Canada Life Equity Release Exam Workshop

Canada Life Home Finance has announced its first series of workshops in 2020, for advisers who are looking to become equity-release qualified.

Its Equity Release Exam workshops will run nationwide in February and March. The workshops, which are free of charge, were attended by over 200 advisers in 2019 and are designed to help even more advisers tap into the growing demand for equity release products.

The workshops are provided in collaboration with training and consulting firm Fortica Ltd, and give advisers currently not qualified to offer equity release the training needed to pass the required exam.

This year’s workshops and course materials have been updated to ensure they reflect the improvements made to aspects of LIBF’s syllabus, at the end of 2019. These improvements include changes to the text around powers of attorney and complaint handling and increasing the number of topics from three to six.


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