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Mortgage adviser

Giving clients advice on appropriate mortgages and related protection products such as life insurance or sickness and unemployment insurance.

Summary of this apprenticeship standard


3 (equivalent to A levels at grades A to E)

Typical length
12 months
Current funding band
Up to £9,000 per apprentice.
More information about funding
Entry requirements

Set by employer.

What apprentices will learn
  • structure of the financial services industry and their role within it
  • financial services legal and regulatory requirements
  • purpose and technical content of financial products that they provide advice on
  • systems and processes needed to carry out their role
  • customer service and relationships
  • Certificate in Mortgage Advice and Practice (Institute of Financial Services)
  • Certificate in Mortgage Advice (Chartered Insurance Institute)
  • Mortgage Advice and Practice Certificate (Chartered Banker Institute)

Before taking their end-point assessment, apprentices must achieve level 2 English and maths (equivalent to GCSEs at grades A* to C).

Professional registration

Successful apprentices will be able to register with the professional organisation that awards their qualification.

End-Point Assessment
View a list of end-point assessment organisations for this standard
Organisation Phone Number Email
NOCN 0300 999 1177
DSW Consulting 01302 760 008
More Information

The Institute for Apprenticeships and Technical Education has more detailed information about this apprenticeship.