Embed Size (px)
Citation preview
HOW THE MFAA SUPPORTS YOU THROUGHOUT YOUR JOURNEY AS A FINANCE BROKER.
Benefits of Membership $
BENEFITS OF MFAA MEMBERSHIP2 BACK TO CONTENTS2
At the MFAA, we strive to advance the interests of our members through leadership in advocacy, education and promotion, whilst providing a wide range of other services, tools and resources to help you build your business.
By joining the MFAA, you gain access to a range of benefits aimed at ensuring that we provide excellent value for your annual membership fee.
How the MFAA supports you
BACK TO CONTENTS BENEFITS OF MFAA MEMBERSHIP 3
Our Services 01Dedicated Business Development Managers 1.01A voice to Government 1.02A voice in the media 1.03The Combined Industry Forum 1.04Free annual marketing consults 1.05Legal and compliance tools and resources 1.06Compliance support 1.07Member benefits program 1.08MFAA eNews 1.09
State and National Excellence Awards programs 1.10
The MFAA’s mentoring program 1.11Discounted Anti-money Laundering Refresher courses 1.12Industry and broker advertising initiatives 1.13National forums 1.14Esteemed membership categories 1.15MFAA social media 1.16
Your benefits of MFAA membership
BENEFITS OF MFAA MEMBERSHIP4 BACK TO CONTENTS4
Online Resources 03MFAA website / www.mfaa.com.au 3.01MyResources / myresources.mfaa.com.au 3.02Consumer website / mortgageandfinancehelp.com.au 3.03Find-a-broker search tool 3.04
Broker Business-Building Tools 02Free New Member Welcome and Orientation Sessions 2.01$99 mortgage and finance calculators 2.02Free business plans 2.03MFAA COMMUNITY programs 2.04Free consumer website content 2.05Use of MFAA’s Sydney facilities 2.06
BACK TO CONTENTS
Professional Development, Education & Events 04Professional development (PD) days 4.01Free webinars 4.02Discounted online courses 4.03Networking and social events 4.04National Roadshow tour 4.05Local member forums 4.06Post nominal, Dip. FMBM 4.07
BENEFITS OF MFAA MEMBERSHIP 5
Industry Research 05Industry Intelligence Service (IIS) Reports 5.01Other industry research 5.02
Contact us
S E C T I O N
Our Services
01
BENEFITS OF MFAA MEMBERSHIP 7BACK TO CONTENTS
The MFAA’s Business Development Managers, all with extensive industry experience, are on hand to provide you with the dedicated business and broking support and guidance to help you thrive. The MFAA’s BDMs cover key geographical areas including NSW / ACT, VIC / TAS, QLD, WA and SA / NT.
Contact your regional MFAA BDM Contact details on page 51
Dedicated Business Development Managers
1.01
BENEFITS OF MFAA MEMBERSHIP8 BACK TO CONTENTS
Your opinion counts and you need to be heard. We strongly advocate on your behalf to Government decision makers and regulators at national and state levels. We employ the services of a Government advisory firm to support our efforts to ensure your voice is listened to and heard, and your interests are considered.
Visit: www.mfaa.com.au/about-the-industry/industry-regulation
A voice to Government
1.02
BENEFITS OF MFAA MEMBERSHIP 9BACK TO CONTENTS
You offer a valuable service to the consumer and we want them to know about it. We are continuously engaging with the media to ensure that the value of the broker proposition and the voice of the industry is accurately represented. We employ a professional communications agency to support the MFAA team in these endeavours.
Visit: www.mfaa.com.au/news
A voice in the media
1.03
BENEFITS OF MFAA MEMBERSHIP10 BACK TO CONTENTS
The mortgage broking industry has undergone extensive public scrutiny from a series of Reviews, Reports and Commissions. In response to this external scrutiny, our industry has proactively united to self-regulate, allowing us to use our collective knowledge and experience to effect change and ensure positive consumer outcomes and industry longevity.
In partnership with brokers, other industry associations, aggregators, lenders and consumer groups, the MFAA plays a significant role in the activities of the Combined Industry Forum (CIF), a body committed to taking action to further improve customer outcomes and standards of conduct and culture, while preserving and promoting a vibrant and competitive mortgage broking industry that encourages consumer choice. Visit: www.mfaa.com.au/about-the-industry/industry-regulation
The Combined Industry Forum
1.04
BENEFITS OF MFAA MEMBERSHIP 11BACK TO CONTENTS
Generating leads is one of the most important parts of being a successful broker. The MFAA offers you a free half-hour marketing consult each year to help you develop and refine your marketing strategy and tactics to help you generate more leads.
