For Mortgage and Lending Professionals

Being successful in the world of lending, mortgage broking and banking requires a combination of technical knowledge, accuracy, interpersonal and communication skills, and a clear focus on the task of serving and supporting your clients. Gaining those skills can be challenging.

Mortgage Advisers are required to meet Financial Markets Authority (FMA) expectations, and be registered as a Registered Financial Adviser,(RFA) or Authorised Financial Adviser (AFA). This means you have an obligation to remain competent to provide the advice and service that you are giving, and ensure that your knowledge remains up to date.


New Zealand Certificate of Financial Services Level 4  - For staff not providing advice but involved in the Financial Services Industry the is suitable to provide an introduction into the regulatory environment.The Banking strand is suitable for banking and mortgage advisers at an entry level. 


New Zealand Certificate in Financial Services Level 5 - Meets the requirements needed for an AFA and and is also recommended for RFA's. The new Qualification includes separate strands for Investment, Financial Advice, and Residential Property Lending. (as well as  Insurance and Banking strands)


Learning for the Residential Property Lending module can be completed online, from any where in the country - there is no requirement to attend a workshop.

If you prefer to learn in a workshop environment this is available, run in conjunction with Financial Advice New Zealand. This workshop includes assessment of the Residential Property Lending strand of the Qualification as well as a 3 day workshop on the qualification material. 


Our partnership with Financial Advice New Zealand (FANZ)  ensures Professional IQ College can support ongoing training to meet your professional development plans. Discounts are available for members of this organisation. 

Structured CPD points are offered for the completion of all PIQ learning material, including the NZQA Qualifications.

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