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Introduction to Mortgage Advice Workshop

New dates coming soon

Online Training

In this two half-days virtual workshop, we provide an overview and an update on Mortgage Advice.

booking form link

Workshop objectives

By the end of the workshop, participants will be able to:

  • Describe what a mortgage is and how they are created. 
  • Identify the varying types of mortgage available 
  • Compare the different ways mortgages are sold 
  • Identify the key job roles in mortgages 
  • Describe the house buying process 
  • Identify the responsibilities of surveyors 
  • Describe the legal aspects of property ownership 
  • Identify the key legal aspects of buying and selling a home and the role of the conveyancer 
  • Compare the role of the mortgage underwriter with the adviser and outline the regulatory responsibilities with their position. 
  • Review the future of the mortgage industry in the UK 

Trainer

Paul Archer

Method of Delivery

This workshop will be delivered online with a trainer via Zoom, split over two half day sessions on the new dates coming soon. Delegates must ensure they have access to Zoom to join the session.

Certificate

At the end of this course, you will receive a certificate of attendance from the Chartered Insurance Institute.

Price

  • Members: £169
  • Non-members: £229

How to book

To register for this course, please complete the below form: 

booking form link

For enquiries about this course, please email to: business.enquiries@cii.co.uk


 

Please ensure you refer to our terms and conditions before booking on to any of our training courses.

Can't attend? Register your interest in other training courses and future dates.