Advice Skills e-Learning Module

Advice Skills e-Learning Module (120 day enrolment)

£162.50 (£195.00 inc. VAT)

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Description
Who is the Advice Skills e-Learning module created for? The content of the module is best described as the core elements that you’d want to make sure that you get right for customers. For people who are new to the advice role, we’ve created a stage-by-stage overview of some of the key skills that will help you meet the regulator’s and your customer’s reasonable expectations. For experienced advisers it may act as a reminder of skills that you may not have thought about for some time. What’s the format of the e-Learning?
  • We look at three of the key stages in the advice process; Initial contact, Fact finding, and Presenting a recommendation.
  • We set up a base model of what good looks like, and highlight some standards that you can measure your own or someone else’s advice skills against.
  • We share an audio recording of someone carrying out parts of the process.
  • We then give you the chance to act as their coach, and to mark them on how they did against the standards.
How to Use

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
Delivery / Access

The Advice Skills e-Learning module is available to access online for a 120-day subscription period.

Access your study materials via your PC or mobile by logging into your BTS account.

You will find your purchased e-learning modules in My Account – My Courses 

Upcoming Events

EVENT TICKET – AF4 Coaching Support Programme | September 2025 Sitting

Programme of dates

The AF4 Coaching Support Programme is scheduled in the weeks leading up to the AF4 exam sitting, this structured programme aims to give you the best chance of achieving success in this challenging unit. 
LOCATION:Online Zoom
START/END TIME:---
STANDARD COST:£650 + VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:
LUTON & HERTS MEMBER COST:

£650.00 (£780.00 inc. VAT)

11 in stock

Event Information

The AF4 Coaching Support Programme is scheduled in the weeks leading up to the AF4 exam sitting, this structured programme aims to give you the best chance of achieving success in this challenging unit.  Watch the recorded videos: Five pre-recorded videos, released at timetabled intervals to further develop your understanding of key topics; Economic environment, direct investments, collective investments, company performance & Risk and returns, investment portfolio management and advice process. Live trainer-led webinars: Five 1-hour webinars held from 5.00pm – 6.00pm on 2nd July, 16th July, 29th July, 13th August and 26th August. Join our AF4 trainer for some live practice of the types of questions which can be asked in an AF4 exam. Live workshop days: Two Zoom workshop days held on 12th & 19th September, scheduled at the end of the course to consolidate your learning. * BTS strongly recommend you using the BTS study guide, this is not included in the programme and can be purchased separately.  

How to Use

Are you planning to take the AF4 exam in March but feeling unsure about where to begin?

Our comprehensive course is designed to cater for all learning styles and follows the BTS’ Read-Watch-Practise approach. This structured course aims to give you the best chance of achieving success in this challenging unit.

Whilst you read through the BTS Study Guide chapters, we will provide you with five videos to further enhance your understanding. Additionally, we understand the importance of putting your knowledge into practice. Therefore, at timetabled intervals, we will host live webinars where you can practice answering different types of questions that may appear in the AF4 exam. These webinars will be recorded and available to watch up to the day of your exam.

To consolidate your learning, we have included two workshop days at the end of the course.

We believe that those who prefer a more hands-on approach will greatly benefit from and even enjoy our AF4 Coaching Support programme. You will be amazed at what you learn by being part of this cohort and ‘having a go’ at the questions. Technical areas that may come up will be covered and revised, and group discussions around possible questions and answers will help a lot.

Delivery | Access

Delivered on Zoom. Places are limited.

Four videos covering key technical areas will be uploaded to your BTS dashboard in line with the programme schedule.

Following the release of each video, five one-hour Zoom webinars will be held on 2nd July, 16th July, 29th July, 13th August and 26th August, commencing at 5.00pm. Recordings will be made available after each event.

At the end of the course, two full day Zoom workshop dates will be held on 12th & 19th September, commencing at 09:30 sharp and finish by 16:30.

Digital materials including; slides, specimen questions and technical crib sheets will be shared with you after the workshop.

Cancellation Policy:

The viability of the programme is based on minimum delegate numbers.

If you need to cancel your space, please let us know in writing as soon as possible & no later than two weeks prior to the start date.

Cancellations after this point will not be refunded unless a replacement delegate can be found, as this would impact on the course for your fellow delegates.

If BTS cancels the programme, the cost of attending will be refunded in full.

