Author Archives: Andy Crowhurst

List of Training Organisations

This is a (non-comprehensive) list of Training Organisations that deliver “Train the Trainer” courses that allow you to get qualified – e.g. Level 3 Award in Education and Training (AET, old PTLLS)

They may also deliver First Aid Training. The list is alphabetical.

OrganisationLocationNotes
Epic TrainingEssex, Kent, East LondonThe founder, Hazel Douglas got me through my L3 AET, and I’m happy to recommend her!
Peritia TrainingVarious, but also onlineOwned and run by Maxine lock, a highly qualified and experienced Trainer. The Level 3 AET is delivered online with only one classroom observation needed to be face to face
The Big Teacher
The Teacher Trainer
Train AidVarious Cities across EnglandParts can be taken remotely. This is the Company that I qualified through (although the specific trainer has moved on). Happy to recommend the Organisation though. Very efficient and personable.
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How do I become a First Aid TrainerGoverning BodiesVATList of governing and Awarding Organisations
Equipment neededBookkeepingUseful websites
Buy equipment and consumablesBusiness toolsFirst Aid abbreviations
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Podcasts
Managing my courses
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Training and Awarding Organisations

Training Organisations can get you qualified to teach First Aid. Trade Bodies and Awarding Organisations help you with your Certification.

When delivering courses there is a hierarchy of Organisations that you can choose to work through, however you can also self-certify your own qualifications. The Certificates can be equally valid for the qualification, however some Clients will insist on Accredited or Regulated Certificates as that way they know that what they are getting will be Nationally recognised. If you self-certify you may have to prove to your client that your certificate is equally valid. your Client will have to run due diligence on you to ensure that you are competent. If they obtain an Accredited or Regulated qualification that work is done for them.


Training Organisations

Training Organisations are available to provide ‘Train the Trainer’ courses. These allow you to become qualified to deliver First Aid Training to others. Sometimes the Training Organisations deliver First Aid qualifications in their own right or they choose to just deliver training courses.


Hierarchy of Training Bodies

Regulators

Regulators regulate qualifications, examinations and assessments. They do not interact directly with Training Organisations, but use Awarding Organisations as an intermediary. The exception being if a complaint has not been resolved by an Awarding Organisation (assessment decisions themselves will not get referred as far as a Regulator)

Ofqual

The Office of Qualifications and Examinations Regulation. This Government Organisation regulates qualifications, examinations and assessments in England.

Qualifications Wales

Qualifications Wales is the independent organisation responsible for regulating general and vocational qualifications in Wales.

SQA

The Scottish Qualifications Authority is the independent organisation responsible for regulating general and vocational qualifications in Scotland.

Awarding Organisations (AO)

Awarding Organisations act as an intermediary between a Regulator and a Training Company. An AO has a number of roles:

  • Create and have approved (by one or more Regulators) Regulated courses. These courses (e.g. First Aid at Work) are delivered and assessed to a defined standard and the Certificates can have the AO and the Regulator’s Logo on as a stamp of Approval
  • Approve a Training Company and its staff to deliver these courses. Approval entails ensuring that the Training Company has various Procedures (complaints, equality, privacy for example) in place and that they are current. It ensures that the Trainers are qualified & updated to deliver the courses and that the Training Company is insured and complies with current Standards.
  • Deal with complaints that cannot be resolved internally within the Training Organisation. It can refer upwards to the Regulator if it cannot resolve it, however Assessment decisions will not be referred.
  • Monitor the Training Company by audit of paperwork and visits to training courses (announced or unannounced)

Trade Bodies

Trade Bodies sit in the gap between Awarding Organisations and Training Companies. They provide an intermediary service that can be less onerous that getting a Regulated course delivered and assessed. Usually you can also obtain Regulated qualifications through them as they liaise with an Awarding Organisation.

For a list of Training Organisations, Trade Bodies and Awarding Organisations, click here

Setting outGetting set upThe Business sideUseful ResourcesAdvanced resources
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Why become a First Aid TrainerQualifications overviewLegal format of your BusinessBuy equipment & consumablesPremium package
Can I become a First Aid Trainer – have I got what it takes?Getting QualifiedUseful Legal documentsList of Training Organisations
How do I become a First Aid TrainerGoverning BodiesVATList of governing and Awarding Organisations
Equipment neededBookkeepingUseful websites
Buy equipment and consumablesBusiness toolsFirst Aid abbreviations
Budgeting and pricingEarn while you sleepBooks and e-books
Marketing and AdvertisingManging my clients (the Pareto Principle)
Podcasts
Managing my courses
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Getting qualified

Thanks to the Health and Safety Executive (HSE) deregulating First Aid Training in 2013 the barriers to entry are pretty low. Whether that is good or bad is debatable. It does make it easier to set up as a Trainer – it certainly made it easier for me when I returned to teaching First Aid, but on the other hand it does allow trainers whose standards can be, shall we say, somewhat dubious, without all the checks and balances.

