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Personal Finance Society
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The level 4 Certificate in Advanced Mortgage Advice goes above and beyond the FCA’s minimum qualification requirements, enabling mortgage advisers to expand their advice capabilities and advise clients with complex needs and circumstances.
The level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.
The level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.
Qualification unit
The objective of this unit is to develop an understanding and knowledge of the key elements of the mortgage process, specialist types of mortgage lending and to test candidates' ability to give appropriate mortgage advice to clients with complex needs and circumstances. Download 2017-2018 syllabu...
Research | 17 Jul 2015
In July 2015, the FCA published the results of a thematic investigation into the implementation of the advice and distribution provisions in its Mortgage Market Review.
Syllabuses | 01 Jun 2011
CII syllabus for CF6 Mortgage advice 2011
Fact files | 31 Jan 2017
Regulation of the conduct of business in mortgage selling is the responsibility of the Financial Conduct Authority (FCA). The Prudential Regulatory Authority (PRA) is responsible for the prudent operation of the financial system through regulation of all deposit-taking institutions, insurer...
Technical articles | 26 Oct 2016
The guide explores what shapes mortgage rates, what will happen if the Bank of England reduces the base rate to 0 per cent and what advice you should give clients in the current low interest rate environment.
Technical articles | 01 May 2008
There have been two documents from the Financial Services Authority (FSA) in recent weeks of particular interest to firms in the mortgage market. A newsletter was issued to regulated firms in March and the retail thematic work plan for the next year was published on 7 April. Both of these d...
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