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Mortgage Advisor

Summer Flash Sale | Level 4 Endorsed by The Quality Licence Scheme |120 CPD Point| Audio Visual Training | Exam Included

Academy for Health & Fitness


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£15 inc VAT (was £415)
Offer ends 19 September 2021
Study method
Online, self-paced
390 hours
Access to content
365 days
No formal qualification
120 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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Would you like to work within the thriving mortgage and property sector? Do you want to enjoy a varied and rewarding career, helping others make their dream come true? If yes, then this Mortgage Advisor course is the right choice for you. Whether you are taking the first step in your mortgage career or looking to further your career prospects, this Mortgage Advisor course will guide you through every stage. So enrol now to develop knowledge and skills that drive your career forward and get ahead of the curve!

With the finest and award-winning Mortgage Advisor course, you can take your professional skills to a whole new phase! Don't waste time on ineffective learning; instead, study the Mortgage Advisor and benefit from an expertly designed, cost-effective training experience. Through the Mortgage Advisor online training course, learn from industry experts and easily equip yourself with the practical knowledge and skills you need to succeed in your chosen career.

This Level 4 Mortgage Advisor course is endorsed by The Quality Licence Scheme and accredited by CPD, CMA & IAO (with 120 CPD points) to make your skill development and career progression related to Mortgage Advisor substantial and easier than ever!

A mortgage advisor, also known as a mortgage broker, is a specialist with in-depth knowledge of the market. A mortgage advisor can look at a range of mortgage products that suits your needs. The mortgage advisor course is broken down into several in-depth modules to provide you with the most convenient and rich learning experience possible. This mortgage advisor course focuses on mortgage and mortgage advisor fundamentals, including its type and functions. Subsequently, the mortgage advisor course will educate you on the foundation of mortgage’s calculation, affordability, and contract of the mortgage. Likewise, with this comprehensive mortgage advisor course, you will demonstrate an understanding of buyer perspective and what makes a successful mortgage advisor.

In addition, through the mortgage advisor course, you will be equipped with the knowledge of components of mortgage finances, such as types of mortgage loans, source of finance, and loan application and process. Besides, throughout the mortgage advisor course, you will illustrate the perception of the law and regulations for mortgages in the UK as well as UK mortgage markets and borrowers. Last but not least, along the mortgage advisor course, you will develop a broad knowledge of how mortgage business is conducted in compliance with UK law and regulations.

What will I learn from this Mortgage Advisor course?

  • Understand the roles and responsibilities of a mortgage advisor
  • Explore the criteria to apply for a mortgage
  • The buyer’s perspective applying for a mortgage
  • Familiarise with the mortgage finances and its sources
  • Discover what it takes to become a successful mortgage advisor
  • Deepen knowledge of mortgage law and regulations in the UK
  • Procedures of conducting mortgage business in the UK
  • Demonstrate understanding of UK mortgage market and borrower

On top of everything, you will get a certificate that includes 120 CPD points which will help make a mark for yourself in the competitive job market. This certificate will also help you create an impression of self-reliance and dedication that will surely attract prospective employers to prioritise your job application. So, enrol in this Mortgage Advisor course today and open doors to enchanting career opportunities ahead.



120 CPD hours / points
Accredited by CPD QS

Course media


Experts created the Mortgage Advisor course to provide a rich and in-depth training experience for all students who enrol in it. Enrol in the Mortgage Advisor course right now and you'll have immediate access to all of the Mortgage Advisor course materials. Then, from any internet-enabled device, access the Mortgage Advisor course materials and learn when it's convenient for you.

Start your learning journey straight away with this Mortgage Advisor course and take a step toward a brighter future!

Why Prefer this Mortgage Adviser Course with Academy for Health & Fitness?

