Mortgage Advisor Training Course

Accredited by The CPD Qualifications Group - PDF Course Books Provided.

UK Public College


£670 inc VAT
Study method
Online, self-paced
40 Hours
40 CPD points / hours
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

3 students purchased this course


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 UK Public College’s 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 UK Public College’s 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.


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.


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.


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.


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

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