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We offer courses that are recognized by the Institute of Financial Services.


Become Certified at  St. Felix Financial Institute

In order to give basic mortgage and equity release advice, you as a independent financial advice need to be qualified and certified if you truly want to give valuable advice to your clients. You need to be able to prove that you are competent in this area and that the advice that you are giving is backed by the right qualifications. If you wish to become a certified equity release advisor, then  St. Felix Financial Institute is the best place for you to train. We offer a fully inclusive training package to provide you with the knowledge and training that you need to partake in either the CeRER or the CeMAP examinations. St. Felix Financial Institute is an independent training platform that provides training in financial services courses being offered by the IFS School of Finance. Our trainers are experts from the financial services industry and are dedicated to providing you with the training that you need to become a valuable resource in the financial services industry.

Two Main Qualifications

CeRER Qualification

If you want to become an equity release specialist, the first qualification that you should seek to achieve is the CeRER® qualification (Certificate in Regulated Equity Release) which is accredited by the Qualifications and Curriculum Authority (QCA) and is incorporated in the National Qualifications Framework at Level 3.


CeMAP Qualification

Once you have completed the CeRER Qualification, you can proceed to the more advanced qualification which is the CeMAP qualification (Certificate in Mortgage Advice and Practice). The CeMAP qualification consists of three exams: CeMAP 1, CeMAP 2 and CeMAP 3. You must successfully past all three exams to gain this certification.

Different Training Options

We are aware that your schedule may not be the same as the schedule of another student and that you may not be able to attend classes at the training centre. This is why we have different training options to meet any schedule.

Training Centre

The training sessions are conducted at our state of the art training centre. Our classes are limited to 10 students per class making it very easy for you to personally learn for our expert trainers and from your fellow students

Online Training

The training sessions are conducted by way of webinar. All you need is a personal computer or a laptop with internet connection to gain access to the training.

Home Study

The training sessions are conducted on a one-on-one basis whereby our training experts have training sessions with you in the comfort of your home or office.

Career Opportunities

After successfully completing any of the financial services courses available on our website, you can become a fully qualified:


Equity Release Specialist

Independent Financial Adviser

Mortgage Broker

Enroll Now

If you would like to enroll for one of our training courses, you can do so by using the form on our website. Enroll today to take advantage of the 15% discount that we are offering for all new students. Please note that the CeRER and CeMAP qualifications are both offered by the Institute of Financial Services and the costs of the examination and re-sit examinations are paid directly to them. If you need additional information, please feel free to contact us. 

Happy Client

Sign up for the training of your choice by filling out the form below and submitting it to us.

It has been a pleasure studying at  St. Felix Financial Institute! Today, I can proudly say that I am a qualified and certified independent financial advisor. Thank you for your patient and support and for standing by my side!
William E. Brooks

Happy Client

Sign up for the training of your choice by filling out the form below and submitting it to us.

We recently had all of our independent financial advisors to partake in the home study course offered by St. Felix Financial Institute for the CeRER training courses. We are very pleased with the level of service received. Everything was so well-organized that they were able to start almost immediately after singing up.
Armando C. Simmons
Simmons Mortgage and ER Advisor