Equity Release Exam Workshops - agenda & speakers

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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

9:30 am Arrival - teas/coffees
10:00 am

Session 1

The ER1 exam

Introduction to equity release

11:00 am

Session 2

State benefits and taxation

Advice, applications and administration

When it all goes wrong

12:30 pm Lunch

Session 3

Case Studies

Exam technique

Taking it into the 'real world'

04:00 pm Close

Exact timings may vary from venue to venue, but all events will open at 9:30am for a 10am start, and close at 4pm.

Distance learning modules

Week 1

Fundamentals of Equity Release

What is Equity Release?

Forms of Equity Release

Target customers


Week 2

Regulation, taxation and state benefits

Regulation of Equity Release

State Benefits

Taxation considerations

Week 3

Advice, applications and complaints

Formulating advice

Application and administration

When it goes wrong...

You will receive the material for each module by email 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!

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