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PART ONE
PART ONE
PART
ONE
Recruitment to Licensing: A. Recruit to provide his/her mobile number and email address during BYB.

Recruitment to Licensing:

A. Recruit to provide his/her mobile number and email address during BYB.

B. Agency Recruitment team to send an SMS to the recruits to encourage them to start the digital BTC training course.

C. Pru Agent Academy to send an e-mail to the recruits with the step-by-step guide/

instructions on how to access the digital BTC training course. Upon profile creation,

recruit must include the name of the recruiter and branch for proper tracking.

D. Agency Recruitment team will update the recruiting managers/leaders on the progress of the recruit on a weekly basis.

E. Recruit has fifteen (15) days to complete the digital BTC training course upon sign-in

and thirty (30) days to attend the 1-day classroom training from date of completion.

F. Recruit has to submit the usual requirements for licensing.

BTC is a combination of online and classroom training.  At your own convenient time,

BTC is a combination of online and classroom training.

At your own convenient time, register to the Pru Academy Learning Management

System (LMS) using your desktop, android tablets, or smart phones (with wide screen),

and with a strong internet connection.

Start your training and complete the requirements anytime, anywhere at your own pace.

The online course will take approximately four (4) hours if done in one sitting. You

may stop and continue anytime.

Print your Certificate of Completion.

Get the available classroom training schedules from your recruiter or manager.

Attend the 1 Day Classroom training of BTC Part One

Complete your Basic Training Course by finishing each stage below:

Complete your Basic Training Course by finishing each stage below:

Complete your Basic Training Course by finishing each stage below:
Complete your Basic Training Course by finishing each stage below:
Complete all modules in the order below: Module Module Module Module 1 2 3.1 3.2
Complete all modules in the order below: Module Module Module Module 1 2 3.1 3.2

Complete all modules in the order below:

Module Module Module Module 1 2 3.1 3.2 Practice Exam Practice Exams Practice Exam Practice
Module
Module
Module
Module
1
2
3.1
3.2
Practice Exam
Practice Exams
Practice Exam
Practice Exam
1
2
3.1
3.2
Practice Exams Practice Exam Practice Exam 1 2 3.1 3.2 To proceed to the next module,

To proceed to the next module, take and pass the exams in between modules.

Complete all requirements  Updated profile page  Finished modules  Passed practice exams 

Complete all requirements

Updated profile page

Finished modules

Passed practice exams

Uploaded photo of BTC fee official receipt

Uploaded photo of your valid ID

fee official receipt  Uploaded photo of your valid ID Official Receipt: Pru Life UK official

Official Receipt:

Pru Life UK official receipt for your

online training fee (a mock OR is provided)

Sample

OR:

your online training fee (a mock OR is provided) Sample OR: Valid ID: Government or Non-Government

Valid ID: Government or Non-Government IDs with your name, picture and ID number

(a mock OR is provided) Sample OR: Valid ID: Government or Non-Government IDs with your name
Generate and print your online training certificate
Generate and print your online training certificate

Generate and print your online training certificate

Generate and print your online training certificate
System Requirements and Specifications  HARDWARE/SOFTWARE: Any computer running Internet Explorer 7.0 or above, as

System Requirements and Specifications

HARDWARE/SOFTWARE:

Any computer running Internet Explorer 7.0 or above, as well as Firefox, Safari 2.0 or above,

and Google Chrome.

OPERATING SYSTEM PLATFORMS:

Windows Server 2012, Windows Server 2008, Windows Server 2003, Solaris 7 or above, Red Hat Linux, SUSE Linux with minimum 128 MB memory.

STEP 1: Access the Pru Academy website to start your career with Pru Life U.K.

STEP 1:

Access the Pru Academy website to start your career with Pru Life U.K.

www.pruacademy.com.ph

STEP 1: Access the Pru Academy website to start your career with Pru Life U.K. www.pruacademy.com.ph
STEP 2: Self-register and create your own training account. Click “Register”

STEP 2:

Self-register and create your own training account.

STEP 2: Self-register and create your own training account. Click “Register”

Click “Register”

STEP 3: Fill-out the registration form. All fields marked with an asterisk (*) are required.

STEP 3: Fill-out the registration form. All fields marked with an asterisk (*) are required.

form. All fields marked with an asterisk (*) are required. Prepare and input your: 1. Valid

Prepare and input your:

1. Valid ID number

2. Official receipt number for the online training fee.

Click “Continue” to proceed.

STEP 4: Read and “ Accept ” the User Agreement Terms and Conditions. Carefully read

STEP 4:

Read and “Accept” the User Agreement Terms and Conditions.

Carefully read the terms and

conditions,

check the box and click Accept

the User Agreement Terms and Conditions. Carefully read the terms and conditions, check the box and
Quick Links Click the buttons for a quick access to the modules, exams, profile update
Quick Links Click the buttons for a quick access to the modules, exams, profile update
Quick Links Click the buttons for a quick access to the modules, exams, profile update

Quick Links

Click the buttons for a quick access to the modules, exams, profile update , and certificate generation.

