ADVISERS

Courses for internal advisers

Fraud Prevention and Risk

This course is designed to give you an insight of the main areas of fraud in the mortgage market, and the responsibilities you have to prevent it. It consists of three videos and you will need to watch all three and complete the test at the end to evidence you have completed the course.  

Fraud Prevention and Risk Read More »

General Insurance 22

Paymentshield has created an 8 module GI plan to help you make the most out of your GI opportunities. The modules contain a mix of content, including videos, webinars, tools and brochures, all designed to arm you with all the information and objection-handling tips you could possibly need. No matter what your learning style is,

General Insurance 22 Read More »

Core Compliance 2023 (Yearly)

This course will ensure you have a full understanding of compliance requirements of being part of a mortgage advising business. The FCA are one regulatory body in our industry, but there are also regulations from other institutions, such as the ICO. To trade, you must have the appropriate permissions and also adhere to any regulations set by

Core Compliance 2023 (Yearly) Read More »

Core Compliance 2024 (Yearly)

This course will ensure you have a full understanding of compliance requirements of being part of a mortgage advising business. The FCA are one regulatory body in our industry, but there are also regulations from other institutions, such as the ICO. To trade, you must have the appropriate permissions and also adhere to any regulations set by

Core Compliance 2024 (Yearly) Read More »