“Artful” Control Usage; Pattern Precision

Rudder use in climbing turns is critical to safety in the pattern!

Flying around the pattern with perfect coordination is more difficult than most pilots think. Its also essential to safety because this is where the majority of accidents happen either from collisions or loss of control. Aviation educators must be insistent on thorough understanding and proper control usage if we are going to make better, safer pilots.

The correct actions and control pressures required in the pattern often go against what initially seems “natural” to new trainees; their “naive rendition.” Aviation educators need to patiently unpack and overwrite naive assumptions with correct theory and control usage. These are “trained responses” and require lots of practice to become embedded, implicit scripts that are constantly ready for use by the savvy pilot. There are lots of negative transfers from our more common transportation activity; driving.

Every educator will get arguments that mastering the correct control application is unnecessary because what they are doing “already works” or they will correct sloppy control later; neither is true. The basics must be mastered early and practiced often in flying or you have embedded a ticking bomb in your procedures that will surface later when a critical surprise situation requires immediate and accurate control skills to save the day. Marginal performance from power loss or density altitude challenges can suddenly require us to squeeze every ounce of performance from our aircraft. For safety and efficiency we need to unpack some of these less studied effects and work to master correct coordination.

A common example of “instinctual control” is seen in new pilots on initial power application and rotating to climb for take-off. These new learners counter left yawing tendencies with aileron;  a powerful negative transfer from driving. Many experienced but rusty pilots still exhibit a trace of this incorrect control input. Correctly canceling the yaw with rudder is a trained response that has to overwrite “intuition” and driving habits through continual reinforcement. With practice, the nose should rise straight and steady to a know climb attitude with outside reference and rudder pressure canceling yaw. (Extra points are awarded for not wagging left and right as the climb progresses) As the plane leaves the ground and starts climbing, some even more subtle control pressures are necessary to stay coordinated.

After rotation the pivot point for elevator shifts from the wheels to the CG point (forward of the wing) so a release of back pressure (lower nose) is required (nosewheel plane). Additionally, the increase of induced drag upon leaving ground effect requires a subtle relaxing of back pressure. The proper climb picture required should be memorized and acquired with visual outside reference. The view outside will also allow a pilot to see that left aileron is necessary to keep the wings level in the climb. Right rudder pressure causes a proverse roll to the right (more prominent in some planes than others). This subtle force surprises even experienced pilots when it is pointed out. Climbing coordinated requires some cross control pressure to keep the ball centered and the wings level; “cross-coordinated.” In the proper configuration, most planes exhibit 15% greater climb rate when correctly coordinated on the takeoff since they are stramlined and more efficient. (Try gliders to experience how necessary proper coordination is to performance) Though 300-700 HP can pull almost anything airborne even sideways, bad coordination in emergency situations is the killer. It is amazing that 24% of fatal accidents occur on the take-off and initial climb. Many pilots just don’t value all the challenges here – “hard to miss the sky!”

During the initial high-power, low-speed climb, most singles require right rudder pressure to center the ball. This induces a right rolling moment. Left aileron input against the right rudder is subtle but necessary to keep the wings level as the ball is centered. Once the plane is “subtly cross-controlled” in this manner, it will climb much better because drag is minimized.

The standard left crosswind turn in the patterm  is an even greater challenge to keep properly coordinated for new pilots; right rudder is required! Recent accident data indiates the climbing crosswind turn in the pattern may be even more dangerous than the well known base-to-final turn. Pilots turning left in a climb usually don’t apply the proper right rudder pressure to cancel the prominent left-turning forces since is initially “so unnatural.” As mentioned in many of these blogs, flying well requires many counter-intuitive trained actions to be safe. Remember, since both wings have equal lift in a stabilized turn, and the left-turning tendencies are still present and require right rudder – we are still climbing! Unfortunately, many pilots skid around their left climbing turns (standard right-hand patterns would be safer for control). Pilots who have tried chandelles – a more extreme climbing turn – are very familiar with the cross-coordination concept here. But even in less extreme left crosswind climbing turn, right rudder is essential. But why is flat-footed flying dangerous here?

