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 – R06 Exam Preparation Workshop | 20th & 21st June 2024

2 day event

The workshop concentrates on the key technical knowledge and exam techniques that are essential for an R06 exam pass. The workshop is scheduled for the week following the release of the R06 exam case studies and includes access to the case study analysis e-Learning module. Access to the R06 case study 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:£400 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:---
LUTON & HERTS MEMBER COST:---

£400.00 (£480.00 inc. VAT)

24 in stock

Buy Now

Event Information

Attending a remote workshop can help consolidate the key knowledge required for an exam pass.

What is the BTS R06 workshop like? The workshop concentrates on the key technical knowledge and exam techniques that are essential for an R06 exam pass. The workshop is scheduled for the week following the release of the R06 exam case studies. BTS will have analysed the case studies prior to the workshop, and the workshop days will involve working through model questions and answers to practice key R06 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 R06 exam sitting as much as possible. R06 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 R06 exam sitting.

What makes the R06 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 R06 case study 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 R06 case study 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 case studies.

You’ll also be able to continue your conversations with your fellow R06 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 R06 case study 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 case studies.

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 one week 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.

EVENT TICKET – R06 Exam Preparation Workshop | 18th & 19th June 2024

2 day event

The workshop concentrates on the key technical knowledge and exam techniques that are essential for an R06 exam pass. The workshop is scheduled for the week following the release of the R06 exam case studies and includes access to the case study analysis e-Learning module. Access to the R06 case study 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:£400 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:---
LUTON & HERTS MEMBER COST:---

£400.00 (£480.00 inc. VAT)

23 in stock

Buy Now

Event Information

Attending a remote workshop can help consolidate the key knowledge required for an exam pass.

What is the BTS R06 workshop like? The workshop concentrates on the key technical knowledge and exam techniques that are essential for an R06 exam pass. The workshop is scheduled for the week following the release of the R06 exam case studies. BTS will have analysed the case studies prior to the workshop, and the workshop days will involve working through model questions and answers to practice key R06 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 R06 exam sitting as much as possible. R06 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 R06 exam sitting.

What makes the R06 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 R06 case study 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 R06 case study 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 case studies.

You’ll also be able to continue your conversations with your fellow R06 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 R06 case study 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 case studies.

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 one week 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.

EVENT TICKET – AF4 Exam Preparation Workshop | 13th & 16th September 2024

2 day event

The AF4 workshop allows you to benefit from a group environment as we go through some of the key elements of investment planning. You’ll see worked examples and can ask questions to consolidate your studies.
LOCATION:Online Zoom
START/END TIME:09:30-16:30
STANDARD COST:£400 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:£300 +VAT (Leicester members)
LUTON & HERTS MEMBER COST:---

£400.00 (£480.00 inc. VAT)

14 in stock

Buy Now

Event Information

Workshops are scheduled in the weeks leading up to each AF4 exam sitting to enable you to focus your preparation on what the examiner is looking for. 

What is the BTS AF4 workshop like? The AF4 workshop allows you to benefit from a group environment as we go through some of the key elements of investment planning. You’ll see worked examples and can ask questions to consolidate your studies. You will be amazed at what you learn by being part of the workshop group 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. AF4 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

Attending a remote workshop is ideal preparation in the lead up to your AF4 exam sitting.

What makes the AF4 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!).

After the workshop you will have 120-days access to a set of digital materials including specimen questions and answer feedback. Plus, a selection of technical crib sheets to organise your learning.

You’ll also be able to continue your conversations with your fellow AF4 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.

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

PFS subsidy availability:

The PFS Insurance Institute of Leicester has offered four subsidised places on this workshop.

If you are a member of the PFS Insurance Institute of Leicester please contact us before booking your space to receive a discount coupon worth £100 off the full workshop cost.

Subsidised spaces are available on a first come, first served basis.

Maximum of four subsidised spaces available. You can check your PFS affiliation here: Member search (thepfs.org)

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 one week 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.

EVENT TICKET – AF1 Exam Preparation Workshop | 28th August & 2nd September 2024

This is a 2 day event

AF1 Workshops are scheduled in the weeks leading up to each AF1 exam sitting to enable you to focus your preparation on what the examiner is looking for.
LOCATION:Online Zoom
START/END TIME:09:30-16:30
STANDARD COST:£400 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:£300 +VAT (Leicester members)
LUTON & HERTS MEMBER COST:---

£400.00 (£480.00 inc. VAT)

Buy Now

Event Information

Workshops are scheduled in the weeks leading up to each AF1 exam sitting to enable you to focus your preparation on what the examiner is looking for. 

What is the BTS AF1 workshop like? The AF1 workshop allows you to benefit from a group environment as we go through some of the key elements of tax and trust planning. You’ll see worked examples and can ask questions to consolidate your studies. You will be amazed at what you learn by being part of the workshop group 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. AF1 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

Attending a remote workshop is ideal preparation in the lead up to your AF1 exam sitting.

What makes the AF1 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!).

After the workshop you will have 120-days access to a set of digital materials including specimen questions and answer feedback.

Plus, a selection of technical crib sheets to organise your learning.

You’ll also be able to continue your conversations with your fellow AF1 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.

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

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

PFS subsidy availability:

The PFS Insurance Institute of Leicester has offered four subsidised places on this workshop.

If you are a member of the PFS Insurance Institute of Leicester please contact us before booking your space to receive a discount coupon worth £100 off the full workshop cost.

Subsidised spaces are available on a first come, first served basis.

Maximum of four subsidised spaces available. You can check your PFS affiliation here: Member search (thepfs.org)

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 & no later than one week 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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