Those that can, do. Those that cannot, teach. Those that cannot teach, teach teachers.

Hmmm…..

Here are the minimum qualifications that you need:

A teaching qualification at Level 3 or higher.

An assessing qualification at Level 3 or higher

Occupational competency in the subject.

That’s it, qualification-wise. Obviously you need equipment, clients and a way of certifying but I cover that elsewhere. This post is about your qualification.

Teaching and assessing

These two often go hand in hand. Pre 2013 you could just hold a teaching qualification and you would need a separate person to assess your learners at the end of the course. You still need someone to assess, however the requirement for it to be a separate person is no longer there and you can assess as well as teach. It makes sense, therefore, that if you are starting from scratch that you look at gaining a qualification that covers teaching and assessing.

GEIS3 from the HSE includes a list of recognised teaching and/or assessing qualifications

list of acceptable teaching and/or assessing qualifications
Contains public sector information published by the Health and Safety Executive and licensed under the Open Government Licence.

The most common route for those without any qualifications is the Level 3 Award in Education and Training. It takes about a week and will qualify you for teaching and assessing and it is widely recognised. There are many ‘train the trainer’ providers out there that can get you through this qualificaton. See our list of some of them here.

Occupational competency

You need Occupational competency to be able to deliver First Aid training. As a minimum this could be the 3-day First Aid at Work course (FAW). Some Certifying / Awarding Organisations allow this to be a springboard to teaching a range of qualifications, however many will need to you get additional training. For instance, to teach Paediatric First Aid you may need a Paediatric First Aid qualification as well, since the FAW does not cover paediatric topics. Note the following:

  • The FAW needs to be renewed every three years so that you remain competent. Additional qualifications often only need taking once to give you a lifetime of competence.
  • A FAW qualification will allow you to teach FAW. Some subjects may require you to be qualified to the level above. For instance, Awarding Organisation QNUK will allow you to teach Outdoor First Aid with an Outdoor First Aid qualification, whereas ITC First will only allow you to teach it if you hold an Advanced Outdoor First Aid qualification.
  • Make sure that your FAW qualification is a Regulated qualification if you wish to work through an Awarding Organisation (AO). Because of the difficulty ensuring that non-Regulated courses meet the required standards, AOs often insist on a Regulated Certificate as it is easier for them to accept.
  • Most Awarding Organisations also need Annual evidence of Continuing Professional Development (CPD). It is not onerous – about 6 hours a year, but it demonstrates that you are keeping your skills up and expanding your knowledge. It could be as simple as taking an online course or attending a seminar.

Real life skills

As you can see from the above, you don’t actually need any real-life experience to become a First Aid trainer – the FAW is a qualification based on simulated casualties. In practice (and I appreciate that it is a generalisation) you tend to be a better trainer if you have some real-world experience – such as being an Event First Aider, or with a (military) medical background.

Some people with medical backgrounds don’t make very good teachers (they are not effective at communicating or their higher level of experience makes it hard to teach basic First Aid principles) and there are also very good communicators with minimal ‘real life’ experience. So yes, in some ways it is a sweeping generalisation but usually you will be a better Trainer with actual medical experience. If you have none, spend some time as a First Aider or a Community Responder. It will help you deliver your courses more effectively.

Setting outGetting set upThe Business sideUseful ResourcesAdvanced resources
(subscription required)
Why become a First Aid TrainerQualifications overviewLegal format of your BusinessBuy equipment & consumablesPremium package
Can I become a First Aid Trainer – have I got what it takes?Getting QualifiedUseful Legal documentsList of Training Organisations
How do I become a First Aid TrainerGoverning BodiesVATList of governing and Awarding Organisations
Equipment neededBookkeepingUseful websites
Buy equipment and consumablesBusiness toolsFirst Aid abbreviations
Budgeting and pricingEarn while you sleepBooks and e-books
Marketing and AdvertisingManging my clients (the Pareto Principle)
Podcasts
Managing my courses
Quick click to where you want to go

How to become a First Aid Trainer

What do I need to do to become a First Aid Trainer?

