From Mortgage to Financial Advice - Making the Transition

Two half-days

14 & 15 April 2026, 13:30-16:30 (UK)

This workshop is designed for mortgage advisers who are ready to broaden their expertise and move into financial advice.

You’ll learn how to build on your existing skills, meet regulatory standards, and confidently offer a wider range of solutions to clients.

Public course booking

Members: £209pp
Non-members: £269pp

To book this workshop for yourself or up to 6 Delegates, please complete the below form:

Corporate (In-house) training

To book this workshop for your company as a corporate (in-house) training session for between 7-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Summary

Dates: 14 & 15 April 2026

Timings: 13:30-16:30 (UK)

 Duration: Two half-days

 No of attendees: 12-16

 Format: Online - Virtual delivery

 CPD: Recognised

Trainer: Paul Archer

Price: £209 Members/£269 Non Members

Workshop Overview

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

• Understand the key differences between mortgage advice and holistic financial planning.
• Learn the regulatory requirements and qualifications needed for financial advice.
• Discover practical strategies for expanding your client offering beyond mortgages.
• Explore real-world case studies of successful transitions and business growth.
• Gain confidence in discussing protection, investments, pensions, and later life planning with clients.
• Receive actionable tools and frameworks to support your journey into financial advice.

What will I achieve by attending this workshop?

• Expand your career opportunities and client base.
• Deliver more comprehensive advice and support to clients.
• Navigate the regulatory landscape with confidence.
• Apply practical tools and frameworks to real transition challenges.

Who should attend?

• Mortgage advisers considering a move into financial advice.
• Professionals seeking to expand their service offering and grow their business.
• Firms looking to support advisers through qualification and transition.

Corporate Solutions

We are able to offer training specifically for your company as a corporate (in-house) training session, for a set fee.

We can support your business with off-the-shelf courses for those studying our financial services units, our insurance units or those looking to develop their knowledge in a wide variety of technical and leadership areas. A full list of courses can be viewed in our 2025 Corporate Training Catalogue.

Please speak with your Relationship Manager who can explore your learning needs further or contact: business.enquiries@cii.co.uk

Public course booking form

Corporate (In-house) training

Interested in other courses?

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

Please note: The price of the workshop is based on British Pound Sterling. The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

CII workshops are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a workshop becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above workshop dates, subject to a minimum number of bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training workshops and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training workshops. By booking on to this workshop, you are agreeing to our terms and conditions and for your information to be shared with our training provider.