The level 3 Certificate in Equity Release meets the FCA’’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.

Our one day course will overview the entire syllabus with you plus vital examination guidance practice.

In this workshop we will cover:

  • the legal and regulatory considerations;
  • how to target appropriate customers,
  • key equity release products plus the alternatives that are available;
  • how to determine which solutions are best suited to different types of clients;
  • the taxation implications and State Benefits related to equity release;
  • the advantages/disadvantages and possible risks of each solution to the client;
  • how to approach the case study style questions.

At the end of this workshop, candidates should be able to understand:

  • the principles of equity release and the types of schemes available;
  • the suitability and affordability of the different types of equity release products;
  • the risks to the consumer associated with equity release;
  • the application of suitable equity release solutions according to the circumstances of different consumers.

Please bring your exam materials to the one-day workshop.

Dates and locations

  • LONDON: Thursday 4 April – LGIM Boardroom, One Coleman Street, London  EC2R 5AA
  • CARDIFF: Thursday 16 May – Castle Suite (Rag/Chep Combined) Knox Court, 10 Fitzalan Pl, Cardiff CF24 0TL
  • BARNSLEY: Thursday 6 June – Conference Room, Legal & General Mortgage Club, 1 Churchfield, Barnsley S70 2DQ
  • HOVE: Thursday 11 July – The Partner Hub, 2nd Floor, Legal & General, Building 2, The Droveway, Hove BN3 7PG
To register click here