Visit 12PGM™ now!
Award Winning
Stepping Stones to Mortgage Broker™
*** NOW INCLUDES YOUR FREE WEBSITE & BUSINESS CARDS as part of your package. ***
View a typical website
The most comprehensive training academy in the UK for bringing inexperienced people into the financial services industry. Stepping Stones to Mortgage Broker™ to your own business or a fabulous job - it's your choice.
After successfully completing CeMAP® the Stepping Stones to Mortgage Broker™ the journey commences:
Module 1 – Apply for a delegate position. Application assessed and if accepted, having passed the ¨Fit and Proper test¨, there is one low cost to join the programme and one to exit it should you choose to take employment. We pay 70% commission from outset.
Module 2 – 10 day induction course
Day 1 – IT preparation and business planning
Day 2 – Research tool, compliance tools and client management systems
Day 3 – Fact Find process – for mortgage business
Day 4 – Research of whole of the market
Day 5 – Compliant construction of client files and practise of client meeting process
Day 6 – Full Process Meeting – structure/prep for filmed role play
Days 7/8/9 – Compliance issues inclusive of Treating Customers Fairly, Anti Money Laundering and Data Protection training
Day 10 – Professional Competency Assessment – filmed role play
Once passed, this is 1st stage competence achieved. Also note that from stage 3 through to 5 you are earning commissions.
Module 3 – Assigned Regional Director accompanies you on your live client meetings. Once signed off, this is 2nd stage competence achieved.
On the next quarterly company audit an assessment will be made of your progress so far including assessment of your key performance indicators. If all stages of competence are signed off and KPI´s are acceptable you will be granted:
Competent Advisor Status
This should be at around the 6 months service stage. As a competent advisor you will now move to Appointed Representative status. Commission levels are negotiable and are bespoke to the individual.
You will now have your own business practise OTE of £100K +++ Become an Appointed Representative of NLD – stay on a % split or pay a monthly fee option to receive 100% commission – You will be able to have your own trading style or company or partnership.
Take your place on the FSA register, type in our FSA number 460421, click on appointed reps, click on any of our appointed reps – all of them have been on this journey and have made it – ask them about their experience.
New Leaf Distribution remains your Principle and as such takes responsibility for the advice that you give, pays the PII and supports you through continued compliance and business development and the support of our superb T and C scheme. We deal with the FSA on your behalf and pay all fees inclusive of FOS and FSCS. You now have the autonomy to build your brand in the market place.
Continue your academic studies on our FSCGB programme which is free to you as a member of the team.
Over the next months and years add Will Writing, Equity Release advice, Business Protection advice, PMI brokerage, etc to your business. Look to add further value to your business by running your own Commercial Mortgage desk or becoming a fully fledged Financial Advisor.
Free benefits
- Business coaching and development as non – exec directors if required
- Your own website and business cards
- FSCGB membership for life.
- Minimum of 40 training events for you to attend free of charge every year
- Superb Training and Competency File which is building day by day whilst you are on the programme.
New Leaf Distribution are authorised and regulated by the FSA for mortgage and insurance intermediation. We train in the workplace to deliver FSA financial capability training.