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Mortgage Advisor

Accredited by IAO & CPD | Advanced Audiovisual Lessons | Tutor Support included | 10 CPD Points | Special Price

One Education


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£17 inc VAT (was £425)
Offer ends 02 August 2021
Study method
Online, self-paced
4 hours
Access to content
12 months
No formal qualification
10 CPD hours / points
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

8 students purchased this course

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Taking out a mortgage is one of the most significant financial choices people make. Therefore it is critical to do it properly. To assist them in navigating the complex, jargon-filled realm of mortgages, a mortgage advisor is their go-to person. Sounds like a career you will enjoy? Enrol in this Mortgage Advisor course now and learn the intricacies of mortgage advising in no time!

A mortgage advisor's primary role is to assist clients in choosing and applying for the best mortgage fitting their financial circumstances. They are the professionals who ensure seamless execution of the complex mortgage loan procedure. Moreover, a mortgage advisor career is gratifying on several levels. They have the opportunity to help people at a critical juncture in their life while earning a fortune. However, to get started on this rewarding career, you require a suite of exquisite skills and this Mortgage Advisor course is a comprehensive compilation of all the mortgage advising fundamentals.

Throughout this course, you will learn about the ins and outs of the mortgage industry. This course will teach you how the mortgage works, various sorts of it and how to apply for them. Additionally, you will learn about the basics of mortgage purchase, including affordability, qualifying factors, contract preparation, etc. This mortgage advisor masterclass will train you in the roles and responsibilities of a mortgage advisor, such as — interpreting credit reports and credit scores, suggesting the correct mortgage types and more. Along with these, you will also get an overview of the mortgage regulations and legislation in the UK.

Join this Mortgage Advisor course now and build the requisite skills of mortgage advising from the ground up.

What You'll Get out of this Mortgage Advisor course:

  • Get a comprehensive introduction to mortgage and learn how it works.
  • Learn the roles and responsibilities of a mortgage advisor.
  • Introduce yourself to various sorts of mortgages and know how to apply for them.
  • Know the basics of mortgage purchase, including affordability, qualifying factors, contract preparation and more.
  • Understand the buyer’s perspective and learn to suggest the correct mortgage type accordingly.
  • Explore mortgage finance relevant topics like loan application, processing, the ideal kind of loan and more.
  • Become skilled at interpreting credit reports and credit scores.
  • Gain a comprehensive understanding of the mortgage regulations and legislation in the UK.
  • Strengthen your knowledge of mortgage conduct of business (MCOB).
  • Familiarise yourself with the mortgage market of the UK and its influencing factors.

Why People Love And Enrol The Mortgage Advisor Course From One Education

  • Eligibility for an IAO & CPD-accredited certificate on successful completion of Mortgage Advisor Course
  • Learning materials of our Mortgage Advisor course contains engaging voiceover and visual elements for your comfort
  • Freedom to study at your own pace
  • 24/7 access to the Mortgage Advisor course materials for 12 months
  • Full Tutor support on weekdays (Monday – Friday)


10 CPD hours / points
Accredited by CPD Qualification Standards

Course media


This masterclass Mortgage Advisor online training course is designed by industry experts and will give you an in-depth understanding of this topic. The Mortgage Advisor course features easy-to-digest modules that break down each topic and ensure all our students receive an unrivalled and thorough learning experience.

If you want to work in this rapidly growing sector and stand out from the competition, then our Mortgage Advisor course is the perfect place to kickstart your dream career.

On the Mortgage Advisor course, we guarantee that you will gain relevant skills and acquire tremendous knowledge on the subject. The certificate you’ll achieve after completing the Mortgage Advisor course will help you land the job you want in a related field.

Enjoy a pleasant and professional 100% online learning experience and enrol in our Mortgage Advisor course today and take control of your career!

