This CPD accredited Equity Release Academy is designed for advisers with ER1 (or equivalent qualification) who want to become more active in this market.

Packed with content, it’ll allow delegates, working in small groups, to develop a client case study through fact finding research and present solutions as though to a client.

The workshop will look at advanced advice subjects such as tax planning, care planning and showing how equity release can work alongside other retirement products.

Key learning outcomes:

  • Enhance your advice skills in the equity release market.
  • Recognise where equity release might be appropriate through robust fact-finding and use of other tools and calculators.
  • Identify and recommend client specific solutions from the fact-finding information.

CPD – 3 hours CPD is available
Dates and Venues:

  • 04 September: East Horsley – De Vere Horsley Estate, Ockham Road South, East Horsley, KT24 6DT
  • 05 September: Newmarket – Bedford Lodge Hotel & Spa, 11 Bury Road, Newmarket, Suffolk, CB8 7BX
  • 06 September: London – The Royal Horseguards, 2 Whitehall Court, Westminster, London SW1A 2EJ
  • 11 September: Birmingham – Forest of Arden Marriott Hotel & Country Club, Maxstoke Lane, Meriden, Birmingham, CV7 7HR
  • 12 September: Leeds – Oulton Hall, Rothwell Lane, Oulton, Leeds, LS26 8HN
  • 13 September: Manchester – Worsley Park Marriott Hotel & Country Club, Worsley Park, Manchester, M28 2QT
  • 18 September: Cumbernauld – The Westerwood Hotel & Golf Resort, 1 St Andrews Drive, Cumbernauld, G68 0EW
  • 19 September: Bristol – DoubleTree by Hilton Cadbury House, Frost Hill, Congresbury, Bristol, BS49 5AD

Attendee No’s – numbers are limited to 25 per venue

Agenda:

  • 09:30 – Registration
  • 10:00 – Equity Release Academy commences
  • 13:15 – Equity Release Academy concludes and lunch served Refreshments will be provided on the day.

More information