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Mortgage Advisor Training

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Knowledge Gate


£12 inc VAT
Study method
Online, On Demand What's this?
2.1 hours · Self-paced
No formal qualification
10 CPD hours / points
  • Reed Courses Certificate of Completion - Free
Additional info
  • Tutor is available to students

36 students purchased this course

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Updated 2024 (CPD QS)

With our Mortgage Advisor Training course, you can start a rewarding profession in finance.ooth. Gain the expertise to navigate the mortgage landscape and transform your career. Unlock the door to a world of opportunities in the UK's dynamic mortgage sector.

Our Mortgage Advisor Training course offers a comprehensive and immersive learning experience designed to equip you with the foundational and advanced knowledge needed in the mortgage industry. Covering everything from the basics of mortgage advising to in-depth UK laws and regulations, this course is structured to provide a holistic understanding of the mortgage sector.

You'll learn about loan types, finance sources, the mortgage market in the UK, and key regulations like the Mortgage Conduct of Business (MCOB). Whether you're new to the field or looking to enhance your existing skills, this course is structured to guide you through every aspect of being a successful mortgage advisor in today's market.

Learning Objectives

  • Grasp essential mortgage concepts and adviser roles.
  • Learn to calculate affordability and contract preparation.
  • Understand buyer's deposit and mortgage acquisition.
  • Identify various mortgage loans and finance sources.
  • Explore the career pathways in mortgage advising.
  • Master UK-specific mortgage laws and regulations.


10 CPD hours / points
Accredited by CPD Quality Standards


2h 6m

Course media


This dynamic Mortgage Advisor Training course is tailored to guide you through the complexities of the mortgage industry. It's a deep dive into the various aspects of mortgage advising, ranging from the fundamental principles to the specifics of UK regulations. The course is designed to equip you with the tools and knowledge necessary to navigate and succeed in this field. You'll gain a clear understanding of the Mortgage Conduct of Business rules, mortgage loan classifications, and the intricacies of the UK mortgage market. Our expert-led modules ensure that you emerge with a robust understanding of both theoretical and practical aspects, ready to make informed decisions and offer sound advice as a mortgage advisor.

The following is a breakdown of this Mortgage Advisor Training course's curriculum:

  • Module 01. Basics of Mortgages and Mortgages Adviser
  • Module 02. Mortgages Basics: Calculating Affordability & Preparing Contract
  • Module 03. Buyer’s Perspective: Acquiring a Sufficient Deposit & Getting the Right Mortgage
  • Module 04. Mortgage Loans Classification and Sources of Finance
  • Module 05. Career as a Mortgage Advisor
  • Module 06. Laws and Regulations of Mortgages in the UK
  • Module 07. Introduction to MCOB (Mortgage Conduct of Business)
  • Module 08. MCOB Part- 2
  • Module 09. Mortgages Borrower and Market in the UK

The Process of Getting Your Certificate

You will be entitled to a free digital certificate from Reed once you have finished the Mortgage Advisor Training course.

Who is this course for?

This Mortgage Advisor course is designed for:

  • New entrants to the mortgage industry.
  • Financial professionals expanding skillsets.
  • Real estate agents seeking mortgage knowledge.
  • Banking personnel enhancing advisory skills.
  • Career changers interested in finance.
  • Compliance officers focusing on mortgage regulations.
  • Anyone interested in CeMAP® qualification


No formal entry requirements exist for the Mortgage Advisor Training course, which is open to everyone.


CPD Quality Standard Certificate

Digital certificate - £4.99

Hardcopy Certificate (FREE UK Delivery)

Hard copy certificate - £9.99

Hardcopy Transcript: £9.99

Career path

The Mortgage Advisor course can prepare individuals for a variety of job titles, including:

  • Independent Mortgage Advisor: £30,000 - £60,000
  • Bank Mortgage Consultant: £25,000 - £45,000
  • Real Estate Financial Advisor: £30,000 - £55,000
  • Mortgage Compliance Officer: £35,000 - £60,000
  • Loan Processing Manager: £28,000 - £50,000
  • Financial Services Sales Agent: £22,000 - £40,000

Questions and answers

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


Reed Courses Certificate of Completion

Digital certificate - Included

Will be downloadable when all lectures have been completed.


Course rating


What does study method mean?

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.

What are CPD hours/points?

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.

What is a ‘regulated qualification’?

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.

What is an ‘endorsed’ course?

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.