Mortgage Lending for New Advisers Course

Our Mortgage Lending for New Advisers Course is a five-day course which needs to be completed as part of working toward the New Zealand Certificate in Financial Services.

This course has been jointly developed between Professional Advisers Association (PAA) and Professional IQ College (PIQ) to provide students with the training and assessments of the NZQA accredited Mortgage Strand of the New Zealand Certificate in Financial Services. The course includes three days' NZQA accredited Mortgage Strand training and one day each of business and specialist lending, and business development management provided by the PAA. As well as attending the five-days course, you will be required to complete 4 unit standard assessments to receive the Mortgage Advice Module Certificate.

The practical format prepares advisers for their regulatory requirements; how to work with lenders; meeting client needs and the practicalities of running a mortgage advice business. The course also incorporates feedback from the industry and has received strong support from both adviser dealer groups and lenders.


What you need to know?

Course Fees
$2,000 plus GST
This includes course material, morning and afternoon tea, lunch and accreditation.

Click here to view the course agenda

Level 5, 280 Queen Street, Auckland Central

To complete the course you must hold an NZ passport or permanent residency, you will be required to provide your passport or birth certificate as proof.

Course cancellation
The course will not go ahead if there is an insufficient number of enrolments. You will be notified of cancellation at least 5 working days prior to the course start date. A minimum of 5 working days notice is required to cancel your place on the course, otherwise, you will be charged a 25% cancellation fee.

Morning tea, lunch, and afternoon tea are provided. If you have any dietary requirements, please let us know so we can manage accordingly. We cannot make changes on the day, so please ensure we are notified at least 5-working days prior to the training.

How to register
To register for the training, please contact Jodie Brockie at or on 09 600 5174.

Thinking of joining us?

If you become a member of the PAA within 3 weeks of attending the course you’ll get your first 3 months membership on us!

What our past students have to say.