NZ Real Estate Branch Manager study plan
NZ Real Estate Branch Manager · Give each week a clear focus.
8 weeks · About 7 hours per week
Licensing and licence classes (branch manager requirements) & Supervision requirements
Map every licence class (salesperson, branch manager, agent) to its supervision and eligibility requirements, writing a one-page comparison table from memory.
Explain the branch manager's statutory duties under the Real Estate Agents Act 2008 in your own words, listing at least six obligations.
Distinguish the fit-and-proper-person test from the licensing criteria and draft three example scenarios where an applicant could fail either.
Identify what triggers a branch manager appointment and what happens to supervision when a branch manager leaves or is absent.
Your checkpoint
A one-page licence-class and duty comparison table plus a 300-word explanation of branch manager obligations, self-marked against the legislation.
Supervision requirements & Licensing and licence classes (branch manager requirements)
Design a supervision structure for a fictional five-person branch, assigning who supervises whom and how often.
Write the core elements of a supervision policy covering onboarding, file review, and verification of trust account activity.
Describe how to supervise a newly licensed salesperson in their first six months versus an experienced one.
Explain the record-keeping a branch manager must maintain to evidence supervision actually occurred.
Your checkpoint
A complete one-branch supervision policy of 600-800 words with a file-review schedule and evidence log template.
Code of Conduct and Client Care Rules 2012
Summarise each rule of the Code of Conduct and Client Care Rules 2012 and tag it to a supervision checkpoint.
Analyse at least five short fact patterns and identify which rule is breached and what the branch manager should have done.
Draft the disclosure language a branch manager would require for conflicts of interest, commissions, and related-party transactions.
Explain the consequences of a rule breach for the salesperson, the branch manager, and the licensee.
Your checkpoint
A rule-by-rule summary sheet with a breach fact pattern and corrective action for each rule.
Code of Conduct and Client Care Rules 2012 & Trust accounts
Complete a Code of Conduct practice set under timed conditions and score it, logging every missed rule.
Explain the trust account rules covering receipting, banking timeframes, disbursements, and reconciliation frequency.
Trace a deposit from client receipt through to settlement, noting each control point and who verifies it.
Identify the records a branch manager must review to confirm trust account compliance.
Your checkpoint
A timed practice score above 75% plus a one-page trust account control-point flowchart.
Trust accounts & Marketing and disclosure obligations
Explain the appointment, duties, and liability of an auditor and how the branch manager interacts with the audit process.
Describe what happens when a trust account deficiency is discovered, including notification and remediation steps.
Outline advertising and disclosure obligations for listings, including price, method of sale, and licence details.
Draft a pre-listing disclosure checklist a branch manager would require before any campaign goes live.
Your checkpoint
A trust deficiency response procedure plus a pre-listing disclosure checklist, each one page.
Marketing and disclosure obligations & Complaints and disciplinary process
Explain the complaints process from initial client complaint through to the disciplinary tribunal, naming each stage.
Describe the branch manager's role in receiving, recording, and resolving complaints internally before escalation.
Identify the range of disciplinary penalties and what aggravating and mitigating factors influence them.
Analyse three disciplinary scenarios and predict the likely outcome with reasoning.
Your checkpoint
A complaints-handling procedure and a three-scenario outcome analysis with predicted penalties.
Complaints and disciplinary process & Code of Conduct and Client Care Rules 2012
Revisit every missed question from weeks 4 and 6 and write the correct rule or principle for each.
Complete a full mixed practice exam under timed conditions covering all six domains.
Review the highest-weight domains first when marking, prioritising domains 1 to 3.
Build a personal list of the ten facts you keep getting wrong and drill them.
Your checkpoint
A full timed practice exam score and a one-page list of ten weak facts with corrected statements.
Licensing and licence classes (branch manager requirements) & Supervision requirements & Code of Conduct and Client Care Rules 2012 & Trust accounts & Marketing and disclosure obligations & Complaints and disciplinary process
Re-drill the ten weak facts until you can state each correctly without notes.
Complete two more timed mixed practice exams and compare scores to week 7.
Write a one-page summary of the branch manager's duties across all six domains from memory.
Finalise a pre-exam checklist covering timing, question strategy, and flag-and-return technique.
Your checkpoint
Two timed practice scores at or above 80% plus a one-page from-memory branch manager duty summary.
Milestones
Week 2: Can explain branch manager licensing and supervision duties without notes and has produced a complete supervision policy.
Week 4: Scores above 75% on a timed Code of Conduct practice set and can trace a deposit through every trust account control point.
Week 6: Can describe the full complaints-to-disciplinary pathway and predict outcomes for three disciplinary scenarios.
Week 8: Scores at or above 80% on two timed mixed practice exams and has eliminated all ten weak facts.