Professional Development: Professional IQ College

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Professional Development

Distance Learning tips and Student Liaison

Level 5 on the to-do-list? Top tips for distance learning and getting the most out of PIQ College Student Liaison support.

The prospect of setting time aside from an already busy schedule to complete a qualification is, understandably, a bit daunting. But help is at hand.

Read on for some tips for Distance Learning, and accessing dedicated support services offered by the Professional IQ College Student Liaison team. First of all, what is Distance Learning?

In a nutshell, Distance Learning means you can learn at your pace and in your own environment. With a good plan in place, it can be a highly efficient way to progress and complete your qualification. And importantly, the College Distance Learning package provides support for students; it’s not like online learning, in which students essentially go it alone. What is Student Liaison Support?

At Professional IQ College, every adviser is supported by a Learning Plan and is assigned a dedicated Student Liaison Coordinator who is available five days a week for questions, and conducts a comprehensive one-on-one session every month. What’s more, each student’s Level 5 Assessor is readily available to help with queries and feedback on assessments, once submitted. The benefits? There are many, including: • Real people at hand to for students’ needs and challenges • Quick access to practical and technical support • Support to keep learning progress on track, to completion • And of course, positive reinforcement and motivation.

Utilising your Student Liaison team effectively can make a huge difference to your qualification experience. So, how to make the most of it? It’s simple really: call or email with any questions or challenges, or to simply talk through your thinking. If you’re unsure what a question is asking; if you’re finding it hard to get motivated; if you’re finding the prospect of assessments daunting, just reach out. That’s what the Student Liaison team is here for. www.covernote.co.nz

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Professional Development

DISTANCE LEARNING TIP 1: Keep your business capacity top-of-mind

You’re already busy and will likely be time-poor, so planning when it’s best for you to set time aside for your Level 5 learning is crucial.

Think about your professional life and the busy times; when might you have some additional time to give Level 5 your focused attention? To get a good balance between your professional responsibilities and your Level 5 requirements, it makes good sense to first think about timing, and what will work for you. DISTANCE LEARNING TIP 2: Make a plan

Identify your capacity needs and set aside time to study each week against the expected completion dates on your learning plan. No matter how long it has been since you crossed the classroom threshold, setting realistic goals and timeframes can help you keep moving forward, steadily, and at a pace that works for you.

Distance Learning is a lot about discipline and selfmotivation – especially if there are no set timeframes, except for a final deadline. So set some goals and reward yourself when you achieve them. DISTANCE LEARNING TIP 3: Find some learning partners

Self-motivation is a great soft skill to have. But if you feel a bit ‘isolated’ and need extra support, don’t forget that ‘unity is strength’.

In addition to making the most of your Student Liaison team, we encourage you to build your own support team with other financial advisers who are going through the same learning process. You can motivate each other and act as a sounding board for questions and challenges. DISTANCE LEARNING TIP 4: Make the most of your PIQ Student Liaison team

As we said above, your Student Liaison Coordinator and, once assessments are submitted, your Assessor, are at hand to help. Don’t hesitate to reach out in need and make the most of the tools and support they offer.

Like to find out more or apply for enrolment?

Contact the PIQ Student Liaison Team on 09 306 1731, or email us at info@professionaliq.co.nz

How to tackle your Level 5 qualification

Subsidised Level 5 Qualification: a great fit for general insurance advisers working in the financial services sector. Level 5 on the to-do list? Try this on for size. Professional IQ College in partnership with Skills Organisation, offers advisers working in the financial services sector a subsidised special price for Core plus one specialist strand.

Enrol in your Level 5 Core plus General Insurance speciality stand for just $1,379 + gst. To qualify for this subsidised programme, you must: 1. currently be working in the financial services sector; 2. have not previously completed any versions or strands of the NZCFS Level 5 or National Certificate in

Financial Services (Financial Advice) (Level 5) qualifications; 3. enrol in Level 5 Version 2 Core and one speciality strand; 4. have a work visa that is valid for at least 12 months (if you are an international student); and 5. be enrolled in and complete the qualification in eight months. Like to find out more or to apply for enrolment? Contact the PIQ Student Liaison Team on 09 306 1731, or email us at info@professionaliq.co.nz

September

1 Microsoft Excel Mastery

2

15 Expanding client relationships

Business Interruption – Common problems, pre-loss & post loss – & how to minimise or eliminate these

16 Commercial Motor Debbie Mayo-Smith Webinar & Auckland 10.3011.30

Clifton Warren

Mark Anderson Webinar & Auckland 2.003.00

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Craig Langstone Webinar & Auckland 10.3011.30 A top tip and tricks walk around Excel covering the very top tips on how to get much more done in less time. You’ll learn marvellous shortcuts working with your lists, as well as quick tips for summerising, graphing, tabulating, merging. You’ll kick yourself for not knowing them before.

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Craig Langstone will present on a number of common and topical issues in the commercial motor space.

23 Statutory Liability Policies

October Sophie Curlett

5 Develop and implement a marketing action plan Clifton Warren Webinar & Auckland 10.3011.30 How they work, what is a statutory liability claim and what to expect.

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6

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20 How To Improve Profits. Promotion. Productivity

Business Interruption – Claim example – and how well would your client’s cover have performed?

Insurance issues for multi-unit buildings Debbie Mayo-Smith Webinar & Auckland 10.3011.30

Mark Anderson Webinar & Auckland 10.3011.30

Emma Gabor Webinar & Auckland 10.3011.30

28 Section 9 Law Reform Act

November

2 Time management for the busy professional Helen Twomey

Clifton Warren Webinar & Auckland 10.3011.30

Webinar & Auckland 2.003.00

3 Understanding Technology Disruption Steven Mayo-Smith Webinar & Auckland 10.3011.30 Want to earn more and stress less? You will with these free, easy, clever and resourceful ideas and strategies for client acquisition, retention and productivity.

We will discuss a Business Interruption calculation of loss as a worked example.

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This webinar will focus on the operation of section 9 of the Law Reform Act 1936, and how it operates to place a ‘charge’ on insurance moneys which are payable as indemnity for liability to pay damages and compensation.

During this webinar you will discover the right activities top professionals focus on and the techniques to get things done to grow your business.

What impact with the rapidly evolving and changing technology have on the way you work and play in the near future?

16 Business Interruption – Insurance of Wages Mark Anderson Webinar & Auckland 10.3011.30 Different ways to insure wages (including Dual Wages) – and what is best for your clients?