We use cookies on all our websites to gather anonymous data to improve your experience of our websites and serve relevant ads that may be of interest to you. Please refer to the cookies policy to find out more.

By continuing, scrolling the page or clicking a link, you agree to the use of cookies.

26

Insights

How to become a better protection adviser

Jan 10, 2022
John Somerville
Whether you’re a paraplanner, or a financial or mortgage adviser – if you work in regulated advice, you need to start by asking the right questions. John Somerville outlines how to approach getting clients the best protection they need.
How to become a better protection adviser

How to become a better protection adviser

Jan 10, 2022
John Somerville
How to become a better protection adviser

How to progress your mortgage advice career in 2022

Dec 20, 2021
Juno Baker
A new year is always a good time to think about next career steps. Whether you want to move into a different area of advice, develop skills or expand your mortgage broker firm.
How to progress your mortgage advice career in 2022

How to progress your mortgage advice career in 2022

Dec 20, 2021
Juno Baker
How to progress your mortgage advice career in 2022

Career story: studying to be a financial and mortgage adviser

Aug 26, 2021
Juno Baker
Louis Goacher, talks about studying professional qualifications on active military duty and why he did both CeMAP and DipFA.
Career story: studying to be a financial and mortgage adviser

Career story: studying to be a financial and mortgage adviser

Aug 26, 2021
Juno Baker
Career story: studying to be a financial and mortgage adviser

Professional designations in the mortgage industry: which one’s for me?

Jul 12, 2021
Sue Wiggins
We recently launched Certified Mortgage Adviser (CMA) status to help our members stand out as accomplished professionals in the mortgage and equity release sectors. Many CeMAP and CeMAP Diploma qualified brokers already hold CeMAP Professional or Advanced CeMAP Professional. So, what’s the difference between CMA and the Professional categories?
Professional designations in the mortgage industry: which one’s for me?

Professional designations in the mortgage industry: which one’s for me?

Jul 12, 2021
Sue Wiggins
Professional designations in the mortgage industry: which one’s for me?

Career story: studying for CeMAP and CertPro during lockdown

Jun 24, 2021
Mutahara Gofur
Lijo George moved to the UK in 2019 and joined Owl Financial as a protection adviser. He’s been working as a financial consultant in Dubai, advising his clients on offshore savings, investments and whole of life unit linked insurance plans. He tells us about completing our qualifications, studying during the Covid-19 pandemic, and what’s important in regulated advice and financial services.
Career story: studying for CeMAP and CertPro during lockdown

Career story: studying for CeMAP and CertPro during lockdown

Jun 24, 2021
Mutahara Gofur
Career story: studying for CeMAP and CertPro during lockdown

How to find CPD on financial protection

Jun 11, 2021
Sue Wiggins
If you’re a financial or mortgage adviser offering advice in financial protection, you must do at least 15 hours of relevant continued professional development (CPD) each year. But what exactly are the requirements? And where can you find the right CPD to meet them?
How to find CPD on financial protection

How to find CPD on financial protection

Jun 11, 2021
Sue Wiggins
How to find CPD on financial protection

Government initiatives to support home ownership

Jun 09, 2021
Gordon Reid
As a mortgage adviser, you need to fully understand the products available to borrowers. These days, part of that is understanding the details of support schemes, such as those offered by the government. This update on government initiatives to support home ownership will help you identify those that are right for your customers.
Government initiatives to support home ownership

Government initiatives to support home ownership

Jun 09, 2021
Gordon Reid
Government initiatives to support home ownership

Supporting vulnerable customers

Jun 04, 2021
Richard Cooper
Vulnerable customers are a key area of concern for the Financial Conduct Authority (FCA). So, as a financial adviser you need to ensure you and your advice firm have the skills to identify vulnerability and deal with vulnerable clients. Richard Cooper examines the FCA’s guidance and outlines how to identify the skills you need to develop in yourself and in your firm.
Supporting vulnerable customers

Supporting vulnerable customers

Jun 04, 2021
Richard Cooper
Supporting vulnerable customers

The future of green mortgages

Apr 19, 2021
Richard Northedge
Green mortgages reward borrowers with lower interest rates for buying energy-efficient homes. Richard Northedge looks at this new market – including lenders and the level of consumer demand for home loans. And he questions whether its future is sustainable in the long term.
The future of green mortgages

The future of green mortgages

Apr 19, 2021
Richard Northedge
The future of green mortgages