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Sales - CPD Tracking

MFAA and FBAA members are required to complete a minimum of 30 hours of Continuous Professional Development (CPD) during each membership year.

All LA brokers must maintain a record of their CPD activities in the CPD Register, located in Teams > LA Group > Sales > CPD Register. Each broker has their own tab within the register.

It is the responsibility of each broker to track their CPD hours throughout their membership year and retain evidence of completed activities.

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MFAA and FBAA may request evidence of completed CPD activities. As such, brokers should retain supporting documentation, including:

  • Certificates of completion
  • Receipts or registration confirmations
  • Confirmation emails
  • Calendar entries or attendance records

CPD Activity Allocation

Courses & Workshops

Maximum 25 CPD hours per membership year

Completion of industry-relevant educational content delivered face-to-face, virtually, or online by a trainer, industry expert, recognised institution, lender, aggregator, or professional association.

Examples include:

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

READING & RESEARCH

Maximum 6 CPD hours per membership year

Reading, reviewing, or researching industry-relevant material in either physical or digital format.

Examples include:

  • Industry publications
  • News articles
  • Research reports
  • White papers
  • Industry journals
  • Brokerpedia and similar resources

LENDER, AGGREGATOR AND/OR PARTNER BDM MEETINGS

Maximum 12 CPD hours per membership year

Attendance at meetings with lenders, aggregators, or business partners covering topics such as:

  • Credit policy
  • Products and pricing
  • Processes and systems
  • Industry updates

RECOGNISED QUALIFICATIONS

CERT IV - Maximum 20 CPD hours per membership year
DIPLOMA - Maximum 30 CPD hours per membership year
OTHER - (with proof of completion) - Maximum 30 CPD hours per membership year

Formal industry-relevant qualifications completed through a Registered Training Organisation (RTO), university, or recognised educational institution.

Examples include:

  • Certificate IV in Finance and Mortgage Broking
  • Diploma of Finance and Mortgage Broking Management
  • Other approved industry qualifications

mentoring or being mentored

Maximum 18 CPD hours per membership year

Participation in a structured mentoring relationship, either as a mentor or mentee.

New-to-industry brokers undertaking a formal mentoring program may claim CPD hours associated with that program.

delivering a presentation, demonstration or course

Maximum 6 CPD hours per membership year

Preparing and delivering industry-related educational content to colleagues, peers, lenders, aggregators, industry groups, or other stakeholders.

Examples include:

  • Training sessions
  • Lender presentations
  • Professional development workshops
  • Industry forum presentations

active participation in representative forums or groups

Maximum 6 CPD hours per membership year

Active participation as a presenter, panellist, committee member, or contributor within an industry-based forum, group, board, panel, or community of practice.

writing an industry article or paper

Maximum 6 CPD hours per membership year

Preparing and publishing industry-related articles, papers, or thought leadership content for recognised industry publications, forums, or professional associations.

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