Since the HSE deregulated First Aid Training in 2013 it has become very easy to set up as a Trainer. The obvious advantage is that it is a lot easier for you to start Training; the obvious disadvantage is that since anyone can start, the barriers to entry are low and there are a lot of Trainers competing for the same clients.

As a minimum you need the following:

  • A Level 3 or higher Teaching qualification
  • A Level 3 or higher Assessing qualification
  • A First Aid qualification – as a minimum a 3-day First Aid at work qualification
  • Sufficient equipment
  • Insurance
  • Client(s)

By having a teaching and an assessing qualification you can teach the courses and also asses the learners’ competencies. If you don’t have an assessing qualification you would need to buy in an assessor for each course that you delivered.

A First Aid qualification ensures that you have competency in the subject that you are teaching.

Is that really it?

Well, yes, however you will be restricted in what you teach and you may not make a very good trainer – which means repeat courses and recommendations may not follow. Whilst it is not always the case, generally speaking, to be a good trainer some form of First Aid experience with real patients / casualties is highly recommended. I totally accept that even the highest qualified medical staff can make terrible trainers, if you have dealt with casualties; with severe bleeds, medical problems and Cardiac Arrests you will be able to talk about the subjects from an experience point of view, not just something read from a First Aid manual.

Not only that, a First Aid at work qualification does not even give you the theoretical knowledge for teaching paediatric and outdoor courses – you should look to be gaining these additional qualifications. If you are looking to be a Freelancer then the more qualifications that you are qualified to deliver the more desirable you will become to prospective employers.

<< Self testQualifications >>
Setting outGetting set upThe Business sideUseful ResourcesAdvanced resources
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Why become a First Aid TrainerQualifications overviewLegal format of your BusinessBuy equipment & consumablesPremium package
Can I become a First Aid Trainer – have I got what it takes?Getting QualifiedUseful Legal documentsList of Training Organisations
How do I become a First Aid TrainerGoverning BodiesVATList of governing and Awarding Organisations
Equipment neededBookkeepingUseful websites
Buy equipment and consumablesBusiness toolsFirst Aid abbreviations
Budgeting and pricingEarn while you sleepBooks and e-books
Marketing and AdvertisingManging my clients (the Pareto Principle)
Podcasts
Managing my courses
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Premium Package

There is no point reinventing the wheel a lot of the time. Are you stuck on the Freelancer treadmill and want to break free? You can earn more and have more control of your destiny.

Lead generation – I can send you enquiries

It’s tough getting out there and finding new Clients. I’ve done that work for you. My websites regularly appear on Search Engines in front of people looking for First Aid courses. Subscribe to my Lead Generation package and warm enquiries will drop into your email inbox almost every day. Quote, win the Business and they are yours for life!

Find out more & start winning Business here!

Business Development package – I can make sure you are visible and legal

I already own or co-own a couple of First Aid Training Companies. I have been running my own Businesses since 1997. If you are a starter or current Freelancer and want to take control of your destiny I can help you build yourself into a successful Business, where you are no longer tied to Freelancer rates and obligations. Run your own Training Company and get to keep all the profit in the Business. Subscribe to my monthly mentoring package and receive the following:

Benefits of working with me

  • Earn more, working directly with clients
  • At least one Guaranteed warm lead every month or your next month will be free. That will more than cover the cost of the monthly fee & if you get more than one lead, Happy Days.
  • Free Annual Monitoring visit. These normally cost about £150 to £200 if you pay someone to monitor you and you need one to maintain your status with Awarding Organisations.
  • Help getting your Business Website high up on the Google Search pages – the free bit, not the Google ads!
  • Help with a website if you don’t have one!
  • A friendly ear and advice at the end of the phone or email.

For more information, head across to my dedicated website.


Setting outGetting set upThe Business sideUseful ResourcesAdvanced resources
(subscription required)
Why become a First Aid TrainerQualifications overviewLegal format of your BusinessBuy equipment & consumablesPremium package
Can I become a First Aid Trainer – have I got what it takes?Getting QualifiedUseful Legal documentsList of Training Organisations
How do I become a First Aid TrainerGoverning BodiesVATList of governing and Awarding Organisations
Equipment neededBookkeepingUseful websites
Buy equipment and consumablesBusiness toolsFirst Aid abbreviations
Budgeting and pricingEarn while you sleepBooks and e-books
Marketing and AdvertisingManging my clients (the Pareto Principle)
Podcasts
Managing my courses
Quick click to where you want to go

Podcasts

There are some great sources of inspiration from a variety of Podcasts. Here are some that I have been listening to.

