Add the equity release qualification to your toolkit

The equity release industry is booming. In the UK, lending activity grew for the seventh consecutive year in 2018, with total lending reaching £3.94bn, a 29% year-on-year increase. 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 workshops are free of charge to attend and have been designed for mortgage advisers who are looking to add the equity release qualification to their toolkit. We've teamed up with Fortica Ltd, and will help you to prepare for either the Certificate in Equity Release (CII) or the Certificate in Regulated Equity Release (CeRER) (LIBF) qualification.

Delegates will be provided with:

  • Three distance-learning modules to read before attending the workshop
  • A day-long training course with Canada Life

The course will help to break down and review the syllabus, and is designed to support you in achieving the qualification.

Book your place here. 

  • An introduction to equity release
  • Regulation 
  • State benefits and taxation
  • Advice, applications and administration
  • Exam technique
  • How to apply your knowledge in the real world
  • The workshops are made up of:
    • Three distance-learning modules to read before you attend the workshop
    • A day-long training course with Canada Life and Fortica Ltd
  • Our Equity Release Exam Workshops are free to attend
  • The exam itself is not included in the workshop, and delegates are responsible for any fees associated with the exam

Timings

Agenda

9:30 am

Arrival

10:00 am

Session 1

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

1:00 pm

Session 3

Case Studies

Exam technique

Taking it into the 'real world'

4:00 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.

Date

Location

Venue

Tuesday 12 February

Bristol

Double Tree by Hilton Bristol City Centre

Thursday 21 February

Huddersfield

Cedar Court Hotel

Thursday 7 March

London

110 Cannon Street

Tuesday 12 March

Glasgow

Novotel Glasgow

Tuesday 19 March

Hove

The 1st Central County Ground, Sussex Cricket

Wednesday 20 March

London

110 Cannon Street

Tuesday 26 March

Exeter

Hampton by Hilton

Wednesday 27 March

Bracknell

Hilton St Anne's Manor

Thursday 28 March

Nottingham

Jubilee Conference Centre, Nottingham Conferences

Bristol

Complimentary on site parking available.

Delegates must register their car registration plate at reception for complimentary parking. If details are not registered, a non-refundable parking fine will be sent.

If delegates are staying overnight, a £15 charge applies

Huddersfield

Complimentary on site parking available

London

No on site parking available

Glasgow

A small car park is available on site. This is on a first come first served basis. 

There will be a charge of £8 per exit. 

Hove

Limited parking available on site. It is on a strict first come first served basis. 

Exeter

Complimentary on site parking available

Bracknell

Complimentary on site parking available

Nottingham

Complimentary on site parking available

 

What should I do once I arrive at my chosen event?

You will receive more details by email in the run up to the event. Once you arrive at the venue there will be Canada Life representative there to welcome you.

I have dietary/accessibility requirements

When you are registering to attend your event online, please let us know of any dietary or accessibility requirements.

What isn't included in the event?

The examination and any other associated fees are payable by the delegates. Travel to and from the venue, overnight accommodation and any other associated expenses are also the responsibility of individual delegates.

When will I receive my CPD Certificate?

Once you have attended an event, we will send you an electronic copy of your CPD Certificate shortly after the event. If you don’t receive an email from us, please let us know.

How can I qualify for structured CPD?

You can qualify for structured CPD by passing the optional assessment, which will ask you a series of questions about topics covered in the Workshop. A link to this assessment will be sent by email to attendees following the event.

My question is not listed here, who should I contact?

Please contact hf-support@canadalife.co.uk with any other questions.


This website is for UK professional advisers only and is not approved for use by private customers.

Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority.