I am pleased to announce that I recently became a Certified Mortgage Planning Specialist (CMPS®). Less than 2% of mortgage bankers and brokers hold this designation.
You can be assured that as a mortgage professional with CMPS, I have has met rigorous peer-developed and reviewed standards endorsed by a national professional body. Recognized for its preeminence within the industry, the CMPS curriculum represents the core knowledge expected of residential mortgage advisors, regardless of the diversity of specializations within the industry.
The CMPS curriculum incorporates the five essential skill sets related to integrating a client’s mortgage, debt and home equity strategy into their overall financial plan:
- Financial Market and Interest Rate Analysis
- Cash Flow & Debt Analysis
- Real Estate Investment Planning
- Mortgage & Real Estate Taxation
- Ethics and Compliance
The CMPS curriculum is approved nationwide for continuing education credit for Certified Financial Planners and Certified Public Accountants and is approved in several states for CE credit for loan originators.
You can learn more by visiting the CMPS Institute website at:
I look forward to discussing this exciting information with you and answer any questions you may have about my new designation.
Kelly Waugh, CMPS, CMC