ADVISERS LEVEL ONE

Courses that form part of achieving Level One

(AL1) Process and Sales

This course is to help you understand the mortgage sales process including the legal part of the process and what are the regulatory requirements that you need to adhere to throughout the process. You will understand what documents need to be collected and how to read and understand those documents. You will also receive tools […]

(AL1) Process and Sales Read More »

(AL1) Knowledge

This course is designed to ensure you have a broad understanding of all the different types of mortgages that you may receive enquiries from clients about. The course will also help you to understand the mortgage research process, and also how you can position the need for protection to your clients.

(AL1) Knowledge Read More »

(AL1) Adviser Systems

As advisers, there are key systems that you need to understand how to use to assist you in your day to day research of the most suitable options for your clients. In this lesson, you will learn how to use the lender research systems and also the systems for quoting and researching protection plans. You

(AL1) Adviser Systems Read More »