Course Title:

Consumer Credit and Mortgage Advice



Montreal, Toronto, United Kingdom

Course format: Classroom

CSI’s Consumer Credit and Mortgage Advice (CCMA) course helps a Customer Service Representatives or Financial Service Representatives advance into a lender-advisor role with confidence. Understanding how to determine the credit needs of clients while balancing organizations’ needs is essential for outstanding service and career advancement.

Professionals will gain the knowledge needed to gather information to develop comprehensive credit and mortgage applications. Upon completion of the course learners will have the skills needed to:

Conduct credit investigations and assessments
Calculate the cost of borrowing for clients
Recommend consumer credit and mortgage products including creditor insurance
Identify how to minimize credit default situations and mortgage default
Understand lending in changing economic climates
Distinguish various types of mortgage loans
Determine the stipulations of land title and registration
Complete mortgage disbursement and documentation requirements ...

Elements of this syllabus are subject to change. Training programs and their availability may vary by location.

Please visit the school's official website or social networks for the latest training price and schedule.

Phone No.: 1-866-866-2601

School Address/Venue(s):

200 Wellington Street West, 15th Floor,
Toronto, ON M5V 3C7

Free Course List: Montreal, Toronto

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