Training & Development for Mortgage Brokers
Training & Development for Mortgage Brokers | Grow Your Expertise With Industry-Leading Training & Development
When most people think of mortgage broker training, they immediately think of the Certificate in Mortgage Advice and Practice (CeMAP). This qualification demonstrates that an adviser understands the regulatory framework, industry standards, and the essential principles required to provide compliant mortgage and lending advice.
At Connect Network, we provide one of the UK’s most comprehensive Training & Development programs for Mortgage Brokers. Whether you’re newly CeMAP-qualified or an established adviser ready to expand into specialist lending, our programme provides ongoing support, CPD-certified training, and hands-on mentoring to help you grow with confidence.
Our focus is simple: to equip mortgage advisers with the knowledge, skills and compliance support they need to succeed within a regulated, fast-moving market.
The mortgage industry moves quickly. Lender criteria shift, regulation evolves and client expectations rise every year. Joining Connect Network means you receive mortgage broker training, live development sessions, and expert mentoring, helping you stay ahead without feeling overwhelmed.
From day one, you gain access to structured learning pathways designed to accelerate your confidence, competence and income.
Training Delivered Through Our Technology Platform
All training sits alongside our integrated CRM and case-management platform, ensuring your development is fully aligned with practical, day-to-day adviser work.
Using the Connect system, advisers can:
Access learning materials and CPD modules
Track development progress
Manage cases with confidence
Receive automated compliance prompts
View up-to-date lender criteria and sourcing tools
This makes training part of your everyday workflow, not an additional task.
Explore our Technology page to see how our integrated platform supports your development and case management.
Ongoing Mentoring, Live Support and Expert Insights
Mortgage advisers within Connect Network benefit from access to:
Weekly live training sessions
Specialist masterclasses with lenders and industry partners
One-to-one mentoring for complex cases
A collaborative adviser community
Regular industry updates and policy briefings
This blend of mentoring and real-world case support means you’re never left to solve a problem alone.
Specialist Training for New Mortgage Brokers
If you’re new to the industry or working towards Competent Adviser Status (CAS), we provide:
Step-by-step onboarding with guidance from our Training & Development team
One-to-one mentoring from experienced advisers
Support with your first cases, research and compliance
Learning modules aligned with FCA expectations
Development towards achieving CAS quickly and confidently
If you’re still working through your qualifications, explore our section on how to become a mortgage broker, which outlines career routes, study paths and next steps.
Advanced Development for Experienced Advisers
For established brokers ready to grow, Connect Network offers targeted development in:
Complex residential and buy-to-let
Bridging finance and commercial mortgages
Semi-commercial and development finance
Protection and insurance sales performance
Business growth strategies and adviser productivity
We also provide ongoing business coaching to help advisers scale up, improve client conversion and build long-term revenue.
If you want to increase production and grow your advisory business, visit our Why Join a Connect Network page for full details on the benefits available to Appointed Representatives and RI brokers.
Compliance is central to every adviser’s role. Connect Network ensures you meet and exceed your regulatory obligations through:
CPD training for mortgage brokers, updated throughout the year
Live compliance webinars and case-review clinics
Hands-on workshops covering suitability, documentation and file quality
Access to specialist compliance support
Integration with our network’s technology and case-management system for streamlined oversight
Learn more about our Continuing Professional Development framework and how it supports your learning throughout the year.
How Connect Network Helps You Build a Long-Term Career
Our Training & Development offering is designed to help you:
Build a strong compliance foundation
Improve client outcomes and conversion rates
Expand into higher-value, specialist lending markets
Create a scalable, profitable advisory business
Stay informed and capable in a changing industry
From your first steps in the industry to becoming a confident, specialist adviser, Connect Network provides the training and development you need to grow. Once FCA approval and network permissions are granted, you are automatically listed in our Mortgage Adviser Directory, helping you attract more clients from day one.
| Question | Answer |
|---|---|
| What training will I receive as a new mortgage adviser? | You’ll receive structured onboarding, one-to-one mentoring, supervised case support and tailored development to help you achieve Competent Adviser Status (CAS) quickly and confidently. |
| Do you provide CPD-certified training? | Yes. Connect Network offers continuous CPD training for mortgage brokers, covering compliance, product updates, specialist lending and regulatory development. |
| Can you help me grow into complex and specialist markets? | Absolutely. Our programme includes advanced training for commercial mortgages, bridging finance, development finance, HMOs, semi-commercial and specialist buy-to-let. |
| How often is training delivered at Connect Network? | Training is delivered weekly through live sessions, monthly expert masterclasses, ongoing workshops, and on-demand learning modules accessible through the Connect platform. |
| Do you offer one-to-one mentoring and case support? | Yes. Every adviser can access personalised mentoring, including support with complex cases, file quality, compliance and lender criteria interpretation. |
| Is your training suitable for newly qualified CeMAP advisers? | Yes. Our programme includes step-by-step development specifically designed for new CeMAP advisers entering the industry for the first time. |
| Do experienced advisers also benefit from your training? | Yes. We provide specialist development for established brokers who want to scale their business, increase case volumes, or move into complex lending sectors. |
| How does Connect Network support compliance training? | Advisers receive regular compliance clinics, file-quality reviews, suitability training, regulatory updates and automated compliance support through the Connect technology platform. |
| Do you offer business development support as part of the training? | Yes. Our Training & Development framework includes business coaching, sales optimisation guidance and support for advisers looking to grow their revenue and client base. |
| Is your training delivered online or in person? | We offer both. Advisers can attend online webinars, virtual masterclasses and in-person workshops or lender events depending on preference and availability. |
| Does training integrate with the Connect technology platform? | Yes. Advisers can access CPD logs, learning materials, case studies and progress tracking directly through our integrated CRM and case-management system. |
| Is there support for advisers transitioning from another network? | Absolutely. We provide tailored onboarding, system training and compliance guidance to ensure a smooth transition for advisers joining Connect from another network. |
| Do you offer training for protection, insurance and cross-selling? | Yes. Our programme covers protection advice, cross-selling skills, client communication and suitability to help advisers improve protection conversions. |
| How do I access the full Training & Development programme? | The full programme is available to all appointed representatives and registered individuals who join Connect Network and complete the onboarding process. |