The Certificate in Equity Release is relevant for anyone seeking to advise on equity release products (both home reversion plans and lifetime mortgages), and for those who work in a support role in this sector.

Holders of the Certificate meet the FCA’s appropriate qualification requirements for advising on this class of business.

The Certificate in Equity Release comprises three compulsory units:

  • (R01) Financial services, regulation and ethics; or
  • (CF1) UK financial services, regulation and ethics;
  • (CF6) Mortgage advice; and
  • (ER1) Equity release.


Entry requirements


Recommended study time

Units range from between 60 and 70 hours (each depends on experience and ability).

Completion requirements

To complete you need to obtain 50 CII credits by passing compulsory units: R01 or CF1, CF6 and ER1.

Learning support

Unit study materials for this qualification typically include:

  • Study text with updates
  • RevisionMate online study support
  • Blended learning programme
  • Key fact booklets
  • Question packs
  • Audio revision
  • Revision courses.


Member designation

Certs CII (MP & ER)



Next step qualification

Certificate in Advanced Mortgage Advice

More details and to enrol online

Visit the CII website

You can discuss this qualification with our Corporate Customer Service team either by calling 020 8530 0862 or emailing CIIbanking@cii.co.uk. They can also put you in touch with one of our Corporate Development Managers.