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One of our training experts will be in touch shortly to go over your training requirements.

CeMAP Training

Online Instructor-led (3 days)

Classroom (3 days)

Online Self-paced (24 hours)

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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Not sure which course to choose?

Speak to a training expert for advice if you are unsure of what course is right for you. Give us a call on 01344 203999 or Enquire.

What our customers are saying

Frequently asked questions

FAQ's

Please arrive at the venue at 8:45am.

Why we're the go to training provider for you

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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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Trusted & Approved

We are accredited by PeopleCert on behalf of AXELOS

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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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