Equity Release Bootcamp

Equity Release Bootcamp - ER1 and CeRER 2022/2023

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 thousand’s of people pass.

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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. Paul's 10 Predictions for the Mortgage Market in 2020 including the Later Life Market
7. Paul's CeMAP Livestream Podcast
  FREE PREVIEW
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
  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 2022
  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. Alternatives to Equity Release
  FREE PREVIEW
6. Ten Tips for Effective Factfinding
7. How to Factfind Online on Video
8. The FCA and Equity Release Factfinding Skills
1. Lifetime Mortgages
2. Rule of 72 and Equity Release Rollup
3. Home Reversion Plan
4. Shared Appreciation Mortgages
5. SAMs and Lloyds Bank
6. Home Income Plans
7. Retirement Interest Only Mortgages
8. Annuities
  FREE PREVIEW
9. Early Repayment Charges and Equity Release
10. Equity Release Products Podcast - Equity Release Podcast Series Part 4
1. Income Tax - A Template to Calculate
2. Personal Allowances 2022/2023
3. Income Tax Calculation 2022 2023
4. Married Couples Allowance 2022/2023
5. Taxation of Savings Interest 2022/2023
6. IHT and Property
7. IHT Calculations
8. IHT and PETs
9. Share Dividends and Taxation 2022/2023
10. Capital Gains Tax 2022/2023
11. SDLT and Equity Release
12. SDLT - 4 Exceptions for Equity Release
13. Taxation and Equity Release Podcast - Equity Release Podcast Series Part 5
1. Equity Release And State Benefits One
2. Equity Release And State Benefits Two
3. State Pension Scheme
4. State Pension Credit
5. Pensions Credit and Gary Lineka
6. Universal Credit
7. Welfare Benefits - an Overview of the Summary Sheet
8. Welfare Benefits in Event of Disability
9. Welfare Benefits for the Elderly
10. State Welfare Benefits Podcast - Equity Release Podcast Series Part 5
11. Council Tax Reduction Scheme
12. Housing Grants
13. Green Home Grants
  FREE PREVIEW
14. Long Term Care Planning
15. Paying for Residential Care
16. Deliberate Asset Deprivation and IHT PETs
17. Funding Long Term Care Podcast - Equity Release Podcast Series Part 6
1. Joint Property Ownership - What Equity Release Providers Require
2. Law of Intestacy
3. Making a Will
4. IHT and Wills – In the Real World
5. Power of Attorney
6. Lasting Power of Attorney - Modernised at Last
  FREE PREVIEW
7. Probate
8. Legal Implications Podcast - Equity Release Podcast Series Part 8
1. Case Study 1
2. Case Study 2
3. Case Study 3
4. Case Study 4
5. Case Study 5
1. Pensions and Death
2. Pensions - Taking Benefits
3. Pensions Drawdown - A Case Study
4. ISAs and Death
  FREE PREVIEW
5. Pensions and ISAs Surrounding Equity Release Podcast - Equity Release Podcast Series Part 9
1. Equity Release Post Completion Mattters
2. Releasing Part Security
3. Complaints
4. Financial Ombudsman Service
5. Complaints and Risk Issues in Equity Release- Equity Release Podcast Series Part 10
1. Equity Release Tests Pack 22/23
2. Mock Test One
3. Mock Test Two
1. Equity Release Revision Guide 22/23
2. CeMAP 1 Revision Guide 22/23
3. CeMAP 2 Revision Guide 22/23
4. CeMAP 2 Audio Revision Programme

About this course

£225.00
106 lessons
11.5 hours of video content

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Instructor(s)

Paul Archer

Founder and Managing Director

paul@paularcher.com

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.