Heat Specialist Training & Courses
Heat Training provides Professional and Skills Training along with Online Testing:
- Heat Training concentrates on the all important aspect of personal development and training
- Heat Training provides relevant, in-depth, enjoyable and immediately useful training for individuals or groups, in an energetic and entertaining manner
- Heat Training can design and implement tailor-made training to suit your needs
Below is a selection of the courses that are currently available:
Insurance Related Courses and Training:
NEW 1 Day - Insurance Training courses for 2012:
Below is a selection of our NEW 1 Day - Insurance Training courses for 2012:
1. Commercial Property Insurance Course - 1 day
- What we mean by an all risks wording
- Common client misconceptions on a commercial all risks wording Perils covered Exclusions How to set correct sums insured for buildings stock and contents What is meant by the term day one and how this differs from the term reinstatement The risk features considered by insurers Difference between a condition and warranty Use of deductibles and aggregate deductibles How to improve a broker presentation to obtain more quotes and better terms including use of an interactive case study Money insurance Goods in transit insurance
2. Business Interruption Insurance Course - 1 day
- What we mean by BI?
- What costs are covered?
- What income is covered?
- What we mean by gross profit and how this term in insurance differs from the accountant?s definition?
- How to calculate a correct gross profit sum insured?
- What factors affect a BI indemnity period?
- How to calculate a sum insured on a policy which is on an indemnity basis?
- What we mean by declaration linked and how this differs from indemnity basis?
- What is meant by material damage proviso BI extensions including how to sell them?
- What is meant by gross fees and gross revenue?
- How a BI claim works including a case study on a claim
3. Liability Insurance Course - 1 day
- Difference between civil law and criminal law
- How liability can arise?
- Difference between contract law and law of tort
- What is meant negligence?
- What is meant by nuisance?
- What is meant by trespass?
- What is meant by strict liability?
- What is meant by statutory liability?
- What is meant by defamation?
- All the above torts will include the main case law or statutes applying
- How liability policies can be set up to cover the insured's liability?
- Cover under employers? liability
- Cover under public liability
- Cover under products liability
- Cover under professional indemnity
- What is meant by costs inclusive and costs in addition?
- How the consumer protection act affects products liability?
- What is meant by claims made and claims occurred wording?
4. Legal principles of Insurance Course - 1 day
- Insurable interest
- Utmost good faith and material facts
- Indemnity
- Subrogation
- Contribution
- Proximate cause
- How a policy wording operates
- Market Exclusions
- Main policy conditions
- This course will include practical examples of common problems encountered by brokers and insurers
5. The basics behind an insurer's profit share agreement for intermediaries - 1 day
- Why have profit-sharing?
- What is meant by the terms?
- Gross written premium
- Gross earned premium
- Return on capital employed (ROCE)
- How solvency margins affect ROCE
- Investment income and making sure insurer's include this in an agreement
- The different types of claims reserves
- The different type of expenses
- How you can best audit an insurer to make sure you get the correct profit share payment?
6. SME Insurance Course - 1 day
- Basics of a SME policy including
- Property Insurance
- Business Interruption insurance
- Employers? Liability
- Public Liability
- Products Liability
- Money Cover
- Goods in Transit Cover
7. An Introduction to Motor Trade Insurance - 1 day
- Different types of motor trader
- Importance of business description
- Different types of motor trade policy sections discussing cover and what to mention to a client including Property Business Interruption Road risks Extensions such as conversion How to most professionally present a motor trade risk
FULL ACII Syllabus - Training to Certificate, Diploma and Full ACII Levels
Certificate in Insurance including:
- IF1, 2, 3, 4, 5 and 6
Diploma in Insurance including:
- PO1 (Entry level at diploma)
- PO4 (Business Practice)
- PO5 (Insurance Law)
- P10 (Commercial Insurance)
- P11 (Personal Insurance)
Full ACII subjects including:
- 510 (Risk and Regulation)
- 530 (Business and Economics)
- 745 (Property Insurance)
- 815 (Underwriting Management)
- 820 (Claims Management)
- 945 (Marketing)
Certificate in IT for insurance professionals (CITIP)
Specialist Insurance Training