You will now be directed to

the Pru Academy Home Page

Use bar:

Click this to update your profile and if you want to change your password.will now be directed to the Pru Academy Home Page Use bar: Click this icon for

Click this icon for Frequently Asked Questionsupdate your profile and if you want to change your password. Click this icon to contact

Click this icon to contact the website administratorspassword. Click this icon for Frequently Asked Questions Click this icon to log out from www.pruacademy.com.ph

Click this icon to log out from www.pruacademy.com.phClick this icon to contact the website administrators Menu bar: Click My Learning to access the

Menu bar:

Click My Learning to access the training modules

Click Social Tools to check your notifications

STEP 5:

Start your online training.

STEP 5: Start your online training. Click “ My Learning ” to access the online BTC

Click “My Learning” to access the online BTC modules

Click “ My Learning ” to access the online BTC modules Under “My Learning” , choose
Click “ My Learning ” to access the online BTC modules Under “My Learning” , choose

Under “My Learning”, choose “Browse Catalogs” to see all modules:

Begin with “Module 1”

You will now be directed to catalogs inside Module 1.

Enroll to Module 1 BTC Part One then pass the corresponding

Module 1 Practice Exam.

Click the thumbnail for:

Module 1 BTC Part One

Part One then pass the corresponding Module 1 – Practice Exam . Click the thumbnail for:

After clicking the thumbnail, a pop-up window will ask you to enroll to

Module 1 BTC Part One

Click “Enroll” to request access to Module 1.

a pop-up window will ask you to enroll to Module 1 – BTC Part One Click

You will be asked to confirm your enrollment to

Module 1 BTC Part One

You will be asked to confirm your enrollment to Module 1 – BTC Part One Click

Click “Confirm Enrollment”

You will be asked to confirm your enrollment to Module 1 – BTC Part One Click

After successful enrollment to Module 1 BTC Part One,

you will now be prompted to Launch the Module

Click “Launch” to

access the Module

to Module 1 – BTC Part One, you will now be prompted to Launch the Module

A pop-up window will now play the Module 1 - BTC Part One.

Ensure to complete Module 1.

A pop-up window will now play the Module 1 - BTC Part One . Ensure to

Listen, watch and learn.

A pop-up window will now play the Module 1 - BTC Part One . Ensure to

The Online Module Menu:

To adjust the volume, use To pause and/or resume To go back to the previous
To adjust the
volume, use
To pause
and/or resume
To go back to
the previous
To go to the
next slide,
To check your
progress or view
the sound
your training,
slides, click the
click the
the topics, click

button

use the Pause- Play button

Prev” button

“Next” button

the “Menu” Page

Important notes:

You may pause anytime

during the online training. When you resume, you will continue where you left

off.

You may go back to the previous slides at anytime during the online training.

You may view all topics and check your progress by clicking the “Menu” button.

during the online training. • You may view all topics and check your progress by clicking

STEP 6:

Take and pass the corresponding exam.

STEP 6: Take and pass the corresponding exam. Click “Module 1 – Practice Exam” thumbnail

Click “Module 1 – Practice Exam” thumbnail

STEP 6: Take and pass the corresponding exam. Click “Module 1 – Practice Exam” thumbnail

After clicking the thumbnail, a pop-up window will ask you to enroll to

Module 1 Practice Exam

window will ask you to enroll to Module 1 – Practice Exam Click “Enroll” to request

Click “Enroll” to

request access to

the Practice Exam.

window will ask you to enroll to Module 1 – Practice Exam Click “Enroll” to request

You will be asked to confirm your enrollment to

Module 1 Practice Exam

You will be asked to confirm your enrollment to Module 1 – Practice Exam Click “Confirm

Click “Confirm Enrollment”

You will be asked to confirm your enrollment to Module 1 – Practice Exam Click “Confirm

After successful enrollment to Module 1 Practice Exam,

you will now be prompted to Launch the Module

Click “Launch” to access the Module

Module 1 – Practice Exam, you will now be prompted to Launch the Module Click “

A brief description of the exam will be displayed:

Number of questions

Maximum time allowed

Number of attempts

permitted

Number of attempts remaining

Required passing score

Click “Start the Exam”

Number of attempts permitted • Number of attempts remaining • Required passing score Click “Start the
Number of attempts permitted • Number of attempts remaining • Required passing score Click “Start the

Select the correct answer then click “Submit response”

The required passing rate and score per

Module are as follows:

Module 1 Practice Exam - 70% or 3/5

correct answers.

Module 2 Practice Exam - 70% or 7/10

Module 2 Prospect 30 - 100% or 30/30

Module 3.1 Practice

Exam 70% or 7/10

Module 3.2 Practice Exam 70% or 7/10

30 - 100% or 30/30 • Module 3.1 Practice Exam – 70% or 7/10 • Module

After you are done with the exam, a pop-up window will appear

automatically with the results.

