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

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