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Mortgage Advisor Diploma

CPD Certified | 10 CPD Points | FREE PDF Certificate | Audio Visual Learning | 24x7 Tutor Support | 1 Year Access



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£12 inc VAT (was £25)
Offer ends 01 July 2024
Study method
3 hours · Self-paced
Access to content
1 year
No formal qualification
10 CPD hours / points
  • CPD Accredited PDF Certificate - Free
  • CPD Accredited Hardcopy Certificate - £15.99
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

9 students purchased this course

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Unlock the door to a bright financial future with our Mortgage Advisor course!

The number of Mortgage Advisors who are self-employed has increased by 5% since 2018. So, if you want to start your career in this demanding sector, our Mortgage Advisor course is here to lead you the way.

Our Mortgage Advisor course provides comprehensive training in the fundamentals of mortgage advice. The Mortgage Advisor course covers a variety of subjects, ranging from the fundamentals of mortgages to more sophisticated subjects, including arranging finances, comprehending the legal elements of mortgages, and how to get the best prices. The Mortgage Advisor course also teaches students to evaluate a client's suitability for a particular mortgage product and how to process a mortgage application.

The demand for mortgage advisors is enormous. By enrolling in our Mortgage Advisor course, you can gain the expertise and information necessary to assist clients with their financial decisions by advising them on their mortgage options. You'll gain knowledge about finding and evaluating mortgages, handling a client's finances, and comprehending the ramifications of different financial products.

So, enrol today and begin your journey in the mortgage industry!

Learning Outcomes

  • List the main rules and regulations that affect the mortgage sector.
  • Show that you are aware of the various mortgage services and products available.
  • Determine whether a borrower is qualified for a mortgage loan by analysing and assessing their financial position.
  • Give clients advice and suggest appropriate mortgage products and services.
  • Prepare and send lenders your mortgage applications.
  • Keep an eye on and oversee the mortgage application procedure.
  • acquire better terms and conditions for clients through negotiation
  • Effectively communicate with clients, lenders, and other business people.
  • Create and keep solid client relationships.
  • Utilise tools and technology to efficiently organise and track mortgage transactions

What You Get Out Of Studying With Janets

  • Free PDF certificate upon successful completion of the course
  • Full one-year access to course materials
  • Instant assessment results
  • Full tutor support is available from Monday to Friday
  • Study the course at your own pace
  • Accessible, informative modules taught by expert instructors
  • Get 24/7 help or advice from our email and live chat teams with the training
  • Study at your own time through your computer, tablet or mobile device
  • Improve your chance of gaining valuable skills by completing the course

Enrol in the Mortgage Advisor course to find out more about the topic and get one step closer to reaching your desired success!!


CPD Accredited PDF Certificate

Digital certificate - Included

CPD Accredited Hardcopy Certificate

Hard copy certificate - £15.99

A physical, high-quality copy of your certificate will be printed and mailed to you for only £15.99.
For students within the United Kingdom, there will be no additional charge for postage and packaging. For students outside the United Kingdom, there will be an additional £10 fee for international shipping.


10 CPD hours / points
Accredited by CPD Quality Standards

Course media


The Mortgage Advisor course is delivered through Janets’ online learning platform. The Mortgage Advisor course has no formal teaching deadlines, meaning you are free to complete the course at your own pace.

Course Modules

***Mortgage Advisor***

  • Introduction to Mortgage and Mortgage Adviser
  • Basics of Mortgage Purchase
  • Mortgage Finances
  • Being a Successful Mortgage Advisor
  • Mortgage Regulation and Law: UK
  • The Mortgage Conduct of Business (MCOB)
  • The Mortgage Conduct of Business (MCOB), Part 2
  • UK Mortgage Market and Borrowers

Method of Assessment

To successfully complete the course, students will have to take an automated multiple-choice exam. This exam will be online and you will need to score 60% or above to pass the course.

After successfully passing the course exam, you will be able to apply for a certificate as proof of your expertise.


All students who successfully complete the course can instantly download their free e-certificate. You can also purchase a hard copy of the certificate, which will be delivered by post for £15.99.

Who is this course for?

The Mortgage Advisor course is ideal for:

  • Aspiring mortgage advisors looking to kickstart their career in the financial industry.
  • Existing mortgage advisors aiming to enhance their knowledge and stay updated with UK regulations.
  • Professionals in banking, finance, or real estate industries seeking to expand their expertise into mortgage advising.
  • Individuals interested in assisting others in making informed decisions regarding mortgage purchases.
  • Anyone passionate about the financial sector and helping people achieve their homeownership goals.


No prior qualifications are needed for Learners to enrol on this Mortgage Advisor course.

Career path

People in this sector tend to pursue their career inthe following professions

  • Residential Mortgage Advisor
  • Commercial Mortgage Advisor
  • Mortgage Loan Officer
  • Mortgage Broker
  • Mortgage Underwriter

The salary range for a Mortgage Advisor in the UK is typically between £17,000 and £50,000 per year, depending on experience and qualifications.

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.