CeMAP Courses - United States

CeMAP Courses

Embark on an exciting journey towards a career in mortgage lending and financial advising with our CeMAP Courses. This training will provide you with the expertise required to become a certified Mortgage and Financial Advisor, opening doors to a promising career.

REASONS TO CHOOSE

Learn the fundamentals of mortgage advice with comprehensive course content
Gain industry-recognised certification to enhance your professional credentials
Understand key financial regulations and compliance requirements thoroughly
Elevate your skills with our expert-led CeMAP Courses
Secure your future in the mortgage industry with CeMAP qualifications

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CeMAP Courses

Duration

Online Instructor-led (3 days)

Online Self-paced (24 hours)

CeMAP Level 1, 2, and 3 Course Outline

Level 1: UK Financial Regulations

Unit 1: Introduction to Financial Services Environment and Products

Module 1: Introducing the Industry, Regulations and Economics

Introducing the Financial Services Industry
Economic Policy and Financial Regulation

Module 2: Tax, HMRC and Benefits

UK Taxation I
UK Taxation II
State Benefits and HMRC Tax Credits

Module 3: Investment

Direct Investments - Cash and Fixed Interest Securities
Other Direct Investments
Collective Investments

Module 4: Products, Wrappers and Pensions

Tax Wrappers
Pensions

Module 5: Insurance and Assurance

Life Assurance
Health and General Insurance

Unit 2: UK Financial Services and Regulation

Module 6: Lending Types

Secured and Unsecured Lending
- Secure Lending
- Repayment Mortgage
- Flexible Mortgage
- Commercial Loans
- Unsecured Borrowing

Module 7: Customers, Concepts and Advising

Customer Needs
Main Advice Areas
Legal Concepts

Module 8: Regulations, Regulatory Entities and Supervision

FCA's Aim and Activities
Regulating Firms and Individuals
Prudential Supervision
Conduct of Business Requirements I
Conduct of Business Requirements II
Consumer Credit
Anti-Money Laundering
Other Regulations Affecting the Advice Process
Consumer Rights, Complaints and Compensation

Level 2: Mortgages

Unit 3: Mortgage Law, Policy, Practice and Markets

Module 1: Introductions to Mortgages, Types of Repayment and Clients

Role of Mortgage Adviser
Property and Mortgage Markets
Types of Borrowers
Schemes for Borrowers
Mortgage Repayment Methods
Other Mortgage Products
Repayment Vehicles

Unit 4: Mortgage Applications

Module 2: Property Process and Regulations

Mortgage Regulations
Principles of Mortgage and Property Law
Practical Aspects of Property and Mortgage Law
Overview on Buying a Property
Legal Aspects of Property Purchase

Module 3: Assessment of Suitability: Regulation and the Buying Process

Financial Status
Borrower's Credit Status
Suitability and Eligibility

Module 4: Lending and Property

Assessing the Property
Valuations and Surveys 
Factors Affecting Lending Decision

Unit 5: Mortgage Payment Methods and Products

Module 5: Financial Planning, Protection and Advice

Financial Protection and Planning
Types of Financial Protection II
Pure Protection
Raising Additional Funds from Property

Unit 6: Mortgage Arrears and Post Completion Issues

Module 6: Post Mortgage Care

Mortgage Transfer
Arrears and Debt Management
Lenders' Legal Rights and Remedies

Level 3: Assessment of Mortgage Advice Knowledge

Unit 7: ASSM

Case Studies

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Who should attend this CeMAP Course Level 1, 2 And 3?

The CeMAP Training Level 1, 2 And 3 is designed for individuals pursuing a career as a Mortgage Advisor or looking to enhance their knowledge of mortgage advice and practices. This CeMAP Course Level 1, 2, And 3 can be beneficial for a wide range of professionals, including:

Aspiring Mortgage Advisers
Bankers
Financial Advisers
Insurance Brokers
Accountants
Mortgage Underwriters
Financial Planners

Prerequisites of the CeMAP Course Level 1, 2 And 3

There are no formal prerequisites to attend this CeMAP Training Course. However, a basic understanding of Financial Markets can be beneficial for the delegates.

CeMAP Course Level 1, 2 And 3 Overview

The CeMAP Training Level 1, 2 And 3 is designed to equip individuals with the necessary knowledge and skills to excel in the mortgage advisory field. Understanding mortgage practices is crucial for professionals seeking a career in banking, finance, or real estate in today's complex financial landscape.

Proficiency in this CeMAP Training Level 1, 2 And 3 is vital for individuals aspiring to become Mortgage Advisors, Brokers, or Lenders. It enables professionals to navigate through intricate mortgage processes, provide informed advice to clients, and ensure compliance with regulatory standards. This course caters to Bankers, Financial Advisors, Real Estate Agents, and anyone interested in the mortgage sector.

This intensive 3-day CeMAP Training Level 1, 2 And 3 by The Knowledge Academy provides delegates with a concise yet thorough understanding of CeMAP Levels 1, 2, and 3. Through interactive sessions and practical exercises, delegates will grasp fundamental concepts, explore industry best practices, and gain confidence in mortgage advisory roles. The course is structured to enhance delegates' understanding of mortgage products, regulations, and ethical considerations.

Course Objectives

To understand the key principles and concepts of mortgage advice and practice
To familiarise delegates with the CeMAP Level 1, 2 and 3 syllabi and examination format
To equip delegates with the knowledge and skills required to provide competent mortgage advice
To ensure compliance with regulatory requirements and ethical standards in mortgage advisory roles
To enhance participants' confidence in handling various mortgage scenarios and client interactions

After completing the CeMAP Certification Level 1, 2 And 3, delegates will receive a certificate acknowledging their participation and achievement. This certification validates their understanding of mortgage advice and practice, enhancing their credibility and employability in the financial services sector.

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What’s included in this CeMAP Level 1, 2, and 3?

World-Class Training Sessions from Experienced Instructors
CeMAP Level 1, 2, and 3 Certificate
Digital Delegate Pack

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Not sure which course to choose?

Speak to a training expert for advice if you are unsure of what course is right for you. Give us a call on +1 7204454674 or Inquire.

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Why we're the go to training provider for you

Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

Trusted & Approved

We are accredited by PeopleCert on behalf of AXELOS

Many delivery methods

Flexible delivery methods are available depending on your learning style.

High quality resources

Resources are included for a comprehensive learning experience.

"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water