Mortgage Vision CPD Learning Objectives

CII CPD Logo and Society of Mortgage Professional logo side by side

Delegates participating in Mortgage Vision can claim up to 3.75 CPD hours towards the CII/Personal Finance Society member CPD scheme. You can find our CPD Learning Objectives below.

Plenary sessions


AMI update on current regulatory and industry issues

This session will provide insights into the latest updates regarding the FCA’s initiatives on Consumer Duty, its current supervisory priorities and agenda on achieving net-zero emissions.

Learning outcomes

  • Gain insights into industry experiences with the Annual Attestation process and reviews of closed products
  • Gain awareness of current FCA supervisory attention
  • Gain understanding on what firms must do to keep in step with the developing net-zero agenda and their role in its delivery

     

Robert Sinclair, Chief Executive, Association of Mortgage Intermediaries
Rachel Edwards, Senior Policy Adviser, Association of Mortgage Intermediaries

UK mortgage market 2024: headwinds and tailwinds

Gross lending is forecast to be reduced this year and the wider economy continues to present challenging circumstances. This presentation will provide an overview of the mortgage market and the impact of current economic challenges. It will also focus on opportunities in this market and how to maximise them.

Circumstances for your clients are ever-changing and it’s important to understand the impact this can have on their borrowing needs. The economy and mortgage market is affecting brokers, but you can also maximise opportunities for clients by working alongside specialist lenders.

Learning outcomes

  • An understanding of the current and future shape of the wider UK economy
  • The impact of wider economic trends on the UK mortgage market and what that means for borrowers
  • How brokers can meet these new needs and maximise the solutions they can offer

Emily Hollands, Group Head of Distribution, OSB Group
Jonathan Mann, Key Relationship Manager, OSB Group
Ian Scarrott, Key Relationship Manager, OSB Group
Andy Williams, Key Relationship Manager, OSB Group

New this year

Key partner panel: Opportunities abound: exploring potential new revenue streams and improving your offering 

  • Technology support to drive effective client management 
  • Engaging with broader solutions to help embed customer value and loyalty  
  • Developing a robust referral process to convert more opportunities

Learning outcomes 

  • Understand how to broaden your offering to drive further income
  • Effective strategies to improve customer engagement and set a higher level of consumer outcome
  • Know how to develop a referral offering to convert more opportunities