|
 |
03-06-2007
The Financial Training Academy achieves the authorised and approved Edexcel Centre status. Click here for more info.
01-06-2007
The Financial Training Academy becomes affiliated with The Financial Recruitment Academy. This exciting association will provide an excellent opportunity for our students to get into their chosen careers fast. Click here for more info.
16-02-2007
Pearson VUE authorize and approve The Financial Training Academy to host and conduct their online exam facilities. Click here for more info.
25-01-2007
The Financial Training Academy launches its online presence
with its professional and informative website. The site
has been developed by Cotswold
Creative. Click
here to read this news story in full.
16-01-2007
The Financial Training Academy announces its strategic
alliance with the Mortgage Times Group. Students studying
with us shall now have the opportunity to work with the
largest Mortgage Packager in the UK.
02-01-2007
The Financial Training Academy proudly announces its new
facilities in the heart of the City of London. The company’s
operations are now at Bank, EC2, providing excellent commuter
links. |
| More… |
 |
 |
 |
 |
 |
|
 |
 |
 |
Download Product Information Paper
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
Download Product Information Paper
|
|
|
|
|
|
|
