Booking options
£12
£12
On-Demand course
1 hour
All levels
Navigating the world of mortgages can feel like a maze of terminology and regulations, but with the right guidance, it’s a lot easier to find your way. The Mortgage Advice Essentials Course provides the knowledge and understanding necessary for anyone looking to grasp the basics of mortgage advice. Whether you're considering a career in the field or simply looking to expand your understanding, this course breaks down key concepts like mortgage products, financial regulations, and the mortgage application process. With clear explanations, it ensures you're equipped to understand how to assist clients in choosing the right mortgage options.
This course doesn’t require you to step out of your home, yet it offers a thorough understanding of what the mortgage advice industry entails. From learning about interest rates to understanding different mortgage types, you’ll discover how to evaluate a client’s needs and recommend appropriate options. The course is designed for those looking to gain a solid foundation in mortgage advice, with up-to-date insights into current market trends and the financial factors that influence mortgage decisions. Ready to dive into the world of mortgages? This course provides the essential building blocks for your journey.
Key Features
CPD Accredited
FREE PDF + Hardcopy certificate
Fully online, interactive course
Self-paced learning and laptop, tablet and smartphone-friendly
24/7 Learning Assistance
Discounts on bulk purchases
Course Curriculum
Module 1: Introduction to Mortgage Advice
Module 2: Mortgage Types and Structures
Module 3: Mortgage Market Analysis
Module 4: Mortgage Advice and Recommendations
Module 5: Mortgage Documentation and Processes
Module 6: Mortgage Protection and Insurance
Module 7: Mortgage Regulations and Compliance
Module 8: Professional Skills and Client Management
Learning Outcomes:
Analyse diverse mortgage types for client-specific recommendations.
Demonstrate expertise in mortgage market analysis techniques.
Navigate documentation processes with precision and efficiency.
Develop and present comprehensive mortgage advisory strategies.
Implement robust mortgage protection and insurance solutions.
Ensure compliance with mortgage regulations through in-depth understanding.
Accreditation
This course is CPD Quality Standards (CPD QS) accredited, providing you with up-to-date skills and knowledge and helping you to become more competent and effective in your chosen field.
Certificate
After completing this course, you will get a FREE Digital Certificate from Training Express.
10 CPD hours / points Accredited by CPD Quality Standards
Aspiring Mortgage Advisors
Financial Services Professionals
Individuals Seeking Financial Expertise
Career Changers in Finance
Banking and Finance Graduates
Professionals Aiming for Regulatory Compliance Roles
Individuals Entering the Mortgage Consultancy Field
Anyone Eager to Master Client Management in Finance
Mortgage Advisor
Financial Consultant
Regulatory Compliance Officer
Mortgage Analyst
Banking Specialist
Insurance Advisor
Digital certificate
Digital certificate - Included
Once you've successfully completed your course, you will immediately be sent a FREE digital certificate.
Hard copy certificate
Hard copy certificate - Included
Also, you can have your FREE printed certificate delivered by post (shipping cost £3.99 in the UK).
For all international addresses outside of the United Kingdom, the delivery fee for a hardcopy certificate will be only £10.
Our certifications have no expiry dates, although we do recommend that you renew them every 12 months.
About Us