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to achieve the STEP Diploma

Enhanced their service to clients, especially in light of ageing population

Timely and relevant - there is big focus on mental capacity within the industry. Law Commission is currently reviewing papers on this. FCA consumer duty - meaning higher standard of care to ensure meet needs of vulnerable customers. SRA have also made commentary that practitioners need to meet needs of vulnerable clients.

Increasing need due to ageing population, dementia and more vulnerable conditions being recognised.

Lawyers have to keep up with CPD as part of their professional development

There are legislative requirements around this topic. So from a standards POV and Ethical POV quality learning is vital for practising in this area

offers technical knowledge and understanding and course really designed with practical aspect in mind.

an excellent array of supplementary resources given as part of course materials which will enhance service to clients

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Retain learners' so they come back as a repeat customer.

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Support learners in the completion of the programme

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Nurture online prospects and registered leads through to conversion.

We want to achieve higher numbers than current course. 70 in first year on Qual 1 and pipeline of leads for Qual 2 (start date July 2025)

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Deliver a pipeline of prospects to the website.

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Wish to embed their learning

Celebrate their success

Would like to continue their learning

Network with industry peers

Thinking about next qualification steps

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Get easy and timely access to course materials

Access to Course Tutors and learner support

Access to supporting materials on Learning Hub

Notified of assignment marks and exam outcomes

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the current offering didn't fit with the new flexible STEP Diploma framework

In response to student feedback

to offer more flexible learning approach

Qual 1 - Jan 2025 start date/ Qual 2 - July 2025 start date

Will flow better the way these courses are spaced

Improved materials

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What is happening next?

Clear expectations

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What is the benefit of 2 courses for the customer?

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What is the benefit of 2 courses for the customer?

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Offers more flexible learning

can just sit 1 paper rather than both if not relevant to your role

updated course materials - timely and relevant

practical learning can apply to role immediately

specialist area - can offer enhanced service to clients

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Social channels

Post comms

Upsell email communications

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This course :

four month online course with interactive tutor sessions

gives 30 credits towards STEP Diploma

Caroline Bielanska knowledge and expertise is a draw (see bio below)

By STEP and AMBS

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England or Wales based practitioner working with vulnerable clients

Mid-career stage

private client practitioner, predominately lawyers but not limited to.

ACTION: REVIEW PREVIOUS STUDENT DATA TO IDENTIFY JOB TITLES

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This course is pretty unique. It is the only course out there that pulls together legislative, financial, welfare and practice. There are other accredited programmes on offer in market, but don't offer education and learning.

Solicitors for the Elderly (SFE)

Two awards accredited by SFJ Awards:

1. Older Client Care in Practice Award (OCCP)

2. Older Client Law in Practice Award (OCLP)

Students are required to meet the required standards to become accredited – these are not ‘taught’ courses.

Society for Later Life Advisers (SOLLA)

The Later Life Adviser Accreditation (LLAA) is made up of four standards and is not a taught course (although all CPD is free of charge for Associate members). It evidences eligibility from an online application submission and 90-minute one-on-one VIVA assessment.

Just and SOLLA

Just (one of the UK’s leading providers of retirement financial solutions) and SOLLA have produced a free online training module: Consumer Vulnerability In Later Life.

It has been designed for all staff in financial advice firms who work with older and vulnerable clients and their families, helping them to understand what constitutes vulnerability; how to identify when someone may be vulnerable and how to change working practices when servicing vulnerable clients.

Upon successful completion of the course students will receive a certificate – ‘Certificate in Consumer Vulnerability in Later Life (2022)’.

MBL Seminars

Caroline Bielanksa delivers a number of shorter CPD courses for MBL on various topics in this space in addition to the following one-day events:

Certificate in Elderly and Vulnerable Client Practice

Acting for Older and Vulnerable Clients.

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Course content covers legislative requirements so keeps high standards for learner/practitioner and meets ethical objectives

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excellent supplementary materials to apply practically

Very high quality tuition.

Engaging, interactive sessions

Credentials of course tutor Caroline

technical Skills outcomes

30 STEP credits

Path to STEP Diploma

Accreditation from STEP/AMBS

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USP: this course is unique . it is only course out there that puts together legislative, financial and welfare with practical application. Excellent supplementary materials learners can bring to practice. Offers quality learning and technical skills rather and accreditation, rather than just accreditation.

Course designed with practical application in mind. Learners can take knowledge straight to practice for the benefit of their clients.

We can demonstrate we've listened to feedback - closing feedback loop. e.g 'You said x , we've changed x'

Course fee changes mean more accessible. ACTION: HOW WE POSITION THIS.

Choice of 2 courses to be taken singularly or both means more flexible learning option.

Promote expertise of Caroline and SIG (special interest group) as part of course USP

ACTION: INVOLVE CAROLINE IN MARKETING AND ASK ABOUT VIDEO CONTENT

ACTION: TITLE TO BE CONFIRMED SHORTLY

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Nurtured emails once a prospect downloads the syllabi

Start promoting Qual 2 in tandam to Qual 1 to build bank of leads

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Enhances students ability as practitioners

Offers specialist services

student gets access to a plethra of useful supplementary resources can apply to practice for benefit of clients.

Live classrooms/ networking with peers

Route to join STEP/SIG . access to further resources. (not able to promote forum/networking element as yet)

Tapping into Caroline's expertise

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Email marketing

Acquisition

Nuture

LinkedIn

Organic

Campaign

Boosted posts

GoogleAds

Press releases

Trade press

Content generation: video, blog, information session? STEP webinar?? thought -leadership on developments in this area. (from STEP)