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Portfolio Index

Page Section Page Section

4 - 5 Assessment / IV Progress 66 – 69 Element D460.2

6 Group Award - Unit Overview 70 - 74 Element D460.3

8 Qualification Structure 75 – 79 Element D460.4

9 Parties Involved 80 – 82 Element D460.5

10 Candidate CV 83 Unit D461 – Summary

Unit Standards 84 – 87 Element D461.1

11 Unit A355 - Summary 88 – 91 Element D461.2

12 - 14 Element A355.1 92 – 96 Element D461.3

15 – 17 Element A355.2 97 – 100 Element D461.4

18 - 19 A355 Whole Unit 101 Unit D462 – Summary

20 Unit C22 - Summary 102 – 107 Element D462.1

23 - 26 Element C22.1 108 – 114 Element D462.2

27 – 30 Element C22.2 115 - 117 Evidence Reference

31 – 34 Element C22.3

35 – 36 Element C22.4

37 - 38 C22 Whole Unit

39 Unit C317 – Summary

40 – 44 Element C317.1

45 - 48 Element C317.2

49 - 51 Element C317.3

52 C317 Whole Unit

53 Unit D459 - Summary

54 – 56 Element D459.1

57 – 59 Element D459.2

60 Unit D460 – Summary

61 – 65 Element D460.1

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Assessment ProgressLevel 3 Personal Trainer

Candidate:

Number: 

Mandatory Unit/Element 

      A    s    s     ’    r   I  n   i   t   i  a   l

    D  a   t  e  

   I   V

   I  n   i   t   i  a   l

 

   D  a   t  e  

Unit A355 - Reflect on and develop own practice in providing exercise and physical activity

Element A355.1 - Reflect on your own professional practice 

Element A355.2 - Improve your own professional practice and career opportunities 

Unit C22 - Promote health, safety and welfare in active leisure and recreation 

Element C22.1 - Help to control risks in the sport and activity environment

Element C22.2 - Help to safeguard and protect children and vulnerable adults

Element C22.3 - Deal with injuries and signs of illness

Element C22.4 - Follow emergency procedures

Unit C317 - Motivate clients to maintain long term adherence to exercise and physical activity

Element C317.1 - Establish and maintain an effective relationship with your clients

Element C317.2 - Work with clients to develop and maintain adherence strategies 

Element C317.3 - Provide ongoing customer service to clients 

Unit D459 Evaluate exercise and physical activity programmes

Element D459.1 - Work with clients to evaluate exercise and physical activity programmes

Element D459.2 - Identify lessons for future practice 

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Unit D460 Design, manage and adapt a personal training programme with clients

Element D460.1 - Collect and record information about clients

Element D460.2 - Analyse information and agree goals with clients

Element D460.3 - Plan, prepare and manage a personal training programme with clients

Element D460.4 - Review progress with clients

Element D460.5 - Adapt a personal training programme with clients

Unit D461 Deliver exercise and physical activity as part of a personal training programme

Element D461.1 - Plan and prepare individualised exercise sessions

Element D461.2 - Prepare clients for individualised exercise sessions

Element D461.3 - Teach and adapt planned exercises

D461.4 - Bring exercise sessions to an end

D462 Apply the principles of nutrition to support client goals as part of an exercise and physical activity

programme

Element D462.1 - Collect and analyse information and agree goals with your clients

Element D462.2 - Apply, monitor and adapt the principles of nutrition and weight management to an exercise

and physical activity programme

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Level 3 Personal Trainer Award  – Unit Overview

A355 Reflect on and develop own practice in providing exercise and physical activity

This unit involves evaluating the exercise and physical activity they have planned and delivered, identifying

their strengths and weaknesses and learning lessons for the future. They must also keep up-to-date with

developments in health-related exercise and physical activity

C22 Promote health, safety and welfare in active leisure and recreation

This unit covers identifying hazards, assessing and controlling risks as they occur and dealing with incidents

and emergencies. The unit also has an important element on safeguarding children and other vulnerable

people.

C317 Motivate clients to maintain long term adherence to exercise and physical activity

This unit is about working with clients to develop and maintain their strategies for adhering to exercise and

physical activity.

D459 Evaluate exercise and physical activity programmes

This unit is very important for instructors and looks at how we evaluate physical activity programmes, assess

how effective they have been for clients and to learn lessons for future practice.

D460 Design, manage and adapt a personal training programme with clients

This unit covers the competence that personal trainers require to develop and manage a physical activity

programme with apparently healthy adults of all ages. This may include young people in the 14-16 age range,

provided they are part of a larger adult group. The standard also covers working with individual older adults,

ante and postnatal clients and disabled clients, provided the relevant contraindications and guidelines are

observed.

D461 Deliver exercise and physical activity as part of a personal training programme

This unit covers the competence that personal trainers require to deliver exercise and

physical activity as part of a programme for apparently healthy adults of all ages. This may

include young people in the 14-16 age range, provided they are part of a larger adult group.

The standard also covers working with individual older adults, ante and postnatal clients and

disabled clients, provided the relevant contraindications and guidelines are observed. This

standard, however, does not cover running specialist whole classes for young people, older

adults, ante and postnatal and disabled clients.

D462 Apply the principles of nutrition to support client goals as part of an exercise and physical activity

programme

This unit looks at nutrition and the affects of general health as well as physical performance. There are strong

links between diet and physical activity with both having a major role to play in optimum health and

wellbeing. A sound knowledge of nutrition and its relationship to physical activity and exercise has great

value to the personal trainer in providing safe and appropriate nutritional advice to clients. It is important to

note that there should be no conflict between eating for health and eating for exercise. Personal Trainers

and other Level 3 instructors must also take account of national guidelines on nutrition, their own prior

experience and professional role boundaries when applying the principles of nutrition in the context of safe

professional practice. 

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SkillsActive - Active Leisure and LearningInstructing Exercise and Fitness, Personal Trainer NVQ/SVQ Level 3Qualification Structure

This NVQ/SVQ consists of seven (7) mandatory units and one optional

Mandatory Units 

A355 - Reflect on and develop own practice in providing exercise and physical activity

C22 - Promote health, safety and welfare in active leisure and recreation

C317 - Motivate clients to maintain long term adherence to exercise and physical activity

D459 - Evaluate exercise and physical activity programmes

D460 - Design, manage and adapt a personal training programme with clients

D461 - Deliver exercise and physical activity as part of a personal training programme

D462 - Apply the principles of nutrition to support client goals as part of an exercise and physical activity

programme

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Parties Involved

Candidate:

Candidate Number:

Centre: Angus College

Assessor(s): Chris Simpson/ Sarah Ramminger

Steve Oakley/David McGinlay

Adviser/Internal Verifier: Steve Oakley/Stephen McGregor

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Please note your own CV can be added in place of this document

Name:Phone:

Address:

Position Held

Employment

Related

Qualifications

Current

Responsibilities

Venue/Facility

Relevant

Employment

Experience /

Qualifications 

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Unit Summary - A355 Reflect on and develop own practice in providing exercise andphysical activity

Instructors should always try to improve what they do. This involves evaluating the exercise and physical activity they

have planned and delivered, identifying their strengths and weaknesses and learning lessons for the future.

They must also keep up-to-date with developments in health-related exercise and physical activity and take part in

continuing professional development to improve their practice even further.

The section is divided into two elements. The first part describes the two things you have to do.

These are:

A355.1 Reflect on your own professional practice

A355.2 Improve your own professional practice and career opportunities

After completing this unit describe below what you did to satisfy the Standards

Candidate Signature: Date:

Assessor Signature: Date:

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Unit - A355

A355.1 Reflect on your own professional practice

What you must doTo meet the national standard, you must: 

Performance Criteria  Planned EvidencePortfolio 

Reference 

1. Review the outcomes of workingwith clients, their feedback andfeedback from other staff

Case study 1

Case study 2

Case study group

Peer evaluations

Induction evaluation

Self reflection

2. Identify:

how effective physical activitieswere

how effective and motivationalyour relationship with the clientwas

how well you implementedprofessional codes of ethicswhen working with clients

how well your instructing stylematched clients’ needs

  how well you managed the

clients’ exercise, including their health, safety and welfare

how well you interact and workwith other members of staff

Case study 1Case study 2

Case study group

Peer evaluations

Induction evaluation

Self reflection

3. Identify ways in which you canimprove future practice

Self reflection 8f

SWOT analysis

Personal action plan

4. Discuss your ideas with another  Case study – reflective diary

Personal action plan

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Range Planned EvidencePortfolio 

Reference a) clients

1. individuals  Case study 1 + 2

2. groups  Case study groups

What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned EvidencePortfolio

Reference K8 The aspects of your professional

practice that you should reflect onFormative task 3.5b

Case study 1

Case study 2

Case study group

K9 Information that you should use Formative task 3.5b

Case study 1

Case study 2

Case study group

K10 Different methods of collectinginformation and how to interpret it

Formative task 3.5bCase study 1

Case study 2

Case study group

K11 How to reflect on your ownpractice

Formative task 3.5b

Case study 1

Case study 2Case study group

Formative task 8f

K12 How to identify key lessons andhow to make use of these in thefuture

Case study 1

Case study 2

Case study group

Personal action plan

Formative task 8f

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K13 The importance of discussing yourideas with another professional

Formative task 8f

CandidateSignature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit - A355

A355.2 Improve your own professional practice and careeropportunities

What you must doTo meet the national standard, you must: 

