Mortgage Mastery Made Easy Podcast
Career Growth, Industry Knowledge & CeMAP Exam Tips with Jenny & Mark.
Welcome to Mortgage Mastery Made Easy
The podcast for current and future mortgage advisers looking to boost their careers, sharpen their industry knowledge, and ace their CeMAP exams. Join us for insights, expert tips, and practical advice to help you grow and thrive in the mortgage world.
Let’s make mastering mortgages easy!”
What is a Mortgage Adviser and required CeMAP Qualification.
Summary
Jenny and mark explain the importance of the Certificate in Mortgage Advice and Practice (CeMAP) qualification for mortgage advisors in the United Kingdom. It outlines the regulatory requirements for obtaining this qualification, the structure of the CeMAP program, and the training options available to aspiring mortgage advisors. The text also emphasizes the significance of choosing an accredited training provider and highlights the various learning styles and resources available to support learners in achieving their CeMAP certification.
CeMAP Qualification - Study Option, Resources and Exams
Summary
Futuretrend Training Academy offers virtual classroom training courses for students interested in becoming certified mortgage advisors. Their CeMAP Virtual Classroom courses are live and interactive, with experienced tutors and small class sizes. They offer a comprehensive curriculum, including study materials, practice exams, and support from instructors, all delivered through Zoom video conferencing. The academy provides students with a cast iron guarantee, ensuring continued support and training at no extra cost if students fail their exams within three months of completing the course.
Getting started as a Mortgage Adviser, your first job and gaining CAS Status.
Summary
A guide to the Competent Advisor Status (CAS) for mortgage advisors in the UK. CAS signifies that an advisor has the knowledge and skills to offer sound advice to clients independently. The guide explains the importance of CAS, the process of attaining it, and provides tips for success. It emphasizes the need for thorough understanding of compliance guidelines, engagement with mentors, and the importance of patience throughout the journey.
What is covered in Day 1 of the CeMAP 1 Virtual Classroom
Summary
A overview of the CeMAP 1 Day 1 virtual classroom session covering various financial topics. Key areas discussed include: the functions of money and banking, the roles of financial institutions like the Bank of England, and the impact of Brexit on UK financial services. The session also extensively covered taxation, explaining income tax, national insurance, capital gains tax, inheritance tax, and VAT, along with relevant allowances and thresholds.
The day-to-day responsibilities of a Mortgage Advisor
Summary
A look at the day-to-day responsibilities of a mortgage advisor from the prospect of a Natwest advisor, and a past Futuretrend learner. We explore the core tasks of the job, such as meeting with clients to assess their financial needs, advising on home buying options, completing loan applications, and maintaining communication with clients and lenders. It also highlights the importance of continuous professional development, record-keeping, and networking within the mortgage industry.
Different Mortgage Products on the Market and finding the right adviser
Summary
Discussion explaining various mortgage types, the importance of a qualified mortgage adviser in presenting the right product to a client based on their finances, attitude to risk, future plans and property.
