The equity release industry is booming, with the Equity Release Council announcing a 24% increase year-on-year in Q3 2018. And in a post pension freedoms world, many customers are realising that the value in their property vastly exceeds that in their pensions, savings and investments, and recognise that tapping into that property wealth could be a sensible solution.

Our new series of Workshops have been developed with this market growth in mind and are designed to help advisers feel better equipped. Whether you wish to get qualified and join the equity release sector, or you’re an experienced adviser who wants to add to their toolkit, we’ve got something for you. Advisers can choose to sign up to some, or all, of the following Workshops:

  • Equity Release Exam Workshop – Designed with mortgage advisers in mind, our Equity Release Exam Workshops reflect our commitment to growing the market and are a great opportunity for those who want to add the equity release qualification to their toolkit. They will help you to prepare for either the Certificate in Equity Release (CII) or the Certificate in Regulated Equity Release (CeRER) (LIBF) qualification.
  • Setting the Standard Workshop – Designed with equity release advisers in mind, our Setting the Standard Workshops look at best practise in the industry, and what you should be considering when you speak to your customers to ensure good customer outcomes.
  • Equity Release Lead Generation Workshop – Designed for advisers trying to increase their engagement with the market, our Lead Generation Workshops are designed to help you become the local area expert for later life lending, helping you to deliver better outcomes to your customers.
  • Long Term Care Exam Workshop – Our Long Term Care Exam Workshops will help you to provide more holistic financial advice when dealing with customers who may need further support. These workshops will give you the knowledge you need to sit your CF8 exam.

Our workshops are free of charge to attend and will be run nationwide throughout the year. To register your interest for our Workshops, or to secure your place, simply visit www.canadalife.co.uk or contact us on 0800 068 0212.