The academy is an intensive 10-day program designed to equip participants with essential knowledge and skills in the dynamic field of mortgage and insurance products. Throughout the course, attendees will receive in-depth training on compliance processes, ensuring they can write business that adheres to the Financial Conduct Authority (FCA) regulations. Understanding compliance is critical in this industry, and the academy emphasises the importance of regulatory standards to foster trust and integrity in client relationships.

Moreover, participants will engage in comprehensive CRM systems training, which enables them to effectively source the right products for their clients. This training will also cover the creation of compliant suitability reports, ensuring that each client receives tailored advice that aligns with their specific financial needs and circumstances. By mastering these critical areas, attendees will not only improve their technical abilities but also enhance their overall service delivery.

In addition to product knowledge and compliance training, the academy will focus on best practices in sales and customer service. Recognising that attracting new clients is essential for career growth, the program will arm participants with proven techniques and tools necessary for building long-lasting relationships with customers. With an emphasis on effective communication and client engagement, graduates of the academy will be well-prepared to navigate the competitive landscape of the mortgage industry and advance their careers with confidence.

Upon completing the academy and becoming a fully-fledged mortgage broker, you will embark on an exciting journey filled with continuous growth and development. The transition from an academy graduate to a successful professional is made seamless through our comprehensive on-going training programs designed to keep you at the forefront of the industry. These programs encompass a range of topics, from the latest market trends to innovative sales strategies, ensuring that you are well-equipped to navigate the complexities of the mortgage industry.

To further bolster your confidence and expertise, you will be assigned a dedicated mortgage manager who will serve as your primary support system. This experienced mentor will not only provide you with personalised guidance in your daily operations but also share invaluable insights from their own experiences in the field. Their role will be to help you set ambitious yet achievable goals, analyse your performance, and identify opportunities for improvement, ensuring that you are consistently on track to expand your business.

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