My Basket0

Advanced Mortgage Advice (R07)

The default Enrolment option for this unit includes:

(1) 12-month access to the latest study material, in digital format only, delivered on RevisionMate.

(2) Assessment entry – this includes an exam voucher that is valid for 18 months.

 

Access to digital study material as part of your Enrolment

You will have access to your digital study material on RevisionMate for 12 months from the date of purchase. If a new edition of the study material is released during this period, you will automatically receive access to the material on RevisionMate and will be notified via email.

Study material currently available on RevisionMate

2024–25 edition (applicable to exams sat 01 September 2024 to 31 August 2025)

A new edition of the study text is usually available in July every year.

Course delivery via RevisionMate

Instructions on accessing your course on RevisionMate will be sent to your registered email address. This is typically within two working days of your order being placed, but may be longer, particularly if payment is made by bank transfer.

Printed study text

If you have chosen the ‘Digital and print’ option when purchasing your Enrolment, you will receive the latest edition of the printed study text (2024–25). This is in addition to the digital material on RevisionMate.

If the next edition (2025–26) is released during your 12-month enrolment, you will automatically receive access to the digital copy on RevisionMate. You can contact Customer Service to also receive a printed study text.

The default Enrolment option for this unit includes:

(1) 12-month access to the latest study material, in digital format only, delivered on RevisionMate.

(2) Assessment entry – this includes an exam voucher that is valid for 18 months.

 

Access to digital study material as part of your Enrolment

You will have access to your digital study material on RevisionMate for 12 months from the date of purchase. If a new edition of the study material is released during this period, you will automatically receive access to the material on RevisionMate and will be notified via email.

Study material currently available on RevisionMate

2024–25 edition (applicable to exams sat 01 September 2024 to 31 August 2025)

A new edition of the study text is usually available in July every year.

Course delivery via RevisionMate

Instructions on accessing your course on RevisionMate will be sent to your registered email address. This is typically within two working days of your order being placed, but may be longer, particularly if payment is made by bank transfer.

Printed study text

If you have chosen the ‘Digital and print’ option when purchasing your Enrolment, you will receive the latest edition of the printed study text (2024–25). This is in addition to the digital material on RevisionMate.

If the next edition (2025–26) is released during your 12-month enrolment, you will automatically receive access to the digital copy on RevisionMate. You can contact Customer Service to also receive a printed study text.

Advanced Mortgage Advice (R07) develops knowledge and understanding of the key elements of the mortgage process, specialist types of mortgage lending and to test candidates' ability to give appropriate mortgage advice to clients with complex needs and circumstances.

The unit looks at mortgage products and services offered by the financial services sector in the UK from a residential and commercial perspective. We will discuss the impact of the Mortgages and Home Finance: Conduct of Business Sourcebook (MCOB) and look at the training and competence requirements to which those working in the mortgage environment must adhere.

For customers, technology has changed the house-buying process and we look at the options available and consider the impact of different types of potential structural and non-structural issues and explore the options that are available to lenders.

We will look at stamp duty land tax (SDLT) in England and Northern Ireland, buildings transaction tax (LBTT) in Scotland and land transaction tax (LTT) in Wales. We then consider their implications for customers such as first-time buyers, buy to let, purchasers of single properties as well as those buying multiple properties in a single transaction.

We consider help available to customers experiencing financial difficulty before moving on to those relying on state assistance to pay their mortgage. We also discuss the potential impact of taxation when property is disposed. Finally, we will look at the practical application through a series of case studies and explore why it is important for mortgage advisers to maintain regular contact with customers and to hold regular reviews.

Building a successful career in personal finance

Advanced Mortgage Advice (R07). This unit is relevant for anyone seeking to give mortgage advice to clients and those in financial planning support roles. It is also suitable for paraplanners, technical consultants, supporting roles and those seeking additional CII credits towards completion of the Diploma in Financial Planning. those who do not hold additional CII credits counting towards completion of the Diploma in Financial Planning.

 Purpose

At the end of this unit, candidates should understand the:

  • key elements of the mortgage process;
  • specialist types of mortgage lending;
  • appropriate mortgage advice to clients with complex needs and circumstances.

Assessment

  • 2 hour exam
  • 55 multiple choice questions (MCQs), 4 case studies each comprising 5 MCQs
  • The standard pass mark is 65% (for more information on standard pass marks please see here)
  • The 2024 pass rate for this unit was 75.0%

We are sorry but this item is not currently available. You can also try changing your chosen country/region under 'select country' to see if this affects visibility of the product.
Edition Preferences:
Language Preferences:
Enrolment Preferences:
Format Preferences:
  • Members: {{selectedFormat.Product.DisplayPriceMember}}
  • Non-members: {{selectedFormat.Product.DisplayPriceNonMember}}

The following products are also available for your unit:

{{prod.Description}}

Format: {{prod.Format}}

Edition: {{prod.Edition}}

  • Members: {{prod.DisplayPriceMember}}
  • Non-members: {{prod.DisplayPriceNonMember}}