EVENT TICKET – AF1 Coaching Support Programme Group B| September 2025 Sitting

Programme of dates

The AF1 Coaching Support Programme is scheduled in the weeks leading up to the AF1 exam sitting, this structured programme aims to give you the best chance of achieving success in this challenging unit. 
LOCATION:Online Zoom
START/END TIME:---
STANDARD COST:£599 + VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:
LUTON & HERTS MEMBER COST:

£599.00 (£718.80 inc. VAT)

12 in stock

Event Information

The AF1 Coaching Support Programme is scheduled in the weeks leading up to the AF1 exam sitting, this structured programme aims to give you the best chance of achieving success in this challenging unit. 

Watch the recorded videos:  Four pre-recorded webinars, released at timetabled intervals to further develop your understanding of key topics; Income Tax, CGT and NICs, IHT, and Trusts.

Live trainer-led webinars:  Four 1-hour webinars held at 5.00pm-6.00PM on each of the following dates 23nd June, 7th July, 22th July, 6th August. Join our AF1 trainer for some live practice of the types of questions which can be asked in an AF1 exam.

Live workshop days: Two Zoom workshop days held on 22nd August & 27th August, scheduled at the end of the course to consolidate your learning.

* BTS strongly recommend you using the BTS study guide, this is not included in the programme and can be purchased separately.

 

How to Use

Are you planning to take the AF1 exam in September but feeling unsure about where to begin?

Our comprehensive course is designed to cater for all learning styles and follows the BTS’ Read-Watch-Practise approach. This structured course aims to give you the best chance of achieving success in this challenging unit.

Whilst you read through the BTS Study Guide chapters, we will provide you with four videos to further enhance your understanding. Additionally, we understand the importance of putting your knowledge into practice. Therefore, at timetabled intervals, we will host live webinars where you can practice answering different types of questions that may appear in the AF1 exam. These webinars will be recorded and available to watch up to the day of your exam.

To consolidate your learning, we have included two workshop days at the end of the course.

We believe that those who prefer a more hands-on approach will greatly benefit from and even enjoy our AF1 Coaching Support programme. You will be amazed at what you learn by being part of this cohort and ‘having a go’ at the questions. Technical areas that may come up will be covered and revised, and group discussions around possible questions and answers will help a lot.

Delivery | Access

Delivered on Zoom. Places are limited.

Four videos covering key technical areas will be uploaded to your BTS dashboard in line with the programme schedule.

Following the release of each video, four one-hour Zoom webinars will be held on 23nd June, 7th July, 22th July, 6th August. Recordings will be made available after each event.

At the end of the course, two full day Zoom workshop dates will be held on 22nd & 27th August, commencing at 09:30 sharp and finish by 16:30.

Digital materials including; slides, specimen questions and technical crib sheets will be shared with you after the workshop.

Cancellation Policy:

The viability of the programme is based on minimum delegate numbers.

If you need to cancel your space, please let us know in writing as soon as possible & no later than two weeks prior to the start date.

Cancellations after this point will not be refunded unless a replacement delegate can be found, as this would impact on the course for your fellow delegates.

If BTS cancels the programme, the cost of attending will be refunded in full.

EVENT TICKET – AF1 Coaching Support Programme Group A| September 2025 Sitting

Programme of dates

The AF1 Coaching Support Programme is scheduled in the weeks leading up to the AF1 exam sitting, this structured programme aims to give you the best chance of achieving success in this challenging unit. 
LOCATION:Online Zoom
START/END TIME:---
STANDARD COST:£599 + VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:
LUTON & HERTS MEMBER COST:

£599.00 (£718.80 inc. VAT)

12 in stock

Event Information

The AF1 Coaching Support Programme is scheduled in the weeks leading up to the AF1 exam sitting, this structured programme aims to give you the best chance of achieving success in this challenging unit. 

Watch the recorded videos:  Four pre-recorded webinars, released at timetabled intervals to further develop your understanding of key topics; Income Tax, CGT and NICs, IHT, and Trusts.

Live trainer-led webinars:  Four 1-hour webinars held at 5.00pm-6.00PM on each of the following dates 23nd June, 15th July, 28th July, 12th August. Join our AF1 trainer for some live practice of the types of questions which can be asked in an AF1 exam.

Live workshop days: Two Zoom workshop days held on 22nd August & 27th August, scheduled at the end of the course to consolidate your learning.

* BTS strongly recommend you using the BTS study guide, this is not included in the programme and can be purchased separately.

 

How to Use

Are you planning to take the AF1 exam in September but feeling unsure about where to begin?

Our comprehensive course is designed to cater for all learning styles and follows the BTS’ Read-Watch-Practise approach. This structured course aims to give you the best chance of achieving success in this challenging unit.

