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

    • The Suitability Letter Factors

  • 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

    • Mortgage Livestream 2021 March 01 - Equity Release and The Mortgage Market in 2021

    • Mortgage Livestream - 2021 March 8th - The Mortgage Guarantee Scheme

    • Mortgage Livestream 2021 March 15 - Advising versus selling advice

    • Mortgage Livestream 2021 March 22 - Inflation and Charging Fees

    • Mortgage Livestream 2021 March 29 - Advising Mortgages and Personal Branding

    • Mortgage Livestream – 2021 April 12 – Bridging and Trainee Mortgage Advisers

    • Mortgage Livestream 2021 April 19 - Protection, CPI and BTL Cover

    • Mortgage Livestream - 2021 April 26 - Pension Contributions, Vanguard Warning and Bernie

    • Mortgage Livestream - 2021 May 04 - IHT, Wills and moving with the times

    • Mortgage Livestream - 2021 May 17 - Conveyancing, selling and CPD

    • Mortgage Livestream - 2021 May 24 – Income Tax Spotlight

    • Mortgage Livestream 2021 June 07 - Complaints, Inflation and Calculations

    • Mortgage Livestream - 2021 June 21 - the new CeMAP 2 and 3 plus measuring your CPD

  • 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