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Financial Analysis for Mortgage & Financial Advisor

3 in 1 CPD Certified Courses for 2023 | 34 Updated Learning Materials | Free PDF Certificate | Get Lifetime Access

NextGen Learning


£21 inc VAT
Study method
14 hours · Self-paced
Access to content
Lifetime access
No formal qualification
15 CPD hours / points
  • Certificate Of Completion - Free
  • Certificate Of Completion - £9.99
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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Did you know that the average salary for Mortgage Advisors and Financial Advisors in the UK is around £30,000 to £60,000 per year? Such professions require a deep understanding of complex financial landscapes, and that's where our bespoke course bundle comes into the picture. Our rigorous training module will equip you with the knowledge to break into this lucrative field, explore your potential and set your path to increase your yearly earnings. Introducing our three-course bundle: "Financial Analysis for Mortgage & Financial Advisor" that offers in-depth theoretical knowledge in finance, enhancing career prospects, increasing earning potential, and providing a comprehensive understanding of mortgage advising, tax accounting, and financial advising.

Immerse yourself in our carefully curated three-course bundle titled "Financial Analysis for Mortgage & Financial Advisor". Each course within the bundle, which includes the "Mortgage Advisor Course", "Advanced Tax Accounting", and "Finance: Financial Advisor", has been thoughtfully designed to ensure that you gain profound insights into the different facets of financial advising. Enrich your knowledge base, boost your understanding of complex financial concepts, and set yourself apart in the fast-paced world of finance with our comprehensive training package.

This bundle includes the "Mortgage Advisor Course", the "Advanced Tax Accounting", and "Finance: Financial Advisor" course. Our training will cover a comprehensive range of financial topics, from the nitty-gritty of mortgage advising to the broader aspect of financial advising, all while delving into the intricate details of tax accounting.

Immerse yourself in these diverse, enthralling subjects, each designed to fuel your curiosity and enhance your knowledge. Dive in now!

The courses in this bundle include:

  1. Mortgage Advisor
  2. Advanced Tax Accounting
  3. Finance: Financial Advisor

Learning Outcomes:

  • Acquire an in-depth understanding of the mortgage advising process and the financial advisor's role.
  • Gain knowledge on advanced tax accounting principles and how they relate to financial advising.
  • Develop analytical skills to assess and advise on various financial products.
  • Learn the strategies to manage wealth and advise clients on financial planning.
  • Understand the ethical and regulatory aspects of the financial industry.
  • Develop skills to communicate complex financial concepts to clients effectively.


Certificate Of Completion

Digital certificate - Included

Certificate Of Completion

Hard copy certificate - £9.99

Unlock your potential and showcase your accomplishments with our CPD Quality Standards certificates!

Upon successful completion of the course, learners can obtain a CPD Quality Standards PDF certificate for Mortgage Advisor absolutely free!

Upon finishing Advanced Tax Accounting and Finance: Financial Advisor, you'll have the opportunity to obtain valuable proof of your achievement. For just £4.99, we'll send you a CPD Quality Standards PDF Certificate via email, or if you prefer, you can get a beautifully printed hardcopy certificate for £9.99 in the UK. If you're located internationally, don't worry! We offer a printed hardcopy certificate for £14.99, ensuring your success knows no boundaries. Grab your certificate and celebrate your success today!


15 CPD hours / points
Accredited by CPD Quality Standards

Course media


Our "Mortgage Advisor Course" is meticulously designed to elucidate the complexities of the mortgage advising process. It covers key financial concepts and relevant regulations in the industry to help you guide prospective homeowners effectively.

The "Advanced Tax Accounting" course is a deep dive into the world of taxation. It focuses on both basic and advanced tax principles, offering you the knowledge needed to understand, compute, and explain tax-related financial matters.

Lastly, our "Finance: Financial Advisor" course will develop your proficiency in offering sound financial advice. With a concentration on wealth management, retirement planning, and investment strategies, this course will elevate your understanding of the financial landscape.

Who is this course for?

  • Aspiring financial advisors looking to enhance their theoretical knowledge.
  • Individuals aiming to build a career as mortgage advisors.
  • Finance students seeking an in-depth understanding of advanced tax accounting.
  • Professionals in the financial sector who are aiming to broaden their skills.
  • Any individuals who are interested in deepening their knowledge in financial advising and tax accounting.

Career path

  • Mortgage Advisor: £30K to £50K/year.
  • Financial Advisor: £30K to £60K/year.
  • Tax Accountant: £25K to £45K/year.
  • Wealth Management Advisor: £40K to £70K/year.
  • Retirement Planner: £35K to £55K/year.
  • Investment Strategist: £50K to £80K/year.
  • Portfolio Manager: £60K to £90K/year.

Questions and answers

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Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.