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Mortgage Advisor Training Course

Accredited by The CPD Qualifications Group


TIMES BUSINESS SCHOOL

Summary

Price
£470 inc VAT
Or £52.22/mo. for 9 months...
Study method
Online
Duration
40 hours · Self-paced
Qualification
No formal qualification
CPD
40 CPD hours / points
Additional info
  • Tutor is available to students

Overview

There are unique opportunities and major issues faced by the Mortgage industry. In
the financial service industry, the mortgage adviser profession is one of the fastest
growing areas. This diploma course by Times Business School
will ensure that
Mortgage advisors and managers understand the broader financial services
environment and residential lending sector. The Mortgage Adviser diploma course
encompasses the comprehensive knowledge needed required by individuals to
provide their clients the highest quality service. This course comprises of areas
such as Financial Markets, tax, investments, savings, and pensions as well as
mortgages.
The Times Business School in Mortgage Advisor Diploma is suitable for any
individual with less or no experience in mortgage and financial services to experts
in the sector that are interested in diversifying their career into mortgage services.
This diploma course is ideal for individuals in wealth management roles who want
to demonstrate competence through the achievement of a standard diploma
certificate and who want to improve their knowledge of how mortgage advice can
be delivered. This diploma course will focus on key expertise area such as
mortgage products, mortgage policies, designing a comprehensive mortgage plan, and financial planning.

Cost

The course fee includes every thing you need to complete the course, it includes registration, learning materials, assessment and certification.

Course Delivery

This is a self-study course, students have 100% freedom to complete the course, there is no time restriction on this course.

Certification

Students will be awarded the Mortgage Advisor Diploma. After students complete the course, we will send their Diplomas within 24 hours. The Diploma is Internationally recognized and will open unlimited opportunities to the learners.

Accreditation

The course is accredited by The CPD Qualifications Group.

Course Assessment

This course does not involve any written exams. students need to answer 4 assignment questions to complete the course, the answers will be in the form of written work. students can write the answers in their own time. Each answer need to be 200 words ( 1 Page ). once the answers are submitted, the tutor will check and assess the work.

Course Duration

The course can be completed in a very short time, it totally depends on the life style of the learners. Also, there is no pressure on students to complete the course on fast mode, the course is valid for 12 months, so students can complete the course with complete peace of mind and with no pressure at all.

Course Mode

This is a self-study course, students have 100% freedom to complete the course, there is no time restriction on this course.

Learning Materials

Students will be provided all the learning text materials to assist them in completing the course.

CPD

40 CPD hours / points
Accredited by CPD Qualifications

Description

This diploma course is designed to provide an in-depth knowledge of mortgage
advice and financial planning that reflects an individual’s investment. This course
will also teach participants the sophisticated techniques required to assess the
overall mortgage situation and risks of a client. This mortgage adviser diploma
course on will provide participants the holistic approach to mortgage and financial
situation of clients, and it focus on the psychological factors affecting a client and
an adviser. This course will also consider the relationship between a mortgage
adviser and the clients.

At the end of this diploma course, you will be awarded with a Mortgage Adviser
Diploma, and will also be able to:

 Act as an intermediary between a lender and a borrower who needs a
mortgage loan.
 Evaluate pay stubs, credit history, tax information and bank statements for
financial status.
 Work to ensure compliance with banking and or finance laws in the
jurisdiction of the consumer.
 Sell loans in the name of other organizations and businesses.
 Verify the income of the borrower as well as gather their credit information.
 Follow through with lender and client during approval process.
 Explain the legal aspects of the loan to the borrower as well as the payment
terms and clauses to them.
 Define repayment terms to clients and educate them on default consequences

Questions and answers


No questions or answers found containing ''.


Michael asked:

I have just passed my final CeMAP exam so have 1,2 and 3 at last. could this help me understand what to do next? If so, How?

Answer:

Yes it can,

This was helpful. Thank you for your feedback.
Nayana N Majithia asked:

Does course provide practical training to start mortgage advising without being in industry ever with no experience at all?

Answer:

No I am afraid.

This was helpful. Thank you for your feedback.

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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 2024. All rights reserved.