The level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.
The Certificate provides an ideal next step for holders of the Certificate in Mortgage Advice, requiring completion of just one further unit.
Read the Certificate in Equity Release specification »
Who’s it for?
- Those seeking to give mortgage and equity release advice
- Anyone working in the mortgage and equity release market in non-advisory roles, for example, technical consultants or those in support roles
Recognition of prior learning
Before studying, check to see whether any of your previous academic qualifications or credits from other professional bodies and institutes can be carried towards completion of the Certificate.
Find out more about recognition of prior learning >
The Certificate involves completion of three units from the Personal Finance qualifications framework, providing a minimum of 50 credits on completion.
See our key information link to the right of the page for details
Members are entitled to use the designation CertCII (MP & ER), subject to membership and Continuing Professional Development (CPD) requirements.
Certificate level units are assessed by multiple-choice question exam (MCQ). For online MCQ exams, result notification is immediate on completion. For paper-based MCQ exams, results are released five weeks’ following the exam sitting.
Find out more about assessments, including policies and exam centres >
Each qualification unit comes with the essential tools to support core learning. For a single fee, study packages typically include: study text, assessment entry and access to RevisionMate, our online study tool.
We also offer additional study materials to support individual learning. These range from key fact booklets and next-edition study texts, to question packs and Learn interactive tutorials.
For full unit availability, click the unit links to the right of this page.