Performance Criteria  Planned EvidencePortfolio 

Reference 

1 Review your own professionalpractice on a regular basisexercise and physical activity

Initial swot analysis

Second swot analysis

Formative task 3.5a

2  Keep up-to-date with developmentsin the industry

Formative task 3.5a

Formative task 8f

3  Consider your own career goals Personal action plan

4  Identify areas where you need todevelop your professional practicefurther

Initial swot analysis

Second swot analysis

Personal action plan

Case study 1

Case study 2

Case study group

5  Develop a personal action plan thatwill help you to improve yourprofessional practice and furtheryour career

Personal action planFormative task 3.5a

Initial swot analysis

Second swot analysis

6  Take part in relevant developmentactivities as part of your personalaction plan

Personal action plan

Review of action planSecond swot analysis

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7  Review your progress in developingyour professional practice andcareer plan and update yourpersonal action plan accordingly

Updated action plan

Range Planned EvidencePortfolio 

Reference a

aspects of professional practice

1 planning exercise All case studies

2 instructing exercise All case studies

3 observing and supporting clients All case studies

4 use of resources

All case studies

5 communicating with clients All case studies

6 motivating clients All case studies

What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned Evidence Portfolio

Reference K14  How often you should review your

professional practiceFormative task 3.5a

Second swot analysis

K15  How to access information ondevelopments in exercise andphysical activity

Formative task 3.5a

K16  How to identify areas in which youneed to develop your professionalpractice further

Formative task 8f

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K17  The importance of having apersonal action plan for yourdevelopment

Formative task 3.5c

K18  The types of developmentactivities that are available to youand how to access these

Formative task 8fPersonal action plan

K19  The importance of regularly

reviewing and updating yourpersonal action plan 

Formative task 3.5c

CandidateSignature Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit - A355

Whole Unit

What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned EvidencePortfolio

Reference K1 The values or codes of practice

relevant to the work you arecarrying out and their importance

Formative task 3.2a

K2 The role of the fitness professionalin the industry

Assessor questioning

K3 The importance of reflection andcontinuing professionaldevelopment in helping you to

develop client fitness andmotivation

Formative task 3.5b

K4 The structure of the industry Assessor questioning

K5 Industry organisations and theirrelevance to the fitnessprofessional

Assessor questioning

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K6 Appropriate registration systemsand continuing professionaldevelopment requirements

Assessor questioning

K7 Employment opportunities indifferent sectors of the industry

Assessor questioning

CandidateSignature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit Summary  – C22 Promote health, safety and welfare in active leisure and recreation

This unit covers identifying hazards, assessing and controlling risks as they occur and dealing with incidents and

emergencies. The unit also has an important element on safeguarding children and other vulnerable people.

The section is divided into four elements. These are

C22.1 Help to control risks in the sport and activity environment

C22.2 Help to safeguard and protect children and vulnerable adults

C22.3 Deal with injuries and signs of illness

C22.4 Follow emergency procedures

After completing this unit describe below what you did to satisfy the Standards

Candidate Signature: Date:

Assessor Signature: Date:

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What We Mean By Some of the Words Used in this unit

Casualty

Controlling risk

Emergency

Emergency services

Facility

Hazard.

Hazardous substances

Risk

Health and safetyRequirements

Other people involved

People with particular needs

the person who has suffered the injury or illness

taking action to reduce the risk of a hazard actuallycausing harm – forexample, following correct procedures putting upwarning signs when cleaning,

removing an unsafe piece of equipment from use orcarefully supervising asplash pool

depending on the type of workplace, any situation thatcreates a serious threat to the health and safety of participants, public ormembers of staff and requires immediate action – forexample, drowning, fires, threatening behaviour,missing persons, chemical leaks, etc.

the ambulance, police, fire service, or coastguards

for example, the buildings and outdoor areas used forsport or activities

something that could cause harm to yourself,colleagues, customers ormembers of the public, for example, lifting andmoving heavy equipment,activity equipment being left unattended, wet floors,trailing cables etc

for example, cleaning agents, pool chemicals, fuel, oiletc.

risk is the likelihood of a hazard actually causingharm; for example a trailingcable is a hazard; if it is lying across a corridor, therisk of an accidentoccurring is great; if it lies along the wall out of theway of people using thecorridor, the risk of an accident is much less.

legal requirements such as the Health and Safety atWork Act, Control ofSubstances Hazardous to Health or Manual Handlingregulations, Reporting ofInjuries, Diseases, and Dangerous Occurrences

Regulations (RIDDOR), the Activity Centres (Young Persons’ Safety) Act,manufacturers’ guidelines and instructions for the use of equipment or substancesetc.

these may be other members of staff or othercustomers/participants andmembers of the public apart from the casualty

for example, people with disabilities or medicalconditions which may meanthey need special attention following accidents and

emergencies

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Qualified assistance

Security breaches

Situations likely to cause emotional distress

Unsafe behaviour 

someone who has a recognised first aid qualificationor the emergency services

for example, doors which should be locked being leftopen, suspicious strangersetc.

for example, bullying or intimidation

for example, diving into the shallow end of a pool,

breaking the ground rulesfor an activity, vandalism

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Unit  – C22

C22.1 Help to control risks in the sport and activity environment

What you must do

To meet the national standard, you must: 

Performance Criteria  Planned EvidencePortfolio 

Reference 

1  Have relevant and up-to-date, healthand safety information available

C22 workbook

2  Follow the relevant health and safetyrequirements at all times

C22 workbook

3  Carry out health and safety checksas required

C22 workbook

4  Identify hazards C22 workbook

5  Assess and control risks using yourorganisation’s procedures 

C22 workbook

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6  Get advice from relevant colleagueswhen you are not sure abouthazards and risks

C22 workbook

7  Pass on suggestions for improving

health and safety to the relevantcolleague

C22 workbook

Range Planned EvidencePortfolio 

Reference a

Hazards

1 unsafe facilities or environment

2 unsafe equipment

3 unsafe working practices

4 unsafe behaviour

5 use of hazardous substances

6 security breaches

7 situations likely to cause emotionaldistress

bMethods of control

1 dealing with the hazard personally

2 reporting the hazard to therelevant colleague

3 protecting others from harm 

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What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned EvidencePortfolio

Reference K7 The types of hazards that are

likely to occur in your area of workand the accidents and

injuries they could cause

C22 workbook 

K8 How to identify hazards C22 workbook 

K9 Health, safety and security checks

you should follow

C22 workbook 

K10 How to carry out basic riskassessments of the types ofhazards that may occur

C22 workbook 

K11 Why it is important to get advicefrom a relevant colleague if youare unsure about hazards andrisks in your workplace and whoyou should ask

C22 workbook 

K12 How to deal correctly with the

types of hazards that may occur inyour workplace, taking account oftheir risks

C22 workbook 

K13 Documents relating to health andsafety that you may have tocomplete and how tocomplete them correctly

C22 workbook 

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K14 Why you should encourage yourcolleagues and customers tobehave in a safe manner and howto do so

C22 workbook 

K15 Why it is important to makesuggestions about health andsafety issues and how to do so

C22 workbook 

K16 Why it is important to identify and

report any differences betweenhealth and safety requirementsand your workplace’s policies andprocedures and how to do so

C22 workbook 

CandidateSignature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit  – C22

C22.2 Help to safeguard and protect children and vulnerable adults

What you must do

To meet the national standard, you must: 

Performance Criteria  Planned EvidencePortfolio 

Reference 

1  Have up-to-date information onguidelines for safeguarding andprotecting children and vulnerableadults

C22 workbook 

2  Identify what the policies andprocedures mean for your job andarea of work

C22 workbook 

3  Follow the relevant procedures for:

safeguarding and protecting

children and vulnerableadults at all times

protecting yourself frompotential accusations

C22 workbook 

C22 workbook 

4  Be alert to possible signs of abuse C22 workbook 

5  Identify, record and report anyconcerns you may have about thewelfare of children and vulnerable

C22 workbook 

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Range Planned EvidencePortfolio 

Reference a abuse

1 physical

2 emotional

3 neglect

4 sexual

5 bullying

What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned EvidencePortfolio 

Reference  K17 What is meant by safeguarding

and protecting the welfare ofchildren and vulnerable adults

C22 workbook 

K18 Your own role and responsibilitiesfor safeguarding and protectingchildren and vulnerableadults

C22 workbook 

K19 The range of types of abuse:physical, emotional, neglect andsexual

C22 workbook 

K20 The basic indicators and impact of

abuse: physical, emotional,neglect and sexual

C22 workbook 

K21 The risks that individual abusersor potential abusers pose tochildren and vulnerable adults

C22 workbook 

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K22 Your organisation’s policies andprocedures in relation tosafeguarding and protecting,including the reporting procedures

C22 workbook 

K23 What to do if you have concernsabout possible abuse

C22 workbook 

K24 How to respond to a child or

someone else disclosing abuse orconcerns about abuse

C22 workbook 

K25 What you should do if there arebarriers to reporting your concerns

C22 workbook 

K26 Statutory agencies withresponsibilities for safeguardingand protecting, when and how youshould contact them

C22 workbook 

K27 Why it is important to shareconcerns about possible abusewith others

C22 workbook 

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K28  The limits of your owncompetence in regard tosafeguarding and protecting andwhy it is important to involveothers

