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Pricing Details
This course has been created specifically for newly qualified mortgage advisers who have completed their CeMAP and are now looking for real-world, job-ready skills. If you’ve recently passed your exams, are unsure of the next steps, or simply want to feel more confident before stepping into your first role, this programme gives you the practical expertise the exams don’t cover.
Over one intensive week, you’ll learn how to handle leads, speak to clients, complete fact finds, understand criteria, submit real applications, and build a structured, consistent approach to advising. You’ll also gain clarity on career routes - employed, self-employed, DA, networks - and what each really looks like day-to-day.
Our goal is simple: to help you secure your first role in the industry and succeed from day one.
Course Price
£999
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5 days of in-person, practical training
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All course materials and templates
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Access to sourcing software for exercises
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One-to-one feedback from experienced advisers
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Mock assessments and practice cases
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CPD certificate on completion
If you would like to book onto this course, please complete the form below & someone will be in touch to complete the payment
Feedback
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"
07.08.2026
Upcoming Workshop
"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
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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
Looking for more info?