BY ATTENDING SESSION ONE YOU'LL BE ABLE TO:
- Understand the principles of equity release, the types of plan available and their suitability for the client.
- Identify the types of client and how to meet their needs through equity release.
- Recognise the risks to your client associated with equity release.
- Understand legislation governing equity release in the financial planning context.
- Evaluate the impact of equity release on a client’s taxation and state benefits.
We recommend that you bring your CII equity release exam books with you. We're also able to accommodate you using alternative exam board's books too.
09:30 - Registration
10:00 - Equity Release Academy commences
13:00 - Equity Release Academy concludes and lunch served