ER1 (Equity Release) Pre Exam Training - online distance learning event
>> Event Overview
The Personal Finance Society Hants & Dorset and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised training for those members who are studying for and taking the ER1 examination.
This course is designed to help candidates feel more prepared for the exam. The content will cover the key areas of the syllabus and areas likely to be tested. There will also be a focus on exam dos and don'ts to prepare.
Due to the COVID-19 Pandemic the Regional Committees have suspended all Face to Face events for 2021 and this event will be run as an Online Distance Learning event.
The trainer is highly experienced and qualified in the subject matter, and as importantly, in how to deliver an effective and productive online interactive training session, ensuring all candidates are fully engaged and maximise the learning experience.
>> Learning Objectives
By the end of the event, delegates will have covered the key elements of the ER1 syllabus and what is required to pass the examination; including:
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Introductions and overview of the exam, do’s and don’ts to prepare.
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Legal and regulatory requirements of Equity Release advising.
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Equity Release Products – dissected in detail
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Later Life Taxation, State Benefits and Legal aspects in the Later Life Market Case Study
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Case Study Practice and Personal Action Plans
Cost: The cost of the days training will be £49 for PFS members and £59 for non-PFS members.
>> More about our speaker
Paul Archer, has over 35 years in the business as Mortgage Adviser, IFA, sales coach, sales trainer, author, blogger and coach. Regular speaker at the Society of Mortgage Professionals. Fully qualified IFA and Equity Release Mortgage Adviser.
>> To book your place / for more info
Your attendance will be confirmed once you have booked online. There is a maximum of 16 attendees. If we are oversubscribed, you will be placed on a waiting list.
To attend, please book online via the following link:
Any questions please email the Personal Finance Society Hants and Dorset Regional Committee on hantsanddorsetpfs@outlook.com.
Venue
- Webinar
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
6 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.