CeMap Level 1 Preparation: Mortgage Advisory Skills

Course

Online

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£ 29 VAT inc.

Description

  • Type

    Course

  • Methodology

    Online

  • Start date

    Different dates available

Would you like to pursue a career as a mortgage advisor? Do you want to improve your skills? If yes, this is the right course for you.


This CeMAP level 1 course will help you prepare for the CeMAP exam and set you on your way to becoming a mortgage advisor. It will look at the financial services market within the UK, teaching about types of tax, the investment market, as well as investment opportunities, savings and pensions. It also looks at the rules, regulations, certifications and testings, central to obtaining the CeMAP qualification.Paul Archer, your experienced instructor is an international sales speaker, sales training consultant and mortgage specialist. He runs Archer Training Ltd, which helps clients around the world to improve their sales results. He is also the author of multiple books and has worked in providing financial services to individuals for over 25 years.This extensive CeMAP course, is the perfect study companion for students wishing to take the CeMAP exam and obtain an impressive qualification, to increase career prospects and develop their financial skills.


If you want to enjoy all these advantages, contact us through emagister.co.uk so we can give you the most relevant information about this course.

Facilities

Location

Start date

Online

Start date

Different dates availableEnrolment now open

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Subjects

  • IT Law
  • Taxation
  • Trusts
  • Financial Services
  • Mortgage
  • CeMAP
  • Market
  • Savings
  • Investment
  • Sales
  • Financial
  • Law
  • Insurance
  • Financial Training
  • Regulations
  • Sales Training
  • Tax

Course programme

Course Programme


  • Introduction
  • Course Overview
  • Handout - Course Plan
  • CeMap 1 - Revision Guide
  • The Economy
  • The UK Economy
  • Plans and Schemes
  • Endowments
  • State pension scheme
  • Personal pensions
  • Investment and Accounts
  • Overview of Investment
  • Deposit accounts
  • National savings and investments
  • Gilts and national insurance
  • Investment markets
  • Shares options and tax
  • Collective investments
  • Family of ISAs
  • Property investments
  • Investment trusts and REITs
  • Unit Trusts and OEICs
  • Bonds and taxation
  • Trusts and Plans
  • Insurance investments and companyfunds
  • Writing policies in trusts
  • Types of Life Assurance
  • The Probate Process
  • Contract and agency law
  • Contract Law Continued
  • Powers of Attorney
  • Taxation
  • Who is liable to Income Tax
  • Income Tax
  • Non and basic rate taxpayer
  • Transfer personal allowance
  • High rate tax payer
  • Additional rate tax payer
  • Dividend taxation
  • Capital gains and tax
  • Inheritance Tax
  • IHT and poats
  • Insurance, Advice and Benefits
  • National Insurance
  • Welfare benefits
  • Giving advice
  • The history of regulation
  • FAMR
  • Testing, Monitoring and Certification
  • FCA Handbook
  • FCA and regulation
  • Fit and proper testing
  • Judgement based supervision
  • Senior management and certication
  • Training and competence schemes
  • Rules, rights and regulations
  • Conduct of business rules - part 1
  • Conduct of business rules - part 2
  • Consumer Credit Act
  • Anti money laundering
  • Complaints and compensation
  • Data protection
  • Consumer rights
  • Mortgage Market review
  • Mortgage Credit directive
  • Course Assessment
  • Course Quiz

What does the course include:

  • Includes 59 practical lectures, over 4 hours of video content & a 250 page revision handbook.
  • Learn about the investment market, savings, collective investments, property investments and gilts.
  • Learn about contract and agency law, powers of Attorney, as well as trusts, funds and assurance plans.
  • Engaging video tutorials covering data protection, consumer rights, rules, regulations and training schemes.
  • Designed for students wanting to pursue a career as a mortgage advisor and prepare to take the CeMAP exam.

CeMap Level 1 Preparation: Mortgage Advisory Skills

£ 29 VAT inc.