Email: [email protected]
Free annual marketing consults
1.05
BENEFITS OF MFAA MEMBERSHIP12 BACK TO CONTENTS
With a magnifying glass cast over the industry by the Government and regulators, more-and-more brokers are needing legal and compliance help. The MFAA offers you professionally written guides, templates, standards and updates on the most up-to-date compliance and regulatory requirements to help you stay compliant.
Email: [email protected]
Legal and compliance tools and resources
1.06
BENEFITS OF MFAA MEMBERSHIP 13BACK TO CONTENTS
Broking is such a heavily regulated industry, and it’s only going to get more complex. The MFAA offers you bespoke compliance support to address your specific compliance issues designed to help you stay within the rules, and to help you operate responsibly.
Email: [email protected]
Compliance support
1.07
BENEFITS OF MFAA MEMBERSHIP14 BACK TO CONTENTS
As a member, you have access to the MFAA Member Benefits program, a range of exclusive-to-member special offers and discounts on products from companies in the travel/accommodation, business services, automotive, consumer, and other sectors.
Visit: myresources.mfaa.com.au
Member benefits program
1.08
BACK TO CONTENTS BENEFITS OF MFAA MEMBERSHIP 15
The broker channel is both healthy and an increasingly important part of the Australian economy. Brokers are
constantly adapting to meet the changes ahead with the single focus of continuing to provide an excellent and
personal service that meets the customer’s needs.”
BENEFITS OF MFAA MEMBERSHIP16 BACK TO CONTENTS
Stay up-to-date with the latest industry developments, and great business stories with the MFAA’s weekly eNewsletter – delivered straight to your inbox.
Visit: www.mfaa.com.au/news
MFAA eNews
1.09
BENEFITS OF MFAA MEMBERSHIP 17BACK TO CONTENTS
Have your hard work and excellence recognised and rewarded at state and national levels through our independently-judged Excellence Awards. Be recognised in categories including customer service, newcomer, regional finance broker and residential finance broker. Being named a finalist, or winning, will help your business stand out from your competitors.
Visit: awards.mfaa.com.au
State and National Excellence Awards
programs
1.10
BENEFITS OF MFAA MEMBERSHIP18 BACK TO CONTENTS
Being mentored is a necessary part of your journey to becoming a fully accredited and effective finance broker. But organising your own mentor can be difficult and costly. The MFAA can help you with our structured and cost-effective mentoring program, consisting of on-the-job learning, peer-to-peer learning and online training. We take a lot of the stress out of the process for you.
Visit: www.mfaa.com.au/education-events
The MFAA’s mentoring program
1.11
BENEFITS OF MFAA MEMBERSHIP 19BACK TO CONTENTS
All finance brokers are required to complete an Anti-Money Laundering refresher course every two years. Appreciating that the costs of completion can add up, the MFAA offers you this course for only $15 – saving you over $34 compared to the AML Refresher courses offered by other industry associations.
Visit: www.mfaa.com.au/education-events
Discounted Anti-Money Laundering
Refresher courses
1.12
BENEFITS OF MFAA MEMBERSHIP20 BACK TO CONTENTS
With the industry under extensive public scrutiny from a series of Reviews, Reports and Commissions, it’s often important to remind the consumer of the value that mortgage and finance brokers can deliver. The MFAA has run a variety of promotional initiatives, including the national Your Broker Behind You advertising campaign, and the Value of Mortgage Broking report, and makes available a range of material, that members can use to engage with current and potential consumers, showcasing the choice, fairness, experience and service they can offer.
Visit: www.mfaa.com.au
Industry and broker advertising initiatives
1.13
BENEFITS OF MFAA MEMBERSHIP 21BACK TO CONTENTS
The MFAA National Forums are an important way for members to shape and influence the industry to improve customer outcomes, and to support brokers. Our forums include, but are not limited to, the National Aggregator Forum, the National Lender Forum, the National Compliance and Regulatory Forum, and the National Equipment and Commercial Finance Forum, and are made up of members from those sectors of the finance industry.
Visit: www.mfaa.com.au/about-us
1.14
National Forums
BENEFITS OF MFAA MEMBERSHIP22 BACK TO CONTENTS
In addition to Finance Broker and Accredited Finance Broker levels of membership, your long-term commitment to the MFAA may be rewarded with Associate, Fellow and/or Life membership status, distinguishing you from other members.
Call: 1300 554 817
Esteemed membership categories
1.15
BENEFITS OF MFAA MEMBERSHIP 23BACK TO CONTENTS
Save time by mixing business with pleasure and receiving the latest industry updates and important information straight to your feed from our Facebook, Twitter and LinkedIn pages. Connect and network with your peers on our national pages, as well as on our state-based social pages and groups.
