Certificate in Mortgage Advice

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Summary: 

The Chartered Insurance Institute’s Certificate in Mortgage Advice is aimed at those intending to train as mortgage advisers or to work in a financial services support role. It develops an understanding of the sector, reflecting the priorities of the Financial Services Authority (FSA) and the Financial Services Skills Council (FSSC). Completion of the Certificate in Mortgage Advice meets the regulatory examination requirements for mortgage advisers.

Core Skills: 

Upon completion you will have gained a general introduction to the UK financial services industry including common product types, the process of giving advice, ethics, regulation and legislation. The qualification also provides an introduction to the mortgage process including the house buying process, different types of borrowers and their needs, the various mortgage product and repayment options, and the regulation and legislation applicable to mortgages and the provision of mortgage advice.

Full Description: 

Successful completion of The Chartered Insurance (CF6) examination combined with completion of Paper One of the Financial Planning Certificate (CF1) meets the FSA qualification requirements for mortgage advisers and provides a qualification equivalent to CeMAP. This ten-week evening course is designed for those normally in full-time employment, who seek to manage studies alongside their professional lives. The course can be attended at the
College one morning or evening per week or we can arrange for training and assessment to be delivered in the workplace.

The Certificate is the advisers’ qualification of choice, created by the mortgage industry for the mortgage industry. It is essential for all advisers who need to comply with the regulatory examination requirements and individuals working within the mortgage market in non-advisory roles, or in support functions such as, marketing, sales support, human resources and IT.

Measurable business benefits

  • Compliance with Investors in People
  • Improved customer satisfaction levels
  • Improved capacity of staff to solve problems
  • Compliance with industry standards.

Please contact the Advice Shop for details of costs and start dates.

Please note that although the information given is believed to be correct at the time of publication, course information, costs where applicable and attendance details may change.

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