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Personal Finance Society
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Dedicated support for the professional development of those working in the mortgage market, across lending, administration, advice and broking, and associated support functions.

Professionalism

The Society of Mortgage Professionals provides a portfolio of services to help organisations nurture the development of staff within a culture of professional excellence.

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Technical content

Membership provides access to a suite of technical content to help support your ongoing professional development.

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Qualifications

Certificate in Mortgage Advice is aimed at those intending to become mortgage advisers or to work in a support role. 

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Code of Ethics

Our members commit to a Code of Ethics to ensure the highest professional and ethical standards in insurance and financial services worldwide. You're expected to meet these standards and maintain the reputation of the CII and its Societies by following this code.

New Qualification

QCF level 4 qualification is for mortgage advisers and related roles. The three unit qualification allows advisers to continue acquiring the knowledge and skills needed for a successful career in the sector and includes new unit (R07) Advanced mortgage advice.