Course Tag: To finish
Case Manager Level One – Knowledge
This course is to help you understand the basic Knowledge a Case Manager needs in order to deliver on the day to day role. It includes understanding the full mortgage and legal process, the documentation requirements and how to understand them, and some basic understanding of the compliance requirements of working within a regulatory environment.
Case Manager Level One – Process
One of the most important parts of a Case Managers role is the ability to follow a set process so that the mortgage application progresses smoothly from start to finish and within the timeframes expected. This course will help Case Managers understand what is expected of them while processing a case including working to SLAs …
Adviser Level Two – Commercial Specialist
This course is designed to help Advisers to fully understand the commercial mortgage market with the aim that they will become Connect specialists in this area. Specialists will have the advantage of being promoted as such via marketing and first choice of leads in this particular area. The course consists of study material, case studies …
Adviser Level Two – Protection Specialist
This course is designed to help Advisers to fully understand the protection market with the aim that they will become Connect specialists in this area. Specialists will have the advantage of being promoted as such via marketing and first choice of leads in this particular area. The course consists of study material, case studies and …
Adviser Level Two – BTL Specialist
This course is designed to help Advisers to fully understand the complex BTL mortgage market with the aim that they will become Connect specialists in this area. Specialists will have the advantage of being promoted as such via marketing and first choice of leads in this particular area. The course consists of study material, case …
Adviser Level Two – Resi Specialist
This course is designed to help Advisers to fully understand the complex residential mortgage market with the aim that they will become Connect specialists in this area. Specialists will have the advantage of being promoted as such via marketing and first choice of leads in this particular area. The course consists of study material, case …
Core Compliance 2021 (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 2019 (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 2020 (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 …