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 – R05 Revision Workshop | 7th June 2024

1 day event

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R05 syllabus.
LOCATION:Online Zoom
START/END TIME:09:30 - 16:30
STANDARD COST:£100 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:£50 +VAT
LUTON & HERTS MEMBER COST:£50 +VAT

£100.00 (£120.00 inc. VAT)

11 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 R05 workshop like? The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R05 syllabus and the key knowledge areas for a first-time R05 pass such as the different protection products, how they work and any taxation implications. You will also spend time developing your question answering techniques and exam strategy. The CII are renowned for their ‘interesting’ use of language, so part of the road to an exam pass is getting used to this. R05 workshop dates are added to the events calendar throughout the year. 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 either for some last minute exam revision, or if you are at the start of your studies.

What makes the R05 workshop so useful?

A workshop is a live 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 revision materials which include:

slides from the workshop, a set of practice tests, technical revision sheets and a full specimen exam with explained answers, so you continue your learning after the event.

You’ll also be able to continue your conversations with your fellow R05 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 one-day workshop will be held on a Friday.

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

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 – R04 Revision Workshop | 7th & 10th June 2024

2 day event

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R04 syllabus.
LOCATION:Online Zoom
START/END TIME:09:30 - 16:30
STANDARD COST:£200 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:£150 +VAT
LUTON & HERTS MEMBER COST:£150 +VAT

£200.00 (£240.00 inc. VAT)

12 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 R04 workshop like? Our workshop consists of two fun-packed days led by a BTS trainer, plus the company of other candidates in the same position as you. The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R04 syllabus. With a subject as complex as R04 you need a facilitator that knows their stuff. BTS facilitators love pensions as a subject and are skilled at bringing key subjects to life through examples, visuals and exam style practice questions. Painting pictures is absolutely essential with pensions as your subject matter to ensure candidates both understand and can apply key concepts to exam style examples. You will also spend time developing your question answering techniques and exam strategy. The CII are renowned for their ‘interesting’ use of language, so part of the road to an exam pass is getting used to this. R04 workshop dates are added to the events calendar throughout the year. 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 either for some last minute exam revision, or if you are at the start of your studies and perhaps struggling a bit with all those pension rules!

What makes the R04 workshop so useful?

A workshop is a live 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 revision materials which include:

slides from the workshop, practice tests, technical revision sheets and a specimen exam with explained answers, so you continue your learning after the event.

You’ll also be able to continue your conversations with your fellow R04 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 two-day workshop will be held on a Friday and Monday.

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

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 – R03 Revision Workshop | 17th & 20th May 2024

2 day event

The workshop concentrates on honing your understanding and application of principles and processes of taxation. We will be breaking the syllabus down into the various chapters: Income Tax, CGT, Direct Investments, Indirect Investments, IHT, Stamp duties, and Trusts.
LOCATION:Online Zoom
START/END TIME:09:30 - 16:30
STANDARD COST:£200 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:£150+VAT
LUTON & HERTS MEMBER COST:£150+VAT

£200.00 (£240.00 inc. VAT)

11 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 R03 workshop like? Our workshop consists of two fun-packed days led by a BTS trainer, plus the company of other candidates in the same position as you. The R03 workshop will focus on the four Learning Outcomes for R03. Because of the format of the learning outcomes and the topics covered, we will be breaking the syllabus down into the various chapters: Income Tax, CGT, Direct Investments, Indirect Investments, IHT, Stamp duties, and Trusts. You will also spend time developing your question answering techniques and exam strategy. The CII are renowned for their ‘interesting’ use of language, so part of the road to an exam pass is getting used to this. R03 workshop dates are added to the events calendar throughout the year. 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 either for some last minute exam revision, or if you are at the start of your studies and perhaps struggling a bit with all those calculations!

What makes the R03 workshop so useful?

A workshop is a live 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 revision materials which include:

Slides from the workshop, practice tests, technical revision sheets and a specimen exam with explained answers, so you continue your learning after the event.

You’ll also be able to continue your conversations with your fellow R03 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 two-day workshop will be held on a Friday and Monday.

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

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 – R02 Revision Workshop | 10th & 13th May 2024

This is a 2 day event

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R02 syllabus including asset classes, investment products, the investment advice process, and the principles of investment planning.
LOCATION:Online Zoom
START/END TIME:09:30 - 16:30
STANDARD COST:£200 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:£150+VAT
LUTON & HERTS MEMBER COST:£150 +VAT

£200.00 (£240.00 inc. VAT)

5 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 R02 workshop like?   Our workshop consists of two fun-packed days led by a BTS trainer, plus the company of other candidates in the same position as you. The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R02 syllabus including asset classes, investment products, the investment advice process, and the principles of investment planning.   You will also spend time developing your question answering techniques and exam strategy.   The CII are renowned for their ‘interesting’ use of language, so part of the road to an exam pass is getting used to this.   R02 workshop dates are added to the events calendar throughout the year. 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 either for some last minute exam revision, or if you are at the start of your studies and perhaps struggling with all those formulae!

What makes the R02 workshop so useful?

A workshop is a live 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 revision materials which include:

slides from the workshop, practice tests, technical revision sheets and a specimen exam with explained answers, so you continue your learning after the event.

You’ll also be able to continue your conversations with your fellow R02 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 two-day workshop will be held on a Friday and Monday.

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

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.

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