NZ Real Estate Branch Manager study materials
NZ Real Estate Branch Manager study resources

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

Week 1

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.

Week 2

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.

Week 3

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.

Week 4

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.

Week 5

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.

Week 6

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.

Week 7

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.

Week 8

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.