Course

In London

Price on request

Description

  • Type

    Course

  • Location

    London

  • Duration

    5 Days

The main aim of this qualification is to provide candidates with a comprehensive knowledge of the financial advice process in respect of mortgage advice and develop the skills they require to operate in an advisory role in respect of mortgages in the workplace. The candidates will learn customer service skills as well as procedures and documentation required to comply with financial legislation.
Suitable for: The CeMAP qualification is required to advice legally, but it does not teach the would-be mortgage advisor the ins and outs of everyday work life in a professional environment.

Facilities

Location

Start date

London
See map
4 Frederick’S Place,Old Jewry,Bank, City Of London, EC2R 8AB

Start date

On request

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Course programme

This Employer-Led qualification involves the following units to make up the entire qualification:

Make selective use of IT
Operate a computer
Spreadsheet software
E-mail
Specialist/Bespoke software unit

The main aim of this qualification is to provide candidates with a comprehensive knowledge of the financial advice process in respect of mortgage advice and develop the skills they require to operate in an advisory role in respect of mortgages in the workplace. The candidates will learn customer service skills as well as procedures and documentation required to comply with financial legislation; to obtain the best information for their clients; and to protect themselves and their employers.

Candidates will need to develop customer service skills in order to be able to conduct interviews with clients and properly assess their financial requirements. They will need to understand financial services legislation in relation to the role of financial advisor and know what needs to be disclosed to clients prior to giving advice. Candidates will experience completing a 'fact find' for clients and be able to take appropriate steps following a client interview.

At the end of the training, candidates will gain a: NVQ Level 2 in IT Users (iTQ)

Duration of MBSP
MBSP is a 5 day intensive course. The Mortgage advice process is made up of many different elements. The CeMAP qualification is required to advice legally, but it does not teach the would-be mortgage advisor the ins and outs of everyday work life in a professional environment.

In this unique NVQ programme you will learn not only the start of processing of a mortgage, but also how to incorporate key skills in accordance with your role.

Course Contents

Make Selective Use of IT
working out a monthly budget
creating an equipment audit
editing a photo for a poster or leaflet
planning multiple web pages for a website

Spreadsheets software
Handling files
Combining information
Entering and editing spreadsheet data
Formatting spreadsheets
Functions and formulas
Improving efficiency

Email
Sending and receiving
Using address books and other facilities
Formatting emails
Exchanging information

Operate a Computer
Setting up
Accessing
Using storage media
Using tools and techniques

Bespoke Unit
Mortgage sourcing software - Trigold
DASH - mortgage software use

The bespoke unit is the special customised unit that changes the IT Based iTQ into a Mortgage based course. It involves the learning of Trigold, an industry leader for mortgage product sourcing and also an understanding of important areas within processing mortgages. This unit is the main unit within the iTQ as the other units will be taught in relation to Mortgage Advice and the bespoke unit.

The Assessments
The assessments are based upon the students' knowledge. To pass MBSP you will undergo 5 assessments, 1 for each of the 5 modules

Technical Details

Qualification Name: Mortgage Back Office Support Programme (MBSP)

Qualification Type: IT Users (iTQ)

Qualification Number: QAN Number: 100/4217/9

NVQ Level: Level 2

MBSP

Price on request