VA Essentials

About this course

You’ll look at the complete picture of the role of a VA. You’ll look further into the career and lifestyle of a VA, necessary attributes for the role, business plans, equipment and software, legal requirements, risk management, data protection, finance and marketing, the delivery of the VA service and much more.

The course is accessed online so you can study at a time and place convenient to you. You’ll have the support of our Course Advisors if you need it, and once you’ve completed the course, you’ll gain a Pitman Training Certificate to validate the knowledge gained.

In this online course there are 5 modules: -

• Module One - Introduction - This module includes an introduction to who the Virtual Assistant is and the role they perform; the VA’s potential client and case studies.
• Module Two - Becoming a VA - In this module you’ll cover the reasons to become a VA; business goals; the attributes necessary to be a VA; the career and lifestyle; peer support.
• Module Three - Starting up a Business - You’ll look at the business plan; types of business; your office location; equipment and software; business name; legal requirements; risk management; insurance; data protection; finance; accounting/tax/IR35; marketing and USPs.
• Module Four - Providing the Service - The fourth module looks at the initial contact; consultation preparation; consultation structure; safety; structuring services and packages; the contract; customer care; hours and charging; legal responsibilities regarding clients; complaints; recommendations; cover and contingency.
• Module Five - Summary - The final module gives a course round up and you’ll have the opportunity to test yourself on the knowledge learnt.