This bundle is tailored for those stepping into the financial aspects of property advisory. Covering everything from financial analysis to Power BI, Sage, Excel, and business law, it offers a structure-rich route for anyone hoping to understand the fine print without falling asleep reading it.
You’ll also explore data analysis and proofreading, helping you deliver reports and recommendations with clarity and confidence. Whether your interest is residential or commercial, this course offers a tidy toolkit to make mortgage guidance far less puzzling.
Learning Outcomes:
- Understand finance and how it relates to property decisions.
- Learn to use Excel, Power BI, and Xero for reporting.
- Apply financial analysis tools for better recommendations.
- Study Sage for tracking and managing financial data.
- Review legal concepts relevant to mortgage advisors.
- Improve proofreading for clear, confident document delivery.
Who is this Course For:
- Learners eyeing roles in the mortgage advisory sector.
- Financial assistants expanding into property-related work.
- Professionals interested in data-based loan evaluation.
- Analysts seeking mortgage-specific training paths.
- Career changers building knowledge from the ground up.
- Brokers reviewing tools used in client reporting.
- Business-minded individuals seeking sector-specific insight.
- Those interested in financial law and property systems.
Career Path:
- Mortgage Advisor – £35,000/year
- Property Finance Analyst – £38,500/year
- Loan Processing Assistant – £29,000/year
- Business Analyst (Property Focus) – £40,000/year
- Sage & Xero Accounts Assistant – £30,000/year
- Power BI Reporting Specialist – £42,000/year
