The Importance of Being a Competent Mortgage Adviser

15 November 2017

A young female financial adviser uses a laptop as she examines financial advice reports. She is smartly dressed and smiling.

Starting out in a new industry can be daunting, especially if you need to complete a regulatory qualification to gain the required status that employers will be looking for. To become a mortgage advisor within the financial services industry means that you have gained the necessary knowledge and understanding of the sector, giving you the go-ahead to find employment and start offering your professional guidance to clients looking to buy property, but there is also the option of continuing your studies to gain valuable practical knowledge of the job role by completing the Competent Mortgage Adviser Certificate (CMAcert).

The Competent Mortgage Adviser Certificate (CMAcert) is an e-learning course developed by industry professionals to help newly CeMAP qualified advisers learn the skills they will need to apply to their everyday job role. The CMAcert training explains the day-to-day elements of the role, from attracting new clients to finding the right mortgage and related products, and gives the learner in-depth knowledge of the mortgage process, from start to completion. Having this first-hand understanding will help new advisers feel confident within their new job role, and also goes some way towards evidencing competency when being shadowed for your Competent Adviser Status (CAS) sign off.

The CMAcert course consists of 5 study units, each covering a particular aspect of the job role that you will be actively completing on a day-to-day basis. As you work your way through the course, you will be tested throughout with different scenarios, giving you the change to put your newfound skills in to practice, and further develop your knowledge and understanding, fully preparing you for your new mortgage adviser role.

To find out more about the CMAcert qualification and how it can help you, do get in touch with our student support team for more details on 01279 874 430, or visit our CMAcert course page for information. We look forward to welcoming you on to the course.

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