Equity Release - Course - ZISHI

Equity Release

Delivery:

Various

Equity Release

For group bookings, to discuss tailored delivery or for any questions about this course, please get in touch:

Course Overview

 

  • How the FCA view this market
  • What the FCA and Equity Release Council (ERC) expect from you
  • Vulnerable customers
  • Future concerns
  • Complaints to FOS
  • Case studies

 

Learning Objectives

 

  • Understand the broader context of later life lending
  • Clarify what the ERC and FCA expect from you as an adviser
  • Be comfortable about discussing areas where clients are vulnerable
  • Better understanding of future needs
  • Understand the ramifications of giving wrong or unsubstantiated advice
  • Consider the application of the learning points and how these will apply to client cases

A well-designed course that kept us engaged throughout.

Financial Services firm, UK

Great presenter, some excellent tips — well worth the time attending.

Financial Services firm, UK

Thoroughly enjoyed the training — very knowledgeable trainer. I’ll use what I learned in future client meetings. Highly recommend for anyone involved in lifetime mortgages.

Financial Services firm, UK

For group bookings, to discuss tailored delivery or for any questions about this course, please get in touch:

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