Non-CAS Adviser Training

Non-CAS Adviser Training

Non-CAS Adviser Training | Join the Connect Non-CAS Academy.  Launch Your Mortgage Adviser Career With Confidence.  Starting your mortgage career without Competent Adviser Status can feel overwhelming. Still, the Connect Non-CAS training gives you the support, supervision, and practical guidance needed to progress from newly qualified to fully competent. This academy is designed for advisers who hold a recognised qualification, such as CeMAP, but need structured support, training, and mentorship to reach CAS status.

Connect is one of the most respected mortgage networks in the UK, recognised for its training, adviser development, and supportive community of brokers. The Non-CAS Academy helps you bridge the gap between passing your exams and advising real clients with confidence.

What Is Non-CAS

Non-CAS refers to advisers who have completed their mortgage qualification but have not yet achieved Competent Adviser Status. You must demonstrate the ability to give compliant advice and complete mortgage cases independently before you are awarded CAS.

The Connect Non-CAS Academy provides:

  • Structured training

  • Practical case guidance

  • Initial supervision

  • One-to-one support

  • Access to the Connect Mortgage Network

This pathway is ideal for individuals who are qualified but lack real-world experience, systems knowledge, or confidence in handling client cases.

Who the Academy Is For

The Non-CAS Academy is designed for:

  • Newly qualified mortgage advisers

  • Career changers entering financial services

  • Advisers returning to the industry who need updated training

  • Individuals seeking a supervised route to Competent Adviser Status

  • Those who want to join a trusted mortgage network with support

If you’re looking for a clear progression plan, practical training, and a supportive network, the Connect Non-CAS Academy is designed for you.

Explore the full Connect Mortgage Network offering.

What You Will Learn

Training Modules

The academy covers a full programme focused on real mortgage cases, compliance, and understanding the market. Topics include:

  • Understanding the mortgage advice process

  • Sourcing and placing mortgage cases

  • Fact-finding and gathering client information

  • Completing suitability reports

  • Compliance and FCA guidelines

  • Affordability and lender criteria

  • Specialist and complex lending

  • Protection needs and recommendations

  • Working with buy-to-let and portfolio clients

  • Using Connect systems and technology

Each module includes practical exercises and step-by-step guidance to develop confidence and competence.

Learn more about Connect training options

Mentorship and Adviser Support

Support is at the heart of the Connect Non-CAS Academy. Non-CAS advisers receive:

  • A personal mentor to guide your progress

  • Supervised file checks and constructive feedback

  • On-the-job training with real client scenarios

  • Access to the wider adviser community

  • Regular CPD and skills development sessions

  • Technology training, including CRM and sourcing systems

The aim is to help every adviser progress comfortably, confidently, and at a pace that suits their learning style.

How to Join the Non-CAS Academy

Joining the academy is straightforward and includes:

  1. Initial conversation with the Connect team

  2. Review of your qualifications, goals, and experience

  3. Introduction to the Non-CAS training pathway

  4. Agreement of fees, supervision, and expectations

  5. Onboarding to the Connect Mortgage Network

  6. Start of supervised training and case support

New advisers are supported from day one through every stage of training, building confidence step by step until they reach CAS.

Apply to the network: Join Connect Network

Why Join a Trusted Non-CAS Adviser Programme

Our academy is built for advisers who want strong support, transparent guidance, and a clear development pathway. We focus on the areas that matter most:

  • Understanding how to place cases with high street and specialist lenders

  • Learning compliance from a people-first perspective

  • Building confidence with real client scenarios

  • Improving product knowledge for residential, buy-to-let and specialist lending

  • Developing professional communication skills

  • Progressing safely, consistently, and at the right pace toward Competent Adviser Status

This programme is supported by Connect for Intermediaries, one of the most established UK networks for mortgage and protection advisers.

Jim Selley
Jim Selley, Director of Training

Meet Your Trainer

Jim Selley – Director of Learning and Adviser Development

Jim Selley is an industry-recognised trainer with decades of experience mentoring new advisers and helping them achieve Competent Adviser Status. His career includes senior roles within mortgage networks, direct training programmes, and adviser coaching across residential and specialist lending.

Jim’s approach is structured, practical, and designed to build confidence. He brings real-world lending experience, hands-on case insight, and a deep understanding of FCA expectations. Advisers consistently praise his clear explanations, approachable style, and ability to simplify complex topics.

Start your journey toward Competent Adviser Status today.

If you are ready to begin your non-CAS training or would like personalised guidance, please get in touch with our team using the form below.

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FAQ | Non-CAS Adviser Training

Question Answer
Do I need CAS to join the Connect Non-CAS Academy? No. The academy is designed for advisers who do not yet have Competent Adviser Status. You only need a recognised mortgage qualification such as CeMAP.
How long does it take to achieve CAS? The timeframe varies depending on your learning speed and case volume. Many advisers achieve CAS within six to twelve months.
What support is included Support includes training modules, one-to-one mentorship, supervised case checks, access to Connect systems, CPD sessions and guidance from experienced advisers.
Will I be part of the Connect Mortgage Network? Yes. Once enrolled, you become part of the Connect Network with access to lenders, compliance support, technology and the wider adviser community.
Do I receive help with complex cases? Yes. Mentors and support staff are available to guide you through both simple and complex scenarios.
Can I work remotely? Yes. Many advisers work remotely and use Connect systems and online training resources.
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