Course Library View the full range of courses
-
Accounting (145 courses)
- Xero Accounting and Bookkeeping Online
- Sage 50 Accounting & Payroll
- Project Finance
- Financial Modelling Training
- Tax Accounting
- Introduction to VAT
- Accounting and Finance Course for Managers
- Internal Compliance Auditor
- Financial Statement Analysis
- Payroll Administrator Level 3 Diploma
- View all Accounting courses
-
Language (67 courses)
- British Sign Language (BSL) Level 1 & 2
- Speech and Language Therapy Diploma
- TEFL (TESOL) Course
- English Spelling, Punctuation, and Grammar
- Child & Adult Speech & Language Disorders Training
- Teaching English as Foreign Language (TEFL) Certificate
- Mastering Spanish Language
- French Course for Beginners
- German Course for Beginners
- Body Language and Gesture Training
- View all Language courses
-
Teaching & Education (37 courses)
- Teaching Assistant Complete Course (TA, SEN, Autism, ADHD & Dyslexia) – CPD Certified
- EYFS Teaching Assistant Training Course
- Advanced Diploma in Coaching and Mentoring
- Level 3 Diploma in Teaching and Classroom Management
- Remote Teaching
- SENCO – Special Educational Needs Coordination
- Teaching English as Foreign Language (TEFL)
- Life Coaching
- Phonics Teaching Diploma
- View all Teaching & Education courses
-
Health and Social Care (138 courses)
- Health and Social Care Management
- Paediatric Nursing Assistant
- Mental Health Awareness Training
- Emergency Medicine – Paramedicine
- Level 3 Diploma in Adult Care
- Paediatric First Aid Training
- Safeguarding Children Level 3
- Level 3 Diploma in Anatomy and Physiology of Human Body
- Play Therapy
- The Care Certificate Preparation – Standards (1 to 15)
- View all Health and Social Care courses
-
Management (539 courses)
- Office Admin, Secretarial and PA Diploma
- Estate Agent and Property Management Training
- Diploma in Data Analysis Fundamentals
- Advanced Diploma in Stress & Anxiety Management
- Good Manufacturing Practice (GMP)
- Property Development and Management Course
- Diploma in Hotel Management
- Supply Chain Management
- Quality Assurance (QA) Manager
- Compliance and Risk Management
- View all Management courses
-
IT & Software (123 courses)
- Coding with Python 3
- Search Engine Optimisation (SEO) Training
- Cyber Security
- Motion Graphics with After Effects
- CompTIA A+ Core 1 (220-1101) Course
- Machine Learning for Aspiring Data Scientists
- Next.js Web Dev: Master this Powerful React Framework
- Learn 2D Animation with Adobe Animate
- GDPR Challenges in Education
- View all IT & Software courses
-
Employability (1043 courses)
- Office Administrator Skills
- Presentation Skills
- Legal Secretary and Office Skills
- Hospitality Management
- Estate Agent Diploma
- Hairdressing and Barbering
- Diploma in UK Employment Law
- Diploma in Data Analysis Fundamentals
- Building Surveyor Training
- Emotional Intelligence Training
- View all Employability courses
-
Personal Development (1438 courses)
- Productivity Habits
- Minute Taking Course
- Presentation Skills
- Excel: Top 50 Microsoft Excel Formulas in 50 Minutes!
- Critical Thinking and Problem Solving Skills
- Time Management
- Self Esteem and Confidence Building Course
- Essential IT Skills
- Legal Secretary and Office Skills
- Personality Development
- View all Personal Development courses
Mortgage Advisor
51 Students (8 Reviews)
Study mortgage advising with property finance, mortgage products, affordability assessments, lending regulations, client consultation, and financial services.
GET THIS COURSE AND 3000+ OTHERS FOR ONLY £49 PER YEAR. FIND OUT MORE
Overview
Mortgage Advisor is a comprehensive course designed to provide learners with the knowledge and practical understanding required to guide clients through the mortgage application process and property financing options. This programme explores the fundamental principles of mortgage lending, residential property finance, affordability assessments, mortgage products, financial regulations, client consultation, and ethical advisory practices. Participants will gain valuable insight into helping individuals make informed borrowing decisions while understanding the responsibilities associated with professional mortgage advice.
Providing effective mortgage guidance requires strong financial awareness, attention to detail, excellent communication, and an understanding of changing lending practices. Throughout the programme, participants will examine topics such as mortgage types, interest rates, credit assessments, deposit requirements, repayment methods, remortgaging, buy-to-let mortgages, first-time buyer considerations, mortgage protection, regulatory compliance, documentation, and risk management. These subjects offer a broad understanding of the mortgage market and the factors influencing successful property finance decisions.
