I have known Neil for several years through our involvement with the ifs School of Finance. During that time, I have always found Neil an extremely personable, committed and enthusiastic individual with a clear focus on his objectives. Neil's people focussed approach and enthusiastic manner make him a strong team player and one who is prepared to lead from the front. We have worked together on rebuilding a brand and Neil certainly put the work in to get to the right people and ensure the message was delivered. 
Jason Poucher, President, ifs School of Finance, Jersey Network
MCOB and Mortgage Advice
Objectives
- To understand how to evidence the quality of mortgage advice
- To focus on the particular problems identified by the FSA, namely affordability; T&C and senior management responsibilities
- To be able to put in place the correct systems and controls for good advice
Who should attend
Managers / supervisors of mortgage advisors, or with responsibility for mortgage advice, and those in T&C, risk and compliance functions.
Summary of content
- Quality Mortgage advice – what is it?
- Ensuring you have the right people
- KPIs – how important they are!
- The sales process
- Benchmarking performance – essential MI
- TCF
- The sub prime market
- What are the common problems
Duration
1 day