Visit: www.mfaa.com.au
MFAA social media
1.16
www.twitter.com/mfaa
www.linkedin.com/company/mortgage-&-finance-association-of-australia-mfaa-/
www.facebook.com/MFAAOnline
Broker Business- Building Tools
S E C T I O N
02
BENEFITS OF MFAA MEMBERSHIP 25BACK TO CONTENTS
New MFAA members (and experienced members alike) are welcome to attend our New Member Welcome and Orientation Session, run by our BDMs in capital cities. Sessions cover the finance landscape, business building tools, referral building techniques, and business benchmarking, to show you what to expect and keep your business on track.
Contact your regional MFAA BDM Contact details on page 51
Free New Member Welcome and
Orientation Sessions
2.01
BENEFITS OF MFAA MEMBERSHIP26 BACK TO CONTENTS
For $99 per annum, the MFAA gives you access to a suite of 28 consumer mortgage and finance calculators for you to use to drive more traffic to your website, and keep customers there longer.
Visit: www.mfaa.com.au/calculators
$99 mortgage and finance calculators
2.02
BENEFITS OF MFAA MEMBERSHIP 27BACK TO CONTENTS
Looking to grow your business? The MFAA offers members free business plan templates to help you plan for success.
Contact your regional MFAA BDM Contact details on page 51
Free business plans
2.03
BENEFITS OF MFAA MEMBERSHIP28 BACK TO CONTENTS
The MFAA has produced a variety of pre-designed programs for you to use, including The Global Money Week Initiative and the School Entrepreneurs Program, to engage with your local community, to help solve community challenges and to help create medium-to-long-term business opportunities.
Visit: www.mfaa.com.au
MFAA community programs
2.04
BENEFITS OF MFAA MEMBERSHIP 29BACK TO CONTENTS
We offer you a portfolio of professionally written, and regularly produced, bespoke articles on consumer-interest finance topics available to you, for free, to use on your websites, social media or newsletters. When used, these articles will help you attract traffic, and keep people on your site longer.
Visit: myresources.mfaa.com.au
Free consumer website content
2.05
BENEFITS OF MFAA MEMBERSHIP30 BACK TO CONTENTS
The MFAA actively participates in Australian communities – both broker communities and public communities. Our members literally cover Australia and their work is often about enabling everyday Australians to purchase their biggest asset – the family home.”
30
BENEFITS OF MFAA MEMBERSHIP 31BACK TO CONTENTS
If you are a regional or interstate member, you can use the MFAA’s Sydney office facilities such as a meeting room, hot-desk and wifi to conduct your business – great if you’re looking to connect with your Sydney clients.
Contact your regional MFAA BDM Contact details on page 51
Use of MFAA’s Sydney facilities
2.06
Online Resources
S E C T I O N
03
BENEFITS OF MFAA MEMBERSHIP 33BACK TO CONTENTS
Your one-stop-shop for information about the industry and profession, the MFAA, relevant regulation, as well as the latest industry news.
mfaa.com.au is also the gateway to the members-only MyResources website, providing you with exclusive resources and tools. This site also allows you to manage your membership, including recording your CPD hours.
Visit: www.mfaa.com.au
MFAA website
3.01
BENEFITS OF MFAA MEMBERSHIP34 BACK TO CONTENTS
Your member-only website providing you with exclusive resources and tools. This site also allows you to manage your membership, including recording your CPD hours.
Visit: myresources.mfaa.com.au
MyResources
3.02
BENEFITS OF MFAA MEMBERSHIP 35BACK TO CONTENTS
On behalf of our members, we manage a consumer-targeted and non-MFAA branded (to increase perceived independence and integrity) mortgage and finance help and advice website, Mortgage & Finance Help. The site promotes the benefits of the broker, attracting hundreds-of-thousands of visitors a year. The website is supported by a Facebook page with ten-thousand-plus followers. The site also features the Find-a-broker search tool.
Visit: www.mortgageandfinancehelp.com.au
Consumer website
3.03
BENEFITS OF MFAA MEMBERSHIP36 BACK TO CONTENTS
MFAA members are Australia’s best educated brokers. They commit to continuous professional development and an industry code of conduct.”
36
BENEFITS OF MFAA MEMBERSHIP 37BACK TO CONTENTS
Through our consumer website, Mortgage & Finance Help, we offer all members a free listing on the Find-a-broker search tool, a directory allowing consumers to find and connect with brokers based on location or specialty.
Visit: www.mortgageandfinancehelp.com.au
Find-a-broker search tool
3.04
$
Professional Development, Education & Events
S E C T I O N
04
BENEFITS OF MFAA MEMBERSHIP 39BACK TO CONTENTS
The broking sector is constantly evolving and it’s difficult to keep ahead of change. The MFAA offers regular professional development days at metro, regional and rural locations across Australia, briefing you on the latest developments, and also keeping you up-to-date with the latest broking tactics and strategies.
