Mortgage Advisor Course Online Training

The Mortgage Advisor Course Online Training provides in-depth, structured, and practical training for those seeking to understand or pursue a career in mortgage advisory services. Covering nine essential modules, this course delivers expert insight into the mortgage industry, the advisory process, client perspectives, finance structuring, and regulatory obligations.

Learners begin with an introduction to the mortgage advisory landscape, moving into the foundational aspects of purchasing a mortgage and understanding client psychology during buying decisions. The course then dives into the financial components of mortgage advising, guiding learners through funding mechanisms, calculations, and budget structuring.

Further modules focus on advisor skillsets and career development essentials. The course also explores legal frameworks, mortgage regulations in the UK, and the rules outlined in the Mortgage Conduct of Business (MCOB). Finally, learners will gain insight into the UK mortgage market structure, including borrower types, market trends, and lender categories.

Whether you're preparing to step into the industry or simply wish to boost your financial advisory capabilities, this course equips you with actionable tools and real-world knowledge tailored to today’s mortgage landscape.

Learning Outcomes

• Understand mortgage concepts, procedures, and advisory fundamentals.
• Analyse buyer behaviour and support clients’ mortgage decisions.
• Learn mortgage finance principles, affordability, and repayments.
• Comprehend UK mortgage regulations, law, and compliance rules.
• Master MCOB conduct codes and regulatory responsibilities.
• Explore borrower profiles and the UK mortgage market structure.

Course Link : Mortgage Advisor Course Online Training

Course Modules

Module 01: Introduction to Mortgage and Mortgage AdviserUnderstand mortgage advisory roles, functions, and industry significance.

Module 02: Basics of Mortgage PurchaseLearn the mortgage lifecycle and key property purchase stages.

Module 03: Understanding the Buyer's PerspectiveExplore client motivations, priorities, and emotional decision-making.

Module 04: Mortgage FinancesMaster affordability, repayments, interest rates, and financial calculations.

Module 05: Being a Successful Mortgage AdvisorDevelop essential advisory skills, ethics, and client relationship strategies.

Module 06: Mortgage Regulation and Law: UKFamiliarise with the UK’s legal and financial mortgage environment.

Module 07: The Mortgage Conduct of Business (MCOB) Part 1Review the rules on disclosure, advice, and responsible lending.

Module 08: The Mortgage Conduct of Business (MCOB) Part 2Explore rules on arrears, payment shortfalls, and lending standards.

Module 09: UK Mortgage Market and BorrowersUnderstand market structure, borrower types, and product options.

Disclaimer:

This is an online course with pre-recorded lessons. You will get access to the course within 48 hours after your enrolment.