0800 999 3939
Mortgage Adviser Excellence
0800 999 3939

Introduction to CeRER®


The Certificate in Regulated Equity Release (CeRER) is an FCA-approved QCF Level 3 qualification specific to the UK.

When you successfully join Access Financial Services, we will provide all your training courses FREE of charge. The CeRER is one of the courses we offer and is an ideal way to progress your career. 

What is CeRER?

If you are a mortgage adviser or hold another position in the financial services sector, the ability to offer advice on equity release products makes a fantastic additional service. You will diversify your skills and generate the potential to earn more money.

The Financial Conduct Authority (FCA) regulates the sale of equity release products, which include lifetime mortgages and home reversion plans. You must hold an appropriate, recognised qualification if you’d like to offer your advice on such products. 

Successful completion of the CeRER ensures you have the skills, knowledge and certification required to begin advising your first clients on equity release.      

The difference

Access Financial Services are delighted to offer training for this course:

  • The leading training provider in this field
  • Specialists in training exclusively for the financial sector
  • Successfully trained over 10,000 professionals
  • Every course backed by Pass Assurance Scheme
  • Students are eligible for the NUS Extra card

Who can study CeRER?

The CeRER opens up opportunities to attract more clients and enhance your skillset. It is a fantastic way to progress your career. In order to begin the course, you should already hold a CeMAP or equivalent. No other qualifications are required but you must: 

  • Be aged 17+
  • Have a good level of English and maths
  • Have access to a computer and internet for the duration of the course
  • Have an interest in the financial sector
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The Syllabus

The CeRER course is studied in two units and assessed through two multiple choice tests. The course is thorough and written by professionals with real life experience of the financial services industry.

Upon successful completion of the course you will be able to confidently advise clients on equity release products, ensuring the right solution for the individual. 

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Study Options

The CeRER course is taught in a classroom setting by tutors who are also experienced industry professionals. Workshops are friendly and class sizes kept small to create a positive learning environment.

Alongside course content your tutor will teach exam technique, ensuring you have everything you need to succeed. Pass rates for this study method are excellent.   

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