Description

This Mortgage Advisor bundle provides a no-nonsense route through the key areas of financial services, including property law, client identity checks (KYC), anti-money laundering, and regulatory standards. You’ll also get a working grasp of financial tools like Sage and Xero, which keep things organised on the numbers front.

Designed for learners aiming for advisory or support roles in finance and property, this bundle offers insight into the industry expectations without burying you in buzzwords. GDPR, financial analysis, and client data protection are covered in a way that makes the rules clear—and the spreadsheets less daunting.

Learning Outcomes:

Learn principles of mortgage advice and financial regulations.

Understand key property law topics relevant to advising.

Explore GDPR and data protection responsibilities.

Understand AML and KYC procedures and documentation.

Build basic skills in Sage and Xero accounting software.

Analyse financial data with structured thinking techniques.

Who is this Course For:

Future mortgage advisors and financial support staff.

Finance students preparing for industry-based knowledge.

Property managers improving financial literacy.

Bank staff seeking advancement in mortgage services.

Insurance and loan officers expanding advisory skills.

Small business owners managing client finances.

Bookkeepers wanting additional finance qualifications.

Anyone interested in financial regulations and tools.

Career Path:

Mortgage Advisor – £37,000/year

Financial Assistant – £28,000/year

Compliance Officer – £39,000/year

Property Manager – £35,000/year

Finance Administrator – £26,000/year

Bookkeeper – £27,000/year

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Mortgage Advisor: 8 in 1 Premium Courses Bundle

By Compete High

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