Equity Release Exam Preparation - 29Jan - 26Feb 2020

Event Information

Event description
Just Equity Release Academy – “Helping you revise for your equity release exams”

About this Event

This half-day workshop is designed to help you prepare for your equity release exams and give you greater confidence about what to expect from them, whether Chartered Institute of Insurance or London Institute of Banking & Finance.

The agenda reflects the examination syllabuses and sections will include:

  • An introduction to Equity Release
  • Solutions
  • Other considerations
  • Taxation and state benefits

At the end of each section there’ll be example questions for you to try and you’ll receive hints and tips to help boost your exam technique.

Key learning outcomes:

  • Understand the principles of equity release, the types of plan available and their suitability for the client.
  • Identify the types of client and how to meet their needs through equity release.
  • Recognise the risks to your client associated with equity release.
  • Understand legislation governing equity release in the financial planning context.
  • Evaluate the impact of equity release on a client’s taxation and state benefits.

    CPD – 3 hours CPD is available

Dates and venues

  • 29th January 2020 - Kingswood Golf Club, Sandy Lane, Kingswood, Surrey, KT20 6NE
  • 30th January 2020 - Hilton London Bridge, 5 More London Riverside, Tooley Street, London, SE1 2BY
  • 4th February 2020 - Doubletree by Hilton Cadbury House, Frost Hill, Congresbury, Bristol, BS49 5AD
  • 5th February 2020 - Doubletree by Southampton, Bracken Place, Chilworth, Southampton, SO16 3RB
  • 11th February 2020 - Forest of Arden Marriott Hotel & Country Club, Maxstoke Lane, Meriden, Birmingham, Coventry, CV7 7HR
  • 12th February 2020 - Doubletree by Hilton Cambridge Belfry, Back Lane, Cambourne, Cambridge, CB23 6BW
  • 25th February 2020 - The Mere Golf Resort, Chester Road, Mere, Knutsford, WA16 6LJ
  • 26th February 2020 - Hazlewood Castle, Paradise Lane, Leeds, Tadcaster, LS24 9NJ

Attendee No’s – numbers are limited to 25 per venue


09:30 - Registration

10:00 – Equity Release Academy commences

13:00 – Equity Release Academy concludes and lunch served

Refreshments will be provided on the day.

Website / Registration -

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Contact Us - Contact us if you have any queries regarding the events please contact events on 01737 233 315 or

Please note that a further round of events will be coming later this year. Refer to

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