Advancing your development as a financial

services professional

Care Adviser Programme

2010 Information for advisers

www.careadviser.co.uk

carepal

= + You Support Success

Access full care adviser services through the carepal support and resource network

Client care pack and online support

Online CPD facility

Quarterly adviser and client newsletter

Downloadable documents and online resource library

Periodic industry updates

Online forum

A Vision Republic brand

For more information visit www.carepal.co.uk

carepal

2 Making the most of your Care Adviser Programme

3 Overview

4 Modules

Contents

Care Adviser Programme and Vision Republic

The Programme is the first dedicated development and support network of its kind for Long Term Care advisers in the UK. Created by Vision Republic and endorsed by Partnership Assurance, the programme is set to revolutionise the quality and quantity of exceptional care advisers in the UK. Partnership is the market leading supplier of

products to fund care fees in the UK.

Vision Republic is an innovative and visionary provider of values based solutions to businesses and individuals.

Contacting the Care Adviser Programme If you have any queries regarding the brochure or our services please contact customer services. Vision Republic is committed to delivering a 5 star service. We welcome feedback on aspect of this service and would appreciate your views. Customer Service

tel: email: website:

0800 689 9092 customerserv@thevisionrepublic.co.uk www.careadviser.co.uk

Key Websites:

Care Adviser Programme

www.careadviser.co.uk

CarePal

www.carepal.co.uk

Vision Republic

www.thevisionrepublic.co.uk

Pricing Options Appendix

2

Making the most of your Care Adviser Programme

The Programme

Advanced Services

Choose what’s right for you

1.

There are two routes to choose from: The Programme or Advanced Services. Choose the route that best suits your circumstances as either an adviser who has recently passed the relevant LTC qualifications or as a more experienced practitioner.

Access the benefits of membership

2.

Joining through carepal gives you an advantage by providing a support and resource network for continued development through the online CPD facility. Members can access technical information, an extensive document library and many other fea-tures.

See inside front cover for more details.

Mix and match to optimise your strengths

3.

Each route is tailored to your requirements as either a new or experienced LTC adviser. Through the Programme or Advanced route plus carepal you can continue to build a CPD accredited framework to excel as a care adviser.

The Care Adviser Programme enables you to maximise your opportunities as an adviser and add value to your business by improving the human element of care advising. Through either the structured or bespoke approach, the Care Adviser Programme will enable you to find core strengths, build skills and advance your abilities as a care adviser.

Choices

• The Programme provides structured development for advisers who have passed the relevant LTC qualifications within the last 12 months

• Advanced Services provides bespoke consultancy services for more experienced LTC advisers who want to push their businesses and knowledge to the highest level

3

Overview

The Programme

Entry requirements: All attending advisers must hold the relevant Long Term Care qualifications

1 2 3

Day Modules Type/Where

Care for the Long Term Care Advice Process Legal Elements of Care Building a Winning Team Advanced Business Models

The full day and half day programmes are all delivered at nationwide venues

Code

V6

CAA1 CAA2

V10S4 CAA3

On completion of the 5 modules, advisers will receive a Certificate of Completion. Relevant CPD hours are gained throughout.

Advanced Services

Entry requirements: All attending advisers must hold the relevant Long Term Care qualifications

These services are provided via a format of bespoke consultancy to meet the individual needs of each business. A variety of areas specific to care and to care business development are provided including:

• Care Integration Strategy

• Marketing & Sales

• Advanced Business Processes

• Motivation

• Customer Focus

• Communications & PR

• Exit Planning

• Turning around your business

4

Modules

Care for the Long Term (One day course) Learn how to excel as a care adviser, beyond the LTC qualifications. Understand this fast growing and relevant market and be ready to advise a varied client base. In this module, emphasis is placed on: • Enhancing empathy with a different type of client base • Understanding the many connections involved in the care chain • Becoming a compassionate and trusted adviser Vision Republic will help you and your business to: • Enhance professionalism • Raise standards of advising • Establish ethical benchmarks • Identify market opportunities

Day 1

Care Advice Process (Half day course) This interactive session gives new care advisers the opportunity to explore various funding routes and products whilst at the same time learning how to engage with clients at every stage. Legal Elements of Care (Half day course) This module, delivered by an experienced solicitor, will focus on the legal aspects of care advice as well as the adviser/client relationship, e.g. conflicts of interest with children or others, EPA, Court of Protection and many other relevant issues. Legal considerations are an essential aspect of care advice an understanding issues such as intestacy, mental incapacity and estate planning is vital.

Day 2

Components 1. New Tricks - How to use transferrable skills to become

a professional and compassionate care adviser. 2. Trading Places - Build empathy, understand the many

people and organisations involved in choosing a care product and offer the best advice.

3. Hearing Aids - Communication skills and identifying buying signals in this multi-faceted marketplace.

4. Your Vision - How to become an industry specialist based on your personal strengths and vision.

Components 1. Care Market Understanding 2. Care Funding Solutions 3. Matching Clients’ Expectations to funding

Components 1. Overview of the Mental Capacity Act. 2. The assessment process, duties of local authorities

and PCTs in the care advice process. 3. Lasting Power of Attorney (LPA), Property & Affairs

and Personal Welfare and the role of the Court of Protection.

5

Building a Winning Team (Half day course) This session examines the human elements required to build a winning team, as well as identifying what a ‘win’ is. Understanding how promoting values, rather than focusing on purely financial objectives can establish a world beating culture that automatically achieves its goals. Advanced Business Models (Half Day course) In this session we show you how to fit care advice into your existing business model and then advance your business by developing integrated strategies. The key to sustainable success is planning, mapping, then making new ideas part of ‘what you do’ as a business from the outset.

Day 3

Arrange your place on the Care Adviser Programme programmes in one of the following ways: • Book the full CAP range of modules (recommended for optimum results) • You can book Day 1, Day 2 or Day 3 as independent courses • You can book Advanced Services as daily consultancy Visit www.careadviser.co.uk and look at the available start dates or use the online enquiry form to book. Alternatively, call 0800 689 9092 and choose option 1 to discuss further. The current pricing structure is an appendix to this brochure.

How to book

Components 1. Identifying and building a winning team 2. Promoting values and social responsibility 3. Work happy

Components 1. Mapping the model and addressing change 2. Getting advanced 3. A winning strategy

www.careadviser.co.uk

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Be part of the first dedicated programme and support network for Long Term Care advisers in the UK. The Care Adviser Programme enables you to maximise your opportunities as an adviser and add value to your business by improving the human element of care advising. Through either the structured or bespoke approach, the Care Adviser Programme will enable you to find core strengths, build skills and advance your abilities as a care adviser.

carepal Access full care adviser

services through the carepal support and resource network

“There is no other course out there, like this!”

“Vision Republic have a truly committed style of presentation

which enables our advisers to take on board the issues for

Long Term Care.”

“Good for using in this niche market for the future.”

“A positive course for both old and new advisers.”

“In the future, progressive practices will miss out if they don’t

recruit Vision Republic to train and develop their staff in this area”

Appendix

Pricing Options

Prices stated are effective for 2010

1 2 3

Day Modules Cost

Care for the Long Term Care Advice Process & Legal Elements of Care Building a Winning Team & Advanced Business Models

£249

£249

£249

The Programme

Advanced Services

Advanced & bespoke care sector consultancy* £750 per day

*The consultancy will be supplied at your premises by any combination of our specialist team of care experts depending upon the nature of the business and the requirements.

The modules are delivered at venues throughout the UK in an interactive workshop environment.

carepal for Financial Services Professionals

Annual membership* £195

*Annual membership provides access to all the carepal services including ongoing CPD.