BTEC Advanced Certificate in Competency for Mortgage Advice (CMA)
When
you first start out sourcing your own leads and processing them through to
completion it may appear to be quite daunting. Rest assured you will
receive the full support of an organisation that is committed to
delivering a first class service to both its clients and its staff. From
the fact find, to the insurance quotation, the course will enable you to
go into your new role at a confident and competent level.
You will
be trained to the highest standard, thereby preparing you to succeed in
your career. The whole of The Financial Training Academy's infrastructure
and experience is in place to ensure that you receive the support you
require to perform your duty diligently.
At the end of the
training, candidates will gain a: BTEC Advanced Certificate
Duration
of CMA
CMA is a 18 day intensive course. It is designed for
the student to become an able, confident, and competent mortgage advisor.
The student will learn the Good Advice process methodology. This unique
programme is one of the first to be launched in the UK and is being
recognised by major financial services organisation.
Course
Contents
Unit 1
1st meeting with
client - greeting and rapport building
formal introduction
set
agenda & meeting purpose
initial disclosure document
terms of
business letter
data protection & confidentiality
fact find
(mortgage and protection needs analysis)
2nd meeting arrangement with
client
documents required
mortgage process resume
assessment
Unit
2
mortgage sourcing software - Trigold
dash - mortgage
software use
selection of suitable mortgage products
key fact
illustration preparation and presentation
mortgage application form
filling in (different lenders format)
suitability letter preparation
lenders
website use
lenders application documents examples
directly
authorised vs appointed representative
what isa credit report?
what
is credit scoring?
assessment
Unit 3
mortgage
case study: first time buyer
mortgage case study: re-mortgage
mortgage
case study: buy to let
mortgage case study: let to buy
mortgage case
study: right to buy
mortgage case study: capital raising
mortgage
case study: 100% mortgage
mortgage case study: self certification
data
protection act
money laundering act
prime vs. sub prime client
assessment
Unit
4
insurance products
insurance quotation
insurance
application form
sale skills:
communicational skills
answer
telephone skills
generation of appointments
dealing with customers
objections
assessment
The Assessments
The
assessments are based upon the students' competency and knowledge. To pass
CMA you will undergo different assessments throughout the course.
Technical
Details
Qualification Name: Competency for Mortgage Advice (CMA)
Qualification
Type: BTEC Advanced Certificate
Qualification Number: QAN Number:
M9257
