The level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.
The Certificate provides an ideal next step for holders of the Certificate in Mortgage Advice, requiring completion of just one further unit.
The Certificate comprises three core units from a choice of four, providing a total of at least 50 credits on successful completion. There is no prescribed order in which units must be taken, but it is strongly recommended that you sit the cure unit first (R01 or CF1) first as these provide foundation knowledge upon which the others build.