Contact your regional MFAA BDM Contact details on page 51
Professional development
(PD) days
4.01
Professional Development, Education & Events
BENEFITS OF MFAA MEMBERSHIP40 BACK TO CONTENTS
You get access to a range of free webinars on a variety of business-building and finance topics throughout the year (20+ free webinars per year). You can also watch our library of past webinars. Claim CPD hours for each webinar watched.
Visit: www.mfaa.com.au/education-events
Free webinars
4.02
BENEFITS OF MFAA MEMBERSHIP 41BACK TO CONTENTS
To help you improve your current finance and business knowledge and practices, or diversify into new business opportunities, we offer you a range of online courses on specialist topics, at extremely competitive prices. Courses include Equipment and Commercial Finance Programs and Self-managed Super Fund. CPD hours are awarded for course completion.
Visit: www.mfaa.com.au/education-events
Discounted online courses
4.03
BENEFITS OF MFAA MEMBERSHIP42 BACK TO CONTENTS
Learn from your peers and build valuable professional relationships through the MFAA’s portfolio of networking and social events including awards nights, cruises, golf days and race days.
Visit: www.mfaa.com.au/education-events
Networking and social events
4.04
BENEFITS OF MFAA MEMBERSHIP 43BACK TO CONTENTS
Each year the MFAA tours its full-day National Roadshows conference across Australia’s five major cities. The National Roadshows cover a broad agenda of content including regulation and compliance updates, business-building skills, the latest and future technology, and personal development. You also receive CPD hours for attendance.
Visit: www.mfaa.com.au/education-events
National Roadshow tour
4.05
BENEFITS OF MFAA MEMBERSHIP44 BACK TO CONTENTS
You have the opportunity to join your local forum – run by members for members, and endorsed and supported by the MFAA. These provide you with additional opportunities to network, learn and provide feedback to the MFAA. You can also connect with your BDMs at these forums.
Contact your regional MFAA BDM Contact details on page 51
Local member forums
4.06
BENEFITS OF MFAA MEMBERSHIP 45BACK TO CONTENTS
Accredited MFAA members are the best educated in the industry. As an accredited member, you will have the opportunity to use the post nominal: Dip. FMBM. This recognition will help you stand out from your competitors. Members of other associations don’t automatically have this opportunity.
Visit: www.mfaa.com.au
Post nominal Dip. FMBM
4.07
Industry Research
S E C T I O N
05
BENEFITS OF MFAA MEMBERSHIP 47BACK TO CONTENTS
In partnership with the industry’s top aggregators, and compiled by independent research firm comparator (a CoreLogic business), the MFAA’s IIS Report analyses the position of the finance-broking industry on measures such as broker demographics, broker performance (volumes and values), and lender category preferences. It also includes state-by-state broker performance benchmarks to assist in your business’ development.
Visit: www.mfaa.com.au
Industry Intelligence Service (IIS) Reports
5.01
BENEFITS OF MFAA MEMBERSHIP48 BACK TO CONTENTS
In addition to the IIS Report, we also conduct and publish a variety of other industry research pieces, such as our Opportunities for Women Report, Young Professionals Report and New-to-industry surveys, to give you a comprehensive understanding of the industry as a whole, and to help you to plan for success.
Visit: www.mfaa.com.au
Other industry research
5.02
BACK TO CONTENTS
The MFAA has a proven track record of representing the finance broker profession with decision makers.”
BENEFITS OF MFAA MEMBERSHIP 49
BENEFITS OF MFAA MEMBERSHIP50 BACK TO CONTENTS
MFAA membership establishes you as a trusted source of credit advice for borrowers. Belonging to the peak industry body shows you adhere to an industry code of practice which sets high professional and ethical standards for members.”
50
BACK TO CONTENTS BENEFITS OF MFAA MEMBERSHIP 51
NSW/ACTZarko JokicP: 0472 868 094E: [email protected]
VIC/TASKylie LoudenP: 0472 879 597E: [email protected]
QLDLeah HudsonP: 0420 365 173E: [email protected] SA/NTWendy RobertsonP: 0472 866 878E: [email protected]
WANatalie PriceP: 0472 866 872E: [email protected]
Contact your regional MFAA BDM
BACK TO CONTENTS
MFAA Mortgage & Finance Association of Australia
Suite 902, Level 9, 130 Pitt Street, Sydney NSW 2000
www.mfaa.com.au
General Enquiries T: 1300 554 817 (calling within Australia) T: 02 8905 1300
Professional Development Enquiries [email protected]
Membership Enquiries [email protected]
