education. While the industry has made significant progress, there is a growing need to move beyond basic compliance and focus more on advanced skills.
As brokers, we are increasingly playing a strategic role in our clients’ financial decisions. That requires a deeper level of knowledge, particularly in areas like complex structuring, risk management, and specialised lending such as SMSF.
If you could suggest some changes to the MFPA designation curriculum, what would they be? The MFPA is already a strong and well-structured program. If I were to suggest enhancements, it would be to incorporate more real-world case studies, particularly around complex lending scenarios such as SMSF, self-employed clients, and multi-entity structures.