Advice Skills e-Learning Module (120 day enrolment)

Access duration: 120-day enrolment period

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.

Click here to view a short introduction video, where we sign-post the subjects we’ve included in the Advice Skills e-Learning.

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.

What can you expect to get out of the e-Learning?

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’.

What is included in the e-Learning?

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

Key features of BTS Advice Skills e-Learning:

• Personal login area for 24/7 access to your online e-Learning materials.
• The system is fully mobile responsive, allowing you to learn on the go.
• 120-day access period from date of purchase.