C22 workbook 

K29  Why it is important to treatinformation about possible abuseconfidentially 

C22 workbook 

CandidateSignature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit  – C22

C22.3 Deal with injuries and signs of illness

What you must doTo meet the national standard, you must: 

Performance Criteria  Planned EvidencePortfolio 

Reference 

1  Remain calm and follow yourorganisation’s Procedures

C22 workbook 

2  Protect the casualty and other

people from further risk

C22 workbook 

3  Call for qualified assistanceappropriate to the casualty’scondition

C22 workbook 

4  Provide reassurance and comfort tothe people involved

C22 workbook 

5  Give the qualified assistance clearand accurate information about whathappened

C22 workbook 

6  Follow the relevant accidentreporting procedures

C22 workbook 

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Range Planned EvidencePortfolio 

Reference a

casualty

1 adult

2 child

3 person with particular needs

bqualified assistance

1 qualified first aider

2 emergency services

ccondition

1 minor injury that can be dealt withon-site

2 minor illness that can be dealt withon-site

3 major injury requiring medicalattention

4 major illness requiring medicalattention

5 emotional distress

What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned EvidencePortfolio 

Reference  K30 The types of accidents, injuries

and illnesses that may occur inyour area of work

C22 workbook

K31 How to respond correctly toemotional distress

C22 workbook

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K32 How to deal with these beforequalified assistance arrives

C22 workbook

K33 How to decide whether to contact

the on-site first aider orimmediately call theemergency services

C22 workbook

K34 Who is the on-site first aider andhow to contact them

C22 workbook

K35 The procedures you should followto contact the emergency services

C22 workbook

K36 Why it is important to protect thecasualty and others involved fromfurther harm

C22 workbook

K37 The procedures you should follow

to protect the casualty and others

C22 workbook

K38 Why it is important to providecomfort and reassurance and howto do so

C22 workbook

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K39  Your responsibilities for reportingaccidents and the procedures youshould follow 

C22 workbook 

CandidateSignature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit  – C22

C22.4 Follow emergency procedures

What you must doTo meet the national standard, you must: 

Performance Criteria  Planned EvidencePortfolio 

Reference 

1  Give the people involved clear andcorrect instructions procedurescalmly and correctly

C22 workbook 

2  Carry out your role in the emergency C22 workbook 

3  Maintain the safety of the peopleinvolved

C22 workbook 

4  Follow the correct procedures forreporting the emergency

C22 workbook 

5  Report any problems with theemergency procedures to therelevant colleague

C22 workbook 

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Range Planned EvidencePortfolio 

Reference a

people involved

1 adults

2 children

3 people with disabilities

What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned EvidencePortfolio 

Reference  K40  The emergency procedures in

your place of workC22 workbook 

K41  What instructions you must give tothe people involved

C22 workbook 

K42  Your organisation’s reportingprocedures for emergencies

C22 workbook 

K43  The types of problems that mayoccur when you are carrying outemergency procedures, why you

should report them and who youshould report them to

C22 workbook 

CandidateSignature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit  – C22

Whole Unit

What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned EvidencePortfolio 

Reference  K1  The values or codes of practice

relevant to the work you arecarrying out

C22 workbook 

K2  The requirements for health,safety and welfare that arerelevant to your work, forexample: your organisation’shealth and safety policies andprocedures, principles and bestpractice for safeguarding andprotecting children, the Health andSafety at Work Act,requirements for activities in thescope of National Governing

Bodies, requirements foractivities in the scope of the Activity Centre (Young Person’s Safety) Act, Manual Handlingregulations, Control of SubstancesHazardous to Health regulations

C22 workbook 

K3  Manufacturers’ guidelines andinstructions for the use of facilitiesand equipment

C22 workbook 

K4  Why health, safety and welfare areimportant in a sport and activityenvironment

C22 workbook 

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K5  The persons responsible for healthand safety in your workplace

C22 workbook

K6  Your organisation’s security

procedures

C22 workbook

CandidateSignature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit Summary  – C317 Motivate clients to maintain long term adherence to exercise andphysical activity.

This unit is about working with clients to develop and maintain their strategies for adhering to exercise and physical

activity.

This unit is divided into four sections. These are

C317.1 Establish and maintain an effective relationship with your clients

C317.2 Work with clients to develop and maintain adherence strategies

C317.3 Provide ongoing customer service to clients

After completing this unit describe below what you did to satisfy the Standards

Candidate Signature: Date:

Assessor Signature: Date:

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Unit C317 Motivate clients to maintain long term adherence to exercise and physicalactivity

C317.1 Establish and maintain an effective relationship with your clients

What you must doTo meet the national standard, you must:

Performance Criteria Planned Evidence Portfolio 

Reference  

1  Present a positive image of yourselfand your organisation to clients

Assessor observations

2  Develop an effective workingrelationship with your clients

Assessor observations

Formative task 3.2

3  Clearly define your own role andresponsibilities with your clients andthe roles and responsibilities of otherprofessionals who may be involved

Assessor observations

Formative task 3.2

4  Communicate clearly with clients in away that makes them feel valued

Assessor observations

Formative task 3.2

5  Use instructing styles that matchclients’ needs 

Assessor observationsFormative task 3.2

Case study 1

Case study 2

Case study group

6  Adapt your relationship with yourclients to meet their changing needs

Assessor observations

Formative task 3.2

Case study 1

Case study 2

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Case study group

7  Ensure your relationship with clientsfollows good practice and ethicalrequirements

Assessor observations

Formative task 3.2

Case study 1

Case study 2

Case study group

8  Show that you value diversity and

equal opportunities for all clients

Assessor observations

Formative task 3.2Case study 1

Case study 2

Case study group

9  Maintain confidentiality requirements Assessor observations - questioning

Formative task 4.1

Case study 1

Case study 2

Case study group

10  Handle any disagreements andcomplaints promptly, positively andaccording to organisationalprocedures

Assessor observations - questioning

Range Planned Evidence Portfolio 

Reference a clients

1 individuals Case study 1 + 2

2 groups Case study group

3 with specific fitness needs Case study ?

4 with general health needs Case study ?

What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned Evidence Portfolio 

Reference  K3 How to present a positive image of

yourself and your organisationFormative task 3.2

Assessor Observation

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K4 Why the relationship between theinstructor and client is important

Formative task 3.2

K5 The type of instructor/clientrelationship which will assist clientprogress and adherence tophysical activity

Formative task 3.2

K6 The types of personal qualities

that instructors need to develop inorder to help and support clients

Formative task 3.2

Assessor Observation

K7 Why your clients need tounderstand your role andresponsibilities and the roles andresponsibilities of otherprofessionals

Formative task 3.2

K8 The extent and limitations of yourown role and responsibility whenworking with your clients

Formative task 3.2

K9 How to select and use a range of

communication strategies tocommunicate with different clients

Formative task 3.2

Assessor Observation

K10 How to show that you value theclient

Formative task 3.2

Assessor Observation 

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K11 How to adapt your relationshipwith the client to take account ofchanging needs andcircumstances

Formative task 3.2 

K12 What is meant by a ‘professionalrelationship’ between instructor and client

Formative task 3.2 

Assessor Observation 

K13 What is meant by ‘valuingdiversity’ in a practical contextwhen working with clients

Formative task 3.2 

K14 The types of prejudice anddiscrimination that individual

clients might experience and howto overcome these

Formative task 3.2 

K15 What is meant by ‘confidentiality’and why it is important whenworking with clients, otherstaff and professionals

Formative task 3.2 

K16 The types of information that maybe covered by confidentialityagreements

Assessor Observations questioning

K17 How to maintain confidentiality Formative task 4.1 

Assessor Observations questioning

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K18 How to manage conflict anddisagreements with colleagues

Assessor Observations questioning

K19 Procedures to follow in the eventof client complaints

Assessor Observations questioning

CandidateSignature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit C317 Motivate clients to maintain long term adherence to exercise and physicalactivity

C317.2 Work with clients to develop and maintain adherence strategies

What you must doTo meet the national standard, you must: 

Performance Criteria Planned Evidence Portfolio 

Reference  

1  Work with your clients to encouragemutual trust, openness and awillingness to take responsibility fortheir own fitness and behaviour

change

Case study 1

Case study 2

Case study group

2  Identify the clients’ goals for takingpart in regular physical activity andreadiness to change behaviour

Case study 1

Case study 2

Case study group

3   Analyse the clients’ lifestyle andidentify opportunities for exerciseand physical activity and potentialbarriers

Case study 1

Case study 2

Case study group

4  Identify the clients’ preferences for exercise

Case study 1

Case study 2

Case study group

5  identify appropriate incentives andrewards for the clients taking part inphysical activity

Case study 1Case study 2

Case study group

6  Work with the clients to develop along term strategy to adhere toexercise and physical activity,building on opportunities,preferences and incentives andminimising barriers

Case study 1

Case study 2

Case study group

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7  Monitor the clients’ adherence toexercise and physical activity

Case study 1

Case study 2

Case study group

8  Provide support to the clients’adherence strategy to achieve long-term behaviour change in line withtheir goals

Case study 1

Case study 2

Case study group

9  Work with the clients to adapt andrefine their adherence strategy

Case study 1

Case study 2

Case study group

Range Planned Evidence Portfolio 

Reference a

clients

1 individuals Case study 1 + 2

2 groups Case study group

3 with specific fitness needs Case study?

4 with general health needs Case study?

