Equity Release Bootcamp

Designed to help you pass both the CII's ER1 exam and the LIBF's CeRER exam. Online help and coaching covering the whole syllabus delivered personally by Paul Archer, who’s been training mortgages since 1999 and helped thousands of people pass.

  • Structured video-based lessons delivered to your device of choice. More than 70 videos in 13 lesson chapters all self-directed. There are over 430 minutes of online video covering the syllabus, that's like spending a couple of days with Paul teaching you the topic in an engaging and visual way.

  • Included is a digital copy of the renowned Equity Release Revision Guide and a digital copy of the Equity Release Test Package containing both multiple choice questions and case study style questions.

  • Integrated within is Paul’s Equity Release Podcast Collection. Ten episodes, each lasting around 45 minutes of Paul chatting through the whole syllabus. Ideal for multi-tasking in the gym, walking the dog or merely learning whilst getting on with your busy life.

Course Content

    1. An Introduction to Your Tutor - Paul Archer

      FREE PREVIEW

    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. Equity Release Exam Revision Guide 2024/2025

    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

      FREE PREVIEW

    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

      FREE PREVIEW

    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. Affordability in the Later Life Market

    6. Alternatives to Equity Release

      FREE PREVIEW

    7. Ten Tips for Effective Factfinding

    8. How to Factfind Online on Video

    9. The FCA and Equity Release Factfinding Skills

About this course

  • £225.00
  • 113 lessons
  • 14.5 hours of video content

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Instructor(s)

Paul Archer FPSA CeMAP

Founder and Managing Director

Paul Archer began in the mortgage sector in 1983 - 40 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.