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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
£899
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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
"In-Person, Hands-On, and Actually Useful"
Unlock stronger results, faster - through training designed to deliver real, measurable impact.
Upcoming Workshop
Monday 1st June 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?
Our Reviews
"Since joining, I haven’t looked back!"
"The training and support was great, it was really focused on the job rather than the jargon and sitting in on live appointments was a great way to learn different techniques. I was really close to joining a network but after having a chat with Kev and Craig it felt right to join The Finance Family as it felt more relaxed and actually felt more family orientated. The onboarding process was quick and easy thanks to Lou. Since joining, I haven’t looked back! The flexibility of the role and the support of the team is second to none. The first couple of years were challenging as it takes time to establish but once your leads start coming through existing client referrals it makes it all worthwhile!"
Tom Waldron - Mortgage & Protection Advisor