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CMAcert® Course

If you already hold a CeMAP® or equivalent qualification, The Competent Mortgage Adviser certificate (CMAcert®) is an excellent next step for your career.

 

Introduction

The CMAcert® (Competent Mortgage Adviser Certificate) is a unique follow on course for CeMAP qualified advisers looking to gain the knowledge and skills that are highly relevant and valuable in the day-to-day job role of a mortgage adviser. Accredited by the National Skills Academy, the CMAcert aims to assist students in gaining their Competent Adviser Status in a shorter time scale by gaining the necessary skillset to prove their competency.

 

The National Skills Academy Financial Services has accredited the CMAcert® training delivered by Simply Academy. Good training helps people to be competent and effective within their roles. The Academy’s accreditation is a quality mark that gives participants confidence they are purchasing training that is amongst the best in the financial services industry.

Trevor Child, Head of Employer Engagement

What are the benefits of the CMAcert®?

Students:

  • To develop experience and skills that will be useful in your day-to-day job role
  • Gain confidence as a competent adviser, boosting employability and CAS status progression
  • Earn recognised certification demonstrating ongoing professional development.

Employers:

  • To help identify training needs by setting benchmarks for best practice
  • Motivate improved staff performance, resulting in customer satisfaction and better staff retention
  • Increase your own and others’ confidence in the performance of staff who have achieved the CMAcert® and are heading towards their Competent Mortgage Adviser Status sign off
  • Use the certification as a ‘health check’ of the organisation’s training regime, identifying aspects of employee performance that should be monitored.

Who is it for?

If you are a newly CeMAP qualified adviser looking to improve your skillset and potential employability, then the CMAcert® is the course for you. This interactive study course will help you develop your knowledge of the practical aspects of being a mortgage adviser, with skills that are transferable into the day-to-day job role.

In order to enrol with Simply Academy you must also:

  • be aged 17 or over
  • have a good level of English
  • have access to a computer and the internet for the duration of study

Why study with us?

When looking to undertake a training course it is vital to ensure you choose the right training provider. As the largest training provider of mortgage qualifications in the UK, all Simply Academy students have the assurance of studying with a reputable training provider with over 10 years’ experience in the industry. Simply Academy are also the largest corporate training provider for companies such as Royal Bank of Scotland and Santander, confirming the courses that we provide are second to none.

Not only do we specialise in financial sector training, we are also an approved training provider of The London Institute of Banking and Finance, as well as trusted partners of the National Skills Academy for Financial Services and the Financial & Legal Skills Partnership, giving you peace of mind that studying with Simply Academy will give you the very best start to a fulfilling career within the financial sector.

5 reasons to study with Simply Academy

  • We specialise exclusively in financial sector training courses
  • We have successfully trained over 10,000 professionals into the industry
  • We back all our courses with a Pass Assurance Scheme
  • All Simply Academy students are eligible for the NUS Extra card
  • We offer great buy now pay later options to spread the cost of your studies

Syllabus

CMAcert® is a UK specific qualification and is split into five mandatory units:

Unit 1 – Finding Your Client

The backbone of this unit is to demonstrate the importance of continually attracting new clients. It teaches the key elements of finding and keeping clients, as well as how they in turn can be useful in recommending your services to others.

Finally, and importantly, this unit also explores how regulation impacts your process of advising clients.

Unit 2 – Introduction & Information Gathering

Unit 2 explores the importance of holding structured appointments with your clients and the skills needed in obtaining relevant information to support your recommendations.

Moving forward, you will learn the best methods of explaining how different sources of income are considered in the application stage of the mortgage process, and the impact that clients’ existing commitments may have.

Learn how to explain the costs your client will have to make and provide clear information to help them in their important decision-making process.

Unit 3 – Agreeing Protection Needs

This unit covers the key areas of generic protection.

Firstly, you will focus on understanding how the products perform. Next, you will learn to consider how life cover, critical illness, income protection, MPPI, house insurance etc. can be used to meet your clients’ needs.

Lastly, you will discover the benefits of clients having a valid will and the impact of placing a policy in trust.

Unit 4 – Mortgage & Protection Recommendation

Newly qualified mortgage advisers often make the mistake of carefully identifying their clients’ needs, but not implementing this information when structuring a tailored solution and recommendations.

In Unit 4 you will be introduced to software that is able to provide specific lender information and Key Facts Illustrations (KFIs) as well as consider the impact that lenders’ affordability calculators have on their ability to lend.

In summary, this unit will nurture your ability to design and present a package based on your clients’ mortgage and protection needs.

Unit 5 – The Sign Up

This unit focusses on the house buying process and mortgage/protection application form procedures.

Upon completing this unit you will be able to provide informed guidance to your client and thoroughly explain the process they are entering into, therefore proving your competency in the adviser role.

Unit 6 – Formal Assessment

This final unit comprises of your examinations leading to formal accreditation of the CMAcert®. It is at this stage that you demonstrate the knowledge and understanding that you have gained throughout the previous 5 units.

The tests in this section are all carried out online, comprising of assessments, activities and case studies. A summary of your portfolio will also be taken into consideration at this stage to confirm your understanding of each unit.

Study Options

CMAcert® Distance Learning

Expert tutors make the learning experience interesting and enjoyable.

Our online programme has been carefully developed and reviewed by academics and subject experts.

We ensure that you get the very most out of your course by aligning learning with contemporary industry trends.

In gaining this certificate, you will be better prepared to face real life challenges and handle your own clients competently. The critical thinking skills and practical knowledge gained will be recognised by employers, improving your career prospects and marketability.

For more details including tuition fees please download our CMAcert® Fact Sheet

To view our CMAcert e-course demo please click here

Book a Course

CMAcert®

Important Notice:
In order to achieve CMAcert® qualification, you must hold a Certificate in Mortgage Advice and Practice (CeMAP®) or equivalent.

Thanks for your interest in our CeMAP® Course.

Please feel free to download our Brochure and CeMAP® factsheet.

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Thanks for your interest in our CeRER® Course.

Please feel free to download our Brochure and CeRER® factsheet.

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Thanks for your interest in our CMAcert® Course.

Please feel free to download our Brochure and CMAcert® factsheet.

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CMAcert Factsheet

Thanks for your interest in.

Please feel free to download our Brochure.

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