What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned Evidence Portfolio 

Reference  K20  Why it is important to develop arelationship with the client basedon mutual trust and Openness

Case study 1

Case study 2

Case study group

K21  Why it is important for the client totake responsibility for their own

fitness and behaviour change

Case study 1

Case study 2

Case study group

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K22 Behavioural psychology anddifferent approaches to behaviourchange

Behaviour change assessment

K23 Different strategies to enableclients to change their behaviourand achieve their goals

Behaviour change assessment

Case study 1

Case study 2

Case study group

K24 The typical goals and expectationsthat clients have

Case study 1

Case study 2Case study group

K25 The types of barriers individualclients may face when undertakingphysical activity and achievingtheir goals

Case study 1

Case study 2

Case study group

K26 How you can help clientsovercome these barriers

Case study 1

Case study 2

Case study group

K27 The types of incentives andrewards that may be appropriate

to a range of different clients

Case study 1

Case study 2Case study group

Behavioural change assessment

K28 The types of exercise preferencesthat different clients may have

Case study 1

Case study 2

Case study group

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K29  How to assist clients to developtheir own adherence strategies

Case study 1

Case study 2

Case study group

K30  How to monitor and adapt aclient’s adherence strategy 

Case study 1

Case study 2

Case study group

K31  The communication skills neededto assist clients with motivation:

how to ask open endedquestions

active listening skills

 personal information

 techniques

 responses including body

language and other formsof behaviour especiallywhen undertaking physicalactivity

means of summarisinggathered information

Assessor observationsCase study 1

Case study 2

Case study group

Candidate

Signature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit C317 Motivate clients to maintain long term adherence to exercise and physicalactivity

C317.3 Provide ongoing customer service to clients

What you must doTo meet the national standard, you must: 

Performance Criteria Planned Evidence Portfolio 

Reference  

1 Engage with clients during exercise Case study 1

Case study 2

Case study group

Assessor observations

2  Respond positively to clients Case study 1

Case study 2

Case study group

Assessor observations

3  Gather as much information aspossible about clients’ needs and

expectations

Case study 1

Case study 2

Case study group

Assessor observations

4  Listen to and ask the clients’questions to check yourunderstanding

Assessor observations

5  Discuss with the clients differentways of meeting their needs andexpectations

Case study 1Case study 2

Case study group

Assessor observations

6   Always try to meet clients’ needsand expectations to the best of your

ability and in line with accepted goodpractice

Case study 1

Case study 2

Case study group

Assessor observations

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7  If clients’ needs and expectationsare beyond your level ofcompetence, consult anotherprofessional

Case study 1

Case study 2

Case study group

8  Provide the clients with clear

information and advice when theyneed it

Case study 1

Case study 2Case study group

Assessor observations

9  Find out how well your solutionswork and provide alternativeguidance if necessary

Case study 1

Case study 2

Case study group

10  Handle client complaints positivelyand following agreed procedures

Assessor observations questioning

Case study reflection

Range Planned Evidence Portfolio 

Reference a clients

1 individuals Case study 1 + 2

2 groups Case study group

3 with specific fitness needs Case study?

4 with general health needs Case study?

What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned Evidence Portfolio 

Reference  K32  The importance of client care both

to the client and the organisationCustomer care session

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K33 Why it is important to dealeffectively with client/individualneeds

Customer care session

K34 The types of information whichclients usually need

Case study 1Case study 2

Case study group

K35 How to respond to requestsaccording to the organisationsprocedures

Case study 1

Case study 2

Case study group

K36 Where to source relevantinformation to meet client needs

K37 What types of issues may need tobe referred to anotherprofessional, when to refer themand who this professional may bein different situations

Case study 1Case study 2

Case study group

Case study reflection

K38 The importance of explaining anydelay in dealing with clients andhow to do so effectively

Case study 1

Case study 2

Case study group

Case study reflection

CandidateSignature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit C317 Motivate clients to maintain long term adherence to exercise and physicalactivity

C317 Whole Unit

What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned Evidence Portfolio 

Reference  K1  The Exercise and Fitness Code of

Ethical Practice ensuring equalopportunities are reflectedduring the exercise session anddiversity is respected

Case study 1

Case study 2

Case study group

Assessor observations

K2  The difference between advisingon exercise participation andlifestyle physical activity 

Case study 1

Case study 2

Case study group

Assessor observations

CandidateSignature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit Summary - D459 Evaluate exercise and physical activity programmes

This unit looks at how we evaluate physical activity programmes, assess how effective they have been for

clients and to learn lessons for future practice.

The section is divided into two elements.

:

D459.1 Work with clients to evaluate exercise and physical activity programmes

D459.2 Identify lessons for future practice 

After completing this unit describe below what you did to satisfy the Standards

Candidate Signature: Date:

Assessor Signature: Date:

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Unit D459 Evaluate exercise and physical activity programmes

Unit D459.1 Work with clients to evaluate exercise and physical activity programmes

What you must doTo meet the national standard, you must: 

Performance Criteria Planned Evidence Portfolio 

Reference  

1 Collate all available informationregarding the planned programmeand client objectives

Case study 1

Case study 2

Case study group

2  Collate information regarding clientprogress, adaptations to theprogramme and the reasons foradaptation

Case study 1

Case study 2

Case study group

3  Collate information regarding clientadherence

Case study 1

Case study 2

Case study group

4  Collect structured feedback from theclient

Case study 1

Case study 2

Case study group

5  Analyse available information andfeedback

Case study 1Case study 2

Case study group

6  Draw preliminary conclusions aboutthe effectiveness of the programme

Case study 1

Case study 2

Case study group

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7 Discuss preliminary conclusions withthe client and take account of theirviews

Case study 1

Case study 2

Case study group

Range Planned Evidence Portfolio 

Reference a

objectives

1 short-term All case studies

2 medium-term All case studies

3 long-term All case studies

What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned Evidence Portfolio 

Reference  K1  Why it is important to evaluate

progressive physical activityprogrammes

Case study reflection

K2  The principles of evaluation in thecontext of physical activity

Case study 1

Case study 2

Case study group

K3  What information is needed toevaluate physical activity

programmes

Case study 1

Case study 2

Case study group

K4  Methods you can use to collect therequired information

Formative task 8f

Case study 1

Case study 2

Case study group

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K5 Why it is important to evaluate allstages and components of theprogramme

Case study reflection

K6 Methods you can use to organiseinformation so that you can

analyse it

Case study 1

Case study 2

Case study group

K7 Methods you can use to getstructured feedback from clients

Case study 1

Case study 2

Case study group

K8 Why structured feedback isimportant

Case study reflection

K9 How to analyse information andclient feedback

Case study 1

Case study 2

Case study group

K10 Why it is important to discusspreliminary conclusions with theclient

Case study 1

Case study 2

Case study group

K11 Why the client’s views areimportant

Case study 1

Case study 2

Case study group

CandidateSignature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit D459 Evaluate exercise and physical activity programmes

Unit D459.2 Identify lessons for future practice

What you must doTo meet the national standard, you must: 

Performance Criteria Planned Evidence Portfolio 

Reference  

1  Identify the relative success of eachprogramme component

Case study 1

Case study 2

Case study group

2  Prioritise those programmecomponents that are vital toimproving practice

Case study 1

Case study 2

Case study group

3  Identify how programmecomponents could be improved

Case study 1

Case study 2

Case study group

4  Share your conclusions with relevantpeople and take account of theirfeedback

Case study 1

Case study 2

Case study group

5  If necessary, undertake furtherresearch and development toimprove programme components

Case study 1Case study 2

Case study group

6  Note lessons for future practice Case study 1

Case study 2

Case study group

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Range Planned Evidence Portfolio 

Reference a

programme component

1 information gathering

2 planning

3 selection and structure of activities

4 programme management

5 programme monitoring

6 programme adaptation andprogression

7 client relationship

8 client motivation and adherence

9 client satisfaction

brelevant people

1 colleagues

2 line manager

3 clients

What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned Evidence Portfolio 

Reference  K12  Why continuous improvement is

important for physical activityinstructors

Formative task 3.5

K13  Why it is important to prioritise theimprovement of some programmecomponents

Case study 1

Case study 2

Case study group

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K14 How to prioritise which programmecomponents to work on

Case study 1

Case study 2

Case study group

Case study reflection

K15 Sources of information, advice and

best practice on how to improveprogramme components

Case study 1

Case study 2Case study group

Case study reflection

K16 Why it is important to share yourconclusions about improving yourown practice with other people

Case study 1

Case study 2

Case study group

K17 Who you can share your ideas forimprovement with

Case study 1

Case study 2

Case study group

K18 How to make use of improvementsin the future

Case study 1

Case study 2

Case study group

CandidateSignature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit Summary - D460 Design, manage and adapt a personal training programme with clients

This unit covers the competence that personal trainers require to develop and manage a physical

activity programme with apparently healthy adults of all ages. This may include young people in the

14-16 age range, provided they are part of a larger adult group

The section is divided into five elements. These are:

D460.1 Collect and record information about clients

D460.2 Analyse information and agree goals with clients

D460.3 Plan, prepare and manage a personal training programme with clients

D460.4 Review progress with clients

D460.5 Adapt a personal training programme with clients 

After completing this unit describe below what you did to satisfy the Standards

Candidate Signature: Date:

Assessor Signature: Date:

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Unit D460 Design, manage and adapt a personal training programme with clients

