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Mortgage Advice, Financial Planning, Compliance and Policies for Mortgage Advisor
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Black Friday SALE! Double the Value! 30 in 1 Bundle| 300 CPD Points| Free PDF Certificate| 24/7 Support| Lifetime Access

Summary

Price
£149 inc VAT
Or £49.67/mo. for 3 months...
Study method
Online
Course format
Video
Duration
200 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
300 CPD hours / points
CPD What's this?
Certificates
  • CPD Accredited Hard Copy Certificate - Free
  • CPD Accredited PDF Certificate - Free
Assessment details
  • Multiple Choice Questions (MCQ)/Assignment (included in price) (included in price)
Additional info
  • Tutor is available to students

Overview

The Mortgage Advice, Financial Planning, Compliance and Policies for Mortgage Advisor training bundle provides a comprehensive theoretical foundation in mortgage regulation, property law, financial planning, client assessment, negotiation, and compliance frameworks. With the UK mortgage and financial advisory sector continuing to grow—driven by increased demand for home ownership support, regulatory compliance, and structured client guidance—professionals in this field commonly earn between £28,000 and £55,000+, depending on experience and qualifications.

This bundle is ideal for learners who want to build a strong understanding of mortgage structures, property legislation, consumer rights, financial analysis, risk assessment, and advisory responsibilities. It supports individuals preparing for roles in mortgage advice, property finance, estate agency, sales negotiation, or compliance-focused environments.

By developing essential analytical thinking, regulatory awareness, financial planning skills, and professional communication techniques, learners gain the confidence to support mortgage clients effectively, ethically, and in line with UK standards.

Courses Included in this Mortgage Advice, Financial Planning, Compliance and Policies Training Bundle

  • Course 01: Mortgage Advisor Course
  • Course 02: Level 3 Diploma in Mortgage Advice and Practice
  • Course 03: Property Development Diploma
  • Course 04: Consumer Rights Awareness
  • Course 05: Diploma in Property Law, Lease & Mortgages
  • Course 06: Complete Property Management Training
  • Course 07: Estate Agent & Property Management
  • Course 08: Lettings Management & Negotiator
  • Course 09: Financial Management
  • Course 10: Financial Advisor
  • Course 11: Advanced Tax Accounting
  • Course 12: Financial Statement Analysis
  • Course 13: Property Marketing
  • Course 14: Property Negotiation Diploma
  • Course 15: Residential Property Sales
  • Course 16: Investment
  • Course 17: Mortgage Adviser & Property Management Training
  • Course 18: Legal Advisor Training
  • Course 19: Social Housing and Tenant Management Level 2
  • Course 20: Risk Management
  • Course 21: Negotiation Essential Skills – Level 3
  • Course 22: Customer Relationship Management
  • Course 23: Time Management
  • Course 24: Business Writing Skills
  • Course 25: Conflict Resolution
  • Course 26: Diploma in Sales and Marketing Strategies
  • Course 27: Business Analysis Strategy and Evaluation
  • Course 28: Logistics and Negotiation Skills
  • Course 29: Fraud Awareness and Prevention Training
  • Course 30: Inventory Management Training

Learning Outcomes of This Mortgage Advice, Financial Planning, Compliance and Policies Training Bundle

  • Analyse mortgage structures, lending criteria, financial assessments, and advisory responsibilities within UK regulatory frameworks.
  • Evaluate property law, lease agreements, consumer rights, and compliance policies relevant to mortgage advisory work.
  • Explore financial planning, investment concepts, tax accounting, and financial statements to support client decision-making.
  • Assess risk management, fraud awareness, and compliance requirements to maintain ethical and professional standards.
  • Examine negotiation skills, customer relationship management, property development, and sales structures.
  • Apply structured communication, time management, and business writing techniques to support advisory processes

Certificates

CPD Accredited Hard Copy Certificate

Digital certificate - Included

Upon completion of the course, you can order a Free Hard Copy Certificate for the title course Accredited by CPD QS, accepted throughout the UK and internationally.

  • If you are an international student, then you have to pay an additional 10 GBP for each certificate as an international delivery charge.

CPD Accredited PDF Certificate

Digital certificate - Included

Assessment details

Multiple Choice Questions (MCQ)/Assignment (included in price)

Included in course price

CPD

300 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

This extensive training bundle introduces learners to essential principles of mortgage advice, property law, financial analysis, and regulatory compliance. It covers key topics such as mortgage products, affordability assessment, property systems, consumer protection, investment fundamentals, and financial reporting.

Learners also explore negotiation strategy, fraud prevention, business communication, CRM processes, risk evaluation, tenant management, and property marketing—building a full understanding of the advisory landscape.

Practical modules such as sales and marketing strategies, social housing management, legal principles, tax accounting, and financial advisory training further strengthen understanding of how mortgage advice fits into broader financial and property markets.

By completing this programme, learners gain a fully rounded theoretical foundation in mortgage advice, financial planning, compliance procedures, and client communication—supporting progression into advisory, property finance, or compliance-related roles.

★★★ Course Curriculum of Mortgage Advice, Financial Planning, Compliance and Policies Training Bundle ★★★

Mortgage Advisor Course

  • Unit 01:Introduction to Mortgage and Mortgage Adviser
  • Unit 02:Basics of Mortgage Purchase
  • Unit 03:Mortgage Finances
  • Unit 04:Being a Successful Mortgage Advisor
  • Unit 05:Mortgage Regulation and Law: UK
  • Unit 06:The Mortgage Conduct of Business (MCOB)
  • Unit 07:The Mortgage Conduct of Business (MCOB), Part 2
  • Unit 08:UK Mortgage Market and Borrowers

=====>>>>> And 29 More Courses <<<<<=====

How will I get my Certificate?

After successfully completing the course, you will be able to order your Certificates as proof of your achievement.

  • PDF Certificate: Free (Previously £12.99 × 30 = £390)
  • CPD Hard Copy Certificate: Free (For any course of your choice, previously £50)

Who is this course for?

  • Individuals preparing for a career as a Mortgage Advisor or Financial Planning Assistant.
  • Professionals wanting to understand mortgage structures, compliance, and financial documentation.
  • Learners interested in property finance, negotiation, or advisory-focused work.
  • Anyone wishing to strengthen their financial analysis, customer communication, and regulatory awareness.

Requirements

This Mortgage Advice, Financial Planning, Compliance and Policies Training Bundle does not require prior experience and is suitable for diverse learners.

Learners will need:

  • Basic English comprehension
  • Internet-enabled device
  • Willingness to learn mortgage advisory, compliance, and financial planning concepts

Career path

  • Mortgage Advisor Assistant (£28,000–£40,000)
  • Trainee Mortgage Advisor (£30,000–£45,000)
  • Property Finance Consultant (£28,000–£48,000)
  • Financial Planning Assistant (£26,000–£42,000)
  • Property Manager (£26,000–£38,000)

Questions and answers

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Legal information

This course is advertised on Reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

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.
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