CF6 (Mortgage Advice) Pre Exam Training - online distance learning

>> Event Overview

The Personal Finance Society Hants & Dorset and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised training for those members who are studying for the CF6 examination.

Due to the COVID-19 Pandemic the Regional Committees have suspended all Face to Face events for 2021 and this event will be run as an Online Distance Learning event.

By the end of the event, delegates will have covered the key elements of the CF6 syllabus abd what is required to pass the examination.

>> Learning Objectives

The interactive workshop will cover:

• Overview of the paper – tips and techniques

• The house-buying process, from making an offer to completion and the key parties involved

• The different types of borrowers and how to meet their individual mortgage needs

• The different types of mortgage product and repayment vehicle options and their suitability for the client

• Underwriting the property and valuations

• The legislative and regulatory position of mortgages (MCOBS) and the requirements of a mortgage

• Trainer facilitation of case studies analysing client situations – these represent tricky marks in the exam and can be challenging

Cost: The cost of the days training will be £49 for PFS members and £59 for non-PFS members.

>> More about our speaker

Paul Archer, has over 35 years in the business as Mortgage Adviser, IFA, sales coach, sales trainer, author, blogger and coach. Regular speaker at the Society of Mortgage Professionals. Fully qualified IFA and Equity Release Mortgage Adviser.

>> To book your place / for more info

Your attendance will be confirmed once you have booked online. There is a maximum of 16 attendees. If we are oversubscribed, you will be placed on a waiting list.

To attend, please book online via the following link:

CF6 - 12th May

Any questions please email the Personal Finance Society Hants and Dorset Regional Committee on hantsanddorsetpfs@outlook.com.