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Seniors Equity Release & Reverse Mortgage Course

Course Details

Description

The Seniors Equity Release / Reverse Mortgage course aims to educate financial services providers seeking to support seniors with reverse mortgages and other equity release products.

It is imperative that professionals such as finance brokers understand the fundamentals to successfully engage clients, understand the risks, effectually market reverse mortgage and equity release products, recognise advice limitations and work proficiently with other professionals in the client advice process.

This course is approved by the Finance Brokers Association of Australia (FBAA).

Estimated Time To Complete

Approx 3 Hours

Learning Objectives

By the end of this course, you will be able to

Gain a comprehensive understanding of equity release principles, focusing on reverse mortgages.
Identify and Differentiate Equity Release Products.
Navigate the Application and Sales Processes for Reverse Mortgages.

Topics

Equity release fundamentals
Equity release products
Reverse mortgages application
Sales processes

Requirements

Computer, tablet or mobile
Internet Connection
Edge, Safari, Chrome or Firefox

Course Delivery

Online Learning

Course Access

12 Months

CPD Hours

3 Hours

Assessment

Multiple Choice

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