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Home Financing: Expert Mortgage Advisor Training

CPD Accredited | Interactive Learning Materials | PDF Certificate Included | Tutor Support


Cambridge Open Academy

Summary

Price
£18 inc VAT
Study method
Online
Duration
4 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
10 CPD hours / points
Certificates
  • Certificate of Completion (PDF) - Free
  • Certificate of Completion (Hard Copy) - £9.99
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

2 students purchased this course

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Overview

Master the art of home financing and become a trusted mortgage advisor with our comprehensive training course. From mastering the basics of mortgage purchase to understanding the intricacies of mortgage regulation and law in the UK, acquire the knowledge and skills necessary to excel in this vital role. Join us on this transformative journey and unlock a rewarding career as a trusted mortgage advisor.

Learning Outcomes:

  • Develop a solid understanding of mortgages and the role of a mortgage advisor, equipping you with the foundation to provide expert guidance.
  • Gain a comprehensive knowledge of mortgage finances, including the various factors involved in mortgage purchase and understanding the buyer's perspective.
  • Learn the key strategies for success as a mortgage advisor, from building client relationships to delivering exceptional service and advice.
  • Understand the UK's mortgage regulations and laws, including the Mortgage Conduct of Business (MCOB) guidelines.
  • Explore the UK mortgage market and borrowers, gaining insights into market trends, customer profiles, and borrower requirements.
  • Acquire the skills and knowledge needed to navigate the intricacies of mortgage regulations and provide effective advice to clients.

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

In the dynamic world of home financing, becoming an expert mortgage advisor is essential for helping individuals navigate the complexities of mortgage purchases. Our comprehensive course is designed to provide you with the knowledge and skills needed to excel in this crucial role.

The course begins with an introduction to mortgages and the role of a mortgage advisor, giving you a solid foundation in understanding the fundamentals of the mortgage industry. Next, you will delve into the basics of mortgage purchase, exploring the factors involved and gaining insights into the buyer's perspective.

To succeed as a mortgage advisor, developing the skills for building client relationships and delivering exceptional service is vital. Through our training, you will learn the strategies for success, from effective communication and rapport-building to providing tailored advice that meets client needs.

Understanding mortgage regulation and law is paramount in this field. You will explore the UK mortgage market and borrowers, gaining insights into market trends, customer profiles, and borrower requirements. With a deep understanding of the Mortgage Conduct of Business (MCOB) guidelines, you will be equipped to navigate the regulatory landscape and provide accurate and compliant advice.

By the end of this course, you will possess the expertise to guide clients through the mortgage process, ensuring they make informed decisions that align with their financial goals. So embark on this transformative journey and unlock a rewarding career as a trusted mortgage advisor.

Who is this course for?

This course is ideal for the following:

  • Aspiring mortgage advisors looking to enter the home financing industry.
  • Professionals in the finance sector seek to expand their expertise and transition into mortgage advisory roles.
  • Existing mortgage advisors looking to enhance their knowledge and stay updated with the latest industry regulations.
  • Individuals interested in pursuing a career as a mortgage broker or working in mortgage-related positions within financial institutions.

Career path

Some of the career paths related to this field are:

  • Mortgage Advisor: £25,000 - £45,000 per annum
  • Senior Mortgage Advisor: £35,000 - £60,000 per annum
  • Mortgage Broker: £30,000 - £60,000 per annum
  • Mortgage Underwriter: £25,000 - £40,000 per annum
  • Mortgage Consultant: £25,000 - £45,000 per annum
  • Mortgage Manager: £40,000 - £80,000 per annum

Questions and answers

Currently there are no Q&As for this course. Be the first to ask a question.

Certificates

Certificate of Completion (PDF)

Digital certificate - Included

Certificate of Completion (Hard Copy)

Hard copy certificate - £9.99

Note: Delivery of hardcopy certificate is free within the United Kingdom. However, to obtain a hardcopy certificate, international students have to pay £19.99 for the shipment to their designated address.

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FAQs

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.