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In today’s heavily regulated financial services market, training isn’t a nice-to-have, it’s mandatory. Professional mortgage qualifications are a requirement before you, or any of your staff, can give mortgage advice.

At Insynergi we offer the Certificate in Mortgage Advice and Practice (CeMAP) from the Institute of Financial Services (IFS). This comprises three modules:

CeMAP 1 - UK Financial Regulation

CeMAP 2 - Mortgages

CeMAP 3 - Assessment of mortgage advice knowledge

As an addition to the CeMAP qualification, the new Certificate in Regulated Equity Release is a must for anyone wishing to operate in the equity release sector and forms part of the Advanced CeMAP qualification.

If you wish to become a Financial Adviser then Insynergi can help you:

Certificate for Financial Advisers (CeFA) from the Institute of Financial Services (IFS). This comprises four modules:

CeFA 1 - UK Financial Regulation

CeFA 2 - Investment and Risks

CeFA 3 - Retirement Planning and Protection

CeFA 4 - Assessment of Investment Advice Knowledge

Certificate in Financial Planning (CF1-5) from the Chartered Insurance Institute (CII). This comprises five units:

CF1 - UK Financial Services; Regulation and Ethics

CF2 - Investment and Risk

CF3 - Financial Protection

CF4 - Retirement Planning

CF5 - Integrated Financial Planning

With the FSA now regulating the general insurance market, the Certificate in Regulated General Insurance (CERGI) from IFS, although not mandatory, is worthwhile and enhances your professional image.

We have designed our intensive training courses to give our delegates the best possible chance of success. We offer intensive five-day courses for CeMAP 1 or CeMAP 2/3 or CeFA 1 or CeFA 2 or CeFA 3 & 4 or ten-day CeMAP 1, 2 and 3 courses, 15 day CeFA 1-4 courses or CF 1-5 courses and two-day CeRER and three-day CERGI revision courses. We can also work with you to design bespoke training packages to suit your particular training needs.

Talk to us about how we can help you get your advisers qualified and productive in the shortest possible time. Contact us now or for the latest vacancies click here.