Do feel free to send in your recommendations for either First Aid, Personal development or business development Podcasts. I’ll give them a try and if I like what I hear I’ll add them!

We currently use Podfollow to link to Podcasts as it will automatically redirect to the correct player. Please send us a Podfollow link when recommending.

Business Podcasts

Podcast TitleDescriptionComment
Backing Brilliant BusinessThe Apprentice runner-up, Saira Khan talks to some of the biggest names in British business, asking them about the challenges they have faced and how they overcame them. Each guest will provide listeners with guidance, insight and inspiration to help them develop the skills needed to grow a business.Newly launched (4/2022) with a couple of podcasts. It would be better if Saira lets the guests speak more – it turns into ‘The Saira Khan’ show from time to time.
Setting outGetting set upThe Business sideUseful ResourcesAdvanced resources
(subscription required)
Why become a First Aid TrainerQualifications overviewLegal format of your BusinessBuy equipment & consumablesPremium package
Can I become a First Aid Trainer – have I got what it takes?Getting QualifiedUseful Legal documentsList of Training Organisations
How do I become a First Aid TrainerGoverning BodiesVATList of governing and Awarding Organisations
Equipment neededBookkeepingUseful websites
Buy equipment and consumablesBusiness toolsFirst Aid abbreviations
Budgeting and pricingEarn while you sleepBooks and e-books
Marketing and AdvertisingManging my clients (the Pareto Principle)
Podcasts
Managing my courses
Quick click to where you want to go

Accounts and Bookkeeping

Whatever form your Business takes you need to keep records of your transactions and be able to file them at the end of the Year with the Inland Revenue. If you are self-employed the Year End will probably be 5th April in line with the Tax Year. If you have formed a Limited Company it will (usually) be 1 year from the end of the month of formation – which also makes the first set of Accounts filed more complicated as two sets need to be filed – one partial year and one complete year, with everything prorated.

I have tried a few packages in my time, so here are a few unbiased comments about packages.

Spreadsheets – Excel (Windows) / Open Office Calc (Windows / Linux / OSX) / Numbers (Mac OS)

Pretty much everyone starts here as it’s the obvious (and free, since most people will have a spreadsheet tool of some sort) place. There are plenty of free and paid-for templates for managing your Accounts and, of course, you can create your own. Literally all you need is a sheet with income, outgoings and Bank Balances then you can go. It does, however, get more complicated especially when you get to year end and you are trying to reconcile everything. When I started out I used one. I was also VAT registered from day 1 and it took two weeks to reconcile my first VAT return. It got quicker, but honestly the cost saving in not subscribing to a commercial package was far, far outweighed by my time in managing the spreadsheet. Spreadsheets have nasty habits of hiding errors and throwing hissy fits if you try and insert or delete cells and rows.

Unless your Business is really simple (and I mean a couple of transactions a week at most), don’t bother.

Standalone Accounts Packages

After my spreadsheet I bought a standalone copy of a popular package (Sage) following a recommendation by my Accountant. This was in the 1990s and the User Experience has improved since then but it was really hard work for a non-accountant. This was followed by another Brand, Quickbooks. Still standalone, but easier to use. I ran with that for about 15 years, well past its use by date but I was familiar with it.

I now use a variety of cloud-based packages. You can still get standalone, downloadable packages that run on your computer of choice, but I wouldn’t recommend them. Lack of versatility, irregular updates and inability to access remotely are some of the reasons. A cloud-based package is really the only solution. You are always working with the latest version, you can connect to it from anywhere in the world and can grant access to others, such as team members or a third-party Accountant.

Cloud-based packages

There are quite a few of these, each with advantages and disadvantages. Most have a limited functionality trial trying to draw you in. They work on the basis that if you have gone to the effort of typing data in you will be reluctant to sacrifice that effort. Don’t be taken in. Yes, it is an effort to duplicate but if you are not comfortable with a package don’t be afraid to abandon it. You have to use it for the next few years and need to have it work for you, not fight it. I’ve chopped and changed several times.

