Level 3 Certificate in
Mortgage Advice

Completion of the Certificate meets the relevant FCA qualification requirements for mortgage advisers. This means that you meet the conditions for mortgage counselling and can demonstrate to your employer and clients that you have acquired the necessary knowledge and skills to support their objectives.

Key Features

  • 12-18 months
  • The Level 3 Certificate in Mortgage Advice from CII (Chartered Insurance Institute)

Overview

We provide Apprentice training for The Level 3 Certificate in Mortgage Advice from CII (Chartered Insurance Institute) that fulfils the qualification requirements of FCA’s for mortgage advisers. This qualification helps to develop an understanding of the sector as well as the mortgage process and prepares the advisers to meet individual client needs.

Who is this qualification for:

  • Those seeking to provide mortgage advice.
  • Those working on a non-advisory role in the mortgage industry, for example, technical consultants or those in support roles.

Benefits for individuals and employers

Completion of the Certificate meets the relevant FCA qualification requirements for mortgage advisers. This means that you meet the conditions for mortgage counselling and can demonstrate to your employer and clients that you have acquired the necessary knowledge and skills to support their objectives.

Qualification structure

Regulatory units (compulsory)

You will need to complete one of the following units:

  • (R01) Financial services, regulation and ethics – 20 CII Credits
  • (CF1) UK financial services, regulation and ethics – 15 CII Credits

 

Mortgage unit (compulsory)

  • (CF6) Mortgage advice – 20 CII Credits

Learning & Assessment

The qualification will take 12-18 months for completion.

Assessment format

Each unit is assessed by a single multiple-choice on-screen examination. Examinations are held weekly at UK and non-UK online examination centres or by distance learning. The qualification is assessed as pass/fail.

Apply Now

Submit your course enquiry form. Once you’ve submitted your enquiry form, our team will review it and be in touch within 1-2 business days to confirm your enrolment and provide you with all the information you need to get started.