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Mortgages

E-Learning
3.5 Hours
£75 + VAT
buy course

Most of us are generally comfortable with the concept of mortgages, but it can be a whole new world when you’re involved in the advice process. As with all areas of advice there are many regulatory requirements, which can prove tricky if not fully understood.

This module brings our years of experience in understanding a client’s individual needs and helps clarify the current mortgage market (you won’t believe the amount of different products available that can accommodate these needs!). We also break down the literature and share our best practice to help you in your understanding.

This module is defined by three units. They are:

  • What is a mortgage?
  • The many different types of mortgage products
  • Essential paraplanner information

During this module, you will:

  • Understand what a mortgage actually is!
  • Explain the various terms used in mortgage literature.
  • Analyse the suitability of certain mortgage products for different client circumstances.
  • Explore the key considerations that must be made to be able to prepare a compliant mortgage report.
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