Making Tax Digital (MTD). This is coming. It is already here if you are Registered for VAT. You have to file your VAT returns digitally from now onwards – and that will come to Corporate Accounts at some point I am sure. Make sure that whatever package you use, it supports MTD. The only exception is if you use an Accountant and they can use their system instead.

Here is a potted review of some of the better known packages out there. All opinions are my own and features and prices correct as of June 2022.

Brief summary. I am in the process of moving all my Accounts to Quickfile as it is great value and uncomplicated.

Xero

  • ✓ £ – starter package £12 + vat / month
  • ✓ 30 day free trial
  • ✓ 20 invoices / 5 bills / month on starter package
  • ✓ Supports online VAT submission
  • X Payroll is an add-on, not available with the starter package

Very comprehensive product with regular updates. Good fur multiple users and plenty or Reports available.

Kashflow

  • ✓ £ – starter package £95 + vat / year
  • ✓ 14 day free trial
  • ✓ 10 invoices on starter package
  • ✓ Supports online VAT submission
  • X Payroll is an add-on, not available with the starter package

Very clean product. I have been using it for a couple of Businesses without issue. The only reason that I have changed for one Business is that at the transaction volume of the Business, the free version of Quickfile is better value for money. No other negatives.

Quickfile

  • ✓ £ – starter package Free – up to 1000 Ledger entries per rolling 12 months, £45 + vat / year after that
  • ✓ no limit to free trial as long as ledger entries stay under 1000 on a rolling 12 month basis
  • ✓ No invoice limit (subject to above)
  • ✓ Supports online VAT submission. Super simple to use once set up
  • X Payroll is not supported, but it integrates with The Payroll Site (£6.50 + vat / month)
  • X Sometimes you have to fill in fields where they could be left blank and the error message is not clear when this happens

I have moved two businesses to Quickfile, one because it was from a packages that did not support Making Tax Digital and I needed to submit VAT returns online. The other because Quickfile does all I need, but for free at the level of transactions being carried out compared to a monthly subscription.

Quickbooks

This has been my ‘go to’ package for about 7 years, however as a standalone version. As packages are now online and Making Tax Digital requires online access I was forced to upgrade and Quickfile was my personal choice compared to the online version of Quickbooks.

  • ✓ £ – starter package £12 + vat / month
  • ✓ £ – 3 month 90% off trial – starter package £1.20 + vat / month for 3 months. £12 + vat / month after that
  • ✓ Supports online VAT submission.
  • X Payroll is an add-on for all packages
  • X No Bill management with starter package

Other packages worth considering

Setting outGetting set upThe Business sideUseful ResourcesAdvanced resources
(subscription required)
Why become a First Aid TrainerQualifications overviewLegal format of your BusinessBuy equipment & consumablesPremium package
Can I become a First Aid Trainer – have I got what it takes?Getting QualifiedUseful Legal documentsList of Training Organisations
How do I become a First Aid TrainerGoverning BodiesVATList of governing and Awarding Organisations
Equipment neededBookkeepingUseful websites
Buy equipment and consumablesBusiness toolsFirst Aid abbreviations
Budgeting and pricingEarn while you sleepBooks and e-books
Marketing and AdvertisingManging my clients (the Pareto Principle)
Podcasts
Managing my courses
Quick click to where you want to go

Budgeting and pricing

Turnover is vanity, profit is sanity, and cash is reality

anon

One of the commonest questions asked by new Trainers on discussion forums is “How much do I charge?”. The answer is not completely straightforward and those asking the question usually get several answers back.

The simple answer is “work out all your costs, add on how much profit you want to make and then charge that”. That is what you should be doing, irrespective what others are charging. If you don’t charge enough to make a profit then there is no point considering it.

Many people make the mistake of thinking “Well, I won’t charge much as I am starting out, then I’ll raise my prices once I am established. The problems with this approach are

  • When do I become established – at what point can I raise prices? By how much?
  • What will my existing clients think if I raise prices? Will I lose them, will they lose their trust in me as a value provider?
  • Have I dragged down the average price in the area – others may reduce prices to compete with you and a vicious spiral starts.
  • If you are too cheap, people will wonder why. That could be put people off.

Working out your costs

How do you work out your costs? Generally there are two, possibly three types of cost.

1. Fixed costs. For instance if you are running a public course, this would be the cost of hiring the venue. It is also the minimum you are willing to accept as income.

2. Variable costs. These are costs that vary according to numbers – e.g. Certification and manual costs, consumables such as bandages and wipes.

