How to Progress Your Mortgage Advice Career


Mortgage advice can be a rewarding and lucrative career, but in order to get the most interesting and best paid roles, you’ll need to put in some study time and build up your experience. If you’re looking to progress in this field, the following guide should help.

Moving on from CeMAP

Everyone who works in this industry needs a qualification in mortgage advice that’s recognised by the Financial Conduct Authority and the Certificate in Mortgage Advice and Practice (CeMAP) is a popular option. The chances are, if you work in this field, you will already have this qualification. After all, it is generally recognised as a leading certificate within the financial services sector and more than eight in 10 mortgage advisors have it.

However, important as it is for launching your career, CeMAP may not be enough in itself to enable you to get to where you want to go. To progress in the field, it’s worth considering further study. This will require an investment of time and money, but it could significantly enhance your prospects.

Consider the CMAcert

One option is to take the Competent Mortgage Adviser certificate (CMAcert). Bear in mind that to start this training programme, you must already have your CeMAP or an equivalent qualification. The CMAcert is designed to provide you with a range of skills that are valuable and highly relevant for the work that advisors do. Accredited by the National Skills Academy, the course can help you to develop your experience and knowledge and boost your confidence, making you more employable.

It covers a range of topics, including how to attract new clients, the importance of holding structured appointments, agreeing insurance protection needs and the processes of house buying and mortgage and protection applications. The final module comprises a series of assessments, activities and case studies.

Standing out from the crowd

Especially if you feel as though you’ve already done a lot of studying and you would prefer to focus on the practicalities of your daily job, signing up for further qualifications can seem like an unnecessary hassle. Bear in mind though, mortgage advice is a competitive career path and you will be vying for roles with other candidates who may be better qualified than you. So, to stand the best chance of landing the jobs you want, you’ll need to make sure you have all the relevant credentials.

By putting the extra effort in now, you could find you are reaping the rewards for many years to come, so it’s well worth investigating your options.

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