Course Curriculum:

Here is a curriculum breakdown of the Mortgage Advisor course:

Module 01: Introduction to Mortgage and Mortgage Adviser

  • What Is a Mortgage?
  • Who Is a Mortgage Adviser?
  • Applying for a Mortgage
  • How Does the Deposit Size Matter?
  • How Does a Mortgage Work?
  • Different Types of Mortgage

Module 02: Basics of Mortgage Purchase

  • Mortgage Basics
  • Qualifying for a Mortgage
  • Calculating Affordability
  • Preparing the Contract

Module 03: Understanding the Buyer's Perspective

  • Is Mortgage the Right Choice?
  • Acquiring Sufficient Deposit
  • Choosing the Correct Mortgage Type
  • Associated Costs
  • Getting the Right Mortgage

Module 04: Mortgage Finances

  • Types of Mortgage Loans
  • Additional Sources of Finance
  • Choosing the Ideal Loan
  • Loan Application and Process

Module 05: Being a Successful Mortgage Advisor

  • Getting Started As a Mortgage Advisor
  • Basics of the Job
  • Interpreting Credit Reports and Credit Scores
  • Marketing Oneself

Module 06: Mortgage Regulation and Law: UK

  • Mortgage Regulators of the UK
  • The Law of Property ACT 1925
  • What Is Land Tenure?
  • The Commonhold and Leasehold Reform Act 2002
  • Giving Advice on Property Law
  • The Consumer Credit ACT 2006
  • Legal Obligations in Mortgage

Module 07: The Mortgage Conduct of Business (MCOB)

  • What Is the Mortgage Conduct of Business (MCOB)?
  • Chapter 1: MCOB’s Application and Purpose
  • Chapter 2: Conduct of Business Standards
  • Chapter 3: Financial Promotions and Communications with Customers
  • Chapter 4: Advising and Selling Standards
  • Chapter 5: Pre-application Disclosure

Module 08: The Mortgage Conduct of Business (MCOB), Part 2

  • Chapter 6: Disclosure at the Offer Stage
  • Chapter 7: Disclosure at Start of Contract and After Sale
  • Chapter 8: Equity Release: Advising and Selling Standard
  • Chapter 9: Equity Release: Product Disclosure
  • Chapter 10: Annual Percentage Rate (APR)
  • Chapter 11: Responsible Lending, and Responsible Financing of Home Purchase Plans
  • Chapter 12: Charges
  • Chapter 13: Arrears, Payment Shortfalls and Repossessions
  • Chapter 14: MCD Article 3(1)(b) Credit Agreements
  • Chapter 15: P2P Home Finance Activities

Module 09: UK Mortgage Market and Borrowers

  • The Mortgage Borrower and Their Types
  • What Is a Guarantor Mortgage?
  • The Mortgage Market of UK
  • What Affects the Mortgage Market?

Method of Assessment

To successfully complete the Mortgage Advisor 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 in order to pass. After successfully passing the Mortgage Advisor course exam, you will be able to apply for a CPD & IAO-accredited certificate.


Once you have finished the Mortgage Advisor course, you will be eligible to apply for a CPD & IAO-accredited certificate as proof of your new skills and your continued professional development. Certificates are available as a PDF for £9, or you can request a hard copy to be sent in the post for £15.

Who is this course for?

The Mortgage Advisor training course is ideal for highly motivated individuals who want to enhance their professional skills and train for the job they want! This Mortgage Advisor course also suits people aspiring for some in-depth knowledge on this topic and keep up to date with the latest information.

Study the Mortgage Advisor course today and increase your professional skillset from the comfort of your home!


There are no formal entry requirements for the Mortgage Advisor course, with enrollment open to anyone! Anyone and everyone with a knack for learning can enrol on this course without any hesitation.

Learn online from any internet device, including your computer, tablet or smartphone. Study when it suits you and complete the Mortgage Advisor course at your own pace.

All students must have a passion for learning and literacy, as well as being over the age of 16.

Career path

Learners who complete this Mortgage Advisor course will be endowed with numerous in-demand skills and will be able to pursue a variety of rewarding career opportunities, such as —

  • Mortgage Advisor
  • Mortgage Brokers
  • Financial Advisor

These career opportunities generally pay between £20,000 - £50,000 each year in the UK.

Questions and answers

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What does study method mean?

Study method describes the format in which the course will be delivered. At 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, 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.