In skidding turns, the force of roll and yaw are both acting in the same downward direction; they are coupled and adverse in effect – pro-spin. And when pilots inappropriately counter this skidding force in a climbing left turn with more aileron, this incorrect control application increases the angle of attack on the lower, slower wing. This makes the lower wing more likely to stall first and tuck into a spin. This illustration from Bold Method provides a depiction of the many problems with a skidding turn. Correct control application must be taught relentlessly by a committed aviation educator and studied carefully by the pilot in training to become an embedded habit. And this is particularly hard to master since it is a llearned action that is initially completely counter-intuitive. But anything less is clearly unsafe.

The skidding turn seems to be always depicted in a nose low, base-to-final turn in the pattern. This is where pilot action creates the skid with rudder to inappropriately increase the rate of turn. But you will see far more skidding turns in a climbing left turn if you pay attention. The skid here only requires pilot inaction. All the powerful left-turning tendencies create the skid that must be corrected by pilot action. These lef-turning forces must be actively countered with right rudder to prevent a skid. This dangerous tendency is especially common in bigger planes and more powerful engines in the climbing turns. Do the math and you can discern that this is often demonstrated by the “captain of industry” – an affluent step-up client who bought a big new plane. This person is allegedly a “trained pilot” but often really requires remedial instruction to be safe. The professional aviation educator must be firm here to address and fix these coordination problems. Acquiescing to poor control or bad technique is unprofessional and unsafe; it’s how we are losing control in our aircraft every day. Fly safe out there (and often)!

An appreciative nod to Michael Maya Charles and his amazing book “Artful Flying” (SAFE members get 20% off) which continues to inspire me daily. Flying well is more than just being safe. It is the daily joy of pursuing excellence in aviation; flying artfully!



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Teaching Landings More Effectively!

I recently spent a beautiful evening watching students in the pattern challenging their young instructors and abusing their aircraft. Almost every approach was clearly defective long before getting anywhere near the runway; inconsistent configuration, altitudes or ground track; and poor airspeed control with “lucky line-up.” Despite all these obvious problems they all continued to an “arrival” that also kept the lawn mowing crew nervously looking over their shoulders. Without any mastery of the critical sub-components necessary for landing they continued grinding out (and reinforcing) more errors all the while beating up the equipment and hoping for some kind of magical improvement – remember that definition of insanity? And 56% of accidents occur in the pattern – where we spend only 5% of our time. This lunacy also discourages and drives away many students with an assault on their self-worth and sanity. There is an easy remedy here and it is not complicated. It does however require a “culture change” (which can be difficult). We need to teach landings later  in training – and only after full mastery of the required basics. And instead of only teaching landing in their final form, try some “centerline slowflight.”

The common joke among flight instructors is that the only maneuver we actually teach is landing. This is partly because (if we are honest) most pilots are unable to consistently land well (except me?) But this joke is also true because “landing well” incorporates almost every aircraft control skill – plus judgement and risk management- with time pressure, low altitude and ego. Ironically, the critical importance and focus on landing also results in landings being taught very poorly during initial training.

Most schools and instructors teach landings way too early and only in their final form. They begin landing before the individual components have been mastered by the pilot in training. Usually this is a misguided attempt to motivate the pilot in training and demonstrate “fast progress” and success. But many times there is a worse motivator;  an ego-boost for the instructor or image-builder for the school demonstrating low-hour “success” (scare quotes because the specious low standard).  Unfortunately what usually happens is that the new duty of the CFI becomes “protecting the plane” while the student “figures it out” with a series of frustrating “hints and near misses” that I was witnessing. Is it any surprise young CFIs run for the airlines? Is it any surprise 80% of students drop out?