Whilst you read through the BTS Study Guide chapters, we will provide you with four videos to further enhance your understanding. Additionally, we understand the importance of putting your knowledge into practice. Therefore, at timetabled intervals, we will host live webinars where you can practice answering different types of questions that may appear in the AF1 exam. These webinars will be recorded and available to watch up to the day of your exam.

To consolidate your learning, we have included two workshop days at the end of the course.

We believe that those who prefer a more hands-on approach will greatly benefit from and even enjoy our AF1 Coaching Support programme. You will be amazed at what you learn by being part of this cohort and ‘having a go’ at the questions. Technical areas that may come up will be covered and revised, and group discussions around possible questions and answers will help a lot.

Delivery | Access

Delivered on Zoom. Places are limited.

Four videos covering key technical areas will be uploaded to your BTS dashboard in line with the programme schedule.

Following the release of each video, four one-hour Zoom webinars will be held on 23nd June, 15th July, 28th July, 12th August.. Recordings will be made available after each event.

At the end of the course, two full day Zoom workshop dates will be held on 22nd & 27th August, commencing at 09:30 sharp and finish by 16:30.

Digital materials including; slides, specimen questions and technical crib sheets will be shared with you after the workshop.

Cancellation Policy:

The viability of the programme is based on minimum delegate numbers.

If you need to cancel your space, please let us know in writing as soon as possible & no later than two weeks prior to the start date.

Cancellations after this point will not be refunded unless a replacement delegate can be found, as this would impact on the course for your fellow delegates.

If BTS cancels the programme, the cost of attending will be refunded in full.

EVENT TICKET – AF5 Exam Preparation Workshop | 5th September 2025

1 day event

The workshop is scheduled for the week following the release of the AF5 exam fact find. BTS will have analysed the AF5 fact find prior to the workshop, and the workshop day will involve working through model questions and answers to practice key AF5 exam techniques and technical knowledge. Access to the AF5 fact-find analysis e-Learning module is included in the workshop fee, so workshop attendees don’t need to purchase the e-Learning separately.
LOCATION:Online Zoom
START/END TIME:09:30-16:30
STANDARD COST:344.99 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:N/A
LUTON & HERTS MEMBER COST:N/A

£344.99 (£413.99 inc. VAT)

24 in stock

Event Information

Workshops are scheduled in the weeks leading up to each AF5 exam sitting to enable you to focus your preparation on the released fact-find. 

What is the BTS AF5 workshop like? The workshop concentrates on the key technical knowledge and exam techniques that are essential for an AF5 exam pass. The workshop is scheduled for the week following the release of the AF5 exam fact find. BTS will have analysed the AF5 fact find prior to the workshop, and the workshop day will involve working through model questions and answers to practice key AF5 exam techniques and technical knowledge. You will have the opportunity to ask and discuss questions in a group forum as well, to prepare for the AF5 exam sitting as much as possible. AF5 workshop dates are available for each sitting of the exam. If you can’t see a date that works for you, get in touch to ask about more options.

How to Use

The workshop is ideal preparation in the lead up to your AF5 exam sitting.

What makes the AF5 workshop so useful?

A workshop is a live online event where you can benefit not just from the BTS trainer but also from working alongside others studying for the same exam.

Discussions within the group can help to reassure you and improve your understanding of key exam areas.

You’ll get out of your day as much as you put in (and more!).

Access to the AF5 fact-find analysis e-Learning module is included in the workshop fee, so workshop attendees don’t need to purchase the e-Learning separately.

Access to the AF5 fact-find analysis for the previous exam sitting (for past paper practise) will be provided when your booking has been confirmed.

The BTS analysis for your sitting will then be automatically added to your account within four days of the release of the fact-find.

You’ll also be able to continue your conversations with your fellow AF5 candidates in our student-led forums.

Login to your BTS account and head over to the Careers Zone to access our forums.

Delivery | Access

Delivered on Zoom. Places are limited.

The day will commence at 09:30 sharp and finish by 16:30, with breaks timetabled for lunch etc throughout the day.

Access to the AF5 fact-find analysis for the previous exam sitting will be provided when your booking has been confirmed.

The BTS analysis for your sitting will then be automatically added to your account within four days of the release of the fact-find.

 

Cancellation Policy:

The viability of a workshop is based on minimum delegate numbers.

If you need to cancel your space, please let us know in writing as soon as possible and no later than two weeks prior to the start date.

Cancellations after this point will not be refunded unless a replacement delegate can be found, as this would impact on the course for your fellow delegates.

If BTS cancels the workshop, the cost of attending the workshop will be refunded in full.

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