Mortgage Advisor Course

What's included:

• Grab an enrolment letter as a gift!
• Eligibility to earn a CPD & QLS endorsed certificate.
• Fully Online Recorded Class
• 24/7 & Lifetime Access
• Online support
• No hidden fees

The Mortgage Advisor Course is tailored to those interested in understanding how the mortgage market operates and what it takes to give informed advice on loans, repayments, and property finance. Whether your aim is to offer support within a financial institution or guide clients independently, this course delivers a full picture of the responsibilities and regulatory standards a mortgage advisor must maintain. It covers everything from credit scoring and lending criteria to mortgage products, interest types, and financial conduct guidelines.

The course also explores the risks and ethical considerations of mortgage advising, providing a structured knowledge base to build confidence in decision-making. As a mortgage advisor, being well-versed in legal, financial, and industry-specific knowledge is non-negotiable. This training will help you navigate market trends, match clients with suitable mortgage options, and understand the importance of clear, compliant communication. For those serious about becoming a trusted mortgage advisor, this course offers clarity, professionalism, and sector-aligned learning.

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Learning Outcomes

• Understand the full scope of the mortgage advisor role and duties.
• Identify types of mortgage products and how they apply.
• Explain UK lending criteria and borrower requirements.
• Interpret mortgage regulations and Financial Conduct Authority (FCA) rules.
• Recognise how to assess client affordability and risk profiles.

Who is this course for?

• Aspiring professionals aiming to become a mortgage advisor.
• Financial service staff expanding into mortgage advisor support roles.
• Estate agents looking to offer mortgage advisor guidance.
• Independent advisors pursuing mortgage advisor certification.
• Admin workers in finance moving into mortgage advisor positions.

Career Path & Average UK Salaries

• Mortgage Advisor – £32,000/year
• Independent Financial Advisor – £43,000/year
• Loan Officer – £31,000/year
• Mortgage Underwriter – £36,000/year
• Mortgage Case Manager – £29,000/year
• Mortgage Broker – £45,000/year