Insurance Industry Non-Exam related Training
- Initial Training for those who have just started within the Insurance Industry
- Training on the Legal principles of Insurance
- Training on technical subjects including Business Interruption and Property, these courses can be given a sales edge to them if this is desired
- Sales Training
Insurance Sales Training
Financial Services Related Training and Revision Courses:
Heat Training is delighted to announce that in 2012, we can provide both Training and Revision courses to prepare students taking CII Diploma and Advanced Diploma exams. We are also pleased to be hosting revision days for key certificate level subjects
QCF Level 3
CII
- CF1 - UK financial services, regulations and ethics
- CF2 - Investment and risk
- CF3 - Financial protection
- CF4 - Retirement planning
- CF5 - Integrated Financial Planning
- CF6 - Mortgage Advice
- ER1 - Equity release
- CF8 - Long term care insurance
- GR1 - Group Risk
IFS
- CeMAP 1 / CeFA1 - UK financial regulation
- CeFA2 - Investment and risks
- CeFA3 - Retirement planning and protection
- CeFA4 - Assessment of investment advice knowledge
- CeMAP 2 - Mortgages
- CeMAP 3 - Mortgage Advice
- CeLTCI - Long-Term Care Insurance
QCF Level 4
CII
- J01 - Personal tax
- J02 - Trusts
- J03 - The tax and legal aspects of business
- J04 - Pension funding options
- J05 - Pension Income options
- J06 - Investment principles, markets and environment
- J07 - Supervision in a regulated environment
- J09 - Paraplanning
- J10 - Discretionary Investment Management
- J11 - Wrap and Platform Services
- R01 - Financial Services Regulation and Ethics
- R02 - Investment Principles and Risk
- R03 - Personal Taxation
- R04 - Pensions and Retirement Planning
- R05 - Financial Protection
- R06 - Financial Planning Practice
QCF Level 6
CII
- AF1 - Personal tax and trust planning
- AF2 - Business financial planning
- AF3 - Pension planning
- AF4 - Investment planning
- AF5 - Financial planning process
- AF6 - Senior Management and Supervision
CISI
- Private Client Investment Advice &Management
Non Exam Training:
Heat Training regularly writes material and presents courses for a range of generic Financial Services subjects or for specific and designed training as requested by Clients.
Skills Training:
- Attending Networking - The "what's & how to's"
- Presenting Yourself - The Fundamentals
- Supporting your Team's Skills' Development
- Managing a workable Sales Strategy
- Leading your Team in Presenting your Business
- Account Development
- Appointment Making by Phone
- Face to Face Selling Skills
- Team Working
- Converting Enquiries & Leads
- Face to Face Business Development Skills
- Persuasive Pitching
- Creating Viable Proposals
- Presentation Skills - the Fundamentals
- The Do's & Don'ts of Successful Negotiating
- Organising Successful Networking Events
- Effective Questioning Skills
Subjects for Online Testing:
PSYCHOMETRICS
- Sales Predictor
- Customer Service Predictor
- Personality Profile
- Attention Skills
- Cognitive Aptitude
LITERACY
- Basic Spelling
- Basic Spelling and Grammar
- Grammar and Punctuation
- Grammar and Punctuation Adv
- Reading Comprehension
- Advanced Literacy
- Verbal Reasoning (VR) General
- VR Legal
- VR - H & S
- Synonyms and Acronyms
NUMERACY
- Basic Mathematics and Numeracy
- Numeracy Level 1
- Numeracy Level 2
- Numeric Reasoning
- Mathematics Level 1
- Mathematics Level 2
MS OFFICE
- Word 2002
- Excel 2002
- PowerPoint 2002
- Outlook 2002
- Access 2002
- Word 2003
- Excel 2003
- PowerPoint 2003
- Outlook 2003
- Advanced Excel 2003
- Outlook 2007
- Excel 2007
- Word 2007
- PowerPoint 2007
- Excel 2003 - Criteria
- Word 2003 - Criteria
UK CLERICAL
- Audio Typing
- Audio Typing - Legal
- Speed Typing
- Speed Typing - Legal
- Data Entry
- Numeric Entry
- ABC Filing
- Sorting and Coding
- IT Literacy
- Data Entry Legal
- Matching
- 123 Filing
- Spelling and Grammar
- Spelling and Grammar Legal
- Filing Test
- Proof Reading
FINANCE
- Finance Accounting
- Accounting Standards
- General Book-keeping
- Payroll
- Purchase Ledger
- Sage Line 50
- Sales Ledger
CALL CENTRE
- Call Centre Basic
- Call Centre Advanced
- Customer Service
- Phonetic Alphabet
- Audio Town Names
Benefits of Training:
- Creating a better presence and credibility in the marketplace
- Training can increase your staff retention levels
- Provides your staff with a sense of achievement and development
- More productivity from staff due to greater knowledge
- Enables the organisation to be more effective and free up management time
- New skills and techniques are learnt allowing for new ideas to be developed
- Time saved in efficiency, effectiveness and knowledge
For enquiries or to book a trainer, e-mail: enquiries__AT__heat-training__DOT__co.uk or telephone: 0845 375 1747





