• 1. Purpose
• 2. Scope
• 3. Definitions
• 4. Policy Statement
• 5. Roles and Responsibilities
• 6. Policy Detail and Procedures
• 6.1 Eligibility and Application
• 6.2 Professional Standards
• 6.3 Communication and Community
• 6.4 CPD and Development
• 6.5 Suspension or Removal
• 6.6 Review Cycle
• 7. Related Policies and References
• 8. Compliance and Breach Handling
• 9. Review and Version Control
• 10. Approval Record

1. Purpose

This policy outlines the standards and approval process for individuals wishing to operate as WES Professionals. It provides a transparent and supportive framework to ensure that those teaching under the WES name demonstrate high standards of knowledge, safety, ethics, and community leadership.

2. Scope

This policy applies to all individuals approved to operate as WES Professionals (clinicians, coaches, trainers, instructors); prospective applicants seeking WES Professional status; and the Education Officer and Council responsible for approval and oversight. It includes: pathways to approval; professional conduct expectations; communication and engagement; and review, removal, or suspension of status.

3. Definitions

• WES Professional: An individual formally approved to deliver training or clinics under the WES name
• Education Officer: The Council-appointed individual responsible for managing the professional cohort
• Assessment Pathway: A structured process for new applicants involving observed teaching and technical review
• Recognition Pathway: A process for experienced equestrian professionals (e.g. UKCC, BHS) to demonstrate transferable credentials
• CPD: Continuing professional development

4. Policy Statement

WES Professionals are the Society's public face - delivering clinics, mentoring riders, and representing our values. They must demonstrate professionalism, horsemanship, and a commitment to safe, inclusive, and ethical practice. Professional approval is not permanent or automatic. It is based on active engagement, positive conduct, and contribution to the Society's community goals.

5. Roles and Responsibilities

6. Policy Detail and Procedures

6.1 Eligibility and Application

Applicants must: be at least 21 years old; be a current member of WES; have suitable experience as a rider and/or instructor; and submit an application form with references and relevant experience.

Applicants choose one of two routes. The Assessment Pathway involves: observation of teaching (live or video); review of training plans or lesson structure; and an informal interview or discussion. The Recognition Pathway involves: submitting current credentials (e.g. UKCC, BHS, AQHA); providing client testimonials or clinic history; and may require a video or portfolio of work.

The Education Officer reviews applications and makes a recommendation to the Chair and Secretary. Final sign-off is by Council.

6.2 Professional Standards

WES Professionals are expected to: prioritise horse and rider welfare at all times; deliver clinics that are respectful, inclusive, and safe; maintain high standards of communication, preparation, and conduct; avoid gossip, exclusionary behaviour, or conduct that damages WES's reputation; model calm, constructive leadership at events or on public platforms; and engage with policy updates, communications, and training initiatives. Any breach of the Code of Conduct, Safeguarding Policy, or this policy may result in suspension or removal of status.

6.3 Communication and Community

WES Professionals are part of an active community. Expectations include: participation in the WES Professionals WhatsApp group; attendance at regular Zoom meetings (5-6 per year); contribution to at least one regional or national activity per year (clinic, show support, online resource); and engagement with the Education Officer as required.

6.4 CPD and Development

Professionals are encouraged to pursue development via: observation and peer review; online learning; attendance at WES events; and annual CPD events (hosted by WES or partners). While CPD is not mandatory, engagement will be reviewed as part of continued approval.

6.5 Suspension or Removal

WES reserves the right to suspend or revoke Professional status for: repeated failure to engage or deliver; breach of policy or code of conduct; safety concerns or complaints; or bringing the Society into disrepute. Concerns will be reviewed by the Education Officer, who may recommend: informal resolution; temporary suspension; or referral to the Chair and Disciplinary Procedure.

6.6 Review Cycle

All WES Professionals will undergo a light-touch review every 3 years, confirming: continued activity; willingness to contribute; understanding of policies and expectations; and confirmation of insurance and safeguarding if required.

7. Related Policies and References

• Code of Conduct
• Safeguarding Policy (WES-POL-0020)
• Disciplinary Procedure (WES-POL-0021)
• Animal Welfare Policy (WES-POL-0026)
• Volunteer Management Policy (WES-POL-0022)
• Professional Application Form
• WES Professional WhatsApp and Zoom Meeting Schedule
• Website Professional Profiles

8. Compliance and Breach Handling

Breach of this policy or failure to maintain acceptable standards may result in: warning or coaching; suspension from professional listing; referral via the Disciplinary Procedure; or removal from the Professional cohort by Council decision.

9. Review and Version Control

10. Approval Record