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The objective of this unit is to develop an understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
Download 2019/20 syllabus (PDF)
Download 2019/20 exam guide (PDF)
Download 2020/21 syllabus (PDF)
Download 2020/21 exam guide (PDF)
Recommended study hours: 70 (will vary depending on your experience and ability)
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For more information on Digital-only options, please visit: 'Digital Only' FAQ's
Included in your Enrolment:
Study text
Developed to assist you in understanding and learning the exam syllabus, the study text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.
A printable PDF and ebook of the study text are available on RevisionMate. Access is only available during your enrolment period. Online updates to the study text will also be made available (further details are included on the title page of the study text).
Printable PDF
PDFs can be opened and printed with Adobe Acrobat Reader (free download from http://www.adobe.com). You can also view a PDF on most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones.
It is strongly recommended that you:
ebook
ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).
ebooks are not PDF files and cannot be printed. The reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.
To check that the file formats are compatible with your device/chosen e-reader software, click on the link to download a sample: Free sample chapters.
Printed copy of the study text
If you would like a printed copy of the study text, please select the ‘Printed and digital’ option, which will incur postage and packaging charges:
RevisionMate
You will have access to an unrivalled suite of online services to support your studies through our RevisionMate study tool. Access is only available during your enrolment period.
Support typically includes a study planner, a knowledge check (multiple-choice test) facility covering each chapter, student discussion forum and the latest examination guide.
Exam entry
Exams can be booked at the point of enrolment or at a later date.
Included in your Enrolment:
Study text
Developed to assist you in understanding and learning the exam syllabus, the study text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.
A printable PDF and ebook of the study text are available on RevisionMate. Access is only available during your enrolment period. Online updates to the study text will also be made available (further details are included on the title page of the study text).
Printable PDF
PDFs can be opened and printed with Adobe Acrobat Reader (free download from http://www.adobe.com). You can also view a PDF on most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones.
It is strongly recommended that you:
ebook
ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).
ebooks are not PDF files and cannot be printed. The reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.
To check that the file formats are compatible with your device/chosen e-reader software, click on the link to download a sample: Free sample chapters.
Printed copy of the study text
If you would like a printed copy of the study text, please select the ‘Printed and digital’ option, which will incur postage and packaging charges:
RevisionMate
You will have access to an unrivalled suite of online services to support your studies through our RevisionMate study tool. Access is only available during your enrolment period.
Support typically includes a study planner, a knowledge check (multiple-choice test) facility covering each chapter, student discussion forum and the latest examination guide.
Exam entry
Exams can be booked at the point of enrolment or at a later date.
Key facts booklet
Summarising the key information contained in the study text, a key facts booklet is perfect for studying when travelling to and from work or in situations when reading a study text is impractical.
A printable PDF and ebook of the key facts booklet are available on RevisionMate. Please note that access is only available during your enrolment period.
This product will be added to your RevisionMate account within 2 working days of purchasing.
PDFs can be opened and printed with Adobe Acrobat Reader (free download from http://www.adobe.com). You can also view a PDF on most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones.
It is strongly recommended that you:
ebook
ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).
ebooks are not PDF files and cannot be printed. The reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.
To check that the file formats are compatible with your device/chosen e-reader software, click on the link to download a sample: Free sample chapters.
Printed copy of the key facts booklet
If you would like a printed copy of the key facts booklet, please select the ‘Printed and digital’ option, which will incur postage and packaging charges:
Key facts booklet
Summarising the key information contained in the study text, a key facts booklet is perfect for studying when travelling to and from work or in situations when reading a study text is impractical.
A printable PDF and ebook of the key facts booklet are available on RevisionMate. Please note that access is only available during your enrolment period.
PDFs can be opened and printed with Adobe Acrobat Reader (free download from http://www.adobe.com). You can also view a PDF on most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones.
It is strongly recommended that you:
ebook
ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).
ebooks are not PDF files and cannot be printed. The reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.
To check that the file formats are compatible with your device/chosen e-reader software, click on the link to download a sample: Free sample chapters.
Key facts booklet
Summarising the key information contained in the study text, a key facts booklet is perfect for studying when travelling to and from work or in situations when reading a study text is impractical.
A printable PDF and ebook of the key facts booklet are available on RevisionMate. Please note that access is only available during your enrolment period.
This product will be added to your RevisionMate account within 2 working days of purchasing.
PDFs can be opened and printed with Adobe Acrobat Reader (free download from http://www.adobe.com). You can also view a PDF on most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones.
It is strongly recommended that you:
ebook
ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).
ebooks are not PDF files and cannot be printed. The reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.
To check that the file formats are compatible with your device/chosen e-reader software, click on the link to download a sample: Free sample chapters.
Printed copy of the key facts booklet
If you would like a printed copy of the key facts booklet, please select the ‘Printed and digital’ option, which will incur postage and packaging charges:
Key facts booklet
Summarising the key information contained in the study text, a key facts booklet is perfect for studying when travelling to and from work or in situations when reading a study text is impractical.
A printable PDF and ebook of the key facts booklet are available on RevisionMate. Please note that access is only available during your enrolment period.
PDFs can be opened and printed with Adobe Acrobat Reader (free download from http://www.adobe.com). You can also view a PDF on most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones.
It is strongly recommended that you:
ebook
ebooks are compatible with most portable electronic devices including Android tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).
ebooks are not PDF files and cannot be printed. The reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.
To check that the file formats are compatible with your device/chosen e-reader software, click on the link to download a sample: Free sample chapters.
We offer the option for you to extend the life of your enrolment once your course has expired and receive the next edition of the study text together with electronic updates. This option is renewable on an annual basis.
Printed copy of the study text
If you would like a printed copy of the study text, please select the ‘Printed and digital’ option, which will incur postage and packaging charges:
We offer the option for you to extend the life of your enrolment once your course has expired and receive the next edition of the study text together with electronic updates. This option is renewable on an annual basis.
These updates are Learning Solutions updates for study purposes.
2020-21 edition
To view a list of the main areas of change in the 2020-21 edition, please click here
Study text updates:
ER1_2020-21_web_update_1_10_07-2020
2019-20 edition
To view a list of the main areas of change in the 2019-20 edition, please click here
Study text updates:
ER1_2019-20_web_update_1_13_02-2020
Chancellor's Budget/Statement updates for 2019-20 edition:
Other information:
Financial services current editions
Testing Position
Tax year
The tax year 2019/2020 will be examined from 1 September 2019 until 31 August 2020.
Intestacy
The statutory legacy under the rules of intestacy has increased in respect of deaths from 6 February 2020 onwards. Examinations will be reflective of this change from 6 May 2020.
Brexit
On the 31st January 2020, the UK left the European Union and has now entered into a transition period which ends on the 21st December 2020.
Please note: The UK decision to leave the European Union will have no immediate impact on the 2020- 2021 CII syllabuses or exams. Changes that may affect future exam syllabuses will be announced as they arise.
General Data Protection Regulation (GDPR)
The General Data Protection Regulation (GDPR) comes into effect on 25 May 2018. Examinations will be reflective of GDPR and the Data Protection Act 2018 from 25 May 2018.
The ER1 Examination Guide for exams from 1 September 2018 until 31 August 2019 was first published in June 2018. Any questions which have been amended since the examination guide was first published will appear below.
