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Introduction
If you are considering building a new career within the financial services sector and this is your
first visit to our site, I know you'll need the answers to a number of questions to help you decide
whether the role of mortgage adviser or financial adviser is right for you and, for that matter,
whether this is the right industry for you.
To help you to make the right decision and the right choices, I'll give you some key pointers in
this section, but let me start with a little introduction to some of our most popular financial
courses. A good place to start is with the names of two of the most popular qualifications in
our portfolio of services, these being
CeMAP® and
CeFA®.
CeMAP® stands for the Certificate in Mortgage Advice & Practice, and anyone wanting to give
mortgage advice in the UK must pass this (or a similar) qualification first.
CeFA® stands for the Certificate in Financial Advice, and anyone wanting to give financial
advice in the UK must pass this (or a similar) qualification first.
More formally, these are designations that are conferred upon the successful completion of the
qualification requirements set by the Financial Services Skills Council (FSSC) and they are accredited
by the Qualifications and Curriculum Authority (QCA). This means you can use the initials CeMAP® and/or CeFA® after your name on business cards and any other stationery.
Mortgage Adviser or Financial Adviser - What's the difference?
People are often confused about the difference between a mortgage adviser and a financial adviser,
so I'll start with a simple explanation of how they differ.
We often describe the financial adviser as one who provides solutions in the PRISM, with these
initials representing:
- P - Protection solutions (which we often describe as
insurance)
- R - Retirement solutions (which we often describe as
pensions)
- I - Investment solutions
- S - Savings solutions
- M - Mortgage solutions
In comparison, a mortgage adviser directly provides solutions in only the first and the last of
these five areas. If you think of the financial adviser as being like a GP, you could think of the
mortgage adviser as being a specialist. Neither is better than the other and each of these highly
skilled professionals has an important role to play and a valuable service to provide.
So, where does Blue Cherry Financial Training fit in?
Since the late 1990s, our professionally qualified trainers have provided
CeMAP® training and
CeFA® training for thousands of people throughout the United Kingdom, conducting training courses in
Leeds, Manchester, Birmingham, London, Bradford, Liverpool, Coventry, Leicester, Nottingham,
Sheffield, Newcastle, Bristol, Edinburgh, Glasgow, Aberdeen and Belfast. Please view our TESTIMONIALS
page for evidence of our success and to see what our customers say about our service. Don't worry,
when you've finished there, you will automatically be brought back to this point.
As stated above, the
CeMAP®/CeFA® qualification is the first step you need to take if you are
looking to become either a self-employed or an employed mortgage/financial adviser. How best to
achieve these qualifications varies from person to person but there are effectively three alternative
training solutions, as follows:
- Intensive Training Courses - these classroom-based courses are very popular and have, for
countless individuals, proven to be the fastest way to achieve success with these qualifications.
However, because classroom training is not the most appropriate solution for many
other people, we have always made the following two alternative training options available. In
doing so, it seems we have a solution to match almost everyone's budget and personal
circumstances.
- Distance Learning Courses - these computer-based online courses are also very popular and
have always proven to be the most thorough way to achieve success with these qualifications. For
those suited to this option, there is much more detail provided a little further ahead.
- One2One Training Courses - these individually structured courses combine one-to-one
teaching sessions with distance learning to provide the best of all worlds. However, given the
fact that all resources are being dedicated to a single individual, it is invariably the most
expensive option. Then again, we can proudly boast a 100% success rate with this learning option.
To be successful on any of our courses, you need no academic qualifications whatsoever, nor do you
need any industry experience. In fact, the vast majority of our successful students came to us 
with no formal qualifications and absolutely no financial services experience. All our courses are
specifically designed for individuals who are completely new to the financial services industry,
although we also train many who currently work within the banking and mortgage sectors.
On a wider point, we know how difficult and daunting it is when you want to start a new career as a
mortgage adviser or financial adviser. Where do you turn for truly independent advice and support?
Without professional guidance, there are many pitfalls awaiting the aspiring new adviser. As an
integral part of our service, we can help to guide you away from the undesirable operators and towards
those that have genuine opportunities for the newly qualified professional.
Who would be my mentor at Blue Cherry Financial Training?
Before you entrust anyone with the critical task of guiding you through the process of
developing your new career as a financial professional, you need to know something about that person
and you also need to be aware of some of the traps and tricks to avoid. Read about some of these TRICKS
& TRAPS and a brief profile of the person who would be guiding you through each stage of your
development, from novice to high-earning professional. Your mentor has done exactly this for countless
others since back in the mid-1990s.
Save This Page?
Before you move on, you might want to add this page to your favourites list so you can find us easily
if you ever want to revisit us in the future. To add this page to your favourites list:
- In Internet Explorer -
- In Netscape - Press CTRL-D.
- In AOL - click the small red heart at the top of this page.
What Next?
- If you would like to express your interest in CeMAP® training or CeFA® training, please click CONTACT
US.
- If you would like to consider our CeMAP® distance learning (home study) option, please click CeMAP
ONLINE.
- If you would like to see our course dates and prices, please click to view our COURSE
PRICES.
Alternatively, you may continue to browse around our site at your leisure by clicking on the any of
the buttons in the top left margin. BACK TO TOP
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