This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
We will continue to strive to develop and deliver solutions and tools to empower our clients to make the right decisions, to deliver their financial goals.
Lifetime Mortgages – Providing a full range of mortgage advice from residential through to buy to let and associated protection. Mortgage access to the whole of the market.
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