social media, facebook, whatsapp, smartphone, internet, communication, multimedia, networking, technology, media, mobile, business, phone, app, logo, connection, social, service, modern, information, social addiction, distraction, chat, interaction, relationship, blue phone, blue logo, blue mobile, blue facebook, blue talk, blue talking, blue information, blue social, blue smartphone, blue media, blue telephone, blue service, whatsapp, whatsapp, distraction, distraction, distraction, distraction, distraction
Photo by RobertCheaib on Pixabay

Foundations

Part of Social media training foundations: market research

Market entry checklist: credential claims and course terms

A social media training market entry checklist for England: credential claims, price basis and course terms, gate by gate, with the UK rules to check.

A social media training offer is ready to launch only when two records are complete: what the course certifies and what the buyer pays for. Treat each item below as a gate, because one failed gate holds the launch. A broad digital-skills statistic or a popular course topic opens neither gate.

What to take away

  • Say whether the offer prepares learners for an external credential, awards its own certificate or is a regulated qualification.
  • Verify any regulated claim in the Register of Regulated Qualifications before printing it.
  • Quote one currency, VAT treatment, unit, period and included hours.
  • State cancellation, substitution, resit, refund, intellectual-property and recording terms in the offer itself.
  • Do not benchmark price from apprenticeship funding maximums or subsidised courses.
  • Named reviewers clear their own sections; until they do, the market entry remains a research proposition.

Say what the course certifies

Decide which of three things the offer is before writing any sales copy: preparation for an external credential, the provider's own completion certificate, or a regulated qualification. Each makes a different promise, and the copy should make only the one that is true.

  • State whether the offer prepares learners for an external credential, awards the provider's own completion certificate or is a regulated qualification.
  • Compare the credential's scope, assessment and learner outcome with what the course actually teaches.
  • Do not present unlike credentials as equivalent.

Examples buyers may recognise include HubSpot Academy's Social Media Marketing Certification, Meta Blueprint certifications and the Digital Marketing Institute's Certified Digital Marketing Professional. These have different scopes. Read the provider listings for what each one says, and state exactly which credential, if any, the course prepares learners for.

What the offer isWhat the course page may claimEvidence to keep
Preparation for an external credentialThe credential's name and provider, with the word "preparation"The credential provider's own description of scope and assessment
The provider's own completion certificateThat the provider awards it, and on what completion ruleThe completion rule and each learner's assessment record
A regulated qualificationIts exact name and awarding organisationThe entry found in the Register

Do not imply that a platform or provider certificate is Ofqual-regulated. A completion certificate is an honest product. It becomes a problem only when the wording around it suggests more than it is.

Verify a regulated claim before printing it

Check the claim against the official register before it appears on a page, an invoice or a brochure. The Register of Regulated Qualifications can be searched to find out if a qualification is regulated (officially recognised).

  1. Copy the exact qualification name from the awarding organisation's own material.
  2. Search the Register for that name and note the awarding organisation shown.
  3. Confirm that the organisation named on your page matches the one in the Register.
  4. Compare the qualification's scope, assessment and learner outcome with the course content.
  5. Remove any claim the Register does not support.

A credential claim is also an advertising claim, so it needs evidence like any other. The Advertising Standards Authority applies the CAP Code to such claims. The advertising rules for a course cover claims, recognition and withdrawal if a claim later proves wrong.

Write the price on one basis

Quote the price on one basis so that a buyer can compare it with another. State one currency, the VAT treatment, whether the unit is a learner or a cohort, the period covered and the hours included. A quote that omits any of the five cannot be compared.

Quote lineWhat to stateQuestion it answers for the buyer
CurrencyOne currency throughoutWhat am I paying in?
VAT treatmentHow VAT is treated in the figureIs this the final amount?
UnitPer learner or per cohortWhat does one price buy?
PeriodThe dates or duration coveredWhen does the price start and stop applying?
Included hoursThe hours the price coversWhat do I get for it?

List the cost lines behind the price: preparation, delivery, assessment, platform, specialist-review and support costs. The budget template gives a blank schedule for them. A line left off the list is a cost the provider carries without having priced it.

Put the terms in writing

Write down what happens when plans change. State cancellation, substitution, resit, refund, intellectual-property and recording terms in the offer, not in an email afterwards. A buyer who finds a term only after paying has no chance to price it in.

For online sales, check the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013 and the Consumer Rights Act 2015. Both are written for consumers, so confirm with counsel whether either reaches a business buyer before relying on a default position.

Under UK GDPR, which the Information Commissioner's Office oversees, say who controls learner data, and set retention, exports and deletion. The article on learner data protection covers purposes, roles and separate PECR checks. Then disclose subcontractors, referral payments and provider conflicts, so that a disclosure policy can turn them into a register with a correction route.

Do not borrow a price from funded courses

Do not benchmark price from an apprenticeship funding maximum or a publicly subsidised course. Those arrangements have different eligibility, duration and obligations, so their figures describe a different product. Ask for quotes on comparable offers instead.

The public funding routes are set out separately. If the offer is funded, say so in the quote and state whose obligations apply. If it is not funded, say that too. A buyer should never have to infer which arrangement a price belongs to.

Clear each section with its named reviewer

Give every section a named reviewer and let each clear only their own part. Education, advertising, privacy, security, accessibility and commercial reviewers each own a piece of the record. Until all of them have cleared theirs, the market entry remains a research proposition.

The security reviewer can test exercise accounts against the NCSC's advice that content should be reviewed and authorised before being published. Account recovery should be tested too. A trainer should turn those controls into assessed actions, because displaying guidance does not prove that a learner can recover an account.

Before you act

  • Name which of the three things the offer iscredential preparation, own certificate or regulated qualification.
  • Search the Register for any regulated claim.
  • Quote one currency, VAT treatment, unit, period and included hours.
  • List preparation, delivery, assessment, platform, specialist-review and support costs.
  • State cancellation, substitution, resit, refund, intellectual-property and recording terms.
  • Name a reviewer for each section.

Common questions

Can a provider's own certificate be described as a qualification?

No. State whether the offer prepares learners for an external credential, awards the provider's own completion certificate or is a regulated qualification. Do not imply that a platform or provider certificate is Ofqual-regulated, and verify any regulated claim in the Register first.

Which price should a new course use as a benchmark?

Not an apprenticeship funding maximum or a publicly subsidised course, because eligibility, duration and obligations differ. Ask for quotes on comparable offers, and state currency, VAT treatment, unit, period and included hours so that each quote can be compared.

What must be settled before launch?

The credential claim, the price basis and the terms, each cleared by its named reviewer. Until every section is cleared, the market entry remains a research proposition and no sale should be made on it.

More in Foundations