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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
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Download Product Information Paper
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
Download Product Information Paper
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