  • Opportunity to earn a certificate endorsed by the Quality Licence Scheme and another certificate accredited by CPD, CMA & IAO after completing this Mortgage Adviser course
  • Student ID card with amazing discounts — completely for FREE! (£10 postal charges will be applicable for international delivery)
  • Standard-aligned lesson planning
  • Innovative and engaging content and activities
  • Assessments that measure higher-level thinking and skills
  • Complete the Mortgage Adviser program in your own time, at your own pace
  • Each of our students gets full tutor support on weekdays (Monday to Friday)

****Course Curriculum****

Here is the curriculum breakdown of the Mortgage Advisor course:

Module 01: Introduction to Mortgage and Mortgage Adviser

In this Mortgage Advisor course module, we will cover the following topics:

  • 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

In this Mortgage Adviser course module, we will cover the following topics:

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

Module 03: Understanding the Buyer's Perspective

In this Mortgage Adviser course module, we will cover the following topics:

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

Module 04: Mortgage Finances

In this Mortgage Adviser course module, we will cover the following topics:

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

Module 05: Being a Successful Mortgage Advisor

In this Mortgage Adviser course module, we will cover the following topics:

  • 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

In this Mortgage Adviser course module, we will cover the following topics:

  • 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)

In this Mortgage Adviser course module, we will cover the following topics:

  • 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

In this Mortgage Adviser course module, we will cover the following topics:

  • 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

In this Mortgage Adviser course module, we will cover the following topics:

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

Assessment Process

We offer an integrated assessment framework to make the process of evaluation and accreditation for learners easier. You have to complete the assignment questions given at the end of the course and score a minimum of 60% to pass each exam. Our expert trainers will assess your assignment and give you feedback after you submit the assignment.

You will be entitled to claim a certificate endorsed by the Quality Licence Scheme after you have completed all of the exams.

Show off Your New Skills With a Certification of Completion

Endorsed Certificate of Achievement from the Quality Licence Scheme

After successfully completing the Mortgage Advisor course, you can order an original hardcopy certificate of achievement endorsed by the Quality Licence Scheme. The certificate will be home-delivered, with a pricing scheme of —

  • 99 GBP inside the UK
  • 109 GBP (including postal fees) for international delivery

Certification Accredited by CPD, CMA & IAO

Upon finishing the Mortgage Advisor course, you will receive an accredited certification that is recognised all over the UK and also internationally. The pricing schemes are —

  • 10 GBP for Digital Certificate
  • 29 GBP for Printed Hardcopy Certificate inside the UK
  • 39 GBP for Printed Hardcopy Certificate outside the UK (international delivery)

Who is this course for?

Is This Mortgage Adviser Course Right for You?

The Mortgage Advisor course is primarily for motivated learners looking to add a new skill to their CV and stand head and shoulders above the competition. Anyone of any academic background can enrol on this Mortgage Advisor course. However, this course is preferable for:

  • Mortgage Advisors
  • Aspiring Mortgage Advisors
  • Recent Graduates
  • Individuals working in the relevant field


The Mortgage Advisor software does not require any prior knowledge; everyone may participate! This Mortgage Advisor course is open to anyone who is interested in learning from anywhere in the world.

Every student must be over the age of 16 and have a passion for learning and literacy.

This 100% online course can be accessed from any internet-connected device, such as a computer, tablet, or smartphone. This Mortgage Advisor course allows you to study at your own speed while earning an industry-recognized certification.

Career path

Enrolling on this Mortgage Advisor course can lead you to the following career paths:

  • Mortgage Advisor
  • Mortgage Brokers
  • Financial Advisor
  • Mortgage Administrator
  • Mortgage Paraplanner
  • Mortgage Co-ordinator

And many more!

Questions and answers

No questions or answers found containing ''.

Ron asked:

Is it necessary to take an exam to become a qualified mortgage broker? Can I take the exam outside UK?


Dear Ron, The course is for personal development and does not provide any conventional academic qualification. At the end of the course, you will need to submit an assignment for evaluation that can be completed from anywhere at any time. If you pass the assessment, you will be able to order the QLS Endorsed Certificate or the CPD Accredited certificate, or both. to showcase your skills.

This was helpful. Thank you for your feedback.


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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.