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 Level 1, 2, and 3 Course?

The CeMAP Training Course is designed for individuals pursuing a career as a Mortgage Advisor or looking to enhance their knowledge of mortgage advice and practices. This CeMAP Training can be beneficial for a wide range of professionals, including:

  • Aspiring Mortgage Advisers
  • Bankers
  • Financial Advisers
  • Insurance Brokers
  • Accountants
  • Mortgage Underwriters
  • Financial Planners

Prerequisites of the CeMAP Level 1, 2, and 3 Course

There are no formal prerequisites to attend this CeMAP Training Course. However, a basic understanding of Financial Markets can be beneficial for the delegates.

CeMAP Level 1, 2, and 3 Course Overview

The CeMAP (Certificate in Mortgage Advice and Practice) Level 1, 2, and 3 Course isdesigned to equip individuals with the necessary knowledge and skills to excel in the mortgage advisory field. Understanding mortgage practices is crucial for professionals seeking a career in banking, finance, or real estate in today's complex financial landscape.

Proficiency in this CeMAP Level 1, 2, and 3 Training is vital for individuals aspiring to become Mortgage Advisors, Brokers, or Lenders. It enables professionals to navigate through intricate mortgage processes, provide informed advice to clients, and ensure compliance with regulatory standards. This course caters to Bankers, Financial Advisors, Real Estate Agents, and anyone interested in the mortgage sector.

This intensive 3-day training in CeMAP Level 1, 2, and 3 by The Knowledge Academy provides delegates with a concise yet thorough understanding of CeMAP Levels 1, 2, and 3. Through interactive sessions and practical exercises, delegates will grasp fundamental concepts, explore industry best practices, and gain confidence in mortgage advisory roles. The course is structured to enhance delegates' understanding of mortgage products, regulations, and ethical considerations.

Course Objectives

  • To understand the key principles and concepts of mortgage advice and practice
  • To familiarise delegates with the CeMAP Level 1, 2, and 3 syllabi and examination format
  • To equip delegates with the knowledge and skills required to provide competent mortgage advice
  • To ensure compliance with regulatory requirements and ethical standards in mortgage advisory roles
  • To enhance participants' confidence in handling various mortgage scenarios and client interactions

After completing the CeMAP Level 1, 2, and 3 Certification Course, delegates will receive a certificate acknowledging their participation and achievement. This certification validates their understanding of mortgage advice and practice, enhancing their credibility and employability in the financial services sector.

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What’s included in this CeMAP Level 1, 2, and 3 Course?

  • World-Class Training Sessions from Experienced Instructors   
  • CeMAP Level 1, 2, and 3 Certificate
  • Digital Delegate Pack

Why choose us

Our Baton Rouge venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Baton Rouge is the capital of the state of Louisiana, it has an estimated population of 230,000 people. The name of the city means “Red Stick” in French. Education in the USA is provided by both public and private schools, and is mandatory until the age of 16.  Pupils conducting their schooling within the USA start off at preschool, followed by elementary school, then middle school, before finishing at high school.  At age 18, US citizens are able to engage in higher education.  Higher education in the USA normally comes in the form of a college, undergraduate school, or a community college – that latter of which doesn’t normally cost anything to attend.  Candidates participating in a course at a college will gain credits towards a bachelor’s degree, whilst candidates participating a course at a community college will be earning credits in order to achieve an associate’s degree. The East Baton Rouge Parish Public Schools board oversees the running of the public primary and secondary schools in the city. There are a number of charter schools in the area, one of these is the Mentorship Academy. This school uses their relationship and proximity to local businesses to establish opportunities with them. Baton Rouge is also home to 9 U.S Blue Ribbon School and renowned Magnet Program for gifted children in specific areas. Louisiana State University is a public university with an enrollment of 32,000 students and 1,300 faculty members. It was founded in 1853 as a military academy. It is now officially known as Louisiana State University and Agricultural and Mechanical College. The college has schools in agriculture, art and design, engi9neering and science. At The Knowledge Academy we offer over 50,000 classroom based training courses in the United States, including popular locations such as Baton Rouge.

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Address

301 North Main Street, 

Louisiana 70825, 

Baton Rouge, 

United States

T: +1 7204454674

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led CeMAP Training | CeMAP Level 1, 2, And 3 Training in Baton Rouge. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's CeMAP Training | CeMAP Level 1, 2, And 3 Training in Baton Rouge, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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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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