EFEquity Fountain

Training & webinars

Adviser webinars and training sessions

Live and recorded sessions for authorised advisers on product mechanics, criteria, jurisdiction differences and client conversations. Free to attend.

Members can watch all four sessions on demand now — recorded training with full transcripts is in the members' area under Recorded training.
Lifetime mortgage mechanics for advisers

Lifetime mortgage mechanics for advisers

Core

Roll-up versus interest-serviced, drawdown behaviour, ERC structures and how each affects a projection.

45 minutes
Criteria clinic: screening awkward properties

Criteria clinic: screening awkward properties

Intermediate

Flats, ex-local-authority, non-standard construction, acreage and flood risk — what stops a case and what to ask first.

45 minutes
Jurisdiction differences: Scotland and the Crown Dependencies

Jurisdiction differences: Scotland and the Crown Dependencies

Advanced

Security, succession and regulatory differences across England & Wales, Scotland, Jersey, Guernsey and the Isle of Man.

60 minutes
Client and family conversations that stand up on file

Client and family conversations that stand up on file

Core

Vulnerability, capacity, alternatives analysis and the evidence a file is expected to hold.

45 minutes