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Brand Financial Training > CII Certificate in Equity Release

CII Certificate in Equity Release

What is the purpose of this Certificate?

The CII Certificate in Equity Release is an RQF level 3 qualification focusing on equity release products, regulation and customer needs.

The qualification meets the FCA’s requirement for advising on mortgages and equity release schemes. It is also useful for those individuals working in a supporting role in these markets.

If you are a CII member and a member of the Society of Mortgage Professionals (SMP), you can use the designation Cert CII (MP & ER).

What do I need to do to achieve this Certificate?

Three units are required to achieve the CII Certificate in Equity Release. These are:

  • R01 Financial services, regulation and ethics
or
  • CF1 UK financial services, regulation and ethics
plus
  • CF6 Mortgage advice
  • ER1 Equity release

CII Certificate in Equity Release

CriteriaDetails
Available units: R01 Financial services, regulation and ethics, or
CF1 UK financial services, regulation and ethics
plus
CF6 Mortgage advice (compulsory)
ER1 Equity release (compulsory)
Credits required for qualification:50
Level:3

R01 Financial services, regulation and ethics
Buy resources

CriteriaDetails
Credits20 - Diploma
Exam FormatOnline, 2 hours
Number of Questions100 multiple choice questions (MCQs)
Nominal Pass Mark65%
2023 Pass Rate69.6%

CF1 UK financial services, regulation and ethics
Buy resources

CriteriaDetails
Credits15 - Certificate
Exam FormatOnline, 2 hours
Number of Questions100 multiple choice questions (MCQs)
Nominal Pass Mark70%
2023 Pass Rate58.3%

CF6 Mortgage advice
Buy resources

CriteriaDetails
Credits20 - Certificate
Exam FormatOnline, 3 hours
Number of Questions100 multiple choice questions (MCQs) and five case studies, each comprising five MCQs
Nominal Pass Mark70%
2023 Pass Rate78.9%

ER1 Equity Release
Buy resources

CriteriaDetails
Credits15 - Certificate
Exam FormatOnline, 2 hours
Number of Questions50 multiple choice questions (MCQs) and 5 case studies each with 5 MCQs
Nominal Pass Mark70%
2023 Pass Rate90.9%

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