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From Mortgage to Financial Advice - Making the Transition
Corporate (In-house) Training
Corporate Online or Face-to-face Training Workshop
Two half-days or 1 full day
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.
Summary
Dates: Optional
Timings: 09:30 - 12:30 (UK time)
Duration: Two half-days or 1 full day
No of attendees: 12-16
Format: Online - Virtual delivery
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
As part of our commitment to advancing professional standards within the sector, the CII offers a comprehensive suite of training and development solutions. These are designed to provide a structured, collaborative approach to skills enhancement, fully aligned with our internationally recognised Professional Map. We offer workshops covering exam revision, technical training and business and leadership topics.
Whether you're looking to upskill employees, support career progression, or drive business success, our bespoke training solutions can elevate and future proof the competencies required across your workforce.
A full list of courses can be viewed in our Training Catalogue.
Corporate (in-house) request
To book this workshop for your company as an in-house training session for between 7-16 Delegates, on a date that's convenient for you, please register your interest here:
Register your interest in our other courses
To register your interest for any of our other courses, or to suggest a course that is not listed, please complete the form below:
To book in-house training for your company, you must have a CII Corporate Account.
To register for this workshop or to request further information, please contact us at: business.enquiries@cii.co.uk
Please note our workshops are priced using British Pound Sterling (GBP). The final purchase cost will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.
Your booking will only be confirmed, once you receive a booking confirmation email from the training team.
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.