Dishonesty in teaching landing often starts on the first flight (and with the best intentions).  We have all heard (or said) “You landed on that Discovery Flight – See how simple that was?” (I once thought this was helpful myself- duh!) This dishonesty actually seriously damages the total process of learning to fly and results in many problems later. It can actually be a major cause of students quitting; “If it is simple why can’t I get it? – I must really suck at this!” It is so much better to begin the flight training relationship by honestly stating “learning to fly well requires hard work and commitment but the satisfaction and payback are incredibly worth the effort. Landing well is neither simple nor easy and pilots will probably spend the rest of their life mastering and refining this skill set.” We humans actually love challenges but only if there are clear, manageable steps and the results are demonstrably worthwhile (the *are* in flying). With proper guidance, students master landing more easily – in less time and ultimately more thoroughly – if they start later with “incremental mastery.

To start correctly, it is essential to carefully define and demonstrate that the objective of a “safe landing” looks like – on speed, on point in the proper landing configuration, etc. It is necessary to burn the media hype of “the greaser” and all that associated crap. Aim instead for a manageable, safe, landing with consistent, attainable, goals. A full explanation of all the skills and components gives motivation for working hard and incrementally mastering ground tracking, speed control and configuration changes when you are practicing together out of the pattern. Only after your pilot in training takes over all these essential components (see incremental mastery) are you are ready to begin “pattern work.” YOur pilot in training must earn landing practice by demonstrating mastery (not just because the clouds are low on the third lesson and the CFI has to pay rent). A relationship of trust in essential in this process because if your student imports all the crap they see on YouTube they will make this process longer and qeven more “exciting.”

Once in the pattern, I enforce the “rule of three”  – and transfer this to students as a necessary tool. This is simply calibrating the evaluation skills every good CFI already possesses. To be successful (and safe) the learner must see and remedy “high/low, fast/slow, not configured”  and terminate their attempt with a go around if necessary. The pilot in training must have evaluation skills too. There is absolutely no advantage to a continuing with a “salvage job” or accepting the landings I was watching. Even though the CFI is (usually) able to do salvage most landing attempts, we also fix way too many ugly landings for students and set a bad example. Whenever there are consistent deficiencies with basic aircraft control these issues need to be resolved before attempting further landings (otherwise we are practicing and reinforcing errors). It is essential to disassemble the bigger process (final form) into manageable elements that can be mastered safely at altitude then reassembled for success; e.g. once airspeed and ground track are functioning we can continue in the pattern productively.

Pilots in training master aircraft control at altitude first and progressively gain confidence and control at lower altitudes. Once slow flight has been mastered at altitude, bring it into normal pattern practice by flying down a long runway ground effect at approach speed. This is remarkable helpful and should occur before any landing practice with the specific goal of precise centerline control at progressively lower altitudes. In a few passes most students can track right down the line at 3-5 feet in ground effect (a skill that is still lacking after endless touch and goes) Achieving this kind of control through centerline slowflight is a trick used by every experienced aviation educator I know. Unfortunately, they usually only bring it out for “tough cases” as a “method of last resort.” YOu will be surprised how effective it is for every student (before landing practice).

Every CFI needs to be comfortable with centerline slow flight and it should be part of every normal student syllabus. This maneuver builds  confidence in your learner and overcomes “ground fear” for new pilots in training. It also builds the subtle control feel and visual cues for the bouancy of ground effect that contain 90% of the secret to effective landings. One huge psychological advantage to centerline slow flight is removing the expectation of landing that seems to be built into every pilot. Flying a series of low passes builds mastery of the go-around as a viable and safe “escape option.” This maueuver also saves wear and tear on the training aircraft and makes the subsequent teaching of a full landing a snap.

Once centerline slowflight is mastered, it is almost magical to train landing from a slow flight a lesson on a longer runway. Simply slowly reduce power as your pilot in training holds their sight picture in ground effect. Surprisingly your student has landed before they know it; tracking straight on the centerline without even expecting it. All you have to do is fully reduce power on touchdown ( a crutch you obviously want to later remove). It is simple to adapt and adjust this procedure to become a normal approach and landing. The steps now to landing are easy because all the necessary skills are there; no semi-crashes and “protecting the airplane” arrivals. How many pilots screw up landings because they are uncomfortable in ground effect or trying to “make it land” rather than “waiting for touchdown” with the perfect set-up? This and more useful techniques will be part of our  SAFE CFI-PRO™ Workshop at AOPA, October 2&3. Fly safely (and often)!

