Who is this course suitable for?

This course is designed specifically for newly qualified mortgage advisers who have passed their exams but want real-world, hands-on experience before advising clients. It’s ideal if you feel confident with the theory but want to practise fact-finding, sourcing, compliance, presenting recommendations, and handling actual client scenarios.

Do I need any experience before joining

No industry experience is required beyond your CeMAP (or equivalent) qualification. The course is intentionally built for people who have the knowledge but haven’t yet advised clients or haven’t had structured support in their first role.

Will this help me get a job or start earning sooner?

Yes. Employers highly value advisers who can “hit the ground running.” This course gives you practical competence, confidence, and readiness to handle live clients. Many past participants say it helped them stand out in interviews and feel prepared from day one. While we can’t guarantee job placement, we do provide guidance, interview preparation, and referrals where appropriate.

What is included in the course fee?

Your fee includes: 5 days of in-person, practical training All course materials and templates Access to sourcing software for exercises One-to-one feedback from experienced advisers Mock assessments and practice cases CPD certificate on completion There are no hidden costs - everything required for participation is covered.

How is the course assessed?

There’s no formal exam, but you’ll complete practical exercises throughout the week. These include mock client interviews, product sourcing challenges, and recommendation write-ups. You’ll receive structured feedback to help you improve, but the environment is supportive - not competitive.

Mortgage Advisor Training UK | Financial Services Courses

A practical course to turn brokers into confident,
client-ready advisors

What you will learn:

Real-world skills

How to actually do the job

How to improve conversion

How to deal with clients

See upcoming workshops

Upcoming Workshop

07.08.2026

Learn from practicing industry
professionals

This course is run across 5 consecutive days of intensive training

Finish your course with a certificate of completion & new found confidence

Welcome to Your Professional Development Journey

Welcome to The Finance Family Academy - your complete professional development pathway from first appointment to building a thriving mortgage practice. This course has been designed by industry experts with decades of combined experience to give you the practical skills, frameworks, and confidence you need to excel in mortgage and protection advice.

Whether you're a newly qualified advisor or an experienced professional looking to sharpen your skills, this programme will equip you with the tools, knowledge, and strategies to deliver outstanding client outcomes and build a sustainable, successful mortgage business.

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"In-Person, Hands-On, and Actually Useful"

Unlock stronger results, faster - through training designed to deliver real, measurable impact.

Upcoming Workshop

Monday 7th August 2026

Book a course

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What to expect:

Throughout this course, you'll be guided by The Finance Family's seasoned professionals who have successfully navigated every scenario you'll encounter. Our experts combine regulatory knowledge with real-world experience to deliver training that's both compliant and commercially effective.

You're not just learning theory - you're gaining battle-tested strategies that work in today's market. Our instructors bring decades of combined experience from the frontlines of mortgage and protection advice, having personally processed thousands of applications, built successful practices, and mentored countless advisors to success.

Expected hours:

9am - 5pm

Monday - Friday

With breaks & an hour for lunch

Course tutor:

Kevin Smith DipFA

Director of The Finance Family & practicing mortgage advisor

Location:

The Finance Family (HQ)

Suite 5

Pioneer House

Cannock

WS11 0DW

Have any questions?

Fill in the form below and Kevin Smith will contact you personally

Looking for more info?

View our itinerary

Meet your tutor, Kevin Smith

Managing Director of The Finance Family

Tutor of the Academy

Practicing mortgage & protection advisor

Kevin became an advisor in 2007 working for Countrywide Mortgage Services where he was trained by is now business partner, Craig Barnbrook. After 5 very successful years he left to join Hayburn Rock Financial Planning. Feeling it was time to take the next step he founded Mortgage Brothers with Craig in October 2018 which became The Finance Family a few years later.

Kevin is also a fully qualified financial adviser and specialises in Pensions and Investments.

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Simplicity

"It strips away the unnecessary complexity from what is already a mammoth process and focuses on what actually matters"

Confidence

"Understand the value of proper advice and trust that you’re the right person for the job. Kev also teaches key presentation skills that many advisers shy away from"

Inclusivity

"Transformative, supportive, confidence building, and genuinely beneficial for anyone looking to go self‑employed, newly CeMAP qualified, or returning to advising after a break"

Teacher

"Kev is incredibly approachable, and that makes a huge difference both for advisers learning the process and for clients who need things explained in a straightforward, easy to understand way"

Frequently Asked Questions

You’ll learn the skills advisers typically only develop after months in the job, including: Running full mock client meetings Conducting effective fact-finds Building suitability reports Identifying lender criteria Managing compliance requirements Handling objections and tricky conversations How to structure your workflow as a productive adviser All training mirrors real-life adviser situations.