Equity Release Exam Revision Workshop

A practical, interactive one-day workshop to help you pass ER1 or CeRER with confidence.

  • A fast-paced, interactive one-day workshop designed to equip qualified mortgage advisers with the knowledge and confidence to pass the ER1 or CeRER exam.

  • You’re already CeMAP-qualified and getting leads in the later life lending market. You know equity release is the next step—but the exam stands in your way.

  • This workshop is your shortcut to success.

  • You’re a busy mortgage adviser, already CeMAP-qualified, and you’ve started getting leads in the later life lending market.

  • You know equity release is the next step—but the exam stands in your way.

Course Content

    1. Equity Release Exam Revision Workshop - 10th December 2025 at 9.30am

    1. An Introduction to Your Tutor - Paul Archer

      FREE PREVIEW

    1. Mortgage Regulation - An Overview

    2. MCOB Overview

      FREE PREVIEW

    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. Lifetime Mortgages

    2. Rule of 72 and Equity Release Rollup

    3. Home Reversion Plan

    4. Shared Appreciation Mortgages from the 1990s

      FREE PREVIEW

    5. Home Income Plans

    6. Retirement Interest Only Mortgages

    7. Annuities

      FREE PREVIEW

    8. Annuities and Mortgage Advice

    9. Early Repayment Charges and Equity Release

    10. Equity Release Products Podcast - Equity Release Podcast Series Part 4

    1. Income Tax Calculations 2024/2025

    2. Income Tax - A Template to Calculate

    3. Personal Allowances 2024/2025

    4. Married Couples Allowance

    5. Dividends and Taxation 2024/2025

    6. Reducing CGT - The Dirty Dozen - 2025/2026

      FREE PREVIEW

    7. Savings Tax - A Modern Twist 2024/2025

    8. Inheritance Tax (IHT) 2024/2025 - Live Recording

    9. Residence Nil Rate Band (RNRB) Explained

    10. IHT Calculations

    11. IHT and PETs

    12. Stamp Duty Land Tax (SDLT) - 2024/2025

    13. Tax Cheat Sheet - 2025/2026

    14. Taxation and Equity Release Podcast - Equity Release Podcast Series Part 5

    15. National Insurance 2024/2025

    16. Welfare Benefits Explored 2024/2025

    17. Welfare Benefits Means Testing

    18. Equity Release And State Benefits One

    19. Equity Release And State Benefits Two

    20. State Pension Scheme

    21. Deferring State Pension

    22. The State Pension Credit 2024/2025

    23. Universal Credit

    24. Welfare Benefits in Event of Disability

    25. Carers Allowance and the Role of the Carer

    26. Welfare Benefits for the Elderly

    27. Support for Mortgage Interest - SMI

    28. State Welfare Benefits Podcast - Equity Release Podcast Series Part 5

    29. Council Tax Reduction Scheme

    30. Housing Grants

    31. Green Home Grants

      FREE PREVIEW

    32. Long Term Care Planning

    33. Paying for Residential Care

    34. Deliberate Asset Deprivation and IHT PETs

    35. Funding Long Term Care Podcast - Equity Release Podcast Series Part 6

    36. Joint Property Ownership - What Equity Release Providers Require

      FREE PREVIEW

    37. The UK Probate Process

    38. Making a Will

    39. IHT and Wills – In the Real World

    40. Power of Attorney

    41. Lasting Power of Attorney - Modernised at Last

      FREE PREVIEW

    42. Legal Implications Podcast - Equity Release Podcast Series Part 8

    43. Personal Pension Contributions and Numbers 2024/2025

    44. Pensions and Death

    45. Pensions Drawdown - A Case Study

    46. ISA Refresh 2024/2025

    47. ISAs and Death

      FREE PREVIEW

    48. Pensions and ISAs Surrounding Equity Release Podcast - Equity Release Podcast Series Part 9

    1. Equity Release Tests Pack 2025/2026

About this course

  • £276.00
  • 70 lessons
  • 10 hours of video content

Programme Benefits

Fast-track your exam prep. Learn what’s new and what matters most.

  • Interactive and engaging. No death-by-PowerPoint—just practical, pacey learning.

  • Small group format. Capped at 12 attendees for maximum interaction.

  • Delivered via Zoom. Easy setup, no travel, full participation from wherever you are.

  • Delivered from Paul’s purpose-built video studio which emulates being in a real room

  • Live, interactive learning – ask questions, share experiences, and learn from others in the group.

  • Real-world focus – everything is tailored to the challenges advisers face in practice.

  • Digital copy of the Equity Release Revision Guide – Paul’s popular, practitioner-focused resource.

  • Delivered by Paul Archer – vastly experienced trainer, adviser, speaker and coach with over 45 years in the business.

  • No need to digest the textbook – we teach you what you need to know, clearly and practically.

  • Trainer-led video library – access hundreds of short videos explaining key concepts and tricky topics for further revision.

Instructor(s)

Paul Archer FPSA CeMAP

Founder and Managing Director

Paul Archer began in the mortgage sector in 1983 - almost 45 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 networks, banks, lenders, brokers and insurers in the UK and the world.