PCC Academy
Level 3 · Advanced75% to pass
Balance Transfer & Top-up Masterclass
The maths, the costs and the honest pitch
10 min 0/5 chapters read
What you will learn
- Decide when a transfer really makes financial sense
- Calculate monthly saving, total saving and break-even
- Compare a rate reset at the current lender with a full transfer
- Run the transfer process and anticipate the blockers
- Structure a top-up so that it helps the customer
The best transfer advice sometimes is: don't transfer. Let's learn when and why.
Each chapter unlocks the next after you have read it for a short while.