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Mortgage Advisor QLS Training
Imperial Academy

Level 5 Diploma(FREE QLS Endorsed Certificate)| 11 CPD Courses+11 PDF Certificates | 150 CPD Points | CPD Accredited

Summary

Price
£150 inc VAT
Or £50.00/mo. for 3 months...
Study method
Online
Course format
Video
Duration
424 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
150 CPD hours / points
CPD What's this?
Achievement
Endorsed by The Quality Licence Scheme
Certificates
  • Certificate of completion - Free
Assessment details
  • Multiple Choice Questions (MCQ)/Assignment (included in price) (included in price)
Additional info
  • Tutor is available to students

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Overview

The Mortgage Advisor QLS Training course provides an in-depth understanding of the mortgage and financial services industry, preparing learners to excel in advisory and client-focused roles. With the UK mortgage market valued at over £1.6 trillion and demand for financial professionals projected to rise by 18% by 2030, this is a fast-growing and rewarding sector.

This training is ideal for those aiming to develop expertise in mortgage products, financial regulations, and customer relationship management. The knowledge and skills gained can open doors to several rewarding career opportunities within financial advisory, lending institutions, and property finance roles, with potential earnings ranging from £25,000 to £55,000 per year.

The course builds both technical and communication skills needed to provide trusted mortgage advice, analyse financial information, and ensure clients make informed borrowing decisions. Enrol today to advance your financial knowledge and secure a successful career in the mortgage and finance industry.

11 in 1 Exclusive Bundle

  • Course 01: Mortgage Advisor at QLS Level 5
  • Course 02: Real Estate Investment Training
  • Course 03: Contract Management Course
  • Course 04: Tax Accounting Diploma
  • Course 05: Finance: Financial Advisor
  • Course 06: Diploma in Business Analysis
  • Course 07: Making Budget & Forecast
  • Course 08: Business Law
  • Course 09: Commercial Law
  • Course 10: Risk Management Level 7
  • Course 11: GDPR Certificate

Learning Outcomes

After completing this course, you will be able to:

  • Analyse different mortgage types and recommend appropriate lending options that meet specific client financial needs and long-term goals effectively.
  • Assess clients’ financial circumstances using professional evaluation tools and identify the most suitable mortgage solutions based on affordability.
  • Apply UK mortgage regulations, compliance laws, and ethical principles to ensure transparent and responsible financial advising practices.
  • Communicate complex financial concepts and loan terms clearly and professionally to clients with diverse financial backgrounds and requirements.
  • Interpret market trends and interest rate changes to offer accurate and relevant mortgage guidance aligned with current financial conditions.
  • Maintain accurate and confidential client records while adhering to data protection and financial documentation standards.
  • Evaluate risks associated with mortgage lending and develop sound recommendations that balance financial security with client satisfaction.
  • Demonstrate exceptional customer service, organisational, and problem-solving skills to deliver efficient and client-centred financial advice.

Achievement

Certificates

Certificate of completion

Digital certificate - Included

Quality Licence Scheme Endorsed Certificate of Achievement

Learners will get an endorsed certificate of achievement (included with the course) directly at their doorstep after successfully completing the package! It should be noted that international students must pay a £10 shipping cost.

For ordering additional QLS Certificates, other than Mortgage Advisor course, the fees will be following with £10 for international shipping only

  • Level 1 - £109
  • Level 2 - £115
  • Level 3 - £119
  • Level 4 - £125
  • Level 5 - £129
  • Level 6 - £135
  • Level 7 - £139

CPD Accredited Certification

Upon successfully completing each of the courses in this package, you will be qualified for CPD Accredited Certificates. Certification is available –

  • PDF completely free of charge
  • Hard copy for £3.99 each

It should also be noted that international students must pay a £10 shipping cost.

Assessment details

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

Included in course price

CPD

150 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

This comprehensive course introduces learners to the principles of mortgage advice, financial planning, and customer service within the lending industry. You will gain in-depth knowledge of mortgage products, repayment methods, and property financing mechanisms essential for effective client guidance.

The curriculum explores the legal and ethical framework of mortgage lending, highlighting compliance with UK financial regulations and the role of ethical responsibility. Learners will also enhance their communication, negotiation, and analytical skills to meet diverse client needs.

By completing this course, participants develop a solid foundation to provide sound financial advice, support clients in achieving their property goals, and build a trusted professional profile in the mortgage industry.

Who is this course for?

  • Ideal for those who wish to gain financial knowledge and advisory skills to assist clients in making informed mortgage decisions.
  • Perfect for people seeking to strengthen their understanding of UK mortgage products, loan systems, and financial compliance requirements.
  • Designed for learners interested in enhancing analytical, communication, and customer service abilities in a structured financial environment.
  • Suitable for anyone aiming to explore the financial services sector with a focus on property lending and mortgage planning.
  • Excellent for those passionate about helping others achieve property ownership through responsible and ethical financial guidance.

Requirements

Anyone can enrol in this course.

Career path

  • Mortgage Advisor (£25,000–£55,000)
  • Financial Consultant (£28,000–£60,000)
  • Loan Officer (£24,000–£50,000)
  • Property Finance Specialist (£27,000–£52,000)
  • Banking Relationship Manager (£30,000–£58,000)
  • Credit Analyst (£26,000–£48,000)

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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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