I want to become an adviser
Become a mortgage adviser.
Understand the role, complete appropriate study, build practical skills and connect with the industry around you.
The pathway
Eight steps from interest to ongoing development
Step 1
Understand the mortgage adviser role
Step 2
Confirm the study pathway
Step 3
Complete appropriate formal study
Step 4
Build practical mortgage skills
Step 5
Understand FAP and regulatory obligations
Step 6
Learn adviser systems and lender processes
Step 7
Create appropriate industry connections
Step 8
Continue professional development
Knowledge & Development
Knowledge and development for new advisers
NZMAI professional resources and ongoing professional information support people entering mortgage advice.
- Practical mortgage adviser preparation
- Adviser CRM and application systems
- Lender processes and application preparation
- Client management and advice processes
- Compliance and data protection awareness
- Business setup and development
NZMAI can support practical readiness. It does not guarantee employment, lender accreditation or regulatory authorisation.