Exam results

If you passed the exam, close the exam window then proceed to the next module

If you failed the exam, you need to retake the exam until the required passing score is achieved

to the next module If you failed the exam, you need to retake the exam until
to the next module If you failed the exam, you need to retake the exam until

STEP 7:

Continue your online training

STEP 7: Continue your online training Click “ My Learning ” to access the online BTC

Click “My Learning” to access the online BTC modules

Click “ My Learning ” to access the online BTC modules Under “My Learning” , choose
Click “ My Learning ” to access the online BTC modules Under “My Learning” , choose

Under “My Learning”, choose “Browse Catalogs” to see all modules:

Click “Module 2”

STEP 8:

Repeat Steps 5 and 6 until you finish the online modules and passed all

the exams

Follow the sequence below for Module 2:

Module 2

Module 2 Catalogs

the sequence below for Module 2: Module 2 Module 2 Catalogs Note that you may not

Note that you may not be able to:

launch the Practice Exam if you have not completed Module 2 Life Stages and Products

launch the Prospect 30 if you have not passed the Module 2 Practice Exam (Print Prospect 30)

proceed to the next modules if all catalogs under Module 2 are not completed and/or passed

STEP 9:

Repeat Steps 5 and 6 until you finish the online modules and passed all

the exams

Follow the sequence below for Module 3:

Module 3.2

Module 3.2 Catalogs

sequence below for Module 3: Module 3.2 Module 3.2 Catalogs Note that you may not be

Note that you may not be able to:

launch the Practice Exam if you have not completed Module 3 Riders, SAF, and FATCA

proceed to the next modules if all catalogs under Module 3.1 are not completed and/or passed

STEP 10:

Check your training status to confirm all modules are completed.

your training status to confirm all modules are completed. Click “ My Learning ” then click

Click “My Learning” then click “Learningto view your

training status

to confirm all modules are completed. Click “ My Learning ” then click “ Learning ”
Check the Status and ensure that all modules are tagged as “Completed”

Check the

Status and

ensure that all modules are tagged as “Completed”

Check the Status and ensure that all modules are tagged as “Completed”

STEP 11:

Upload the photo or copy of your BTC fee official receipt (OR) and Valid ID.

copy of your BTC fee official receipt (OR) and Valid ID . Click “ My Learning

Click “My Learning” then click “My Filesto upload the required photos

” then click “ My Files ” to upload the required photos Please upload the BTC

Please upload the BTC OR.

Please upload your valid ID.

You will be directed to the “My Files” page where you can upload the

photo or copy of your BTC Fee official receipt (OR) and Valid ID.

copy of your BTC Fee official receipt (OR) and Valid ID . Click “Choose File” to

Click “Choose File” to upload your BTC OR fee from your

desktop, tablets or

smart phones.

smart phones.

On the description box, type the file

On the description box, type the file

name: (e.g. “Name.BTC Fee OR” “Name.Valid ID”)

Upload the BTC Official Receipt (OR). Here’s your OR number

Upload the BTC Official Receipt (OR).

Upload the BTC Official Receipt (OR). Here’s your OR number

Here’s your OR number

At this point, you have now completed the following:  Profile page  Module 1

At this point, you have now completed the following:

Profile page

Module 1 BTC Part One

Module 1 Practice Exam

Module 2

Module 2 Practice Exam

Prospect 30

Module 3.1

Module 3.1 Practice Exam

Module 3.2

Module 3.2 Practice Exam

BTC Fee OR upload

Valid ID upload

 Module 3.1 Practice Exam  Module 3.2  Module 3.2 Practice Exam  BTC Fee
You may now generate and print your online training certificate !

You may now generate and print your online training certificate!

You may now generate and print your online training certificate !
Remember your Quick Links ? Click “ Register ” under the Classroom Training Icon to

Remember your Quick Links?

Click “Register” under the Classroom Training Icon to prompt the system that you have completed the online course.

prompt the system that you have completed the online course. Quick Links Click the buttons for

Quick Links

Click the buttons for a quick access to modules, exams, profile update and certificate generation.

Please ask your recruiter or manager about the date and location of the 1- day
Please ask your recruiter or manager about the date and location of the 1- day

Please ask your recruiter or manager

about the date and location of the 1-

day classroom training of BTC Part One.

Recruit should bring the following: 1. Copy of Certificate of Completion/Email confirmation 2. BTC Fee

Recruit should bring the following:

1.

Copy of Certificate of Completion/Email confirmation

2.

BTC Fee OR/licensing fee OR

3.

Three (3) copies of valid ID

4.

Printed copy of the Prospect 30

2. BTC Fee OR/licensing fee OR 3. Three (3) copies of valid ID 4. Printed copy