1. -- Find a training course -- CII - Certificate in Financial Planning CII - Certificate in Mortgage Advice CII - Certificate in Financial Admin CII - Certificate in Equity Release CII - Award in Insurance CISI - Certificate in Securities EXPRESS - Essential Selling Skills EXPRESS - Advanced Selling Skills EXPRESS - Telephone Sales Skills EXPRESS - Impact Presentation Training EXPRESS - Ethical Selling Skills EXPRESS - Perfect PA Financial Services EXPRESS - Perfect Secretary

• Call +44(0)207 247 7979

• Home
• Courses
• Finance Courses
• Certificate in Equity Release

• Courses
• Finance Courses
• Certificate in Equity Release
  • Career Impact & Benefits
  • Course Details
  • FAQ
  • Fees and Financing
  • Contact us

Certificate in Equity Release

The essential qualification for the home reversion and lifetime mortgage advice sector

This qualification from the CII is relevant for anybody seeking to advise on equity release products (both home reversion plans and lifetime mortgages), and for individuals who work in a support role in this sector.

Holders of the Certificate meet the regulatory examination requirements necessary to advise on this class of business.

Why choose this course?

• Learn Express delivers the CII Certificate in Equity Release Course as a top-up for existing qualified advisers who have already completed the Learn Express CII Certificate in Mortgage Advice. These individuals only need to complete the one Equity Release (ER1) additional unit.

• Satisfies the regulatory examination requirements to advise on equity release.

• Improves your long-term career prospects by improving knowledge and understanding, and by demonstrating commitment to self-improvement.

• Provides online exam sittings that enable you to enter for the exam when you are ready, with provisional results provided instantaneously.

• Upon completion you can apply to use the designation ‘Certs CII (MP and ER)’ providing a means of demonstrating your achievement to the public and to peers (membership and Continuing Professional Development requirements apply).

• Holders are eligible to become ‘Certificate’ level members of the Society of Mortgage Professionals.

• Provides one of the five units required to complete the financial adviser qualification, the Certificate in Financial Planning.

Upon completion you will have gained:

 

• An understanding of the principles of equity release, the types of schemes available and the risks associated with these, and the suitability of these products to different customer needs.

• Read about the Career benefits of Certificate in Equity Release course