Heat Training

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

Benefits of Training:

Below is a selection of the courses that are currently available:

• Insurance Related Courses and Training:

  • Insurance Services Training Dates (March-April):

    • P04 (Business Practice) - Fri 5th Mar
    • P05 (Insurance Law) - Tue 9th March
    • IT Cert (Certificate in IT for insurance professionals) (CITIP) - Wed 10th March
    • 945 (Marketing) - Tue 16th March
    • 510 (Risk and Regulation) - Thu 25th March
    • P01 (Exam / Revision) - Fri 26th March
    • P10 (Commercial Insurance) - Tue 6th April

    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:
      • P92 (Business Practice)
      • P05 (Insurance Law)
      • P10 (Commercial Insurance)
      • P86 (Personal Insurance)
    • Full ACII subjects including:
      • 510 (Risk and Regulation)
      • 530 (Business and Economics)
      • 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
    • Sales Training
    • Training on technical subjects including Business Interruption and Property, these courses can be given a sales edge to them if this is desired

    Insurance Sales Training

• Financial Services Related Courses and Training:

  • Heat Training and Revision Courses:

    Heat Training is delighted to announce that in 2010, we will provide both Training and Revision courses to prepare students taking CII Diploma exams in April 2010. These courses should be fresh enough for those wishing to take Diploma exams in the July 2010 sitting as well. We are also pleased to be hosting revision days for key certificate level subjects

    Financial Services Training Dates (Feb):

    • JO1 - Personal tax – Fri 19th Feb 2010
    • JO6 - Investment principles and markets – Mon 22nd Feb 2010
    • JO4 - Pension funding options – Tue 23rd Feb 2010
    • JO5 - Pension income options – Wed 24th Feb 2010
    • JO8 - Financial planning practice – Thu 25th Feb 2010

    Financial Services Revision Dates (Apr):

    • JO4 - Pension funding options – Mon 5th Apr 2010
    • JO5 - Pension income options – Tue 6th Apr 2010
    • JO1 - Personal tax – Mon 29th Mar 2010
    • JO6 - Investment principles and markets – Tue 30th Mar 2010
    • CF1 – Financial services, regulation & ethics – Tue 13th Apr 2010
    • FA1 - Life office administration – Wed 14th Apr 2010
    • FA2 - Pensions administration – Thu 15th Apr 2010
    • JO8 - Financial planning practice - Fri 16th Apr 10

    Financial Services - Subjects covered:

    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

    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

    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

    QCF Level 6

    CII

    • AF1 - Personal tax and trust planning
    • AF2 – Business financial planning
    • AF3 – Pension planning
    • AF4 – Investment planning
    • AF5 – Financial planning process

    SII

    • Private Client Investment Advice and 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:
  • 1. Attending Networking - The "what's & how to's"
    2. Presenting Yourself – The Fundamentals
    3. Supporting your Team's Skills' Development
    4. Managing a workable Sales Strategy
    5. Leading your Team in Presenting your Business
    6. Account Development
    7. Appointment Making by Phone
    8. Face to Face Selling Skills
    9. Team Working
    10. Converting Enquiries & Leads
    11. Face to Face Business Development Skills
    12. Persuasive Pitching
    13. Creating Viable Proposals
    14. Presentation Skills – the Fundamentals
    15. The Do's & Don'ts of Successful Negotiating
    16. Organising Successful Networking Events
    17. 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

For enquiries or to book a Trainer:
E-mail: enquiries@heat-training.co.uk
Telephone: 0845 375 1747