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Training Horses (Lunge and Ride)

This section covers essential knowledge and skills required to train horses. 

  • Last reviewed: 3rd October 2022
Section 3 Training Horses Section 3 Training Horses

Within this section you will be assessed in the following areas:

Download the assessment criteria.

1. Working the horse from the ground

Lungeing or long reining using two reins is an essential exercise to train and develop a horse’s way of going. As a groom, rider or trainer you will be expected to carry out non ridden exercise and training. This assessment demonstrates your advancing skills in lungeing with one rein to two, and long reining horses. 

You will be given one horse to assess and work from the ground to develop its way of going. The horse may be of any size, type, sex or age from three years upwards. The horse may be of any level of training and experience. The horse may be capable of varying quality of work and may be any level of fitness. 

The horse will be tacked up with any equipment ready for lungeing with two reins and long reining. You should check equipment for comfort and safety before you begin your session.  

You should warm up the horse to assess its way of going. From your assessment you should continue to work the horse using appropriate techniques and exercises to develop its way of going and aid improvement. You should be prepared to use a combination of lungeing with two reins and long reining, unless you feel that one technique is unsuitable for the horse. You will work the horse with empathy and authority whilst developing an effective rapport with the horse. 

You will be expected to use ground poles (if appropriate) to develop the way of going. An assistant will be available to help, following your instructions. 

You will discuss your session with the assessor highlighting the strengths and limitations in the horse’s performance, your evaluation of the exercises and techniques chosen, your performance, and how you would plan to develop this horse’s training with future sessions. You will also evaluate the general training of horses and the process of working horses from the ground using two reins. 

The assessment will last approximately 30 minutes, including discussions with the assessor and is assessed as a standalone assessment. 

2. Riding and training theory

This assessment will give you the opportunity to discuss your training philosophies, methods and experience training horses for dressage up to advanced medium and jump training up to 1.20m. 

You will also analyse your experience of training a horse. You should have trained the horse for a minimum period of six months, so you have a suitable time frame to discuss any improvement seen and draw down from your experiences with this horse. The horse you choose to discuss can be of any age, type, level of training or discipline, for example; a young horse for backing, a riding school horse used for training others, a competition horse (any level) or retraining a horse for a different discipline. 

In order to aid your discussion and support your analysis, you can complete an optional logbook of training to bring to your assessment.  

You can also bring photos or videos (on your own device) as evidence to support your discussion. 

The assessment should last approximately 15 minutes. 

3. Assess a horse

You will assess a horse as if for personal or centre purchase. Firstly, with a static and dynamic assessment of conformation and then a ridden assessment over all three paces, on the flat and over fences. 

The assessment will take place outdoors on grass and you may share the area with up to three other candidates. 

The horse may be of any size, type, sex or age from four years upwards. The horse may be of any level of training and experience and may be capable of varying quality of work. The horse may be of any level of fitness. The horse will be presented to you ready to ride either in schooling or competition tack. The horse may be shod, unshod, studded or not studded. 

Following your ridden assessment, you will discuss your evaluation with the assessor. 

The assessment should last approximately 45 minutes, including discussions with the assessor. 

4. Dressage session

You will ride two horses during this assessment. One, or both horses will be able to work at advanced medium level and may be a competition or school horse of any type, size, sex or age. The horses may be any level of fitness and be capable of varying quality of work. 

You will ride on a surface and may share the area with one other candidate. 

The guidance below relates to each horse. 

The horse will be presented to you ready to ride either in schooling or competition tack. You will warm up the horse and evaluate the horse’s way of going and its level of training. From your evaluation you should continue to work the horse, using appropriate exercises to develop the horse. 

You will evaluate the session with your assessor and plan the horse’s training for development to improve and establish advanced medium level work and beyond. 

Throughout your discussions you should relate the horse’s way of going to the Training Scale and show a clear understanding of the dressage riding requirements for British Eventing, British Dressage and FEI competitions. 

The assessment should last approximately one hour, including discussions with the assessor. 

5. Show jumping session

You will ride one horse during this assessment. The horse will be capable of jumping up to 1.20m and may be a competition or school horse of any type, size, sex or age. 

The horse may be of any level of fitness and may be capable of varying quality of work. The horse will be presented to you ready to ride either in schooling or competition tack. 

You will ride in an enclosed area and may share the area with one other candidate. 

There will be a pre-prepared jumping area. The fences will not be numbered but will allow for linking of two or more fences. The fences will be a mixture of uprights, spreads, oxers and combinations. An assistant will be available to alter fence sizes as requested. You will be expected to assess the fences available before your assessment begins, although this time is not factored into the timetable of the day, so please ensure you arrive in time to do this before your assessment briefing. 

You should warm up your horse and assess its abilities over all three paces and over warm up fences. You will then plan your session and use exercises and the fences available to develop the horse. You will be expected to ride the horse within its capabilities jumping appropriate fences and heights. You should understand competition rules and technical requirements in order to jump a 1.20m course. 

You will evaluate the session with your assessor and plan the horse’s training for further development. 

Throughout your discussion you should relate the horse’s way of going to the Training Scale and show a clear understanding of the show jumping requirements for British Eventing, British Showjumping and FEI competitions. 

The assessment should last approximately 30 minutes, including discussions with the assessor. 

6. Cross-country session

You will ride one horse during this assessment. The horse will be capable of jumping technical cross country fences up to 1.10m and may be a competition or school horse of any type, size, sex or age. 

The horse may be of any level of fitness and capable of varying quality of work. The horse will be presented to you ready to ride either in schooling or competition tack. 

You will ride in a cross-country schooling area and may share the area with one other candidate. 

There will be a pre-prepared jumping area. The fences will not be numbered but the direction of the jump will be indicated by white and red flags. You will be expected to assess the cross-country area and fences available before your assessment begins, although this time is not factored into the timetable of the day. Please ensure you arrive in time to do this before your assessment briefing. 

You should warm up your horse and assess its abilities over all three paces and over warm up fences. You will then plan your session and use exercises and the fences available to develop the horse’s work and evaluate his abilities. You should understand competition rules and technical requirements in order to jump a 1.10m track. 

You will evaluate the session with your assessor and plan the horse’s training for further development. 

Throughout your discussion you should relate the horse’s way of going to the Training Scale and show a clear understanding of the requirements for British Eventing and FEI competitions. 

The assessment should last approximately 30 minutes, including discussions with the assessor. 

Entry requirements
  • A minimum age of 18 years 
  • For the lunge/long rein section: Stage 4 Senior Lunge (Unit 3) or BHS/BHQ equivalent 
  • For the riding section: Stage 4 Senior Ride for Training Eventing (Unit 4) or BHS/BHQ equivalent
  • BHS Gold membership – Membership discounts apply for learners who are training for or taking BHS qualifications  
  • International students should be either International Full or International E-Members
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