What makes you different?

Most of the 500,000 + loan originators in the United States sell similar products, with similar interest rates at similar terms.  The Certified Mortgage Planning Specialist (CMPS®) certification helps you stand apart from the competition with five new skills.

  • Mortgage & Real Estate Taxation - how and why to understand the tax implications of various mortgage strategies, and how to work as a team with CPAs, attorneys and financial advisors
  • Housing, Financial & Mortgage Markets - why interest rates fluctuate, and how to simplify and explain the housing, financial and mortgage markets
  • Cash Flow Planning for Homeowners & Buyers - how to help borrowers reduce debt, improve cash flow and identify mortgage planning opportunities around retirement planning, college funding, elder care, and other life events
  • Cash Flow Planning for Real Estate Investors - how to help real estate investors compare options and evaluate the impact of various mortgage strategies on their rate of return 
  • Ethics, Compliance & Daily Habits - how to create and implement your personal business plan that's fully compliant with new mortgage regulations
CMPS is like a minituare financial planning course that helps you understand how the mortgage fits into the overall context of a client's financial strategy.  Click here to see how CMPS Institute is educating consumers, real estate agents, financial advisors about mortgage planning.

>> Download the CMPS Self-Study Course Syllabus

Interested in our corporate or enterprise version?

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CMPS Institute is a national organization that certifies mortgage bankers and brokers.  We provide mortgage planning certification, sales training and technology systems to banks, credit unions, mortgage companies and individual loan originators.  Our mission is to help homeowners and homebuyers improve their lives by using the right mortgage strategies.


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