Setting the Foundations workshops

After qualifying, we know that it can sometimes feel daunting to take the leap into advising on lifetime mortgages.

We want to help you in making this transition as simple and easy as possible.

At the end of this workshop attendees will be able to better understand:

  • Where to find prospective clients
  • The considerations needed for an effective ‘fact find’ and identifying
  • How to identify any potential customer vulnerabilities
  • The difference between underwriting for a residential mortgage and a lifetime mortgage
  • The role of the conveyancer

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

Register below to secure your place.