Equity Release Exam Workshops

Equity Release Exam Workshops

Add the equity release qualification to your toolkit

The equity release industry is booming. In the UK, homeowners released over £3bn of property wealth in 2017 - a record breaking year. And in a post pension freedoms world, many clients are realising that the value in their property vastly exceeds that in their pensions, investments and savings, and recognise that tapping into that property wealth could be a sensible solution.

Mortgage advisers who aren't qualified to give equity release advice run the risk of not providing their clients who are approaching, or in, retirement with holistic advice.

The Equity Release Exam Workshops are training programmes which will provide you with the knowledge you need to sit your equity release exam. The events are being held nationwide throughout March.

You’ll be provided with:

  • Three distance-learning modules
  • A day-long training course with Retirement Advantage.

The course will help to break down and review the syllabus, and is designed to support you to pass the ER1 exam.

These workshops will enable you to engage with the equity release sector and deliver better outcomes to your client base. 

What you will learn

  • An introduction equity release
  • Regulation 
  • State benefits and taxation
  • Advice, applications and administration
  • Exam technique
  • How to apply your knowledge in the real world

Important information

  • Our Equity Release Exam Workshops are free to attend.
  • The examination is not included in these Workshops. Any subsequent examination fees are payable by the delegate. 

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