3. Hidden costs. Each time that you use your equipment it becomes a little bit more worn. It only has a finite lifespan and will need replacing. If you spent £200 on a manikin and it was worse for wear after 50 courses then it has cost you £4 a course. Multiply that by the number of manikins you use per course (say 3 for a full course) then that is £12 a course you need to put aside from the profit to replace them.

Having a mixture of fixed and variable costs, therefore, makes it really hard to work out the cost of running a course. The fewer that you have on a course, the higher the cost per learner. You may budget for 12 on a course but if 6 turn up, can you still make a profit? Do you run the course anyway so as to not let people down and give you a bad reputation or do you pull the plug?

What are my costs?

Here is a suggested list – it is by no means comprehensive but will give you an idea of what to consider. You may disagree with how I have categorised some items, that is fine as it shows you are thinking about it. Some items could conceivably be in more than one category. A printer could be viewed as a fixed cost for example as its cost will be spread over many students. There is, however, a small wear and tear cost per learner.

Fixed costs

  • Venue hire
  • Your minimum income
  • Fuel
  • Advertising

Variable costs – costs that vary per learner

  • Certificates
  • First Aid manual
  • First Aid consumables – dressings, bandages, cleaning materials, manikin lungs, faceshields
  • Office consumables – paper, ink, postage, stationery

Hidden costs – could be fixed or variable but they all need to be factored in.

  • Depreciation / wear and tear
  • Holiday and sick time. You are not earning so the days that you are earning also need to cover non-earning days
  • Compliance, insurance, qualification renewal, quality assurance, CPD (Continuing Professional Development – courses and other learning to keep your skills up)
  • Dealing with queries, emails, ‘phone calls, missing certificates, misprints. Admin costs are still costs and take time, dragging down your average hourly rate.

From this, if you can estimate the number of courses you can teach per year you can calculate your cost per student and therefore how much you should be charging. Don’t forget to add 10% for contingency. Stuff breaks, gets lost / stolen. A course may not happen because of a misunderstanding, a vehicle breakdown, unexpected traffic. You need to factor all of this in. Plan for the worst and hope for the best.

example of first aid course costs
example of first aid course costs

I recommend that you compile a list of costs (as above) then feed them into a spreadsheet, along with an estimate of the number of courses you can be expected to run each year. Then you can see in black and white how much you should be charging. You can create a spreadsheet yourself or you can use my template. The full version of this spreadsheet, where you can adjust the variables yourself is available in the Premium section.

Keep an eye on costs

It is so easy to get carried away. You may end up with money in the bank, but that can be an illusion. Don’t forget some of that is needed to pay tax at some point in the future, or to replace equipment.

On the other hand, having cash can give you the freedom to leap on a special offer, or get a bulk discount. My First Aid manuals for my Emergency First Aid at Work courses currently cost £1.95 each. I like the Personalised ones as that is advertising for me. If I buy 200 books at once, I get the personalisation for free (so free advertising) and the price drops to £1.50. Win, win. Recently my supplier gave notice of an imminent price rise, so I was able to buy ahead. I took advantage of a price break at 1,000, which mean they cost me £1.15 each and I see that my new x200 price is now actually £1.70. My 1000 books, cost me £1,150 this month, whereas buying 5 lots of 200 at the new price would cost £1,700 so I have just added £550 to my bottom line.

I could only do that because I had the cash in the bank (and also confidence that I will have that many students in the next 12 months or so).

Always be looking at costs and how to drive them down. There are always deals to be have. I upgraded my manikins in 2020. Nine were bought brand new at between 10 and 12% off List after a bit of haggling. Another 3 were bought from someone that bought them new, then had a career change. He had not even opened the packaging. He advertised on a Facebook Group. I happened to be online. I made an offer there & then, paid cash and completed my collection. Everything is negotiable.

A lot of people, when they get a bit of cash in think “Ooh, I’ll buy a few bits and pieces, maybe treat myself, upgrade my ‘phone” … and suddenly that cash is gone. No chance of grabbing a bargain and they struggle with the cashflow when the tax bill arrives. As it will. Install strict financial discipline from day one and you will get into good habits that will help your business grow further down the line.

The other thing that can happen over time is that stuff accumulates. Old equipment. Items you bought that seemed a good idea at the time. Anything that still has some monetary value that you don’t use should be sold off. Not only is that cash that is tied up, you may also be paying rent to store it somewhere. Get rid of it, put the cash in your bank instead.

