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Specialist Level 3

Level 3 – Certificate in Regulated Equity Release (CeRER®)


The CeRER qualification is a great course to follow a CeMAP or equivalent. Once you hold a CeRER, which is recognised by the FCA, you are fully qualified to offer advice within the rapidly growing equity release market.

The CeRER is a level 3 qualification registered with Ofqual in the Regulated Qualifications Framework (RQF). It is highly respected, broadens your skills and enhances your CV.

Key points

  • The Certificate in Regulated Equity Release (CeRER) is an RQF level 3 qualification accredited by Ofqual and awarded by the London Institute of Banking & Finance.
  • This equity adviser course is split into two units and assessed within one module.
  • Knowledge is assessed in a 2-hour multiple choice exam. These can be sat at over 150 locations throughout the UK.
  • When you finish your CeRER course and pass your exams you are awarded your certificate and may add the designation ‘CeRER’ after your name. This shows future clients and potential employers that you are qualified to work as an equity release adviser in the UK.


To achieve CeRER you must have completed CeMAP or an equivalent Level 3 mortgage advice qualification.

The core Equity Release module is assessed through a single 2-hour objective exam, split into two units.

Unit Learning Outcomes Assessment
Unit 1 – Fundamentals of Equity Release (FOER)

The principles of equity release

Types of schemes available and the circumstances in which equity release may be appropriate

The advantages, disadvantages and potential risks to consumers

50 multiple choice questions
Unit 2 – Equity Release Solutions (EQRS) Selecting suitable equity release solutions to meet circumstances of different types of consumers 3 case studies each with 10 linked multiple-choice questions


Once you hold your certificate in equity release you may consider undertaking The Diploma for Financial Advisers (DipFA) which is another great step in your career enabling you to offer advice on retail investments alongside mortgage related products. It meets the FCA standards and will be recognised by employers and clients.

Mortgage Adviser

Mortgage Adviser


Mortgage Adviser/Equity Release Adviser

Equity Release Adviser


Financial Adviser

Financial Adviser


Study Options

Fast Track (Classroom)

The CeRER Fast Track course is perfect if you like to learn in a classroom environment.

The whole course is taught by highly qualified, experienced trainers and class sizes are kept small. Alongside engaging, thorough course content, your trainer will teach exam technique so that you enter your exam feeling fully prepared and confident. This study option offers best chance of passing your exam the first time.

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Live Webinar (Online Tutorial)

Do you need the structure of a classroom but unable to make it to a training centre? Join in with live lectures and be part of the class from wherever you choose.

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Customer Reviews

We use Coursecheck to collect feedback from everyone we train, so you can see for yourself what our customers say about us.

  • Jessica s | 16 October 2020

    I found the course helpful. The trainer was very inspiring. There was lots of homework! Lovely place to learn and great resources.

  • Christina W | 12 October 2020

    Pete was brilliant, funny (in an unconventional way) and made the subject matter interesting and engaging. I haven't yet done my exam but I am not worried about it now as Pete gave me the knowledge and the confidence I needed. I'm really happy with the course and how it was taught.

  • Amrish S | 07 October 2020

    Passed everything first try many thanks for Pete!!!

  • Benjamin Y | 07 October 2020

    I have recommended this course to many people who are looking to get in the industry, I just hope they get Paul Valpy as their teacher, as he is the best teacher I have ever had. I can't speak highly enough of how great he is. Huge thanks to him for his explanations, humour and positivity throughout the course

  • Valerie W | 07 October 2020

    Jim was fantastic at teaching this course, his ways of explaining things was right up my way of learning “Madonna tax” Thanks Jim!

  • Candice S | 06 October 2020

    Peter's way of teaching was informative & enjoyable. He told lots of stories/jokes that made the week enjoyable aswell as teaching us all the information required for the exam. Thank you to Peter!!

  • Kamile K | 05 October 2020

    Extremely happy with the course. Thank you, Jim, for making the material easy to understand and for giving really useful hints and tips! Attended the course for 5 days. Revised for another 2. Sat my exam today and passed without any issues! Thank you! Definitely recommend to everyone!

  • Abi B | 22 September 2020

    Really happy with the course, as I passed my exam yesterday! The only thing that I would say is that it felt a bit rushed toward the end of the week to cram the info in for Unit 2 so I did need to go over this unit on the Saturday.

  • Neil O | 21 September 2020

    High quality material and tutor however the final day and a half felt very rushed and will need to read over module 2 again before taking the exam

  • Sue B | 11 September 2020

    I have just completed my Level 3 Apprenticeship in Financial Services Administration. I found Simply Academy to be helpful and professional. They always responded to any queries I had on time, and provided relevant guidance to enable me to complete my apprenticeship. My tutor has been amazing, supporting me through my journey. His advice has been invaluable and he was extremely ...

