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mortgage ASSESS

The Benefits

Your organisation
mortgage ASSESS
allows you to assess the knowledge and competence of your staff, instantly accessing all the core training materials necessary for their further development and ultimately ensuring they are providing the best possible advice according to FSA regulations.

Your compliance/training administrator
mortgage ASSESS
makes the administration of training and development straightforward. It facilitates company reporting through its management information as well as enabling the tracking and record-keeping of the achievements of individuals within the organisation. It also allows records to be produced for compliance supervision and auditing.

Your employees
mortgage ASSESS
provides advisers (including MAQ and CeMAP holders), back office staff, supervisors and managers with the tools they need to develop their knowledge and ability as mortgage professionals. Whether they need to explore new areas of learning or simply refresh their existing knowledge, the easy-to-navigate assessment and technical learning materials allow them to identify and meet their development needs. It is simple to use and provides the technical information needed without confusing the user or being condescending to the more experienced adviser.

Mortgage Promotions and the LIA have come together to offer mortgage ASSESS and LIA membership together at a discounted annual rate which represents a saving of almost 30% off the normal price. To apply, simply download the application from this site, and e-mail or fax it to the LIA direct. The payment options available to club members are as follows:

For further information or to arrange a free 14-day no obligation trial please contact:
Steve Sharpe - LIA Development Manager - on 01829 271999/07793 or e-mail

Life Insurance Association
The LIA is a professional body dedicated to supporting the activities of its members in all areas of the personal financial services industry. In the past its membership has been predominantly independent financial advisers and representatives of companies such as product providers, banks and building societies. This has changed subtly over a period of time and we now find that a very high percentage of our 22,000 members either are mortgage brokers or are connected with a mortgage broking business. Accordingly the LIA is adapting its own approach to make sure that its offering is appropriate to the market it represents, with the launch of mortgage ASSESS being only the first step. The LIA has a long history of representing the interests of its membership with legislative and regulatory authorities and is placing itself to ensure that it can continue to do this in the future.

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"The FSA requires individuals giving mortgage advice to:

This requirement impacts on individuals, their supervisers and the controllers of their firms alike. We therefore support any arrangements which will assist this process and welcome the work which CII, LIA and SOFA are doing through mortgage ASSESS to promote consistent training and competence standards to the marketplace."

Chris Rexworthy Head of Themes and Industry Training, Investment Firms Division FSA

Frequently Asked Questions
Mortgage Assess 360

Welcome to mortgage ASSESS, the online compliance and competency system developed by the CII, LIA and SOFA to complement existing training and competence regimes. It is suitable for all types of organisation involved with residential mortgage provision: mortgage brokers from networks to one man operations, IFAs, estate agents, high street brokers, mortgage packagers and lenders. mortgage ASSESS is a targeted technical training and assessment tool designed to assist you with your training and competency programme.

mortgage ASSESS is easy to use and includes an interactive learning module and 8 technical learning modules, compliance information and an assessment tool. It can benefit both you and your organisation with its risk management approach to T & C. For an on-line demo log on to: