The Advisor Academy
The free training programme that turns newly qualified mortgage advisors into professionals clients actually trust—and who actually close.
Six modules. Video training. Reference materials. Homework. Quizzes.
Built on the psychology of trust and the discipline of structured closing. Completely free.
The CeMAP is a rigorous qualification. It tests your knowledge of regulation, products, and process. But it doesn't teach you how to find your first client, how to open a conversation with a stranger, how to conduct a discovery that reveals what a client actually needs, or how to have the protection conversation without feeling like you're selling.
Most newly qualified advisors are handed a phone and pointed at a pipeline. Some figure it out. Many don't. None of them should have to guess.
The Advisor Academy exists to close the gap between the qualification you have and the career you want.
I've qualified but I don't know where to start.
Nobody taught me how to actually talk to clients.
I'm terrified of the protection conversation.
I don't know how to find my first clients.
I want to do right by clients—but I still need to close.
Each module contains video lessons, reference materials, practical homework, and knowledge checks. Work at your own pace.
Module 01
"You're Not 'Just' a Salesperson"
Why trust and closing aren't opposites—and why the best advisors are both. Built on the behavioural science of how clients actually make decisions.
Module 02
"The First 30 Framework"
Your first clients aren't strangers—they're already in your phone. Learn how to activate your warm market, build a self-sustaining pipeline, and create daily discipline that compounds.
Module 03
"The Context-Role-Permission Framework"
The first seven seconds of any professional conversation determine almost everything that follows. The CRP framework opens any conversation—by phone, face-to-face, or online—with trust and purpose.
Module 04
"The Five Questions That Change Everything"
The difference between a fact-find and a discovery is the difference between data and meaning. Five questions that build a complete picture of what your client actually needs—and why.
Module 05
"Every Touchpoint Is a Trust Moment"
How to turn the mortgage process—updates, delays, difficult moments—into a trust-building machine that earns reviews, repeat business, and referrals.
Module 06
"Closing With Conscience"
The conversation most advisors avoid is the conversation that matters most. A five-step framework for having the protection conversation with genuine conviction—not pressure.
The Academy is selective not by application, but by effort. Here's who gets the most from it.
✓ This IS for you if…
✗ This is NOT for you if…
The industry presents a false choice. You're either a trusted advisor who builds relationships but struggles to close—or you're a closer who gets results but burns through clients. The Advisor Academy rejects that entirely.
Trust without direction is a nice chat. Direction without trust is pressure. The hybrid advisor does both simultaneously: they build trust so rapidly and completely that closing becomes the natural, inevitable conclusion of a well-run conversation.
The most ethical thing you can do for a client who genuinely needs protection is to help them take it out. Not with pressure. With conviction. That's professional service at its highest level.
“Trust without direction is a nice chat.
Direction without trust is pressure.
Trust with direction is professional service at its highest level.”
This is a complete training programme, not a taster course. Everything is included from day one.
All of this is completely free. No catch, no subscription, no hidden cost. The Academy works when you work. Your commitment is the only investment required.
A word from the Academy's founder before you enrol.
"The UK mortgage and protection industry has a talent problem. Not a shortage of talent—a shortage of training. Brilliant people qualify, step into their first role, and then get left to figure it out. Some do. Many don't. All of them deserved better. The Advisor Academy is what I wish had existed when those advisors started. If you do the work, this programme will change your career."
Enter your details below and get instant access to Module 1. No credit card. No catch. Just genuinely good training.
No credit card. No catch. Just genuinely good training.