Finally, take a look at “Managing my clients” for more tips on becoming more profitable.

Setting outGetting set upThe Business sideUseful ResourcesAdvanced resources
(subscription required)
Why become a First Aid TrainerQualifications overviewLegal format of your BusinessBuy equipment & consumablesPremium package
Can I become a First Aid Trainer – have I got what it takes?Getting QualifiedUseful Legal documentsList of Training Organisations
How do I become a First Aid TrainerGoverning BodiesVATList of governing and Awarding Organisations
Equipment neededBookkeepingUseful websites
Buy equipment and consumablesBusiness toolsFirst Aid abbreviations
Budgeting and pricingEarn while you sleepBooks and e-books
Marketing and AdvertisingManging my clients (the Pareto Principle)
Podcasts
Managing my courses
Quick click to where you want to go

Managing my courses

Airtable

Some useful tools for managing courses and Bookings

Course administration

When you start off, it is quite easy to keep track of your courses, especially if you are a Freelancer – Google Calendar is pretty much all you need. Perhaps a basic spreadsheet to keep track of courses and invoices.

As your Business grows and you take on your own courses, all at different stages of enquiry, it becomes harder to track and you need something more robust. If you get to the stage of employing freelancers or other admin staff the Organisation has to grow up and robust procedures put into place to allow different people to manage the processes.

When I started out, I started off with a spreadsheet, one row per course with various fields to fill in. As you can see, this became unmanageable as the number of courses grew. Excel is not very user friendly unless you spend a lot of time with coding behind the scenes. Still, we worked with it for a few years.

And then came Airtable. Airtable prides itself as a cross between a Database and a Spreadsheet. I tried it for a short period, couldn’t get the hang of it so abandoned it. I revisited it in January 2020, having looked at other software and this time it all fell into place. It is easily the best tool that I have found to manage my courses. There is a learning curve to it, but it is not steep and they go out of their way to make it user friendly.

You have Bases, Tables and Records. A Base is the complete Universe. Your Account can have more than one Base, but they cannot interact. I have one for courses, another for managing stock and so on…

Within a Base, a Table is a list of items along with attributes for that item. For example:

Trainers: Some of the attributes are First Name, Surname, telephone, qualifications and so on.

Courses: Some of the attributes are start and end dates, status, course type and so on.

The tables can interact so, for instance I can link one of the Trainers to a course. The course type can be a separate table that also links to courses. If a course type is updated then Airtable automatically updates all the references to it.

The power in the system is the ‘views’ feature. Each Table can have a lot of attributes (my course table currently has 31) which is too much to view at once, but I can created a View of, say ‘incomplete courses’. Within that View I filter out the attributes that I am not interested in. It will hide all courses that have been completed. Another View could be courses that have not yet been paid for. In other words if I am chasing invoices I would focus on that View, which hides anything irrelevant.

Needless to say, all the records can be sorted, columns can be rearranged for a view and colour coding helps me see progress at a glance.

Airtable works on the ‘Freemium’ model. You can register and get going with a Free version of the Plan, however with a limit of 1200 records it does not take long to complete this. Paid for models are still a bargain, though and I am using the Pro version, which is just $144 (about £100) a year. This gives me 50,000 records and a raft of other features for not a lot of money. They are bringing out additional features all the time.

Records, Bases & Views can be securely shared with third parties.

Compared to fighting with a spreadsheet it has easily saved me the $144 in Annual fees in my time alone.

All I can do is suggest you give at least the Free version of Airtable a go. In this website’s Premium section, the Base that I use for managing my course is available to start you off.


Taking Bookings

The easiest way of taking Bookings and payment is to raise an invoice – either through an Accounts package or a Template in Word (or your equivalent). This is how I started and for Group Bookings this is still the case.

For Open (public) courses, however, where you are liaising with up to 12 people, some of whom Book, but never pay and are a no-show on the day this can be a real hassle.

I now use a ticketing website. I enter the course details onto the ticketing site. I use WordPress for my Business websites and the Ticketing App has a WordPress plugin. I have installed that and the course then magically appears along with a ‘buy ticket’ button. Visitors can click the button, buy as many available tickets as they need and pay online. I get a confirmation email. A couple of days later the money arrives in the Bank. All for £1-2 fees.