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Teaching “Invisible Angle Of Attack”

Angle of attack (AOA) is the most misunderstood concept in aviation – just raise the topic casually in a hangar flying session to sample the confusion. Our previous two blogs on tail-down force and the basics of a turn demonstrated the many scary gaps in the average pilot’s knowledge.  Some CFI somewhere has failed these pilots in training. Ignorance and misunderstanding, along with lack of solid skills are at the heart of many of our fatal loss of control accidents. Most pilots are fine and happy in the limited “comfort zone” of their 5% flight envelope, but terrified when forced by surprise events to maneuver. (I highly recommend Rich Stowell’s Emergency Maneuver Training to every pilot. This book will fill many “gaps” and is written in wonderfully clear language)

Controlling AOA is the central tool in the generation of lift and essential to everything we do as pilots defying gravity. Understanding and managing AOA is indisputably the most important knowledge and skill set we (should) learn as students. But unfortunately, if AOA exists at all in a pilot’s vocabulary it seems to represent only  the feared excess of the stalled condition. And even the simple stall is clouded in mystery and fear and hidden behind an over-reliance on technological protections. Now that  minimum controllable airspeed (MCA) has been removed from the private pilot ACS, educators often don’t teach this important skill and sample “the feathered edge” of critical AOA. Learning to maneuver in MCA not only teaches coordination, it teaches all the kinesthetic cues of the impending stall.

I have been privileged to own a 7AC Champ for the last 30 years. This plane has no stall warning device at all – and no blue button or “envelope protection” either. Demonstrating AOA and teaching stalls is so easy in a Champ or Cub (or glider); pilots in training learn it early and fairly painlessly. Add all the distractions of a technologically advanced airplane and the slow flight/stall process can take longer and be disguised by distractions. Don’t get me wrong, technology is wonderful and necessary in a “go fast” machine, but the physics of lift is identical and more easily learned in a simple plane.

Angle of attack is most commonly confused with flight attitude (an aircraft’s relationship to the horizon) but there is no relationship between AOA and attitude. I think this misconception is a deeply embedded “natural” human assumption. And it is essential to eradicate these misconceptions during flight training. This requires knowledge, demonstration and practice; but we often don’t get there. Any plane can be in level flight attitude and stalled, be pointed straight down and also be stalled (both exceeding the critical AOA). Air France 447 was a landmark case study of a very experienced crew mishandling AOA.

As illustrated above, in a still photo of an aircraft, you just can’t determine the AOA from the outside view; it is invisible. To discern AOA you need motion and trend; it is the difference between where the airplane is pointed and where it is actually traveling. And that is another good reason for a pilot to keep their eyes outside for more than infrequent glances; you need to see the trend to achieve control. If it’s going down out of control you need to unload and push it further down to recover. “Unloading” (reducing AOA – especially when nose down already) is so unnatural and at first it is incomprehensible to new pilots.

A secondary stall is a excellent tool to illustrate the difference between AOA and flight attitude and train unloading – the student is confused p“the nose is down below the horizon but the plane is stalling? How can that happen?” This initial confusion (cognitive dissonance) is a “learning opportunity” for full explanation, full understanding and training muscle memory in the learner. And here the aviation educator has to be patient and kind but also somewhat relentless in achieving understanding and proficiency (DPEs do not evaluate this skill on flight tests). If pilots do not fully grasp this “unload” concept, they will never be safe in emergencies.


My personal familiarity with AOA is largely from many hours of “dual given” watching people misunderstand and mishandle the physics of flight. And my passion is guiding them back to comfort, knowledge and control in their aircraft. But this takes commitment on both sides of this instructional relationship. Our natural human tendencies (called “naive rendition”) of how flight works is initially all wrong. Our intuition fails when it tries to “do physics.”

