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.

You’ll learn the skills advisers typically only develop after months in the job, including:

• Running full mock client meetings

• Conducting effective fact-finds

• Using sourcing systems (e.g., Twenty7Tec, Mortgage Brain)

• Building and presenting 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.

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.

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.

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.

Yes. You’ll have access to post-course support, including ongoing communication with your tutor and helpful Academy community groups both on Facebook and WhatsApp. We don’t just train you for a week - we support your transition into a confident, competent adviser.

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.