D460.1 Collect and record information about clients 

What you must do

To meet the national standard, you must: 

Performance Criteria Planned Evidence Portfolio 

Reference  

1  Establish a rapport with your clients Assessor observations

2  Explain your role and responsibilitiesto the clients

Assessor observations

3  Decide what information you need tocollect about your clients

Formative task 4.1b

Case study 1

Case study 2

Case study group

4  Collect information about yourclients using appropriate methods

Case study 1

Case study 2

Case study group

Formative task 4.1b

5  Show sensitivity and empathy toyour clients and the information theyprovide

Assessor observations

6  Record the information in a way thatwill help you analyse it

Case study 1

Case study 2

Case study group

Formative task 4.1bAssessor observations

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7  Identify when your clients needreferral to another professional

Case study – if applicable

Formative task 4.1b

Case study reflection

8  Treat confidential information

correctly 

Formative task 4.1b

Range Planned Evidence Portfolio 

Reference a

information

1 personal goals

2 lifestyle

3 medical history

4 physical activity history

5 physical activity likes and dislikes

6 attitude, motivation to participateand barriers to participation

7 current fitness level

8 stage of readiness

9 posture and alignment

10 functional ability

b clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs

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cmethods

1 interview

2 questionnaire

3 observation

4 physical/fitness assessments

What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned Evidence Portfolio 

Reference  K1 Why it is important to collect

accurate information about yourclients

Formative task 4.1b

K2 How to decide what information tocollect

Formative task 4.1b

Case study 1

Case study 2

Case study group

K3 Safe and appropriate methods youcan use to collect the informationyou need to plan personal trainingprogrammes

Formative task 4.1b

Case study 1

Case study 2

Case study group

K4 The legal and ethical implicationsof collecting information aboutclients

Formative task 4.1b

K5 How to establish rapport with yourclients and the communicationskills you need

Formative task 4.1d

Assessor observations

K6 The importance of showingempathy and being sensitive to

clients’ goals and current stageof readiness

Assessor observations

Formative task 4.1d

Case study 1

Case study 2

Case study group

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K7  How to administer and interpretthe Physical Activity ReadinessQuestionnaire (PAR-Q)

Assessor observations

K8  Formats for recording information Formative task 4.1b

Formative task 4.1c

K9  The types of medical conditionsthat will prevent you from workingwith a client unlessyou have specialist training andqualifications, for example:coronary heart disease;

respiratory conditions; type 2diabetes; bone and joint problems;depression; and how toidentify these 

Formative 4.1b

Case study (if applicable)

K10  The life-course of themusculoskeletal system (includingbone) and its implications forworking with young people, anteand postnatal women, disabledpeople and older people(i.e. tendon, ligament and BMDchanges and their effect on

posture and postural stability forall the above)

Formative 4.1b

Case study (if applicable)

K11  Contraindications and key safetyguidelines for working with olderclients

Formative 4.1b

Case study (if applicable)

K12  Contraindications and key safety

guidelines for working with anteand postnatal clients

Formative 4.1b

Case study (if applicable)

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K13 How to give guidance toencourage special populationclients* to follow the key safetyguidelines and to discourage themfrom anything deemed to bepotentiallyhazardous/contraindicated toenable them to take part insessions

*Special population clientsincluding:

-16 year old young people

ante and postnatal women

Case study reflection

Case study (if applicable)

K14 When you should refer clients toanother professional and theprocedures you should follow

Formative 4.1b

Case study (if applicable)

K15 The importance of safeguardingthe confidentiality of collectedinformation and how to do

Formative 4.1b

K16 The strengths and weaknesses ofthe various methods of collectinginformation for different types ofclients

Formative 4.1b

K17 How to make sure you have theinformed consent of clients beforeyou begin collecting information

Assessor observations

K18 Legal and organisationalrequirements for data protectionand confidentiality

Formative 4.1b

Candidate

Signature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit D460 Design, manage and adapt a personal training programme with clients

D460.2 Analyse information and agree goals with clients

What you must do

To meet the national standard, you must: 

Performance Criteria Planned Evidence Portfolio 

Reference  

1  Analyse the information youcollected

Case study 1

Case study 2

Case study group

2  Identify any barriers to participationand encourage your clients to find asolution

Case study 1Case study 2

Case study group

Formative task 4.1b

3  Agree with your clients their needsand readiness to participate

Case study 1

Case study 2

Case study group

Formative task 4.1b

Assessor observations

4  Work with your clients to agreeshort, medium and long-term goalsappropriate to their needs

Case study 1

Case study 2

Case study group

Formative task 4.1b

Assessor observations

5  Make sure the goals are specific,measurable, achievable, realisticand time bound and reflect acceptedgood practice

Case study 1Case study 2

Case study group

Formative task 4.1b

Assessor observations

Case study reflection

6  Record the agreed goals in a formatthat is clear to your clients, yourselfand others who may be involved inthe

programme

Case study 1

Case study 2

Case study group

Formative task 4.1bAssessor observations

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7  Identify and agree strategies toprevent drop out or relapse

Case study 1

Case study 2

Case study group

Case study diary

Assessor observations

Range  Planned Evidence Portfolio 

Reference a

clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs

bgoals

1 general health and fitness

2 physiological

3 psychological

4 lifestyle

5 social

6 functional ability

What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned Evidence Portfolio 

Reference  K19  Why it is important to work

together with clients to agreegoals and activities

Formative task 4.1b

K20  The importance of long-termbehaviour change and how toensure your clientsunderstand and committhemselves to long-term change

Behavioural change assessment

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K21 How to organise information in away which will help you to interpretand analyse it

Formative task 4.1b

Formative task 4.1c

Formative task 4.1d

K22 How to analyse and interpret

collected information so that youcan identify client needsand goals

Formative task 4.1d

K23 The importance of your clientsunderstanding the advantages oftaking part in a personaltraining programme and identifyingany obstacles they may face

Formative task 4.1d

K24 Why it is important to base goalsetting on your analysis of clients’needs

Formative task 4.1b

K25 Barriers which may prevent clientsachieving their goals

Formative task 4.1d

Behavioural change assessment

K26 Why it is important to identify andagree short, medium and longterm goals with your clients andensure that these take account ofbarriers and discrepancies,including client fears andreservations about physicalactivity

Formative task 4.1d

K27 When you should involve others,apart from your clients, in goalsetting

Formative task 4.1b

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K28  How to develop, agree and recordgoals which are appropriate toyour clients

Formative task 4.1b

Formative task 4.1c

K29  How to make goals are specific,

measurable, achievable, realisticand time bound and why this isimportant

Formative task 4.1b

Case study reflection

K30  Strategies which can prevent dropout or relapse 

Behavioural change assessment

Case study diary

CandidateSignature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit D460 Design, manage and adapt a personal training programme with clients

D460.3 Plan, prepare and manage a personal training programme with clients

What you must doTo meet the national standard, you must: 

Performance Criteria Planned Evidence Portfolio 

Reference  

1 Plan specific outcome measures,stages of achievement andexercises/physical activities that areappropriate to your clients’ goals andlevel of fitness

Case study 1

Case study 2

Case study group

2  Make sure exercises/physicalactivities are consistent withaccepted good practice

Case study 1

Case study 2

Case study group

3  Explain and agree the demands ofthe programme with your clients

Case study 1

Case study 2

Case study groupAssessor observations

4  Plan and agree a progressivetimetable of sessions with your client

Case study 1

Case study 2

Case study group

Case study diary

5  Agree appropriate evaluationmethods and review dates

Case study 1Case study 2

Case study group

6  Identify the resources you and yourclients need, making best use of theenvironments in which your clients

will exercise

Case study 1

Case study 2

Case study groupCase study reflection

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7  Apply the principles of training tohelp your clients to achieve short,medium and long term goals

Case study 1

Case study 2

Case study group

8  Ensure effective integration of all

programme exercises/physicalactivities and sessions

Case study 1

Case study 2Case study group

9  Provide alternatives to theprogrammed exercises/physicalactivities if your clients cannot takepart as planned

Case study reflection

10  Record your plans in a format thatwill help you, your clients and othersto implement the programme

Case study 1

Case study 2

Case study group

11  Agree how to maintain contact with

your client between sessions

Case study 1

Case study 2Case study group

Case study diary

Range  Planned Evidence Portfolio 

Reference 

a exercises/physical activities

1 cardiovascular fitness

2 muscular fitness

3 flexibility

4 motor skills

5 core stability

6 circuit formats

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b clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs

c goals 

1 general health and fitness

2 physiological

3 psychological

4 lifestyle

5 social

6 functional ability

What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned Evidence Portfolio 

Reference  

K31  Why thorough planning andpreparation are necessary Case study 1Case study 2

Case study group

Case study reflection

K32  How to research and identifyexercises and activities which willhelp clients to achieve their goals

Case study 1

Case study 2

Case study group

Case study reflection

K33  How to identify accepted goodpractice in designing personaltraining programmes

Case study 1

Case study 2

Case study group

K34  How to apply the principles oftraining to programme design Case study 1Case study 2

Case study group

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K35 How to design a progressiveprogramme to allow your clients toachieve short, mediumand long term goals

Case study 1

Case study 2

Case study group

K36 How to include physical activitiesas part of the client’s lifestyle to

complement exercise

Case study 1

Case study 2

Case study group

K37 How to choose resources andenvironments that will help yourclients to participate inthe programme according to theirneeds

