CeRER Training & Qualification Course

Specialist Level 3

A financial adviser providing advice to a couple.

CeRER Qualification & Training Course.

The Certificate in Regulated Equity Release (CeRER) is a specialised and highly regarded qualification within the financial services industry. Designed to equip professionals with the knowledge and skills needed to provide expert guidance on equity release products, this certification programme plays a pivotal role in ensuring that individuals can make informed decisions about releasing equity from their homes. The course has a focus on regulatory compliance and ethical practice.

Whether you’re a financial adviser, mortgage broker or someone looking to enhance your career in the financial services sector, the Certificate in Regulated Equity Release is a valuable qualification that opens up new opportunities in the growing field of equity release planning.

Watch our Explainer Video to find out more.

Qualification Structure:

The core equity release module is assessed through a single 2-hour objective exam, split into 2 units.

Unit 1 – Fundamentals of Equity Release (FOER)

  • The principles of equity release
  • Types of schemes available and the circumstances in which equity release may be appropriate
  • The advantages and potential risks to consumers

Assessment: 50 multiple-choice questions

Unit 2 – Equity Release Solutions (EQRS)

  • Selecting suitable equity release solutions to meet the circumstances of different types of consumers

Assessment: 3 case studies each with 10 linked multiple-choice questions.

Course Fee:

£345+vat

Duration:

2 days

(consisting of 4 tutorials each lasting 3 hours)

LIBF Registration Fee:

£260

*Price includes exam, membership & learning material.
Tip: ask your course adviser to process on your behalf.

Entry Requirements:

You need to hold CeMAP or an equivalent Mortgage Advice qualification before you can begin studying CeRER.

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Awarding Body

The London Institute of Banking & Finance - Trusted Patner
Interactive Delivery

Interactive Delivery

Quality Assured

Quality Assured

Simplified Training Materials

Simplified Training Materials

Study Option Virtual Classroom

The CeRER webinar course aims to offer thorough instruction in equity release, equipping attendees with the necessary knowledge to successfully ready themselves for the CeRER qualification.

During the span of a 2-day programme, participants will engage in 4 informative CeRER lectures each spanning approximately 3 hours. The programme covers a wide array of subjects, encompassing regulatory compliance and various available schemes. Seasoned instructors will facilitate these sessions, guiding attendees through real-world scenarios and case studies, offering valuable practical insights and tips. The webinars will be interactive, featuring elements such as quizzes, discussions, and Q&A sessions, providing attendees with opportunities to clarify uncertainties and gather additional information. As the programme draws to a close participants will possess a strong understanding of the CeRER syllabus and be well-prepared for the upcoming examination.

Why study with us?

Simply Academy holds Trusted Partner Status, the most esteemed recognition bestowed by The London institute of Banking & Finance (LIBF). This designation necessitates showcasing an unwavering commitment to delivering top-tier training and customer service excellence within the financial services sector.

Confidence

Confidence

With a track record of over 25,000 students, you can have confidence in our expertise.

Knowledge

Knowledge

Our training consultants, chosen with great care, are some of the most experienced in the field.

Trust

Trust

We are respected by professional organisations and are government approved.

Important Notice:

The growing demand for equity release advice has made the CeRER qualification a popular choice for qualified mortgage advisers wishing to expand their service portfolio. This has led to unscrupulous operators entering the financial services training sector. Choosing a reputable and accredited training provider is the safest way to be sure you are fully prepared to pass your exam.

If you would like more information or guidance, please contact our friendly student support team for advice.

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Frequently asked questions

What is the Certificate in Regulated Equity Release qualification?

The Certificate in Regulated Equity Release (CeRER) qualification is a professional certificate recognised by the Financial Conduct Authority (FCA). It is specifically designed for individuals looking to offer advice on equity release products. This qualification covers regulatory compliance, product knowledge and the advice process, ensuring candidates are well prepared to deliver sound financial guidance within this buoyant marketplace.

Who is eligible to undertake CeRER training?

Eligibility for CeRER is typically open to financial professionals, such as mortgage and financial advisers who meet the pre-requisite of holding a CeMAP or an equivalent mortgage advice qualification.

What are the benefits of holding the Certificate in Regulated Equity Release?

Overall, passing CeRER can boost your career prospects, improve your skills and enhance your standing in the field of equity release. It is a highly respected qualification, making it a great way to expand your portfolio of services and enhance your CV.

How long does it take to pass CeRER?

The time it takes to pass CeRER (the Certificate in Regulated Equity Release) can vary significantly from person to person. It depends on your prior knowledge and experience in the field, your training provider, and the course you choose. Typically, students undertaking Simply Academy CeRER gain certification within 4 weeks of part-time study.

Simply Academy is accredited as a trusted partner by The London Institute of Banking & Finance
Simply Academy is trusted by the Education & Skills Funding Agency
Simply Academy awarded the Highest Rated Courses Brilliance Award 2019 from CourseCheck
Simply Academy is FSQS (Financial Services Qualification System) registered
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