ER1 (Equity Release) Pre Exam Training, Wednesday 10th November 2021 - online distance learning event

Wednesday, 10 November 2021
9:30 am – 4:30 pm

ER1 (Equity Release) Pre Exam Training, Wednesday 10th November 2021

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

The cost of the day’s training will be £49 for Hants & Dorset, Surrey and Thames Valley PFS members and £69 for all other PFS members and £79 for non-PFS members. We trust your integrity to select the correct option. There is a maximum of 16 attendees. If we are oversubscribed, you will be placed on a waiting list.

The day will commence at 0930 sharp and finish by 1630, with breaks timetabled for lunch etc throughout the day.

Due to the COVID-19 pandemic, all face to face training organised by the Regional Committees has been suspended for 2021.

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

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 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.

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

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