Financial Advisor or Mortgage Advisor?

If you have decided you want to get into the financial industry, it can be difficult to know where to start and you will probably have many questions.

  • Should you become a mortgage advisor or become a financial advisor?
  • What is the difference?
  • Where or how do you start and what qualifications are required?

If you want to become a mortgage advisor, then you will need to get your CeMAP qualification.  There are many different CeMAP training courses available in many different locations nationwide across the UK.  There are some great CeMAP training courses in Leeds, Manchester, Birmingham, Liverpool, London, Newcastle and many more.  There are also different CeMAP courses in Scotland and if you are considering doing either your mortgage advisor or financial advisor training and then working in Scotland, then check that the course is tailored specifically to Scottish Law, as it is different.

If you want to become a financial advisor, then you will need to get your CeFA qualification. For the CeFA qualification, you need to pass four different exams.  For the CeMAP qualification, you will need to pass three different exams.

The first course and exam for either the CeFA or CeMAP qualifications is the same syllabus and exam anyway, so if you are unsure this is a great place to start as you can change your mind later and it won’t matter.

If you want to become a financial advisor, you will find that many advertisements for financial advisor jobs and positions have the CeMAP qualification as a ‘nice-to-have’ or ‘desirable’ trait so to do the CeMAP qualification will do no harm if you want to be a financial advisor anyway and will open many doors for you.

There is a wealth of information on the internet about both these qualifications, or you can telephone or contact a reputable financial training company with your questions.  If they are a genuine company, they will be only too happy to answer your questions.



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