Advisor course
Advisor course overview

Advisor Course Key Aims

This overview of the ES-SO Advisor course aims to deliver a series of units that will offer the learner a number of learning opportunities. The student will be challenged both formatively and summatively throughout each unit in order to solidify their learning experience and provide a validation of their knowledge and understanding of the subject in matter. This acknowledgement by ES-SO can then be used to further improve and standardise the way the industry markets, sells and develops its products. 

Knowledge and Understanding 

This ES-SO Advisor level course requires learners to demonstrate application and understanding of: 

  • Overheating in buildings 
  • Light 
  • Heat loss in buildings 
  • Building design 
  • Different scenarios in the shading inudtry 
  • Well-being 
  • Standards that effect our industry 
  • Competitors to our industry 
  • Guidance available to the industry 


This ES-SO Advisory level course requires learners to demonstrate their skills in the above areas and to regularily participate in forum discussions thereby sharing good practice. Learners should improve their questioning skills and respond to discussions. 

Formative quizes and a summative exam will help demonstrate the skills the learner has gathered. Practical examples and opportunities for using these skills are delivered throughout the course. 

Advisor Course Specification

Please feel free to download our specification for the Advisor course. It contains information about the course content, our assessment policy and other general bits useful knowledge. Click on the image to download.


The Advisor course has: 

The ES-SO position is that making product data easier to identify will increase its beneficial use by the industry and the consumer customer . This course demonstrates the Simplified Data Initiative that manufacturers are beginning to introduce. 

Examples of case studies are shown where the significant benefits of shading on actual buildings is proven. 

The course also identifies the importance of glazing specification to enable a good level of colour rendering and the effect that shading can have on the ability to reduce the need for artificial lighting.

Effective shading can also significantly improve productivity with a very fast return on the capital investment from the expenditure on effective shading. The course shows how to demonstrate those savings. 

Well being

This course identifies the issues of health and well-being in so far as they can be mitigated with effective shading. It is only in the last 100 years or so than we have spent more of our time indoors and this has an effect on our bodies that are conditioned to an outdoor lifestyle. Relating to nature with biophilic design and external living bringing the outside in will have health benefits. 

The course also explores shading as a sustainable passive solution that can pay for itself with energy savings and lifestyle benefits throughout the lifecycle of shading products. 

The course also highlights the vital necessity for automation to ensue that dynamic shading is in the correct position to meet the demands from the weather conditions to ensure the comfort of the occupiers and the optimum reduction in building energy use. 


The course demonstrates how product standards are created and the reasons for needing them. It also highlights the part of industry engagement to develop those standards and how they influence involvement with Government agencies to ensure that regulations are practical and effective.

Competitive technologies

This course demonstrates how shading can benefit and improve the performance of other technologies. It shows that shading is the insulation of the glazing and the enabler of larger areas of glass in buildings. For air-conditioning it illustrates how effective shading can considerably reduce the capital costs and control the need for the energy requirement for the running costs. 

For fixed shading it highlights the limitations and provides solutions for when fixed shading is not practical.

Guidance course

This is a summary of the courses to remind students of the key messages and the importance of incorporating them in their daily interactions with consumers and business customers.