Setting the Foundations workshops

After qualifying, it can feel daunting taking the leap into advising lifetime mortgages. We want to help you in making this transition as simple and easy as possible.

By attending this workshop, attendees will be able to:

1. Understand factors affecting later life lending and market trends
2. Identify how to secure clients and create opportunities in this sector
3. Describe the key considerations involved in a thorough and quality advice journey
4. Outline the importance and purpose of various third parties in the customer process

Delegates participating in this workshop can claim up to four CPD hours toward the CII/Personal Finance Society member CPD scheme.

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