R07 (Advanced Mortgage Advice) 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, Reading and Southampton have organised training for those members who are studying for and taking the R04 and R07 examination.

Designed to help candidates feel more prepared for the exam, delegates will have covered the key areas of the syllabus and will have been introduced to the exam format and adopting a suitable exam technique.

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 trainers are 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

R07 (Advanced Mortgage Advice) - Wednesday 24th November 2021

This interactive workshop will cover:

• Overview of the paper – tips and techniques

• Taxation of property ownership – CGT, Stamp Duty, Income Tax and VAT. Case Studies and complex calculations

• Specialised lending schemes – foreign financing, bridging, equity release, Islamic Mortgages, Buy to Let, Help to Buy and Secured Loans

• Multiple choice tests to capitalise the learning

• Property Law - Scots Law, Tenure and Reform

• Financial difficulties – state support, lender backing and possession proceedings

• Trainer facilitation of case studies analysing complex client situations – these represent 20 very difficult marks in the exam, they are multifarious and challenging.

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

Your attendance will be confirmed once you have booked online. 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:

R07 – 24^th November

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

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