Case study 1

Case study 2

Case study group

K38 How to design programmes thatcan be run in environments notdesigned for physicalexercise, for example a client’shome or outdoor area

Case study reflection

K39 How to decide on the order ofexercises and activities in theprogramme

Case study 1

Case study 2

Case study group

K40 Current guidelines on programmedesign and safe exercise

Case study 1

Case study 2

Case study group

Assessor observations

K41 How to make sure thecomponents of fitness are builtinto the programme

Case study 1

Case study 2

Case study group

K42 How to structure the sessionswhich make up the programmeshare the programme with other

professionals

Case study 1

Case study 2

Case study group

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K43 How to record the programme Case study 1

Case study 2

Case study group

K44 Why it is important to agree the

programme with your clients

Case study reflection

K45 When it is appropriate to share theprogramme with otherprofessionals

Case study reflection

CandidateSignature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit D460 Design, manage and adapt a personal training programme with clients

D460.4 Review progress with clients

What you must doTo meet the national standard, you must: 

Performance Criteria Planned Evidence Portfolio 

Reference  

1 Monitor clients’ progress using appropriate methods

Case study 1

Case study 2

Case study group

2  Review progress with your clients atagreed points in the programme

Case study 1

Case study 2

Case study group

3  Make sure your clients understandthe purpose of review and how it fitsinto their programme

Case study 1Case study 2

Case study group

Case study diary

4  Encourage your clients to give theirown views on progress

Case study 1

Case study 2

Case study group

Case study reflection

5  Use agreed evaluation guidelines Case study 1Case study 2

Case study group

Evaluation & Client review formativetasks

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6  Give positive and timely feedback toyour clients during their review

Evaluation & client review formativetasks

7  Agree review outcomes with yourclients and keep an accurate record Case study 1

Case study 2

Case study group

Case study diary

Evaluation & client review formativetasks

Range  Planned EvidencePortfolio 

Reference a

clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs

b methods

1 interviews

2 questionnaires

3 observation

4 physical/fitness assessments

cgoals 

1 general health and fitness

2 physiological

3 psychological

4 lifestyle

5 social

6 functional ability

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What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned Evidence Portfolio 

Reference  K46 The importance of monitoring and

reviewing programmes with yourclients

Case study reflection

K47 Methods of collecting, analysingand recording information that willhelp you to review progressagainst goals and initial baselinedata

Case study 1

Case study 2

Case study group

Case study reflection

K48 How to communicate informationto your clients and provideeffective feedback

Case study reflection

K49 Why it is important to encourage

your clients to give their views

Case study reflection

K50 How to analyse and record clients’progress

Case study 1

Case study 2

Case study group

Case study diary

K51 Why it is important to agreechanges with your clients

Case study reflection

K52 Why it is important tocommunicate progress andchanges to all those involved in

the programme

Case study reflection

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K53 Why it is important to keepaccurate records of changes andthe reasons for change

Case study reflection

CandidateSignature

Date

Assessor Signature Date

Internal Verifier

Signature

Date

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Unit D460 Design, manage and adapt a personal training programme with clients

D460.5 Adapt a personal training programme with clients

What you must doTo meet the national standard, you must: 

Performance Criteria Planned Evidence Portfolio 

Reference  

1 Identify goals and exercises/physicalactivities that need to be redefinedor adapted

Case study 1

Case study 2

Case study group

Case study reflection

2  Agree adaptations, progressions orregressions to meet your clients’needs as and when necessary tooptimise their achievement

Case study 1

Case study 2

Case study group

Case study diary

3  Identify and agree any changes toresources and environments Case study 1Case study 2

Case study group

Case study diary

4  Introduce adaptations in a way thatis appropriate to your clients andtheir needs

Case study 1

Case study 2

Case study group

Case study diary

5  Record changes to your plans forthe programme to take account ofadaptations

Case study 1Case study 2

Case study group

Case study diary

Case study reflection

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6  Monitor the effectiveness of youradaptations and update these asnecessary 

Case study 1

Case study 2

Case study group

Case study diary

Range  Planned Evidence Portfolio 

Reference a

Clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs

bGoals 

1 general health and fitness

2 physiological

3 psychological

4 lifestyle

5 social

6 functional ability

cexercises/physical activities

1 cardiovascular fitness

2 muscular fitness

3 flexibility

4 motor skills

5 core stability

6 circuit formats

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What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned Evidence Portfolio 

Reference  K54  How to review short, medium and

long term goals with your clientstaking into account any changes in

circumstances

Case study 1

Case study 2

Case study group

Case study diary

K55  How the principles of training canbe used to adapt the programmewhere goals are not beingachieved or new goals have beenidentified

Case study 1

Case study 2

Case study group

Case study diary

K56  How to communicate adaptationsto your clients and otherprofessionals

Case study 1

Case study 2

Case study group

Case study diary

Case study reflection

K57  The different training systems andtheir use in providing variety andensuring programmes remain

effective

Case study reflection

CandidateSignature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit Summary  – D461 Deliver exercise and physical activity as part of a personal trainingprogramme

This unit covers the competence that personal trainers require to deliver exercise and

physical activity as part of a programme for apparently healthy adults of all ages. This may

include young people in the 14-16 age range, provided they are part of a larger adult group.

The standard also covers working with individual older adults, ante and postnatal clients anddisabled clients, provided the relevant contraindications and guidelines are observed

The section is divided into four elements.

These are:

D461.1 Plan and prepare individualised exercise sessions

D461.2 Prepare clients for individualised exercise sessions

D461.3 Teach and adapt planned exercises

D461.4 Bring exercise sessions to an end

After completing this unit describe below what you did to satisfy the Standards

Candidate Signature: Date:

Assessor Signature: Date:

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Unit D461 Deliver exercise and physical activity as part of a personal training programme

D461.1 Plan and prepare individualised exercise sessions

What you must doTo meet the national standard, you must: 

Performance Criteria Planned Evidence Portfolio 

Reference  

1 Provide a range of exercises to helpyour clients achieve their objectivesand goals

Case study 1

Case study 2

Case study group

2  Select teaching styles that areappropriate to the exercises andyour clients

Case study 1

Case study 2

Case study group

3  Plan and agree the focus ofexercises and utilise the resources

available, improvising safely wherenecessary

Case study 1

Case study 2Case study group

Case study diary

4  Plan realistic timings, intensities andsequences of exercises

Case study 1

Case study 2

Case study group

Case study diary

5  Make sure there is an effectivebalance of instruction, activity anddiscussion within the session

Case study 1Case study 2

Case study group

Case study diary

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6  Identify, obtain and prepare theresources you need for the plannedexercises

Case study 1

Case study 2

Case study group

Case study diary

Practical observations

Range  Planned Evidence Portfolio 

Reference a

clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs

bresources

1 environment for the session

2 portable equipment

3 fixed equipment

cexercises

1 cardiovascular fitness

2 muscular fitness

3 flexibility

4 motor skills

5 core stability

6 circuit formats

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What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned Evidence Portfolio 

Reference  K1  The importance of careful and

thorough planning and preparationbefore physical exercise

Assessor observations

Programming and monitoring session

K2  How to identify specific objectivesfrom the overall programme goals

Assessor observations

Programming and monitoring session

K3  How timings, intensities andsequences can affect outcomes

Assessor observations

Programming and monitoring session

K4  The importance of matchingteaching and learning styles tomaximise clients’ progress and 

motivation

Assessor observations

Programming and monitoring session

K5  Why a balance of instruction,exercise and discussion isnecessary

Assessor observations

Programming and monitoring session

K6  How to utilise verbal and non-

verbal communication techniques

Assessor observations

Programming and monitoring session

K7  How to select and prepare theequipment and environment youneed

Assessor observations

Programming and monitoring session

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K8  How to work in environments thatare not specifically designed forphysical exercise 

Assessor observations

Programming and monitoring session

CandidateSignature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit D461 Deliver exercise and physical activity as part of a personal training programme

D461.2 Prepare clients for individualised exercise sessions 

What you must doTo meet the national standard, you must: 

Performance Criteria Planned Evidence Portfolio 

Reference  

1 Meet your clients punctually andmake them feel at ease

Assessor observations

2  Collect any new information fromyour clients about their response toprevious activity

Assessor observations

3  Discuss the objectives and exercisesthat you have planned for thesession and how these link to yourclients’ goals 

Assessor observations

4  Discuss the physical and technicaldemands of the planned exercisesand how your clients can progress orregress these to meet their goals

Assessor observations

5  Assess, agree and review yourclients’ state of readiness andmotivation to take part in theplanned exercises

Assessor observations

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6  Negotiate, agree and record withyour clients any changes to theplanned exercises that will meettheir goals and preferences andenable them to maintain progress

Assessor observations

Range  Planned Evidence Portfolio 

Reference a

clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs

bresources

1 environment for the session

2 portable equipment

3 fixed equipment

c exercises

1 cardiovascular fitness

2 muscular fitness

3 flexibility

4 motor skills

5 core stability

6 circuit formats

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What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned Evidence Portfolio 

Reference  K9  Why it is important to make sure

your clients are properly preparedphysically and psychologically

before activity begins

Assessor observations

Programming and monitoring session

K10  Why you should find out from yourclients how they responded toprevious physical activity and ifanything has changed since then

Assessor observations

Programming and monitoring session

K11  Why you should explain theobjectives and activities you haveplanned to your clients

