CeMAP Academy Workshop Content

Much of the content is geared around delegates needs and tailored by our highly experienced tutors, however, we do follow a plan.

Unit 1 (Days 1)

Delegate Introductions
Financial Asset Classes i.e. investment products
Main financial services products

Unit 1 (Day 2)

UK Taxation and Social Security
Financial advice areas and the process of giving advice

Unit 2 (Day 3)

Financial Services and Markets Act and FSA
Other non tax laws
Regulating firms
Advertising
T&C
Conduct of Business Rules
Money Laundering
Complains and compensation
Data Protection Act

Unit 3, 4, 5 (Day 4)

Property and Mortgage Law
House Buying and Conveyancing Process
Property Defects
Factors affecting value
Buying and selling fees and surveys
Underwriting the applicant
Common Mortgage Products
Other Mortgage Products

Unit 5 Con't, 6 and CeMAP 3 (Day 5)

Mortgage Repayment Methods and Protection
CeMAP 3 Case Study Dissection and Practise
Mortgage Conduct of Business Rules (MCOB)
Further Advance and other lending
Arrears and Repossession
CeMAP 3 Case Study Practise