| Industry knowledge & qualifications | Accredited trainer has the appropriate level of knowledge and qualifications for the technical courses they design and deliver |
Certificate in Insurance/ Certificate in Financial Planning or equivalent qualification |
Diploma in Insurance/ Diploma in Financial Planning or equivalent qualification |
Advanced Diploma in Insurance/ Advanced Certificate in Financial Planning or equivalent qualification |
| Evidence | |
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Practicioner knowledge |
Accredited trainer has both training experience and the appropriate practitioner experience to enable them to understand the business environment e.g. claims handling, underwriting, providing financial advice |
6 months training experience*, 12 months practitioner experience |
12 months training experience*, 2 years practitioner experience |
2 years training experience*, 2+ years practitioner experience |
| Evidence | - Application form
- Trainer interviews
- References
*unless trainer is developed as part of a company sponsored Train the Trainer programme. |
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Ability to explain key terminology |
Accredited trainer is able to explain selected key technical terminology at an appropriate level |
Is able to provide an explanation of key insurance terminology which is understood by an introductory level learner |
Is able to provide an explanation of key insurance terminology which is understood by an intermediate level learner |
Is able to provide an explanation of key insurance terminology which is understood by an advanced level learner |
| Evidence | - Application form
- References
- Training observation
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Training design |
Accredited Trainer undertakes training needs analysis and is able to design training interventions to meet the training needs identified. The training designed should be reflective of the level of Accreditation which is being applied for e.g. Induction. The Accredited Trainer should have an understanding of training evaluation methodology |
Is able to design high quality training interventions which take into account a range of learning preferences and allow learners to progress through the learning cycle. Training design should allow for effective evaluation. The trainer should be able to demonstrate they have modified training interventions in light of learner feedback and evaluation analysis |
Is able to design high quality training interventions which take into account a range of learning preferences and allow learners to progress through the learning cycle. Training design should allow for effective evaluation and the trainer should be able to demonstrate they have modified training interventions in the light of learner feedback and evaluation analysis |
Is able to design high quality training interventions which take into account a range of learning preferences and allow learners to progress through the learning cycle. Training design should allow for effective evaluation and the trainer should be able to demonstrate they have modified training interventions in the light of learner feedback and evaluation analysis |
| Evidence | - Application form – sample training materials, delegate feedback
- Training observation
- Trainer interviews
- References
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Training delivery |
Accredited trainer is able to deliver training to a high standard, understands the learning process/cycle and can adapt and modify their delivery to reflect different learning preferences. The training being delivered should be reflective of the level of Accreditation which is being applied for e.g. Induction |
During the training observation the trainer should be able to demonstrate a high standard of training delivery skills, for example ensuring all delegates remain engaged and the training is participative. The explanations should be understood by an introductory level audience |
During the training observation the trainer should be able to demonstrate a high standard of training delivery skills, for example ensuring all delegates remain engaged and the training is participative. The explanations should be understood by an intermediate level audience |
During the training observation the trainer should be able to demonstrate a high standard of training delivery skills, for example ensuring all delegates remain engaged and the training is participative. The explanations should be understood by an advanced level audience |
| Evidence | - Training observation
- References
- Application form – delegate feedback forms, training qualifications, sample training materials etc
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