Payment is made at the time of Booking. No chasing of invoices and if there is a no-show it is not a problem as they have already paid – no voids. How you deal with no-shows is, of course, up to you. We ran a COVID guarantee for a while so that no-one lost out if they had to isolate for instance. Now we take a pragmatic view. if someone just doesn’t show up, then they will lose the fee, however if they get in touch beforehand with a reasonable reason for not being able to attend we will consider a reschedule or a refund.

My Ticketing website of choice is Ticket Tailor. I tried Eventbrite but have found Ticket Tailor to be more flexible and, more importantly, cheaper. It uses Stripe to manage the payment side so you will also need a Stripe Account.

The mantra for organising courses is to automate as much as you can. The less time that you spend managing a Booking, the more time you have to develop the Business – or take a break. Time is also, of course, money so your business will be more profitable.

Setting outGetting set upThe Business sideUseful ResourcesAdvanced resources
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Why become a First Aid TrainerQualifications overviewLegal format of your BusinessBuy equipment & consumablesPremium package
Can I become a First Aid Trainer – have I got what it takes?Getting QualifiedUseful Legal documentsList of Training Organisations
How do I become a First Aid TrainerGoverning BodiesVATList of governing and Awarding Organisations
Equipment neededBookkeepingUseful websites
Buy equipment and consumablesBusiness toolsFirst Aid abbreviations
Budgeting and pricingEarn while you sleepBooks and e-books
Marketing and AdvertisingManging my clients (the Pareto Principle)
Podcasts
Managing my courses
Quick click to where you want to go

Freelance First Aid Trainer, employee or Business owner?

Now that you have decided to teach First Aid you will need to work out what sort of lifestyle you want.

This broadly splits into three categories, which can all overlap.

Freelance First Aid Trainer

You offer your services on an ad hoc basis to one or more Training Companies. You will be expected to have your own maintained equipment although the Training Company will usually supply paperwork, First Aid manuals and manage the Certification. You will turn up on time, deliver the course using supplied materials and return completed (and unused) paperwork.

You will send an invoice through and (eventually) get paid. You will be expected to manage your own pay and tax.

Employed First Aid Trainer

You will work (usually exclusively) for a Training Company, delivering courses as they dictate. These may be in-house or on a client site. You will be paid a salary that includes PAYE, National Insurance and paid leave.

Business owner

You run your own First Aid Training Company and are responsible for finding and Booking clients for courses. You may just work on your own or you may have a mixture of employees and freelancers delivering courses for you.

Pros and cons

Freelance

Pros

  • You get to choose where and when you work. If you want to take time off you can.
  • You get to choose who you work with. There are good and bad employers and clients out there.
  • You will earn a higher rate than if you were employed. You will earn even more if you pick up work in your own right.

Cons

  • If you don’t work, you don’t earn. There is no sick pay nor holiday pay
  • You (generally) need to fund your own equipment and maintain it
  • During a downturn (e.g. COVID) freelancers will be the first to be laid off
  • To increase the number of courses you can deliver (and maximise your earnings) you will need to achieve and maintain a range of qualifications. Versatile freelancers are more useful

Employed Trainer

Pros

  • Regular income, even if there is no training work for you
  • PAYE and NI, Pension, Sick pay, Holiday pay
  • Support structure of a Business, so you can focus on training
  • Equipment provided, possible vehicle.
  • Social side of being part of an organisation

Cons

  • No choice (mostly) in planning your day. You are told what to deliver and when
  • If off-site you may have an early start and/or late finish
  • Trainer salaries are reasonable but not overly generous – low £20Ks before tax
  • Holidays may have to be prearranged and you might not get what you want

Business owner

Pros

  • You can design your Company around your specific skills (and bring in employees / freelancers with different skills if needed)
  • You have total freedom about the hours and locations that you work
  • All the profit is attributable to you (or shared if you co-own). You should earn more than being a freelancer
  • If you have employees or freelancers then you are earning every time they work
  • Owning a Ltd Company can be a positive when tendering for Contracts
  • Option of registering for VAT which allows you to claim back VAT on a number of items
  • It can be more tax efficient

Cons

  • Higher legal and compliance requirements with tougher fines for non-compliance
  • If you hit the VAT threshold you will need to register and manage your VAT. Some clients (e.g. individuals) may be put off by the additional VAT cost of a course that they cannot claim back
  • You need to find your own clients and manage them, so invoicing, chasing payments, negotiating Contracts etc.
  • You need to provide your own equipment (and that of any employees)
  • Harder to shut down a Business if you stop training – although you can hibernate it or pivot it into another avenue.
  • The Buck stops here!