For people who’ve passed CeMAP — wherever they studied
Everything you need
to launch your career.
Passing CeMAP gives you the qualification — but it doesn’t teach you how to be a mortgage adviser. The Academy bridges that gap with practical training delivered live online. It’s for people who have already passed CeMAP or an equivalent, whichever provider they studied with — you don’t need to have used our study aids.
Your investment
What £2,995
actually gets you.
Passing CeMAP is an important first step. The Academy helps you turn that knowledge into practical skills, with structured live training and support from people who do the job.
Your investment covers the Academy training and support. CeMAP isn’t part of it — you need to have passed CeMAP (or an equivalent) before you join, with any provider.
The Academy fee
£2,995
- Two weeks (10 days) of live online training with Dan & Ricky
- Mortgages and protection advice, from first contact to offer
- Practice scenarios, compliance and final assessment
- 6 months of dedicated support and mentoring, then ongoing support whenever you need it
- Business development coaching
- A guaranteed introduction to a self-employed adviser role with our partner firm, which provides leads at no cost*
*Subject to passing the course and the partner firm’s eligibility checks. No hidden training costs. CeMAP is a prerequisite, not part of this fee. As an adviser you work on a commission-share basis; your options, including any lower upfront fee arrangements, are explained in full and in writing before you commit. Read the course terms
Before you book
The key facts.
Format
Live online sessions with Dan & Ricky — not pre-recorded video.
Length
10 days of training over two weeks.
Next course
Ask us for the next start date — 01452 920566.
Who it’s for
People who have passed CeMAP or an equivalent mortgage qualification — wherever they studied — and are new to advising.
Cost
£2,995 Academy fee. CeMAP is a prerequisite, not part of this fee.
After the course
6 months of dedicated support and mentoring, then ongoing support whenever you need it.
The adviser role
Guaranteed introduction to a self-employed role with Echo Finance — subject to passing the course, a fit and proper assessment, credit checks and onboarding.
In writing
You’ll get our full Delegate Training & Support Agreement before you book. Read the key terms.
The programme
Your 10-day journey
to adviser.
Two weeks of live online training with Dan and Ricky. Week one takes you through the adviser’s job from first contact to offer — including protection. Week two gets you ready to advise.
Day 1
Being a broker, systems & leads
What the job really involves, a tour of the CRM and systems you’ll use, how leads arrive, and making first contact — with role plays.
Day 2
Fact-find, research & DIPs
Completing a full fact-find, researching lender criteria, and decisions in principle — then practising it in role plays.
Day 3
Protection
Protection questioning, health and lifestyle, needs analysis, sourcing, presenting solutions, applications and underwriting, and policies in trust.
Day 4
Applications & case management
Submitting applications, suitability letters, chasing to offer, handling the bumps in the road, and handing over to admin and solicitors.
Day 5
Business & systems
Processes and documentation, building your own business, and what week two involves.
Days 6–10
Getting ready to advise
Registrations, lender panel access, practice scenarios — including remortgages, debt consolidation and complex income — compliance, business set-up, and final assessment and sign-off.
After the 10 days
Your training doesn’t end
when the programme does.
After the course you have six months of dedicated support and mentoring, then ongoing support whenever you need it — and, once you meet the partner firm’s eligibility requirements, an introduction to a self-employed adviser role.
Free leads
Real enquiries to work
Once you’re onboarded with the partner firm, real mortgage enquiries are provided at no cost.
1-to-1 mentoring
Support when you need it
Six months of dedicated guidance from Dan, Ricky and active advisers, then ongoing support whenever you need it.
Lender access
Submit real applications
Access to the partner firm’s lender panel once you’re onboarded.
Compliance support
Protected as you learn
Compliance support from the partner firm’s team, so you and your clients are protected.
The big difference
We give you
free leads.
Once you’ve passed the course and been onboarded by our partner firm, you’re provided with real mortgage enquiries at no cost — people actively looking for an adviser.
You don’t have to build a client base from scratch before you can start. We also teach you to generate your own clients — which pay you more.
How advisers earn
Three potential income sources
A case can pay from the procuration fee (paid by the lender), the broker fee (paid by the client) and protection commission (paid by the insurer). You receive a share, set out in your own agreement.
Your own clients
Build your own pipeline
Clients you find yourself pay you more than leads you’re given, so we teach referrals and repeat business from the start. Earnings aren’t guaranteed, and protection commission can be clawed back if a policy lapses early.
Is this for me?
Who thrives
on this programme.
Designed for motivated people who have passed CeMAP (with any provider) and are serious about building a career as a mortgage adviser.
01
Recent CeMAP graduates
You’ve passed your exams but don’t know how to turn that into a real career. We give you the practical training and the opportunity to start.
02
Career changers
Moving from another profession into financial services? Our structured approach helps you make the move confidently and compliantly.
03
Ambitious self-starters
You want to build your own business, control your income and create a career on your terms. We show you how.
Questions
What people ask
before they book.
Is the training live or recorded?
Live. The 10 days are delivered online as live, interactive sessions with Dan and Ricky, so you can ask questions, take part in role plays and get feedback. You’ll need a computer and a reliable internet connection.
What if I can’t make every day?
The course expects full attendance and participation, because the practice and role plays build on each other. If you know you’ll miss any part of it, talk to us before you book.
What does it cost in total?
The Academy fee is £2,995. It covers the Academy training and support — CeMAP isn’t included, because you need to have passed it before you join. As an adviser you work on a commission-share basis — we explain your options, including any lower upfront fee arrangements, in full and in writing before you commit.
Do I have to study CeMAP with you to join?
No. You need to have passed CeMAP (or an equivalent mortgage qualification) before you join, but it doesn’t matter which provider you studied with. Our own CeMAP study aids are optional — you don’t need to buy them or repeat anything.
I’ve already passed CeMAP. Is there a CeMAP part of the fee to take off?
No — CeMAP was never included in the Academy fee, so there’s nothing to deduct. The £2,995 covers the Academy training and support only. Any lower upfront fee arrangements are a separate conversation and are explained in full before you commit.
Is income guaranteed?
No. Income is commission and fee-based on completed cases, and depends on your effort, the leads available and your circumstances. The course prepares you for the job; it doesn’t guarantee employment or earnings.
What do I need to join Echo Finance?
You’ll need to pass the course to a satisfactory standard, be assessed as fit and proper, pass any credit or background checks, and complete the partner firm’s onboarding. We’ll talk you through this before you book.
What happens after I apply?
We call you within one working day to talk through where you are and whether the Academy is right for you. If it is, we send you the course details and our agreement to read. You decide in your own time — there’s no commitment until you book.
A graduate’s perspective
“The level of training to understand the full process from start to finish was first class.”
John Pardoe · Academy graduate
Your next chapter
Ready to get
everything above?
Apply today — it’s a conversation first, not a commitment. We’ll be in touch within one working day.