September 24, 2018


Working as a mortgage adviser can be lucrative, interesting and rewarding, but before you’re able to get a job in this field, you’ll need to make sure you have suitable qualifications. If you’re keen to kick start your career and you’re wondering what steps to take next, keep reading. Here’s your essential guide to choosing the right mortgage adviser training.

Select the right qualification

Your initial priority will be finding a course that gives you the qualification you need to get started in this industry. A popular option is the Certificate in Mortgage Advice and Practice (CeMAP). As it states on the training website, this is a widely recognised qualification and is generally regarded as the benchmark. It consists of three modules looking at financial regulations, mortgage laws and the application process. You don’t require any formal qualifications in order to enrol on the learning programme; you simply need to be 17 years old or above, have a good level of maths and English and have access to a computer and the internet. After completing it, you’ll be qualified to start working in the sector.

Before you sign up to any course, make sure you read up on exactly what it involves and what the benefits of completing it are.

Think about course style

As well as putting some careful thought into the qualification you’re going to study for, it’s important to think about the style of course you want to take. If you tend to learn best when a teacher is explaining things to you in person, you may suit a traditional classroom-based setup. Bear in mind though, if you opt for a course like this, you’ll need to be able to commit to attending lessons in specific places at specific times.

If you’d prefer greater flexibility, distance learning might be a better option. By signing up to an e-learning programme, you can work through the course material at your own pace. All you need is a web connection. This type of course can be easier to fit around existing commitments. However, to succeed with this style of training, you’ll need plenty of self-discipline.

Find a suitable provider

Last but by no means least, it’s vital that you select the right training provider. There are lots of options to choose from. When you’re assessing whether or not an organisation is right for you, it’s worth asking a number of questions. For example, how long have they been providing the course for? Do they offer the style of training you’re looking for (for example distance learning or classroom-based lessons)? How much support do they give to students, and how experienced are their tutors?

Spending some time researching your options when it comes to training providers will help ensure you get the most from your studies.

Becoming qualified as a mortgage adviser could lead to a successful career, and by following the advice provided in this guide, you should be able to take the first steps towards reaching this goal.