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Course Information

CeMAP Level 1, 2, and 3 Course Outline

 

Level 1: UK Financial Regulations

Unit 1: Introduction to Financial Services Environment and Products

Module 1: Introducing the Industry, Regulations, and Economics

  • Introducing the Financial Services Industry
  • Economic Policy and Financial Regulation

Module 2: Tax, HMRC and Benefits

  • UK Taxation I
  • UK Taxation II
  • State Benefits and HMRC Tax Credits

Module 3: Investment    

  • Direct Investments - Cash and Fixed Interest Securities
  • Other Direct Investments
  • Collective Investments

Module 4: Products, Wrappers, and Pensions

  • Tax Wrappers
  • Pensions

Module 5: Insurance and Assurance

  • Life Assurance
  • Health and General Insurance

Unit 2: UK Financial Services and Regulation

Module 6: Lending Types

  • Secured and Unsecured Lending
    • Secure Lending
    • Repayment Mortgage
    • Flexible Mortgage
    • Commercial Loans
    • Unsecured Borrowing

Module 7: Customers, Concepts, and Advising

  • Customer Needs
  • Main Advice Areas
  • Legal Concepts

Module 8: Regulations, Regulatory Entities, and Supervision

  • FCA's Aim and Activities
  • Regulating Firms and Individuals
  • Prudential Supervision
  • Conduct of Business Requirements I
  • Conduct of Business Requirements II
  • Consumer Credit
  • Anti-Money Laundering
  • Other Regulations Affecting the Advice Process
  • Consumer Rights, Complaints, and Compensation

Level 2: Mortgages

Unit 3: Mortgage Law, Policy, Practice and Markets

Module 1: Introductions to Mortgages, Types of Repayment, and Clients

  • Role of Mortgage Adviser
  • Property and Mortgage Markets
  • Types of Borrowers
  • Schemes for Borrowers
  • Mortgage Repayment Methods
  • Other Mortgage Products
  • Repayment Vehicles

Unit 4: Mortgage Applications

Module 2: Property Process and Regulations

  • Mortgage Regulations
  • Principles of Mortgage and Property Law
  • Practical Aspects of Property and Mortgage Law
  • Overview on Buying a Property
  • Legal Aspects of Property Purchase

Module 3: Assessment of Suitability: Regulation and the Buying Process

  • Financial Status
  • Borrower's Credit Status
  • Suitability and Eligibility

Module 4: Lending and Property

  • Assessing the Property
  • Valuations and Surveys 
  • Factors Affecting Lending Decision

Unit 5: Mortgage Payment Methods and Products

Module 5: Financial Planning, Protection, and Advice

  • Financial Protection and Planning
  • Types of Financial Protection II
  • Pure Protection
  • Raising Additional Funds from Property

Unit 6: Mortgage Arrears and Post Completion Issues

Module 6: Post Mortgage Care

  • Mortgage Transfer
  • Arrears and Debt Management
  • Lenders' Legal Rights and Remedies

Level 3: Assessment of Mortgage Advice Knowledge

Unit 7: ASSM

  • Case Studies

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Who Should Attend this CeMAP Training Course?

Those seeking official mortgage and financial advisor training.

Prerequisites

There are no specific prerequisites for this course but having existing knowledge of the up-to-date financial market may be beneficial.

CeMAP Level 1, 2, and 3 Course Overview

The Certificate in Mortgage Advice and Practice (CeMAP) is the starting point for mortgage advisers. This training course will teach delegates the complete syllabus to go on to undertake the official Level 3 examination.

The CeMAP course will equip delegates with extensive knowledge and understanding of the mortgage market and qualify them to advise customers about their specific financial needs. This knowledge will allow you to not only advise on broader financial matters, such as pensions, insurance, and state benefits but enable you to gain a better understanding of your own financial needs.

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What’s Included in this CeMAP Training Course?

  • The Knowledge Academy CeMAP Training Courseware
  • Expert Tuition
  • A set of practice questions to prepare you for the official exam
  • Refreshments
  • After completion of training, you need to book the exam externally

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Why choose us

Ways to take this course

Our easy to use Virtual platform allows you to sit the course from home with a live instructor. You will follow the same schedule as the classroom course, and will be able to interact with the trainer and other delegates.

Our fully interactive online training platform is compatible across all devices and can be accessed from anywhere, at any time. All our online courses come with a standard 90 days access that can be extended upon request. Our expert trainers are constantly on hand to help you with any questions which may arise.

This is our most popular style of learning. We run courses in 1200 locations, across 200 countries in one of our hand-picked training venues, providing the all important ‘human touch’ which may be missed in other learning styles.

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Highly experienced trainers

All our trainers are highly qualified, have 10+ years of real-world experience and will provide you with an engaging learning experience.

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

We limit our class sizes to promote better discussion and ensuring everyone has a personalized experience

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Great value for money

Get more bang for your buck! If you find your chosen course cheaper elsewhere, we’ll match it!

This is the same great training as our classroom learning but carried out at your own business premises. This is the perfect option for larger scale training requirements and means less time away from the office.

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Tailored learning experience

Our courses can be adapted to meet your individual project or business requirements regardless of scope.

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

This gives your team a great opportunity to come together, bond, and discuss, which you may not get in a standard classroom setting.

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Monitor employees progress

Keep track of your employees’ progression and performance in your own workspace.

What our customers are saying

Frequently asked questions

FAQ's

Please arrive at the venue at 8:45 am.

Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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"...the trainer for this course was excellent. I would definitely recommend (and already have) this course to others."

Diane Gray, Shell

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Get a custom course package

We may not have any package deals available including this course. If you enquire or give us a call on +61 1-800-150644 and speak to our training experts, we should be able to help you with your requirements.