The Complete Adviser Skills Programme For Newly Qualified Mortgage Advisers

  • Route to CAS

    Passing CeMAP gives you technical knowledge. The Mortgage Adviser Development Programme teaches you how to become a successful mortgage adviser.

  • Friday Adviser Club Included

    Now Includes Full Access To The Friday Adviser Club Weekly live coaching. Weekly adviser development. Weekly accountability. Weekly support. Supported Every Step Of The Adviser Journey

  • 12 Structured Weeks

    Over twelve structured weeks you'll develop the skills, confidence, communication techniques and client-facing abilities needed to achieve Competent Adviser Status and build a long-term career in mortgage advice.

  • Your Coach

    Based on more than 40 years of mortgage advice, management and training experience, this programme bridges the gap between qualification and competence.

Monthly Subscription

Included In Your Membership

  • 12-Week Structured Adviser Development Journey

  • 233 Adviser Skills Lessons

  • Almost 40 Hours of Video Training

  • Assignments and Learning PlansMortgage Advising: The New Rules Book

  • Mortgage Advising: The New Rules Book

  • Friday Adviser Club Membership

  • Weekly Live Adviser Support

  • Adviser Community and Accountability

Included Free - Friday Adviser Club

As a member of the Mortgage Adviser Development Programme, you also receive full access to the Friday Adviser Club at no additional cost. Every Friday at 8.30am, advisers from across the UK join Paul Archer live on Zoom for

Technical discussions, protection sales ideas, business development strategies, mortgage market updates, marketing and referral techniques, AI tools and productivity tips, live Q&A, adviser support, session recordings and resources.

The Qualification Gap

Every year advisers pass CeMAP and enter the profession with a sound understanding of mortgage regulation, products and technical knowledge. Yet many quickly discover that being a successful adviser requires far more than technical expertise alone. You must learn how to:

  • Build trust quickly

  • Conduct effective client meetings

  • Factfind confidently

  • Handle objections professionally

  • Discuss protection naturally

  • Gain commitment

  • Generate referrals

  • Build a sustainable advice business

Why This Programme Exists

Every year advisers pass CeMAP and enter the profession with a sound understanding of mortgage regulation, products and technical knowledge. Yet many quickly discover that becoming a successful adviser requires far more than passing an exam. You must learn how to:

  • Paul and his team have spent the last five years creating this course. Paul has spent many hours in the film studio and in post-production to produce a first-class unique online video course on mortgage advisory skills.

  • The on-demand course is structured, logical and contemporary. Fit for purpose post-pandemic in a very different world. The programme is video-based, supported by assignments and PDFs of chapters from Paul's book "Mortgage Advising – the New Rules."

  • Over 40 hours of Video spread strategically over 12 weeks to give you shape and direction. You can take 12 weeks or shorter if you wish. However, the course works best when you're going through "on-the-job" training with your firm, seeing clients under the full supervision of others. That way, you can apply everything you learn.

  • The programme is entirely up to date for the current mortgage and protection space. Using social media, video advising, chatGPT, modern sourcing systems and IT to do the heavy lifting. The emphasis is "Martin Lewis" type soft skills, in other words relating to clients, building trust and being able to communicate to anyone, whatever age or creed.

  • It's fully CPD'able, even though you don't need to do this since you're going through your initial training to achieve Competent Adviser Status. You're not working alone when you take this course; Paul is available to help as a personal coach for one live, face-to-face 45-minute Zoom Coaching Session, details on enrolment.

How does it work?

  • You gain access to our exclusive learning portal as soon as you enrol individually or as a team of advisers. The course is available on any internet device – a phone, laptop, tablet, PC even a smart TV.

  • You can attend the course anytime to suit you anywhere – at home or work. It cleverly allows you to continue where you left off, like watching catch-ups of Friends on Netflix.

  • The default option is a 12-week duration. Each week you engage with a section of the course, consuming recorded Livestream videos with an assignment. Then a series of smaller videos covering various topics around the week's theme. PDFs of Paul's book are made available covering the same issues.

Course Content

    1. From CeMAP to Competent Adviser

      FREE PREVIEW

    2. Included Bonus - Friday Adviser Club

    3. Friday Adviser Club Zoom Link

    4. An Introduction to Your Sales Coach - Paul Archer

      FREE PREVIEW

    5. Paul Explains How To Use The Programme

      FREE PREVIEW

    1. Assignment and Learning Plan for Week One

    2. Setting Achievement Goals for Your Mortgage Business - Livestream

    3. Video - Unblocking Your Goal Setting

    4. Reading - Setting Achievement Goals

      FREE PREVIEW

    5. Reading - Mastering the Inner Game - Book Excerpt

    1. The Modern Buying Process

    2. Coach Financial Advice Don’t Tell

    3. UFOs and Limiting Beliefs

    4. Question Away Your Limiting Beliefs

    5. How to Maintain Your MOJO

    6. Building Resilience

    7. How to Keep Yourself Motivated

    8. Controlling Your State of Mind

    9. Jose Mourinho and Pressure

      FREE PREVIEW

    10. What's Your Resting Face

      FREE PREVIEW

    11. How to Have a Positive Attitude

    12. 6 Inner Game Challenges to Improve Adviser Performance

    13. Taking the MIC in a Downturn

    14. How to be Attractive to Clients

    15. The Perils of Self Talk

      FREE PREVIEW

    16. Niche Your Mortgage Business

    1. Assignment and Learning Plan for Week Two

    2. Influencing Your Clients Livestream

    3. Social Styles Colours - Questionnaire

    4. Reading - Influencing Your Mortgage Clients

    5. Reading - Advising to the Generations - Matures, Boomers, X, and Y

    1. Helping Customers to Buy

    2. WIIFM and Influencing

    3. Paul Explains Visually the Social Styles Model

      FREE PREVIEW

    4. Paul Explains How to Recognise the Social Styles Colours

    5. Paul Explains and Demonstrates Matching in Sales

    6. Paul Explains How to Influence Each Colour

    7. Paul Gives You a Personal Action Plan For the Social Styles

    1. Assignment and Learning Plan for Week Three

      FREE PREVIEW

    2. Running Virtual Sales Meetings with Clients - Livestream

    3. How to Read Customers on Video - Livestream

    4. Reading - Advising Via Live Video

    5. Reading - How to Read Body Language on Video

About this course

  • £75.00 / month
  • 220 lessons
  • 34.5 hours of video content

Additional products

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Course Tutor

Paul Archer FPSA CeMAP AFPC ER1

Founder and Managing Director

Paul Archer has helped thousands of mortgage advisers develop the skills, confidence and behaviours needed to achieve Competent Adviser Status and build successful careers in financial services. Paul began in the mortgage sector in 1983 - almost 45 years' experience. Mortgage Adviser, Financial Adviser, Manager, Consultant, Trainer and Coach. CeMAP qualified, Level 4 IFA qualified, equity release, supervisory qualified. Author of a myriad of technical texts spanning all areas for both the CII and the LIBF. All team are also fully qualified and experienced. Began teaching CeMAP in 1999, when it started, trained thousands of students. Founder and Managing Director of Archer Training Ltd in 2001 Working with dozens of networks, banks, lenders, brokers and insurers in the UK and the world.