John’s studying involved eight two-hour online sessions including the overall industry, the market for later life lending, the later life lending products, the process and how this works for the client, and where later life lending fits in within the broader context of mortgage lending.
“In addition to the required, mortgage and equity release qualifications that I have from the Chartered Insurance Institute, I feel that it is important to keep up to date with the ever-changing later life lending market and how this relates to my clients’ requirements. I feel that this accreditation shows that I have a very good and up-to-date working knowledge of using later life lending in the real world.”
To gain this qualification john had to pass eight modules covering the following-
“Continuous professional development is key to being a successful adviser. This qualification helps to demonstrate John’s continued goal of providing the best independent financial advice for his existing and future clients. Well done!”
As we are a member of the Equity Release Council, you can have complete confidence in Anstee & Co and our expert equity release advisers.
All of our equity release advisers have taken additional professional qualifications and have personally signed up to the high standards set by the council.
The initial meeting is at our cost, so why not contact us today? A meeting can be arranged at a time and location that is convenient for you.
Our expertise covers all aspects of financial planning including pensions, investments, and mortgages.
If you have any thoughts on this article, “Professional accreditation success for John”, then we would love to hear from you.
These products are lifetime mortgages or home reversion plans. Equity released from your home will be secured against it.