Specialist expertise in mortgage advising can create opportunities within banks, building societies, mortgage brokerages, estate agencies, financial advisory firms, insurance companies, and property finance organisations. The knowledge acquired through this training may support progression towards careers in mortgage advice, financial services, and property finance while increasing confidence in delivering professional, client-focused mortgage guidance.
Learning Outcomes
- Understand mortgage products and lending principles
- Explain property finance and borrowing processes
- Assess affordability using financial information accurately
- Compare mortgage options for different clients
- Interpret mortgage regulations and compliance requirements
- Develop professional client consultation techniques
- Identify risks associated with mortgage borrowing
Why choose this course
- Affordable, Accessible, informative and well-structured study materials
- Earn a globally recognised accredited qualification
- Study in your own time, at your own pace, through any device
- Benefit from feedback through mock exams and multiple-choice assessments
- Excellent career advancement/career switch opportunities
- Get 24/7 help or advice from our email and live chat teams
Certification
Certificate of Achievement
After the successful completion of the final assessment, you will receive a CPD-accredited certificate of achievement. The PDF certificate is for 9.99, and it will be sent to you immediately after through e-mail. You can get the hard copy for 15.99, which will reach your doorsteps by post.
Entry Requirements
No previous mortgage or financial services experience is required for this course. Basic numeracy, communication skills, and an interest in property finance are recommended. Learners will develop a strong understanding of mortgage advising through structured and accessible learning materials.
Who is this course for?
This course is ideal for:
- Aspiring mortgage advisors entering financial services
- Banking professionals expanding mortgage knowledge
- Estate agency staff exploring property finance
- Financial consultants improving lending expertise
- Beginners interested in mortgage advisory careers
Career Paths
This course can support progression into roles and opportunities such as:
- Mortgage Advisor
- Mortgage Administrator
- Mortgage Broker Assistant
- Property Finance Consultant
- Banking Customer Advisor
- Financial Services Administrator
Course Curriculum
| Mortgage Advisor | |||
| Introduction to Mortgage and Mortgage Adviser | 00:20:00 | ||
| Basics of Mortgage Purchase | 00:26:00 | ||
| Mortgage Finances | 00:25:00 | ||
| Being a Successful Mortgage Advisor | 00:20:00 | ||
| Mortgage Regulation and Law: UK | 00:23:00 | ||
| The Mortgage Conduct of Business (MCOB) | 00:32:00 | ||
| The Mortgage Conduct of Business (MCOB), Part 2 | 00:35:00 | ||
| UK Mortgage Market and Borrowers | 00:27:00 | ||
| Order your Certificates & Transcripts | |||
| Order your Certificates & Transcripts | 00:00:00 | ||
Original price was: £319.£25Current price is: £25. ex Vat
SAVE 92% - OFFER ENDS IN
ALL
COURSES FOR £49 
14-Day Money-Back Guarantee
- Personal
- Team
Quantity:
Total:
50% discount for orders of 10+ courses
60% discount for orders of 50+ courses
70% discount for orders of 100+ courses
For more personalised package, contact us
Frequently asked questions
Can’t find the anwser you’re looking for ? Reach out to customer support team.
This course introduces the principles of mortgage advising, property finance, and lending practices while preparing learners to understand the mortgage application process.
Yes, the course is designed for beginners and provides a structured introduction to mortgage advice and property finance.
You will study mortgage products, affordability assessments, lending criteria, repayment options, remortgaging, regulations, client consultation, and financial documentation.
Professional mortgage advice helps clients understand borrowing options, compare suitable products, and make informed property finance decisions.
No, previous experience is not required. The course introduces mortgage advising concepts from the beginner level.
The course covers residential mortgages, buy-to-let mortgages, affordability, credit assessments, deposits, interest rates, mortgage protection, compliance, and risk management.
Yes, the knowledge gained may support opportunities in banking, mortgage brokerages, estate agencies, financial advisory firms, and property finance organisations.
For this course, you will have access to the course materials for 1 year only. This means you can review the content as often as you like within the year, even after you've completed the course. However, if you buy Lifetime Access for the course, you will be able to access the course for a lifetime.
Yes, upon successfully completing the course, you will receive a certificate of completion. This certificate can be a valuable addition to your professional portfolio and can be shared on your various social networks.
We want you to have a positive learning experience. If you're not satisfied with the course, you can request a course transfer or refund within 14 days of the initial purchase.
Our platform provides tracking tools and progress indicators for each course. You can monitor your progress, completed lessons, and assessments through your learner dashboard for the course.
If you encounter technical issues or content-related difficulties with the course, our support team is available to assist you. You can reach out to them for prompt resolution.