Skip to content

Mortgage Advisor Course

5-in-1 Bundle | CPD Accredited | Updated Module 2025 | FREE Reed Certificate | Lifetime Access | Experts’ Crafted


Cambridge Open Academy

Summary

Price
£35 inc VAT
Study method
Online
Duration
2 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

Add to basket or enquire

Overview

Did you know that the UK mortgage market has experienced a significant surge in recent years, with over 30% of homebuyers relying on mortgage financing?

The Mortgage Advisor Course equips you with the knowledge and skills needed to become a successful mortgage advisor. You'll gain a deep understanding of the mortgage market, including loan types, lending criteria, and financial regulations, preparing you for a rewarding career in the financial sector.

Dive into the intricacies of this thriving industry with our Mortgage Advisor Course, meticulously crafted into nine modules to equip you with the theoretical knowledge needed to navigate the complexities of mortgage advising.

Learning Outcomes:

  • Develop a profound understanding of the mortgage landscape, positioning yourself as a trusted Mortgage Advisor.
  • Master the fundamentals of mortgage purchase, unravelling the intricacies of buyer perspectives, crucial for a successful Mortgage Advisor.
  • Cultivate expertise in managing mortgage finances, ensuring you can provide valuable financial advice as a skilled Mortgage Advisor.
  • Acquire the skills needed to thrive in the competitive market, establishing yourself as a successful Mortgage Advisor.
  • Navigate the complexities of UK Mortgage Regulation and Law, ensuring ethical business practices, an essential aspect of being a responsible Mortgage Advisor.
  • Gain insights into the Mortgage Conduct of Business (MCOB) and its crucial components, solidifying your role as a knowledgeable Mortgage Advisor.

This Bundle Consists of the Following Courses:

  • » Course 01: Mortgage Advisor Course
  • » Course 02: Commercial Law
  • » Course 03: Residential Property Sales
  • » Course 04: Estate Agent & Property Management
  • » Course 05: Corporate Governance and Business Law

Certificates

Certificate of Completion (PDF)

Digital certificate - Included

Once you have successfully completed the course, you will receive a CPD Accredited PDF certificate completely free of cost as a proof of your accomplishment.

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.

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

Mortgage Advisor Course, you'll explore the fundamentals of mortgage advising, including the key roles and responsibilities of a mortgage advisor. The course covers important topics such as mortgage regulations, loan products, client assessments, and how to provide sound financial advice. Designed for those who are serious about pursuing a career in mortgage advising, this course provides a step-by-step guide to understanding the mortgage process, from initial client meetings to finalizing loan agreements.

From the foundational principles in Module 01 to the advanced intricacies of Mortgage Conduct of Business (MCOB), this course ensures you're well-versed in every facet of the mortgage advisory landscape. Navigate the legal framework, understand buyer psychology, and hone your financial acumen to emerge as a sought-after Mortgage Advisor.

Unlock your potential and pave the way to success in the UK mortgage industry. Enrol now and equip yourself with the expertise needed to excel in the dynamic world of mortgage advising.

Mortgage Advisor Course Curriculum:

  • Module 01: Introduction to Mortgage and Mortgage Adviser
  • Module 02: Basics of Mortgage Purchase
  • Module 03: Understanding the Buyer's Perspective
  • Module 04: Mortgage Finances
  • Module 05: Being a Successful Mortgage Advisor
  • Module 06: Mortgage Regulation and Law: UK
  • Module 07: The Mortgage Conduct of Business (MCOB)
  • Module 08: The Mortgage Conduct of Business (MCOB), Part 2
  • Module 09: UK Mortgage Market and Borrowers

Who is this course for?

Mortgage Advisor Course is perfect for individuals who aspire to become mortgage advisors, as well as current financial professionals looking to specialize in mortgage advice. It's also suitable for those wanting to deepen their understanding of the mortgage industry and enhance their ability to guide clients through the home-buying process.

Mortgage Advisor Course is also beneficial for:

  • Individuals aspiring to become Mortgage Advisers in the UK.
  • Professionals in finance seeking to specialize in mortgage advisory roles.
  • Graduates with an interest in the mortgage industry.
  • Anyone aiming to understand the intricacies of mortgage finance.

Requirements

Mortgage Advisor Course Enrolling Requirements:

  • No prior knowledge needed
  • Compatible with any internet-enabled device, including computers, tablets, and smartphones.
  • Consistent learning experience
  • Accessible anywhere, anytime
  • No limitations on access
  • Use Wi-Fi or mobile data

Career path

  • Mortgage Adviser: £25,000 - £60,000 per year
  • Senior Mortgage Adviser: £40,000 - £80,000 per year
  • Mortgage Consultant: £35,000 - £70,000 per year
  • Mortgage Broker: £30,000 - £75,000 per year
  • Mortgage Specialist: £45,000 - £90,000 per year
  • Mortgage Manager: £50,000 - £100,000 per year

Questions and answers

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

Reviews

Currently there are no reviews for this course. Be the first to leave a review.

FAQs

Interest free credit agreements provided by Zopa Bank Limited trading as DivideBuy are not regulated by the Financial Conduct Authority and do not fall under the jurisdiction of the Financial Ombudsman Service. Zopa Bank Limited trading as DivideBuy is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, and entered on the Financial Services Register (800542). Zopa Bank Limited (10627575) is incorporated in England & Wales and has its registered office at: 1st Floor, Cottons Centre, Tooley Street, London, SE1 2QG. VAT Number 281765280. DivideBuy's trading address is First Floor, Brunswick Court, Brunswick Street, Newcastle-under-Lyme, ST5 1HH. © Zopa Bank Limited 2025. All rights reserved.