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Why Choose Us?

Specialists in Financial Education and Apprenticeships



We provide exceptional learning, empowering our students to reach their potential



Our carefully selected training consultants are amongst the most knowledgeable in their fields



We set the standards, over 15,000 people have studied with Simply



We are approved by professional institutions and work with the world’s top banks

Clear Methods, Clear Results

Trusted, awarded and accredited

Fully accredited to ensure we provide the highest possible standards in learning

Trusted partners


What is the CeRER qualification?

The Certificate in Regulated Equity Release, or CeRER qualification, is a fantastic next step after CeMAP. If you are already a qualified mortgage adviser, the CeRER teaches you the skills and knowledge to offer advice on equity release products. The course is studied in two units and you must sit a two hour multiple- choice exam in order to complete your CeRER training.

How and where do I sit my CeRER examinations?

When you enrol on your CeRER training course we will offer full advice and instructions on how to book your CeRER exams. These may be sat at one of the convenient centres which can be found around the UK or even remotely from the comfort of your own home or office.

What is included in my CeRER Course?

The CeRER course is taught in a classroom by one of our experienced, knowledgeable tutors. We always keep class sizes small and leave plenty of opportunities for questions.

When you sign up for CeRER training you will receive high quality learning materials to support your learning. This assists your studies but also makes a great point of reference once you have qualified. You will also receive great tuition and support from the team at Simply Academy.

Where are CeRER training centres located?

You have the option to study the CeRER course at either our Bristol, Birmingham, Manchester or London training centres. Each of these locations is easy to find, with great network links and provides a fantastic learning environment with air conditioning and natural light.

Why study CeRER with Simply Academy?

Simply Academy are the only CeRER training provider to have achieved “Trusted Partner” status with the awarding body. This recognition is the highest awarded and not to be confused with the lesser “Recognised Learning Support Provider” status. Enrolling with Simply Academy ensures you receive first class training with industry leading student support.

CeRER® Fast Track

The CeRER Fast Track course is taught inside the classroom. With small class sizes and highly qualified, experienced tutors, you receive the very best instruction.

Not only will your tutor teach the full course content in an easy-to-follow format, but full exam technique, too. This offers you the best chance of first-time exam success.

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The CeRER course is taught over 2 days. This means that the qualification is completed quickly but with enough time for through instruction, questions and feedback.



Our class sizes are kept small to ensure you are always offered plenty of one-to-one attention. The informal teaching atmosphere creates a relaxing environment, in which to learn and our tutors set aside time for you to ask questions.



We hand pick our tutors to ensure you are offered the very best training and chance of success. Each of our tutors is fully qualified and highly knowledgeable. Their teaching is always backed by years of practical experience in the real-life world of finance.



The study packs we provide are designed to make your learning as simple as possible. The high quality training materials, alongside expert tuition, take you through each part of the course and are ideal for reference at a later date if you ever feel the need to recap particular elements.



London – Birmingham – Manchester – Bristol

We have carefully chosen the sites for our training centres to be easily accessible by both road and public transport. In order to offer a pleasant, productive learning environment, our exclusive training rooms are modern with plenty of natural light and air conditioning.



We have designed this course to prepare you with all the training and support you need to pass first time. We’re so confident in the high quality of our course, content and teaching that we back your enrolment with our Pass Assurance Scheme. This means that if you don’t pass your exam the first time that you sit it, we will invite you to attend the same course again for free*.

*Subject to terms and conditions

CeRER® Live Webinar

Live online gives you all the benefits of a classroom setting only online. Our lectures are ideal for students who enjoy interacting with fellow students and talking to an experienced trainer directly.

All our lectures are recorded, so if you miss one you can catch up or re-watch classes for extra revision.

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The course duration is 2 days with each of the tutorials lasting 2.5 hours.



By keeping small classes we allow the trainer the opportunity to get to know their students, observe how they work and help improve on their weaknesses.



Our carefully selected tutors are fully qualified and amongst the most knowledgeable in their field. All are competent in delivering training online in an engaging manner.



You will be given full, high quality training materials to make learning as simple as possible. These packs also make excellent points of reference should you wish to revisit each unit.

Recorded Session

Recorded Session

All our lectures are recorded, so if you miss one you can catch up or re-watch classes for extra revision.



We are so confident that our courses offer everything you need to succeed, that we back your enrolment with our Pass Assurance Scheme. If you don’t pass you exam first time round, you are welcome to attend the same course again completely free of charge*.

*Subject to terms and conditions

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