Advice Skills e-Learning Module (120 day enrolment)

If you’re new to the content of this material, then it will help you ultimately become ‘consciously competent’.

If you’ve been an adviser for some time and are a ‘seasoned professional’ then it might help you spot any bad habits that you’ve picked up along the way and allow you think about opportunities for you to ‘raise your game’.

The BTS Advice skills e-Learning module is an online learning experience. It consists of:

• An introduction video to tee up the learning
• A module on initial contact
  • In this module we look at the skills required when making an initial contact with a customer. We’ll examine the complete process, so that’s:
    • preparation
    • the call itself
    • post-call follow-up.
• A module on fact finding
  • In this module we look at the skills required when conducting a fact-finding meeting with a customer. We’ll examine the complete process as follows:
    • preparation
    • the fact-finding meeting itself
    • next steps
• A module on presenting recommendations
  • In this module we look at the skills required when presenting recommendations to a customer following the fact-finding meeting. We’ll examine the complete process as follows:
    • preparation
    • the presentation of recommendations meeting itself
    • next steps