The level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.
Successful completion of the Certificate allows CII/PFS members who are also members of the CII’s Society of Mortgage Professionals to use the designation Cert CII (MP). Continuing Professional Development requirements apply.
Read the Certificate in Mortgage Advice qualification specification »
Who’s it for?
- Those seeking to give mortgage advice
- Anyone currently working in a non-advisory role in the mortgage market such as technical consultants or those in support roles looking to progress
Recognition of prior learning
Before studying, check to see whether any of your previous academic qualifications or credits from other professional bodies and institutes can be carried towards completion of the Certificate.
Find out more about recognition of prior learning >
The Certificate involves completion of two units from the Personal Finance qualifications framework, providing a minimum of 35 credits on completion.
See our key information link to the right of this page for details
Members are entitled to use the designation Cert CII (MP), subject to membership and Continuing Professional Development (CPD) requirements.
Certificate level units are assessed by multiple-choice question exam (MCQ). For online MCQ exams, result notification is immediate on completion. For paper-based MCQ exams, results are released five weeks’ following the exam sitting.
Find out more about assessments, including policies and exam centres >
Each qualification unit comes with the essential tools to support core learning. For a single fee, study packages typically include: study text, assessment entry and access to RevisionMate, our online study tool.
We also offer additional study materials to support individual learning. These range from key fact booklets and next-edition study texts, to question packs and Learn interactive tutorials.
For full unit availability, click the unit links to the right of this page