Certificate in Advanced Mortgage Advice


The Certificate in Advanced Mortgage Advice goes beyond the FCA’s minimum qualification requirements and enables mortgage advisers to continue developing their advice capabilities.

It also brings advisers and those working in support roles up to speed with recent changes to the mortgage process arising from the Mortgage Market Review.

The Certificate is an ideal next-step for candidates who hold the Certificate in Mortgage Advice or Certificate in Equity Release, only requiring completion of one further unit where units R01 and CF6 are held.

The Certificate in Advanced Mortgage Advice comprises three compulsory units:

  • (R01) Financial services, regulation and ethics; and
  • (CF6) Mortgage advice; and
  • (R07) Advanced mortgage advice.


Entry requirements


Recommended study time

Units range from between 60 and 70 hours (each depends on experience and ability).

Completion requirements

To complete you need to obtain 55 CII credits by passing compulsory units: R01, CF6 and R07.

Learning support

Unit study materials for this qualification typically include:

  • Study text with updates
  • RevisionMate online study support
  • Blended learning programme
  • Key fact booklets
  • Question packs
  • Audio revision
  • Revision courses.


Member designation

Cert SMP



More details and to enrol online

Visit the CII website

How to get in touch

You can discuss this qualification with our Corporate Customer Service team either by calling 020 8530 0862 or emailing CIIbanking@cii.co.uk. They can also put you in touch with one of our Corporate Development Managers.