Equity Release Exam Workshops - agenda & speakers
Speaker - Jon Dunckley, Managing Director of Fortica
Jon Dunckley will be delivering the Workshops in conjunction with Retirement Advantage. Dunckley is a Certified and Chartered Financial Planner and Fellow of both the PFS and CISI. Having been both an IFA and a senior technical manager, he now specialises in helping candidates pass financial services exams first time, both as a trainer and technical author for several textbooks.
Training day agenda
|9:00 am||Arrival - teas/coffees|
The ER1 exam
Introduction to equity release
|10:30 am||Break – teas/coffees|
State benefits and taxation
Advice, applications and administration
When it all goes wrong
Taking it into the 'real world'
Exact timings may vary from venue to venue, but all events will start at 9:00am for 9:30am.
Distance learning modules
Fundamentals of Equity Release
What is Equity Release?
Forms of Equity Release
Regulation, taxation and state benefits
Regulation of Equity Release
Advice, applications and complaints
Application and administration
When it goes wrong...
You will receive the material for each module by email in the three weeks prior to your training day. It is vital that you complete all reading before your training day to make sure that you get the most out of the workshop!