The complete package
Put yourself at the forefront of the market
A mortgage is usually the largest financial commitment a person makes in their entire life. Its importance cannot be overstated. Those working in the mortgage market carry a deep responsibility to ensure the advice and service they offer is out of the top drawer.
The mortgage market is extremely competitive. Whether you operate as a lender or as an intermediary, it is vital to your business success that you are able to offer your clients the most professional and knowledgeable standard of service.
The need for competence in all matters is further enforced by the introduction of statutory regulation. All practitioners need to ensure that they remain fully aware and compliant with the standards imposed.
The Society of Mortgage Professionals has been established by The Chartered Insurance Institute to provide the knowledge and tools to enable its members to continue to meet the highest standards and also to provide recognition for individuals who are able to demonstrate their knowledge.
What is the Society of Mortgage Professionals?
It is a specialist division within the CII that focuses on the delivery of products and services for the mortgage industry.
The CII is the premier professional organisation for those working within the insurance and financial services industry, and is dedicated to promoting high standards of competence and integrity.
The Society will support and inform you to help you towards ensuring that your clients receive the very best service available when they make that very significant commitment associated with a mortgage.
If your investment advice extends beyond mortgages and related products, you may also wish to consider joining the Personal Finance Society, the UK’s largest professional body for financial advisers.
Applicants can apply for two different levels of membership:
Member level – available to all mortgage practitioners.
Certificate member level – available to mortgage professionals who have passed one of the accredited mortgage regulatory qualifications.
Members of the Society enjoy access to a wide range of information and services designed specifically for mortgage professionals. In practical terms the Society will support you by:
- Allowing applicants who successfully apply for the Certificate member level to use the dedicated designation Cert CII (MP)
- Providing the means to enable you to maintain and enhance your competence, including:
- Mortgage ASSESS
An online system designed to help the mortgage industry improve its commercial performance, enhance levels of customer care and importantly meet the Training and Competence requirements of the FSA.
- Training courses
CII Face-to-Face training offers specific courses for the mortgage professional as well as maximum flexibility and accessibility for corporate customers and individual students.
- Mortgage related courses include:
– Certificate in Mortgage Advice
– The SMART way to improve your direct Marketing
– The SMART way to make appointments
– Being a compliance officer
– The FSA's Money Rules
- A dedicated events programme to meet the needs of the people who work in the mortgage community, including:
- A seminar programme covering best practice and innovation
- Business and Interpersonal skills workshops
- A quarterly newsletter covering topics such as:
- Regulatory Updates
- Examination News
- Market Views
- Events and Training
- Society of Mortgage Professionals & subscribers can view back issues of the newsletter and other key publications from the society here
- Regular email alerts and news updates.
Details on the range of benefits of membership of the CII brings.
