Course curriculum

  • 1

    Introduction

  • 2

    History and Background

    • History of Equity Release
  • 3

    Customers and the Need

    • The Need for Equity Release
    • The Numbers Driving Equity Release
    • Equity Release and Prospecting
    • Vulnerable Customers FREE PREVIEW
    • The Middle Aged Lending Market
    • Retirement Lending Smile - The 3 Phases of Retirement and their Income Need
    • The Need for Equity Release Podcast - Equity Release Podcast Series Part 2
  • 4

    The Marketplace and Providers

    • The Value of the Equity Release
    • Professionals Involved in the Later Life Marketplace
    • The Market for Equity Release Podcast - Equity Release Podcast Series Part 1
  • 5

    Legal and Regulatory Requirements

    • Mortgage Regulation - An Overview
    • MCOB Overview
    • The ESIS
    • Equity Release And MCOBs 8 and 9
    • Equity Release Council FREE PREVIEW
    • FCA and Financial Scams
    • Regulation and Sales Process Podcast - Equity Release Podcast Series Part 3
  • 6

    Equity Release Sales Process

    • Equity Release Sales Process
    • Equity Release and Lead Generation
    • The Equity Release Explore Meeting
    • The Equity Release Factfind - Contents
    • Alternatives to Equity Release FREE PREVIEW
    • Ten Tips for Effective Factfinding
    • How to Factfind Online on Video
    • The FCA and Equity Release Factfinding Skills
  • 7

    Products

    • Lifetime Mortgages
    • Rule of 72 and Equity Release Rollup
    • Home Reversion Plan
    • Shared Appreciation Mortgages
    • Home Income Plans
    • Retirement Interest Only Mortgages
    • Annuities FREE PREVIEW
    • Early Repayment Charges and Equity Release
    • Equity Release Products Podcast - Equity Release Podcast Series Part 4
  • 8

    Taxation Update

    • Personal Allowances 2020
    • Income Tax Calculation 2020
    • Married Couples Allowance 2020
    • Taxation of Savings Interest 2020
    • IHT and Property
    • IHT Calculations
    • IHT and PETs
    • Share Dividends and Taxation 2020
    • Capital Gains Tax 2020
    • SDLT and Equity Release
    • SDLT - 4 Exceptions for Equity Release
    • Taxation Update 2020/21 FREE PREVIEW
    • Taxation and Equity Release Podcast - Equity Release Podcast Series Part 5
  • 9

    State Benefits Dissected

    • Equity Release And State Benefits One
    • Equity Release And State Benefits Two
    • State Pension Scheme
    • State Pension Credit
    • Pensions Credit and Gary Lineka
    • Welfare Benefits
    • Universal Credit
    • Welfare Benefits in Event of Disability
    • Welfare Benefits for the Elderly
    • State Welfare Benefits Podcast - Equity Release Podcast Series Part 5
    • Council Tax Reduction Scheme
    • Housing Grants
    • Green Home Grants FREE PREVIEW
    • Long Term Care Planning
    • Paying for Residential Care
    • Deliberate Asset Deprivation and IHT PETs
    • Funding Long Term Care Podcast - Equity Release Podcast Series Part 6
  • 10

    Legal Implications in Retirement

  • 11

    Advising Equity Release

    • Case Study 1
    • Case Study 2
    • Case Study 3
    • Case Study 4
    • Case Study 5
  • 12

    Pensions and ISAs

    • Pensions and Death
    • Pensions - Taking Benefits
    • Pensions Drawdown - A Case Study
    • ISAs and Death FREE PREVIEW
    • Pensions and ISAs Surrounding Equity Release Podcast - Equity Release Podcast Series Part 9
  • 13

    Post Completion Aspects

    • Equity Release Post Completion Mattters
    • Releasing Part Security
    • Complaints
    • Financial Ombudsman Service
    • Complaints and Risk Issues in Equity Release- Equity Release Podcast Series Part 10
  • 14

    Specimen Tests

    • Equity Release Tests Pack 2020
    • Mock Test One
    • Mock Test Two
  • 15

    Equity Release Revision

    • Equity Release Revision Guide 2020
    • CeMAP 1 Revision Guide
    • CeMAP 2 Revision Guide
    • CeMAP 2 Audio Revision Programme
  • 16

    Mortgage Livestream Recordings 2021

    • Mortgage Livestream January 04 - The bouyant mortgage market and selling life protection FREE PREVIEW
    • Mortgage Livestream 2021 January 11 - Brexit and Mortgage Advising
    • Mortgage Livestream 2021 January 18 - Leasehold changes and tips to take an online exam
    • Mortgage Livestream 2021 January 25 - Business Insurance
    • Mortgage Livestream 2021 February 01 - Bitcoin Simplified (10 mins)
    • Mortgage Livestream - 2020 February 08 - Short Selling and Factfinding Part 1
    • Mortgage Livestream - 2020 February 15th - Debt consolidation and vulnerable customers
    • Mortgage Livestream 2021 February 22 - The Second "Big Bang" and Factfinding
  • 17

    Livestream Recordings 2020

    • Mortgage Livestream 2020 December 07 - Disability Benefits and How to Factfind on Video
    • Mortgage Livestream 2020 November 30 - Sickness and Death Welfare Benefits
    • Mortgage Livestream 2020 November 16 - Welfare Benefits and EWS1 Surveys
    • Mortgage Livestream 2020 November 09 - Equity Release Advice and the FCA
    • Mortgage Livestream 2020 October 26 - REITs and Green Home Grants
    • Mortgage Livestream 2020 October 05 - Video Selling Tips
    • Mortgage Livestream 2020 September 28 - Internet Lead Generation
    • Mortgage Livestream 2020 September 21
    • Mortgage Livestream 2020 September 14
    • Mortgage Livestream 2020 September 07
    • Mortgage Livestream 2020 August 24
    • Mortgage Livestream 2020 August 17
    • Mortgage Livestream 2020 August 10
    • CeMAP Livestream 2020 August 03
    • CeMAP Livestream 2020 July 27
    • CeMAP Livestream 2020 July 20
    • CeMAP Livestream 2020 July 13
    • CeMAP Livestream 2020 June 29
    • CeMAP Livestream 2020 June 22
    • CeMAP Livestream 2020 June 15
    • CeMAP Livestream 2020 June 08
    • Livestream 2020 June 01
    • CeMAP Livestream 2020 May 04
    • CeMAP Livestream 2020 April 27
    • CeMAP Livestream 2020 April 20
    • Paul's Livestream Podcast FREE PREVIEW
    • Livestream 2020 April 06
    • Livestream 2020 March 30
    • Mortgage Livestream 2020 March 23
    • Mortgage Livestream 2020 March 16
    • CeMAP Livestream 2020 March 09
    • CeMAP Livestream 2020 March 02
    • CeMAP Livestream 2020 February 24
    • Livestream 2020 February 17
    • Livestream 2020 February 10
    • Livestream 2020 February 04
    • Livestream 2020 January 13
    • Livestream 2020 January 20
    • Livestream 2020 January 27