PFS Pre Exam Revision - ER1 (Equity Release)

Wednesday, 05 August 2020
9:30 am – 5:00 pm
    • Paul Archer

>> Event Overview

The Personal Finance Society Hants & Dorset and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford and Southampton have organised ‘distance learning’ training days via an online and interactive conference video facility for those members who are studying for and taking the ER1 and RO7 examinations.

Due to the COVID-19 pandemic, all face to face training organised by the committee has been suspended until further notice by HM Government and the PFS and CII centrally.

Further details available at: CII Exams (Coronavirus Update)

>> Learning Objectives

By the end of the course, delegates will have covered the key elements of the ER1 syllabus and what is required to pass the examination.

The day is split into five modules and run in 45 minute bursts divided by 10 to 15 minute breaks (online learning requires more breaks)

  • 9.30am – Module One - Introductions and overview of the exam, do’s and don’ts to prepare. Module Two – Legal and regulatory requirements of Equity Release advising.
  • 10.30am – Module Two Continued
  • 11.30am – Module Three – Equity Release Products – dissected in detail
  • 12.30am – Lunch
  • 1.30pm – Module Three Continued
  • 2.30pm – Module Four - Later Life Taxation, State Benefits and Legal aspects in the Later Life Market Case Study
  • 3.30pm – Module Five - Case Study Practice and Personal Action Plans


The cost of each days training will be £41 for PFS members and £51 for non-PFS members.

>> More about our speaker

The trainer, 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 12 attendees on each day. If we are oversubscribed, you will be placed on a waiting list.

To attend, please book online via the following link:

ER1 5th August

Any questions please email the Personal Finance Society Hants and Dorset Regional Committee on

  • Webinar

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

4 1/2 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