A guide to the Certificate in Regulated Equity Release (CeRER)

What is CeRER? The Certificate in Regulated Equity Release (CeRER) is one of the go-to qualifications required to provide Equity Release advice in the UK and is provided by the London Institute of Banking & Finance also known as the LIBF. What are Equity Release Advisors? The Telegraph described Equity release Advisor as “[Someone who] can recommend the …

A guide to R05 | How to revise, the benefits and more!

What is R05? R05 is a level 3 qualification provided by the Chartered Insurance Institute (CII) upon completion it provides 10 credits. When and why do you need R05? The Financial Conduct Authority (FCA) require retail investment advisers to hold a recognised qualification. Therefore, it is recommended Advisors providing protection advice hold an R05 or …

Dawn Walker-Bennett joins the team!

Former Head of Business Development for AFH Wealth Management, Dawn Walker-Bennett has joined specialist firm, IFA Acquisitions, the business broker division of one of the UK’s largest specialist recruitment agencies, Premier Jobs UK. Dawn Walker-Bennett will join the team from AFH, where she worked for nearly eleven years over two periods. In charge of business …

CeMAP (LIBF) vs Certificate in Mortgage Advice (CII)

In the UK to provide Mortgage Advice, you must have a qualification recognised by the Financial Conduct Authority (FCA). If you don’t have a recognised qualification, you can’t legally provide regulated Mortgage Advice in the UK.  Although there are many mortgage qualifications the two main qualifications that are recognised as industry standards come from the …