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Mortgage advisor training with a guaranteed UK work placement

Become a fully qualified Mortgage Advisor with a structured, UK mortgage advice qualification focused pathway and a placement inside a UK mortgage firm.

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Finance

Programme overview

The Mortgage Advisor Programme prepares you for a successful career in financial services as a fully qualified mortgage advisor. It covers mortgage products, regulation, client assessment and compliant advice, and gets you ready to sit the UK mortgage advice qualification (Certificate in Mortgage Advice and Practice) exams — the industry standard qualification required by UK lenders. The course is aligned to the official London Institute of Banking & Finance (the awarding body) UK mortgage advice qualification standards. a guaranteed work placement in a mortgage or financial advisory firm gives you real client facing experience before you go FCA registered. Please note: the exam fees itself is not included in the programme cost.

Duration
28 weeks total
Credential
training aligned to UK mortgage advice exam topics
Training
16 weeks self study, tutor supported
Placement
12 week placement, guaranteed
Mortgage Advisor Programme
What You Will Gain

The outcomes built into the programme

UK mortgage advice qualification focused training covering the knowledge required to pass the UK mortgage advice exams

Real world work experience — a guaranteed 12 week placement at a mortgage or financial advisory firm

Industry recognised qualification preparation so you sit your the UK mortgage advice exam with confidence

Practical skills in client assessment, mortgage products and compliant advice

Career support and mentorship from experienced mortgage advisors

Programme Features

What is included

12 week work placement

Working alongside qualified mortgage advisors and applying your knowledge in a regulated environment.

UK mortgage advice qualification focused curriculum

Aligned to the official London Institute of Banking & Finance (the awarding body) UK mortgage advice qualification standards.

Flexible learning

Study online at your own pace, with access to tutors for additional support.

Career mentorship

One to one guidance on entering the mortgage industry, becoming FCA registered and building a client base.

Learners collaborating
Who Is This Programme For?

Designed for these learners

  • Aspiring Mortgage Advisors entering a regulated, high earning career
  • Career changers from sales, customer service, banking, real estate or retail
  • Finance and business graduates wanting a recognised qualification
  • Estate agents and lettings consultants expanding into mortgage services
  • Self starters and entrepreneurs aiming to become independent brokers
  • Banking and insurance professionals specialising in mortgages
Requirements

What you need to take part

  • No prior experience required — designed for beginners and intermediate learners
  • Basic computer literacy and comfort with documents and the web
  • Strong interpersonal skills and a customer first attitude
  • Access to a laptop or desktop computer
  • Commitment to complete the 28 week training and placement programme
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Mentor and learner
Syllabus

Module by module breakdown

The training phase covers these modules in sequence. Each module includes self study material, applied exercises and course tutor support.

Weeks 1-2
UK financial services and the FCA

Regulatory landscape, Consumer Duty, the role of the Mortgage Advisor.

Weeks 3-4
Mortgage law and property

Land registration, leasehold vs freehold, conveyancing essentials.

Weeks 5-8
Mortgage products and applications

Repayment vs interest only, fixed vs tracker, buy to let, equity release.

Weeks 9-10
Risk and protection

Life cover, critical illness, income protection alongside the mortgage.

Weeks 11-13
Suitable advice and ethics

Client fact finds, suitability, vulnerable customers, compliant documentation.

Weeks 14-16
the UK mortgage advice exam preparation

Mocks for the UK mortgage advice exams, exam technique and one to one revision support.

Fees and funding

Be clear about what is and is not included

Speak to an advisor for current programme fees. The exam fees (paid directly to the awarding body) are not included in the programme cost.

Tuition can be paid in full or in monthly instalments. Speak to an advisor for the exact figure for your chosen start date.

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Programme FAQ

Honest answers about this programme

Will I be qualified to give mortgage advice at the end?

You will be UK mortgage advice qualification qualified (subject to passing your the UK mortgage advice exam) and have 12 weeks of supervised experience. To give regulated advice you also need to be authorised under an FCA regulated firm; we support the application process.

How long does UK mortgage advice qualification take to pass?

Most learners pass all three modules within three to five months of focused study alongside the programme content.

What is the typical starting salary?

Trainee Mortgage Advisor roles in the UK typically start £22,000 to £28,000 base plus commission. Experienced advisors earn £30,000 to £50,000 OTE; senior or independent advisors can earn well into six figures.

Can I do this part time?

Yes for the training. The 12 week placement typically needs two or three days a week; many learners arrange flexible hours for that phase.

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