Course Content

    1. An Introduction to Your Tutor - Paul Archer

    2. Tips to Use Bootcamp

    3. Your Learning Style

    4. Memorising versus Understanding

    5. Paul's First Hand Experience of Taking an At Home Exam

    6. Paul's 10 Predictions for the Mortgage Market in 2020 including the Later Life Market

    7. Paul's CeMAP Livestream Podcast

    8. Equity Release Exam Revision Guide 22/23

    1. History of Equity Release

    1. The Need for Equity Release

    2. The Numbers Driving Equity Release

    3. Equity Release and Prospecting

    4. Vulnerable Customers

    5. The Middle Aged Lending Market

    6. Mortgage Prisoners and the Key to Free Them

    7. Retirement Lending Smile - The 3 Phases of Retirement and their Income Need

    8. The Need for Equity Release Podcast - Equity Release Podcast Series Part 2

    1. The Value of the Equity Release

    2. Professionals Involved in the Later Life Marketplace

    3. The Market for Equity Release Podcast - Equity Release Podcast Series Part 1

    1. Mortgage Regulation - An Overview

    2. MCOB Overview

    3. The ESIS

    4. Equity Release And MCOBs 8 and 9

    5. Equity Release Council 2022

    6. FCA and Financial Scams

    7. Regulation and Sales Process Podcast - Equity Release Podcast Series Part 3

    8. The Suitability Letter Factors

    1. Equity Release Sales Process

    2. Equity Release and Lead Generation

    3. The Equity Release Explore Meeting

    4. The Equity Release Factfind - Contents

    5. Alternatives to Equity Release

    6. Ten Tips for Effective Factfinding

    7. How to Factfind Online on Video

    8. The FCA and Equity Release Factfinding Skills

About this course

  • £225.00
  • 109 lessons
  • 12 hours of video content


Paul Archer FPSA CeMAP

Founder and Managing Director

Paul Archer began in the mortgage sector in 1983 - 35 years' experience. Mortgage Adviser, Financial Adviser, Manager, Consultant, Trainer and Coach. CeMAP qualified, Level 4 IFA qualified, equity release, supervisory qualified. Author of a myriad of technical texts spanning all areas for both the CII and the LIBF. All team are also fully qualified and experienced. Began teaching CeMAP in 1999, when it started, trained thousands of students. Founder and Managing Director of Archer Training Ltd in 2001 Working with dozens of banks, lenders, brokers and insurers in the UK and the world.