Assessor observations

Programming and monitoring session

K12  Why your clients need to know thephysical and technical demands ofthe activity and how this might

affect their motivation

Assessor observations

Programming and monitoring session

K13  Why it may be important tonegotiate and agree changes toyour plans with your clients

Assessor observations

Programming and monitoring session

K14  Why and how any changes should

be recorded

Assessor observations

Programming and monitoring session

K15  The health, safety and emergencyprocedures and requirements andwhy your clients need to knowthese

Assessor observations

Programming and monitoring session

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CandidateSignature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit D461 Deliver exercise and physical activity as part of a personal training programme

D461.3 Teach and adapt planned exercises 

What you must doTo meet the national standard, you must: 

Performance Criteria Planned Evidence Portfolio 

Reference  

1 Use teaching and motivational stylesthat are appropriate to your clientsand accepted good practice

Case study 1

Case study 2

Case study group

Assessor observations

2  Provide your clients with anappropriate warm-up

Case study 1

Case study 2

Case study group

Assessor observations

3  Make best use of the environment inwhich your clients are exercising

Case study 1

Case study 2

Case study groupAssessor observations

4  Provide instructions, explanationsand demonstrations that aretechnically correct, safe andeffective

Case study 1

Case study 2

Case study group

Assessor observations

5  Check your clients’ understanding ofinstructions, explanations anddemonstrations

Case study 1Case study 2

Case study group

Assessor observations

6  Adapt verbal and non-verbalcommunication methods to makesure your clients understand what isrequired

Case study 1

Case study 2Case study group

Assessor observations

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7  Ensure your clients can carry out theexercises safely on their own 

Case study 1

Case study 2

Case study group

Assessor observations

8  Observe and analyse clients’ 

performance, providing positivereinforcement throughout

Case study 1

Case study 2Case study group

Assessor observations

9  Correct techniques at appropriatepoints 

Case study 1

Case study 2

Case study group

Assessor observations

10  Progress or regress exercises  Case study 1

Case study 2

Case study group

Assessor observations

Range  Planned Evidence Portfolio 

Reference a

clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs

bexercises

1 cardiovascular fitness

2 muscular fitness

3 flexibility

4 motor skills

5 core stability

6 circuit formats

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cenvironments

1 gym

2 studio/sports hall

3 client’s home or other enclosed

space

4 outdoors 

What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned Evidence Portfolio 

Reference  K16  The range of approved teaching

and motivational styles you canuse and how to vary these

according to clients’ response 

Assessor observations

Programming and monitoring session

K17  The importance of warm-up andthe range of warm-up activitiesyou can use for the activities youare teaching

Assessor observations

Programming and monitoring session

K18  How to choose warm-upsappropriate to different clients andconditions

Assessor observationsProgramming and monitoring session

K19  Why your clients shouldunderstand the purpose and valueof warm-up

Assessor observations

Programming and monitoring session

K20  How to provide instructions,demonstrations and explanationsclearly and effectively

Assessor observations

Programming and monitoring session

Practical fitness session

K21  The correct positions for theexercises you are teaching Assessor observations

Programming and monitoring session

Practical fitness session

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K22  How to adapt exercise positionsas appropriate to individual clientsand conditions

Assessor observations

Programming and monitoring session

Practical fitness session

K23  Why it is important to make sureyour clients understand yourinstructions, demonstrations andexplanations and how to do so

Assessor observationsProgramming and monitoring session

Practical fitness session

K24  The importance of non-verbalcommunication and the effect ofbody language

Customer care session

Assessor observations

Formative task 3.2

K25  How to adapt communication tothe meet clients’ needs 

Customer care session

Assessor observations

Formative task 3.2

K26  Why it is important to monitorindividual progress especially ifmore than one clients’ areinvolved

Case study - group

K27  Methods of monitoring clients’progress

Case study 1

Case study 2

Case study – group

Formative task 8

K28  When it may be necessary to

adapt planned exercises to meetclients’ needs and how to do so 

Case study 1

Case study 2Case study – group

Case study - diary

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K29  Methods of maintaining clients’motivation especially when theyare finding exercises difficult

Case study 1

Case study 2

Case study – group

Case study reflection

Assessor observations

K30  The importance of correcting

techniques and how to adoptappropriate teaching styles tomake sure your clients applytechniques correctly

Assessor observations

K31  How to modify the intensity ofexercise to match clients’response to physical activity 

Case study 1

Case study 2

Case study – group

Case study – diary

Assessor observations

Candidate

Signature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit D461 Deliver exercise and physical activity as part of a personal training programme

D461.4 Bring exercise sessions to an end

What you must do

To meet the national standard, you must: 

Performance Criteria Planned Evidence Portfolio 

Reference  

1 Allow sufficient time for the closingphase of the session

Assessor observation

2  End the exercises using a cool downthat is safe and effective for yourclients

Case study 1

Case study 2

Case study – group

Assessor observations

3  Provide your clients with positivereinforcement about theirperformance

Assessor observations

Case study 1

Case study 2

Case study – group

4  Give your clients your feedback onthe session

Assessor observations

5  Explain to your clients how theirprogress links to their short, mediumand long term goals

Assessor observations

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6  Discuss other possible activities withyour clients

Assessor observations

7  Leave the environment in a condition

suitable for future use

Assessor observations

Range  Planned Evidence Portfolio 

Reference a

clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs

bexercises

1 cardiovascular fitness

2 muscular fitness

3 flexibility

4 motor skills

5 core stability

6 circuit formats

What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned Evidence Portfolio 

Reference  K32  Why it is important to allow

sufficient time for your clients tofinish exercising and how you canadapt this to different levels ofclient needs and experience

Case study 1

Case study 2

Case study – group

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K33  The purpose and value of cool-down activities and how to selectthese according to the type andintensity of physical exercise andclient needs and condition

Case study 1

Case study 2

Case study – group

K34  Why your clients need to

understand the value and purposeof cool-down

Case study 1

Case study 2Case study – group

Assessor observations

K35  Why your clients should be giventhe opportunity to ask questions,provide feedback and discuss theirperformance and how to makesure this happens

Assessor observations

K36  Why you should give your clientsfeedback on their performanceand how to do this in a way that isaccurate but maintains clientmotivation and commitment

Case study 1

Case study 2

Case study – group

Assessor observations

K37  Why your clients need to see theirprogress against objectives in

terms of their overallgoals and programme

Formative task 8

Case study 1

Case study 2Case study – group

K38  Why your clients need informationabout future activities, eithersupervised or unsupervised

Case study 1

Case study 2

Case study – group

K39  The correct procedures for dealingwith equipment and the widerfacility once the session is over

Assessor observation

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CandidateSignature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit Summary  – D462 Apply the principles of nutrition to support client goals as part of anexercise and physical activity programme

This unit will cover Nutrition and the effects on health.

Nutrition affects general health status as well as physical performance. There are strong links between diet and

physical activity with both having a major role to play in optimum health and wellbeing. A sound knowledge of 

nutrition and its relationship to physical activity and exercise has great value to the personal trainer in providing safe

and appropriate nutritional advice to clients. It is important to note that there should be no conflict between eating for

health and eating for exercise.

Personal Trainers and other Level 3 instructors must also take account of national guidelines

on nutrition, their own prior experience and professional role boundaries when applying the

principles of nutrition in the context of safe professional practice.

The section is divided into two elements.

These are:

D462.1 Collect and analyse information and agree goals with your clients

D462.2 Apply, monitor and adapt the principles of nutrition and weight

management to an exercise and physical activity programme

After completing this unit describe below what you did to satisfy the Standards

Candidate Signature: Date:

Assessor Signature: Date:

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Unit D462 Apply the principles of nutrition to support client goals as part of an exerciseand physical activity programme

D462.1 Collect and analyse information and agree goals with your clients

What you must doTo meet the national standard, you must: 

Performance Criteria Planned Evidence Portfolio 

Reference  

1 Collect, record and analyse theinformation you need about yourclients and their nutritional goals

Case study 1

Case study 2

Assessor observations

2  Identify when your clients needreferral to another professional

Formative task 7.1a

Case study - if applicable

3  Agree with your clients their needs

and readiness to take part

Case study 1

Case study 2

Assessor observations

4  Agree with your clients short,medium and long term nutritionalgoals appropriate to their needs

Case study 1

Case study 2

Assessor observations

Case study reflection

5  Identify barriers to your clientsachieving these goals

Case study 1Case study 2

Assessor observations

Case study reflection

6  Identify barriers to your clients

achieving these goals

Case study 1

Case study 2

Assessor observations

Case study reflection

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7  Make sure these goals are specific,measurable, achievable, realisticand timebound and reflect acceptedgood practice

Case study 1

Case study 2

Case study reflection

8  Record the agreed goals in a formatthat is clear to your clients, yourselfand others who may be involved

Case study 1

Case study 2

9  Identify and agree strategies toprevent non-compliance or relapse

Case study 1

Case study 2

Case study reflection

10  Identify and agree review points  Case study 1

Case study 2

Range  Planned Evidence Portfolio 

Reference a

information

1 personal goals

2 lifestyle

3 medical history

4 physical activity history

5 diet history

6 food preferences

7 supplement use

8 nutritional knowledge, attitudesand motivation

9 stage of readiness

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bclients

1 with specific fitness needs

2 with general health needs

c

goals

1 healthy eating

2 weight management

3 improved fitness

4 improved self-image 

What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned Evidence Portfolio 

Reference  K1  The range of professionals and

professional bodies involved in thearea of nutrition

Formative task 7.1a

Case study (if applicable)

