ER1 (Equity Release) Pre Exam Training - online distance learning

>> Event Overview

The Personal Finance Society Hants & Dorset and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford and Southampton have organised a ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the ER1 examination.

Due to the COVID-19 Pandemic the Regional Committees have suspended all Face to Face events for 2021 and this event will be run as an Online Distance Learning event.

The trainer is highly experienced and qualified in the subject matter, and as importantly, in how to deliver an effective and productive online interactive training session, ensuring all candidates are fully engaged and maximise the learning experience.

>> Learning Objectives

By the end of the course, delegates will have covered the key elements of the ER1 syllabus and what is required to pass the examination.

The day is split into five modules and run in 45-minute bursts divided by 10 to 15 minute breaks (online learning requires more breaks).

• 9.30am – Module One - Introductions and overview of the exam, do’s and don’ts to prepare. Module Two – Legal and regulatory requirements of Equity Release advising.
• 10.30am – Module Two Continued
• 11.30am – Module Three – Equity Release Products – dissected in detail
• 12.30am – Lunch
• 1.30pm – Module Three Continued
• 2.30pm – Module Four - Later Life Taxation, State Benefits and Legal aspects in the Later Life Market Case Study
• 3.30pm – Module Five - Case Study Practice and Personal Action Plans

Cost: The cost of the days training will be £49 for Hants & Dorset, Surrey and Thames Valley PFS members and £69 for all other PFS members and £79 for non-PFS members. We trust your integrity to select the correct option.

>> More about our speaker

Paul Archer, has over 35 years in the business as Mortgage Adviser, IFA, sales coach, sales trainer, author, blogger and coach. Regular speaker at the Society of Mortgage Professionals. Fully qualified IFA and Equity Release Mortgage Adviser.

>> To book your place / for more info

There is a maximum of 16 attendees. If we are oversubscribed, you will be placed on a waiting list.

To attend, please book online via the following link:

ER1 – 10^th November

Any questions please email the Personal Finance Society Hants and Dorset Regional Committee on hantsanddorsetpfs@outlook.com