Everyone seems to “know” the nose high aircraft is “high AOA” (the crime of flight school demonstrations). But nobody seems to comprehend that a nose-low A/C can have an equally “high AOA” and be just as close to a stall (it mistakenly appears safe). The untutored knowledge that is “natural” to new pilots does not work and only gets worse when fueled by fear in an upset (pull away from the ground). Flying is largely applied physics and requires proper counter intuitive knowledge and understanding. Flight training is a careful process of discovery as we overwrite what humans intuitively guess is going on. And that takes trust and willingness on the part of the learner and requires a strong CFI/learner relationship to work through these issues completely – also rare.

After many years of flying and teaching, we know most people can drive a plane down the center of the flight envelope with very little guidance  – “look mom I learned to fly in a week!” We’ve all seen this on the cover of Popular Mechanics and I would love it if it was that easy. Unfortunately, if these marginally trained pilots experience displacement from “normal” or are startled, loss of control is a certainty. Even the most experienced pilots can fall into AOA traps. The video below is of an Air Force Thunderbird F-16 that suffered a very predictable LOC  problem. Watch carefully and see if  you can figure out why this happened (no one was severely injured here and the pilot ejected in time)

I often present this video at gatherings and call this “the perfect stall.” It demonstrates that even the most amazing military machine with endless power can’t make an airplane do the impossible and defy physics. Below is a screen shot that looks like a “fly by” – but in a static picture AOA is invisible – it takes motion and trend of a video to reveal the 7G stall.

And the question we left you with in last week’s blog; What is the AOA device installed in every airplane? AOA corresponds with how much chrome you see on your yoke (how far you are pulling back); and how much back pressure you feel on the stick (right side up). “Unloading” (overcoming that dangerous “monkey pull”) allows the reduction of AOA and is the first step to recovery of control (or don’t go there in the first place). To me personally, this huge, universal AOA device is more obvious and compelling in an emergency than a small electronic AOA device hidden somewhere in a busy panel.  But there are many good Upset Recovery Schools for you to try this for yourself and decide while experiencing upsets safely.  There is also excellent technical guidance on LOC-I in our SAFE public resource center (available to everyone) and in the FAA Airplane Flying Handbook. We will have a full syllabus of skill-building maneuvers at our SAFE CFI-PRO™ Workshop at AOPA, October 2&3. Fly safely (and often)!

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Is “Cross-Controlled” Dangerous?

We discussed the turning stall in the last SAFEblog and revealed the (often surprising) fact that in coordinated flight, with lift equal on both wings, a stall simply falls away from the lift vector and is very benign. There is only a burble and a drop of the nose, but no rolling or sudden departure from controlled flight that many people expect (and fear). This maneuver is in the private pilot ACS and should be comfortable for every aviation educator. This maneuver not only builds skills and confidence, but also creates a powerful opportunity to promote the need for coordinated flight and the value of correct rudder usage. Since there is no spin tendency in a turn when we are coordinated, this has a super safety value to every pilot; it opens their minds and gets their attention. But we then need a method to achieve better intuitive rudder coordination.

There is lots of confusion about the airplane’s rudder and its function in flight.  Remarkably, when Rich Stowell surveyed pilots he found 70% thought the rudder was used to turn the aircraft. This is dramatically wrong and should be a wake-up call to every CFI. Quite simply, the rudder cancels unwanted yaw created by the adverse effect of ailerons, power application, or rapid pitching moments. Most commonly, the downward moving aileron creates yaw, pulling the airplane away from the desired turn direction with “adverse yaw.” This can be *very* pronounced in an older (often tailwheel) aircraft but is largely designed out of modern (control blended) aircraft. That is a nice way of saying modern planes mostly tolerate and disguise “flat-footed flying.” Unfortunately, moving the rudders appropriately and learning coordination is the key to safety and preventing LOC-I.

