In this episode, Maria the Money Muggle and I are diving into CeMAP 1 Topic 14: Understanding and Satisfying Customer Needs.

This is one of those topics that sounds straightforward until you realise there’s a whole lot more to it than just asking clients about their dream home. Understanding where they are financially, what they actually need, and how to guide them is everything when it comes to giving great mortgage advice (and ofcourse passing that exam)

Here’s what we’re covering:

✔️ The Financial Lifecycle – Why understanding this helps you see the bigger picture for your clients (and stops you from making wild assumptions).

✔️ The FactFind Process – What it is, why it’s cruc ...