What is the Training, Bridging, and Launchpad Program?
Our Training & Bridging Program is designed to equip new mortgage advisers with the practical skills needed to thrive in the industry. While your New Zealand Certificate in Financial Services (Level 5) provides the theoretical foundation, the reality of working as a mortgage adviser requires understanding the “how” behind it all.
This program covers everything from filling out paperwork to reading and interpreting lender documents, calculating the best deals for clients, and submitting applications. Our goal is to bridge the gap between certification and hands-on practice, ensuring you have the knowledge and confidence to work effectively with a Financial Advice Provider (FAP).
You’ll also have access to our resources section, where you can find documents from a variety of banks, including compliance documents, templates, and more. The key difference? You’ll now know how to search, use, and apply this information in real-world scenarios, making you fully prepared to hit the ground running.
Why Is This Important?
FAPs are seeking individuals who can step into their roles and immediately provide value. Completing your certification is just the beginning—having the practical know-how to use that knowledge effectively in a fast-paced environment is what makes you stand out.
With the Velis Training & Bridging Program, you’ll gain the confidence to:
- Navigate lender paperwork and compliance documents.
- Apply critical thinking to find the best solutions for your clients.
- Manage client relationships with professionalism and expertise.
- Use the latest tools and resources to optimize your work processes.
By enrolling in this program, you’re not just learning—you’re ensuring you’re job-ready from day one, making you an attractive candidate for FAPs looking to add skilled mortgage advisers to their teams.
What You Get as Part of Our Launchpad Course
Our Launchpad Program is designed to guide you every step of the way, ensuring that you are fully prepared for the demands of the mortgage advisory industry. As part of the program, you will receive:
- Industry Introduction: Learn how the mortgage adviser industry works and your role within it. As an example the roles of aggregator, lender and adviser.
- Comprehensive Frameworks: Tools and knowledge to help you meet regulatory obligations, create business plans, set goals, and get lender accreditation.
- Business Setup: Guidance on setting up your business, whether you are a sole trader or starting a company, including business planning and financial forecasting.
- Systems & Software: Assistance in selecting the right tools, data protection measures, and third-party services you’ll need to run your business smoothly.
- Submitting Applications: Hands-on training on how to submit a loan application to lenders via your CRM, one of the most widely used platforms.
- Six-Step Process: Learn the practical implementation of the Six-Step advice process for guiding clients through the advisory relationship, from gathering data to presenting solutions and implementing recommendations.
- Ongoing Business Growth: Strategies for growing your business and staying on top of industry changes.
- Continuous Professional Development (CPD): Support for ongoing learning and skills development throughout your career.
By the end of the launchpad program, you’ll not only be fully equipped to handle client needs, but you’ll also have a clear plan for growing and developing your business.
Pricing & Contact Us
Our Launchpad Program is available for a one off purchase.
This includes full access to all course materials, access to the Velis portal where you can benefit from our resources, calculators, and AI-powered tools.
If you are interested, please contact us through the form on the right.