Equity Release syllabus
The Equity Release module is split into two units. On successful completion you will demonstrate an understanding of:
- the definition of a Home Reversion (HR) plan & alternative methods of equity release/capital raising;
- the principles of equity release, the types of equity release schemes available and the applications for which such schemes might be appropriate;
- types of consumer at whom equity release is targeted and their personal requirements, wants and needs;
- the circumstances in which equity release may be appropriate and how these are influencedby the consumers’ preferences and financial needs;
- suitable equity release solutions to the circumstances of different types of consumers;
- the suitability and affordability of the different types of HR plans and their principle alternatives for different types of consumer;
- the advantages, disadvantages and potential risks to consumers associated with taking out equity release, and when these might arise.
| Type of module: |
Part of CeRER |
| Cost: |
£135.00 |
| Study hours: |
40 - 60 hours |
| Assessment: |
A one-hour electronic examination for each of the two units |
| Download syllabus |
| File type |
Adobe Acrobat pdf |
| File size: |
37KB |
| Number of pages: |
11 |
| Download time |
30 secs |
