Executive and Personal Assistants – Online CPD Accredited Training Course

Executive and Personal Assistants – Online CPD Accredited Training Course

Being an executive or personal assistant is a unique position that requires a variety of skills. Whether you are updating schedules, making travel arrangements, minute taking, or creating important documents, all must be done with a high degree of confidentiality. Confidentiality is one of the most important characteristics for every assistant.

Study method - Online, self-paced (4-6 study hours)

Course format - Online (24/7 access), modular

Course Duration - Part-time (1 year access)

Qualification - Certificate of completion

Course Delivery – via desktop PC/MAC, laptops, tablets or smart phones

Awarded Body – CPD Certification Service (mapped to Ofqaul Qualifications)

Course accreditation

The content of this online training course has been independently certified as conforming to universally accepted Continuous Professional Development (CPD) guidelines (in line CPD Certification Service requirements).

Course aims

Our Executive and Personal Assistants e-learning course will show participants what it takes to be a successful assistant. Participants will learn what it takes to effectively manage a schedule, organise a meeting, and even how to be a successful gatekeeper. Being an executive and personal assistant takes a special skill set and this e-learning course will provide participants with the necessary tools.

Course objectives

The objectives of this Executive and Personal Assistants online course are to:

• Adapt to the needs and styles of management
• Communicate through written, verbal, and nonverbal methods
• Improve time management skills
• Manage meetings effectively
• Act as a gatekeeper
• Use the tools of the trade effectively

What’s covered in this course?

This online Executive and Personal Assistants course covers the following:

Module One: Getting Started

• Housekeeping Items
• The Parking Lot
• Workshop Objectives
• Pre-Assignment
• Action Plans and Evaluations

Module Two: Working with Your Manager

• Adapting to Their Style
• Anticipate Their Needs
• Getting Your Responsibilities Defined
• When to Take the Initiative
• Case Study
• Module Two: Review Questions

Module Three: Administrative Soft Skills

• Social Intelligence
• Basic Business Acumen
• Office Management
• Active Listening
• Case Study
• Module Three: Review Questions

Module Four: Effective Time Management

• Calendar Management
• Prepare for Changes and Surprises
• Keeping Others On Track
• Urgent/Important Matrix
• Case Study
• Module Four: Review Questions

Module Five: Meeting Management

• Creating An Agenda
• Keeping Minutes
• Keeping the Meeting On Time
• Variations for Large and Small Meetings
• Case Study
• Module Five: Review Questions

Module Six: Tools of the Trade (I)

• Email Protocol
• Office Machinery
• Computer and Software Skills
• Communication Skills
• Case Study
• Module Six: Review Questions

Module Seven: Tools of the Trade (II)

• Phone and Voicemail Etiquette
• Word Processing
• Business Writing
• Internet Research
• Case Study
• Module Seven: Review Questions

Module Eight: Being an Effective Gatekeeper

• Filtering Data and Information
• Learn to Say No
• Dealing With Difficult People
• Recognize the Tricks
• Case Study
• Module Eight: Review Questions

Module Nine: Organizational Skills

• Prioritizing Your Workload
• Goal Setting
• Plan for Tomorrow, Today
• Staying on Track
• Case Study
• Module Nine: Review Questions

Module Ten: Confidentiality Guidelines

• Your Confidentially Duty
• Be Diplomatic and Discreet
• Keeping Data Secure
• What To Do in Sticky Situations
• Case Study
• Module Ten: Review Questions

Module Eleven: Special Tasks

• Project Management
• Trade Shows
• Interacting with Clients
• Social Media Management
• Case Study
• Module Eleven: Review Questions

Module Twelve: Wrapping Up

• Words from the Wise
• Review of Parking Lot
• Lessons Learned
• Completion of Action Plans and Evaluations

What if the difference between a Personal Assistant & Executive Assistant?

"The distinction between the titles “Personal Assistant” and “Executive Assistant” is a pertinent. ... Whereas a “Personal Assistant” may work for a private household, media personality or sportsperson for instance, an “Executive Assistant” would more generally be associated with a business or company – one distinction between the two"

Why choose our online training courses?

All our e-learning courses can be accessed on any electronic/computerised device. You can study at work or at home, in your own time and at your own pace!

1. Easy to follow and understand
2. Only 4-6 hours recommended study time
3. 1 year access to course & learning materials
4. Access your course anytime, anywhere & on any device
5. Complete course on desktop computer, laptop, tablet or smartphone
6. Additional references and downloadable materials available
7. CPD Certification Service (mapped to Ofqaul Qualifications)

Organisational e-learning

Are you responsible for organisational training and development or organisational statutory and mandatory compliance? You may want to find out more about how Learning Management System (LMS) may help your organisation. With our interactive LMS, managers and administrators can easily:

• set up a FREE blended learning environment;
• upload essential documents;
• upload individual and group learners;
• manage learners, including tracking progress
• review who has completed training
• download/print training reports for compliance audits

Executive and Personal Assistants – Online CPD Accredited Training Course

Anyone interested in Personal Assistant Roles, Administrative Support, Business Administrative or similar roles.

Course Delivery – via desktop PC/MAC, laptops, tablets or smart phones

Business administration, leadership and management