Getting Started with Heat Pumps: Principles and practices for installation - Online

 Registration is closed for this event
This 13-hour, part-funded course provides a practical introduction to heat pumps.

About the course

This course, developed and delivered by Optimum Energy Solutions provides a practical introduction to heat pumps and covers technologies including heat pumps and solar thermal, heat loss calculations, heat pump surveys and requirements for MCS certification and Trustmark registration.

The course is delivered online, taking 13 hours to complete over three days. There are two start dates available, Monday 29th March and Monday 12th April. This course is part-funded and supported by the Department of Business, Energy and Industrial Strategy (BEIS) in conjunction with the Green Homes Grant team and run by the Midlands Energy Hub. More information about the Green Homes Grant voucher scheme can be found here

Please note that booking closes at 2pm on Thursday 8th April for this course date starting 12th April.

Course content and format

You’ll learn about these key areas:

  • Heat loss calculations and surveys
  • Heat Pump theory and installation
  • Solar Thermal fundamentals
  • Assistance to gain MCS accreditation and Trustmark Registration

The course is held online over three days online (a full day followed by two half days) with a video presentation and explanation of a working heat pump system that can be accessed any time after completing the course.

A substantial amount of calculation software will be provided free of charge to candidates for surveys, heat pumps etc.

Course learning objectives

By the end of the complete course candidates will: 
Understand the relevant regulations/standards and requirements relating to practical installation, testing and commissioning activities for heat pump installation work

  • Know how to survey a property in order to produce heat loss calculations, design and dimension a heat pump system
  • Understand the health and safety risks and safe systems of work associated with heat pump system installation work
  • Understand the types and application of heat pump systems
  • Understand how the performance of a heat pump system is measured
  • Know how to apply for MCS accreditation and Trustmark registration

Who is the course for?

The course is open to everyone with an interest in these knowledge areas and there are no prerequisite entry requirements.

The course aims to increase the number of installers, surveyors and other industry professionals to meet the rapidly growing demand in these markets and provide a comprehensive understanding of heat pump systems for those wishing to learn more.

While not providing an accreditation, the course underpins the development of a ‘skills card’ as a quality assurance scheme (similar to the current Gas Safe scheme). It also provides a foundation for operatives wishing to go on and complete the IDHEE full diploma.

Those benefiting from the course include:

  • Anyone involved with sustainable construction
  • Designers, installers and contractors
  • Non MCS accredited installers (plumbing and heating companies) wishing to add heat pumps to their portfolio and become both MCS accredited and Trustmark registered
  • EPC assessors to enable them to carry out heat loss calculations and heat pump specific surveys on behalf of installers
  • Community energy groups, landlords, councils and housing association staff

Course programme

All online courses take place on Monday, Tuesday and Wednesdays and must be attended as a block on consecutive days during the same week.
Day 1 - Mondays: 0900 to 1200 / 1300 to 1600 (mid-morning and afternoon short breaks)

  • Introduction
  • Regulations and standards; introduction to and the importance of EPCs, MCS and the Green Homes Grant
    - background and the reasons for standards and controls
  • Health and Safety
    - Risk assessment
  • A theoretical project based upon a real project to include:
    - EPC and eligibility requirements for grants
    - External and internal site survey (including client specific requirements / Electrical requirements / Planning permissions if applicable)
    - Heat loss calculation (this provides a foundation for operatives wishing to go on and complete the IDHEE full diploma)
  • Basic heat pump system design and fundamentals
    - Sizing the heat pump
    - Designing the system
    - Installation

Day 2 - Tuesdays: 0900 to 1230 (mid-morning short break)

  • Review Day 1
  • Solar thermal fundamentals
  • The MCS process and accreditation
  • Building Regulations Compliance

Day 3 - Wednesdays: 0900 to 1230 (mid-morning short break)

  • Review Day 2
  • Trustmark application
  • Remote post course support
  • Potential for future support
  • Theoretical project
  • Business opportunities
  • Final Q & A

About the trainers

Clive Archer, Director, Optimum Energy Solutions

Clive has been involved in the heat pump sector for more than fifteen years working on Air, Ground and Water Source heat pump systems in the UK.

Clive has been responsible for numerous projects up to 680 kilowatt commercial systems as Operations Manager for one of the biggest and longest established companies in the UK, responsible for surveying, designing, installation, commissioning and project managing. He is also a fully qualified DEA and PAS2035 Retrofit Assessor.


Marc Youle-Grayling, Director, Optimum Energy Solutions

Marc has worked in renewable technology for more than fifteen years in the UK and overseas. He designed, specified, and project managed a water source heat pump system for The Salmon Centre on the Isle of Man Laxey which is powered by a hydro plant.

He has also developed a unique array to supply the energy source for ground source heat pumps which has been performance validated by the Energy Savings Trust. Marc is also a BPEC accredited Renewable Technology instructor, a published author, and holds a masters in Renewable Solutions and Energy Efficiency in Buildings.

Course fee and how to book

FABS (Futureproof Associate Builders) £99 / TGR Members £125 / Non-Members £175

Please note that booking closes at 2pm on Thursday 8th April for this course date starting 12th April.

After completing registration, you will receive a welcome pack with joining instructions shortly before your course date. The welcome pack is usually sent on the Friday before the course begins.


The Green Register is fully supporting this course, however the event content and online hosting are dealt with externally. For any queries on this, or any questions about the course prior to booking, please contact:

April 12th, 2021 9:00 AM through April 14th, 2021 12:30 PM
Online Training
United Kingdom
Event Fee(s)
FABs (Futureproof Associate Builders) £ 99.00
Members £ 125.00
Non-Members £ 175.00

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