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0345 375 1747

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; provides relevant, in-depth, enjoyable and immediately useful training for individuals or groups, in an energetic and entertaining manner and can design and implement tailor-made training to suit your needs.

Below we have listed out a selection of the courses that are currently available through Heat Training.

For enquiries or to book a trainer, e-mail: or telephone:

0345 375 1747
Benefits of Training
  1. Creating a better presence and credibility in the marketplace
  2. Training can increase your staff retention levels
  3. Provides your staff with a sense of achievement and development
  4. More productivity from staff due to greater knowledge
  5. Enables the organisation to be more effective and free up management time
  6. New skills and techniques are learnt allowing for new ideas to be developed
  7. Time saved in efficiency, effectiveness and knowledge


At Heat training we do more than deliver great training, we tailor each day to the needs of your staff.

Our trainer has an outstanding reputation in the UK and throughout Europe for providing interactive tailor made solutions. He works with a whole range of companies from small family brokers to multi national insurers and will look to work with you in providing the best possible day for your staff.

If you or your staff are looking for help with Cii exams then look no further, as a former Cii examiner our trainer can explain just what the examiner will be looking for. With pass rates in excess of 95% on Cii Diploma (including Insurance Law M05 and Business and Finance M92) and Advanced Diploma 30 point subjects you will find that your staff will quickly and confidently become qualified, enhancing your professional reputation in the market place. Heat are one of the few companies that can provide Cii training at all levels, so we can take your new starter and turn them into an ACII qualified Chartered Broker (or Insurer) for you!

The training days on offer are listed below. We have not put in lots of detail as we would like to work with you to make sure the content suits what you are looking for, so if any of the subjects are of interest please contact so we can create a course that meets your needs.

Training courses

  • Introduction to insurance including covering the basic legal principles of insurance
  • Commercial Package Insurance
  • Private Car insurance
  • Household insurance
  • Commercial Property insurance
  • Business Interruption Insurance
  • Commercial Liability Insurance including Employers Liability, Public Liability and Products Liability
  • Motor Trade Insurance
  • Construction Insurance
  • Professional Indemnity Insurance
  • Engineering Insurance
  • Motor Fleet Insurance
  • Supervising, Managing and providing Leadership within the insurance market place  – a course aimed at improving the skills of your team leaders, supervisors and managers
  • How to understand your commercial clients accounts – a course on reading balance sheets and income statements and how to apply financial ratios in order to be in a better place to assist your clients professionally with their insurance needs

Cii Examination Training

Certificate Training:
We can provide training on each of the following and each day will conclude with a mock test for your staff

Diploma Training:
Being a past examiner our trainer will teach your staff on how to best present their answers in order to impress the examiner as well as making the subject matter come to life. We can provide one or more days training on the following subjects:
MO5 Insurance Law
M92 Business and Finance in insurance
M85 Claims Practice
P86 Personal Lines Insurances
M93 Commercial Property and Business Interruption Insurance
M96 Liability Insurance
M80 Underwriting Practice

Advanced Diploma Training:
These are now in coursework format and our trainer will use many practical examples to ensure your staff fully grasp the concepts. Even at advanced thirty point level our trainer has pass rates of over 95%. We can provide training on the following advanced subjects (others are available on request):

  • 930 Advanced Broking
  • 960 Advanced Underwriting
  • 820 Advanced Claims
  • 992 Risk Management in insurance
  • 945 Marketing in insurance

Financial Services Related Training & Revision Courses

Heat Training is delighted to announce that we can provide both Training and Revision courses to prepare students taking CII Diploma and Advanced Diploma exams



  • 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


  • 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



  • 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



  • 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


  • Private Client Investment Advice &Management


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.


  • 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
  • Attending Networking – The “what’s & how to’s”
  • 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


  • Sales Predictor
  • Customer Service Predictor
  • Personality Profile
  • Attention Skills
  • Cognitive Aptitude


  • 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


  • Basic Mathematics and Numeracy
  • Numeracy Level 1
  • Numeracy Level 2
  • Numeric Reasoning
  • Mathematics Level 1
  • Mathematics Level 2


  • 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 Accounting
  • Accounting Standards
  • General Book-keeping
  • Payroll
  • Purchase Ledger
  • Sage Line 50
  • Sales Ledger


  • Call Centre Basic
  • Call Centre Advanced
  • Customer Service
  • Phonetic Alphabet
  • Audio Town Names


  • 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