K2  How to obtain clients informedconsent before you begincollecting nutritional information

Assessor observation

Case study 1Case study 2

K3  Why it is important to collectaccurate nutritional informationabout your clients

Assessor observation

K4  An understanding of theinformation that needs to becollected to be able to safely andeffectively offer nutritional adviceto clients

Case study 1

Case study 2

Assessor observation

Formative task 7.1a

Formative task 4.1b Lifestyle pack

K5  The legal and ethical implications

of collecting nutritional information

Formative task 4.1b

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K6  Formats for recording nutritionalinformation in a way that will helpyou to interpret and analyse it

Formative task 4.1b lifestyle pack

Case study 1

Case study 2

K7  The importance of safeguardingthe confidentiality of collectednutritional information andhow to do so

Formative task 4.1b

K8  Issues that may be sensitive (e.g.yo-yo dieting; eating disorders)

Formative task 7.1a

Case study (if applicable)

K9  An understanding of basic dietaryassessment methods

Formative task 4.1b lifestyle pack

Assessor observations

Case study 1

Case study 2

K10  Different methods that can beused to measure bodycomposition and health risk inrelation to weight

- Body Mass Index (BMI)- Waist circumference (WC)- Waist to hip ratio- Skin folds and skin fold

indices- Bioelectrical impedance

Formative task 4.1b lifestyle pack

Assessor observations

Case study 1

Case study 2

K11  How to interpret informationgained from methods used toassess body composition andhealth risk in relation to weight(use of ‘norms’) in which youshould

Formative task 4.1b lifestyle pack

Assessor observations

Case study 1

Case study 2

K12  How to sensitively divulgecollected information and ‘results’to clients

Assessor observations

Case study 1

Case study 2

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K13  How to recognise the signs andsymptoms of disordered eatingand awareness of healthyeating patterns

Formative task 7.1a

Case study (if applicable)

K14  The circumstances in which aclient should be recommended tovisit their GP about thepossibility of referral to aRegistered Dietician and theprocess you should follow

Formative task 7.1a

Case study (if applicable)

K15  The circumstances refer a clienton to a Accredited Sports Dieticianand the process you should follow 

Formative task 7.1a

Case study (if applicable)

K16  How to analyse and interpretcollected information so that youcan identify clients’ needs and nutritional goals incomparison to Nationalguidelines/the National food model

Case study 1

Case study 2

Formative task 7.2b

K17  How to apply the principles of goalsetting when offering nutritionaladvice

Case study 1

Case study 2

K18  When you should involve peopleother than the client in nutritionalgoal setting and who

these people might be

Formative task 7.1a

Case study (if applicable)

Case study reflection

K19  Barriers which may prevent clientsachieving their nutritional goals

Case study 1

Case study 2

Case study reflection

K20  How to apply basic motivationalstrategies to encourage healthyeating and prevent noncomplianceor relapse

Case study 1Case study 2

Case study reflection

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CandidateSignature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Unit D462 Apply the principles of nutrition to support client goals as part of an exerciseand physical activity programme

D462.2 Apply, monitor and adapt the principles of nutrition and weight management to an

exercise and physical activity programme

What you must doTo meet the national standard, you must: 

Performance Criteria Planned Evidence Portfolio 

Reference  

1  Analyse your clients’ nutritionalneeds and preferences in relation totheir current status and nutritionalgoals

Case study 1

Case study 2

2  Access and make use of crediblesources of information and advice inestablishing these goals

Case study 1

Case study 2

Formative task 7.2b

Formative task 7.1a

3  Design and agree nutritional goalsthat are compatible with youranalysis, accepted goodpractice and national guidelines

Case study 1Case study 2

4  Identify and obtain credibleeducational resources for use withclients

Formative task 7.1a

Formative task 7.2b

5  Make sure that the nutritional goalssupport and integrate with otherprogramme components

Case study 1Case study 2

6  Make sure that your clientsunderstand and follow yournutritional advice in their exerciseand physical activity programme

Case study 1 diariesCase study 2 diaries

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7  Evaluate and review your clients’progress towards their nutritionalgoals

Case study 1

Case study 2

8  Monitor and refine your clients’nutritional goals during the rest ofthe program

Case study 1

Case study 2

Range  Planned Evidence Portfolio 

Reference a

clients

1 with specific fitness needs

2 with general health needs

bgoals

1 healthy eating

2 weight management

3 improved fitness

4 improved self-image 

What you must know and understandTo be competent in this standard, you must know and understand the following 

Knowledge Planned Evidence Portfolio 

Reference  K21  The structure and function of the

digestive systemFormative task 7.3a

Assessment

K22  The meaning of key nutritionalterms including diet, healthyeating, nutrition, balanced diet

Formative task 7.2b

Case study 1Case study 2

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K23  Professional role boundaries withregard to offering nutritional adviceto clients

Case study 1

Case study 2

Formative task 7.2b

Formative task 7.1a

K24  The basic nutritional principles,key messages and nationalguidelines that underpin a healthydiet

Formative task 7.2b

Case study 1

Case study 2

Nutrition assessment

K25  An understanding of the Nationalfood guide

Formative task 7.2b

Case study 1

Case study 2

K26  The relationship between nutrition,physical activity, body compositionand health and how to explain it toclients including:

links to disease / diseaserisk factors

cholesterol (includingdesirable levels of HDL,LDL, Total Cholesterol:HDL ratio)

types of fat terminologyused in nutrition including:

- UK dietary referencevalues (DRV)

- Recommended dailyallowance (RDA)

- Recommended daily intake

(RDI)- Glycaemic Index 

Case study 1

Case study 2

Formative task 7.2b

Nutrition assessment

Case study reflection

K27  The nutritional requirements andhydration needs of the physicalactivity programme andhow to explain it to clients

Case study 1

Case study 2

Formative task 7.2b

K28  Practical issues and other factors

that influence your clients’ eatinghabits and the constraints thatmay prevent them from achievingtheir nutritional needs and goals

Case study 1

Case study 2

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K29  Groups of clients at risk ofnutritional deficiencies, including:

- those on severely energyrestricted diets

- those who exclude animalproducts from their diets

- those who exclude other

food groups from their diet- those who are pregnant or

lactating- older people- children- those with certain

diagnosed medicalconditions/diseases

Formative task 7.2aCase study (if applicable)

K30  How to access reliable sources ofnutritional information and

interpret available informationincluding the distinction betweenevidence based knowledge versusunsubstantiated anecdote and themarketing claims of suppliers

Case study 1

Case study 2

Formative task 7.2b

K31  The role of carbohydrate, fat andprotein as fuels for aerobic andanaerobic exercise

Formative task 7.2b

Case study 1

Case study 2

K32  The components of energyexpenditure and the energybalance equation

Case study 1

Case study 2

K33  How to determine Basal MetabolicRate (BMR)

Case study 1

Case study 2

K34  How to determine energyrequirements based on physicalactivity levels and other relevantfactors

Case study 1

Case study 2

Nutrition assessment

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K35  Energy needs/expenditure fordifferent physical activities

Case study 1

Case study 2

Nutrition assessment

K36  A basic understanding of thefunction and metabolism of themacro nutrients

Nutrition assessment

K37  A basic understanding of thefunction and metabolism of micronutrients

Nutrition assessment

K38  The main food groups, nutrientsthey contribute to the diet andportion sizes in the context of theNational food model

Formative task 7.2b

Case study 1

Case study 2

K39  The calorific/Kilo joule value ofnutrients

Nutrition assessment

Formative task 7.2b

K40  An awareness of commonterminology used in nutritionincluding:

- UK dietary referencevalues (DRV)

- Recommended dailyallowance (RDA)

- Recommended daily intake(RDI)

- Glycaemic Index 

Nutrition assessment

Formative task 7.2b

Case study (if applicable)

K41 How to identify and agreenutritional goals and translatethem into basic healthy eatingadvice that reflects current

National guidelines

Case study 1

Case study 2

Formative task 7.2a

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K42  Familiarity with food labellinginformation and its interpretation

Nutrition assessment

Case study (if applicable)

K43  The significance of healthy foodpreparation Case study (if applicable)Formative task 7.2b

K44  The potential heath andperformance implications ofsevere energy restriction, weightloss and weight gain

Case study 1

Case study 2

K45  A basic awareness of cultural andreligious dietary practices

Formative task 7.2a

Case study (if applicable)

K46  The importance of communicatingthe health risks associated withcurrent weight-loss fads andpopular diets to clients

Case study 1 / 2 ?

K47  Why detailed or complex dietaryanalysis that incorporates majordietary change should always bereferred to a Registered Dietician

Formative task 7.1a

Case study (if applicable)

K48  The needs for reappraisal ofclient’s body composition andother relevant health parametersat agreed stages of the program

Case study 1

Case study 2

K49  Safety, effectiveness andcontraindications relating toprotein and vitaminsupplementation

Case study 1 / 2 ?Formative task 7.2b

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K50  Familiarity with the industryguidance note on ‘Managing userswith suspected eating disorders’ 

Formative task 7.1a

CandidateSignature

Date

Assessor Signature Date

Internal VerifierSignature

Date

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Appendix of Evidence

Reference Evidence

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