CMAcert® - Competent Mortgage Adviser Certificate

Description

If you already hold a CeMAP® or equivalent qualification, you are eligible to study for a CMAcert®. This recognised and respected extra qualification demonstrates your ongoing professional development to clients and potential employers.

Through studying the CMAcert® you learn the skills that are highly relevant and valuable to the real world of mortgage advice. The certificate is accredited by the National Skills Academy for Financial Services and really boosts your CV.

What you will learn

CMAcert® is a UK specific qualification and is split into five mandatory units:


Unit 1 – Finding Your Client

The first unit gives an insight into the inportance of continually attracting new clients. It  also discusses the impact that regulations have on this initial stage of your advice process.

20 question examination, online digital workbook and case study.

Unit 2 - Introduction & Information Gathering

Unit 2 emphasises the importance of holding structured appointments with your clients. At this stage you will learn the skills needed to obtain relevant information to inform and support your recommendations.

20 question examination, online digital workbook and case study.

Unit 3 - Agreeing Protection Needs

This unit explores the key areas of generic protection. it goes on to consider products and how they perform with this knowledge, you are able to determine how individual products can be utilised to meet the identified needs of specific clients.

20 question examination, online digital workbook and case study.

Unit 4 - Mortgage & Protection Recommendations 

In Unit 4 you develop your skills so that you are able to design and present a recommendation package that addresses your clients identified mortgage and protection needs.

20 question examination, online digital workbook and case study.

Unit 5 - The Sign Up

By completing this unit you will have an understanding of the house buying process and the mortgage/protection application form procedures.

20 question examination, online digital workbook and case study.

Unit 6 - Formal Assessment

By completing this unit you will gain formal accreditation and your Competent Mortgage Adviser Certificate. This unit gives you the opportunity to showcase everything you have learnt throughout the 5 preceding units. 

Assessments, activities, case studies + summary of all 5 unit assessment passes.

Further information

Simply Academy Ltd
Provider:
Simply Academy Ltd
Duration:
150 Hours
Price:
£595 (ex VAT)
Course type:
e-learning

Contact Information

Simply Academy Ltd

Charringtons House
2nd Floor South, The Causeway
Bishop's Stortford
CM23 2ER

Credentials