The critical skill is to anticipate yaw not just reactively cancel it after it has occurred. That’s why the advice “step on the ball” – though correct – is too late and creates more problems than it solves. “Step on the ball” means you already created the yaw problem – slewing the plane – and are subsequently forcing it back into balance with a time-consuming, mechanical input. People who utilize this advice not only have their eyes inside but also fly like bad robots in a jerky and uncomfortable fashion. In addition to being clumsy, we just do not have enough mental bandwidth while flying to be cogitating about “stepping on the ball” (which lags badly anyway). It is essential to tune up our kinesthetic yaw sensing and develop automatic anticipation of adverse forces. This will also makes you an amazingly smooth pilot that your passengers will appreciate.

I recommend all flight instructors (and pilots who want to get sharp) demonstrate (observe) a brisk application of power, aileron, or pitch applied independently at a safe altitude. In each case you will see the nose yaw in reaction to this force applied (physics in action).  With practice you can predict which way this will occur (physics!) and discern how much rudder to apply to maintain coordination. I have my primary students initially move the throttle hand and the right rudder together to develop some “muscle memory” while on the ground sitting in the cockpit (works for “chair flying too). This yaw correction will become automatic pretty quickly with directed focus and practice (but is much easier to teach initially than to correct from a bad habit). There is a lot more to this art of learning/teaching rudder and our SAFE CFI-PRO™ workshop has many time-honored CFI tricks to tune up rudder usage.

“As the power increases, you’ll simultaneously press on the right rudder pedal knowing that the entire universe (specifically the airplane’s power induced left turning tendencies) is doing everything possible to yaw the airplane’s nose to the left. But you’ll have none of this nonsense because you are in command of your airplane, right? Right! So step on that right rudder pedal.” Stick and Rudder Mutter, by Rod Machado

But let’s get on to this “cross-controlled bogeyman” we started with. If after we demonstrate that turning stall we ask why the plane did not spin (as expected) in the turn the logical follow up question is “what would cause a stalled plane to spin?” And I guarantee the answer will be “if you stall when you are cross-controlled.” So I demonstrate a stable full slip (power off) and bring the plane to a stall. I love this demonstration, because though the plane is balanced and stable, every pilot anticipates a violent spin entry. In fact with a well rigged trainer, nothing at all happens (except the student finally begins breathing again). Another learning opportunity; why no spin? Because the slip configuration is stable (with no power) with the rudder yaw opposing aileron roll force (perform this only with an experienced instructor and know your plane). This illustrates that the obvious bogeyman is not “cross-controlled” but rather the pro-spin inputs of a skidding turn (ironically the force 70% of pilots think turns the plane) The skid is an excess rate of turn. This usually is created with the rudder but can also be uncompensated force from a go-around attempt (well represented in the NTSB files). The skid is the evil form of “cross-control” and often occurs when people fight yawing force inappropriately with aileron (“driving” again). If there is one aerodynamic principle every pilot must understand this is it; understand thoroughly the difference between a slip and a skid and why one is safe and one will kill you . This is the essence of safety in the pattern. More detail is in this Aviation Safety article I wrote.

Three incidents personally persuaded me to demonstrate these maneuvers and promote this understanding to every pilot. First was repeated flight tests where applicants did not want to “slip to land” because it was “cross-controlled and dangerous.” Then I discovered a website by a respected airline pilot (with great popular following and gravitas) that advised (completely incorrectly) to convert the base to final turn into a slip by applying aileron out of the turn as you lined up on final; “you already have the wing down.” This is of course a skid and very dangerous (pro-spin: do not try this!). The final incident was a young CFI applying for a job at our flight school who demonstrated a massive skid (intending to slip) and confessed he thought you “just cross the controls” to create a slip. This level of confusion is obviously killing pilots and needs to be corrected by every conscientious aviation educator. Again, more here.

Next weekend SAFE will be at the AOPA Fly-In at Frederick, MD (and we would love to meet you there). This blog will cover another misunderstood (and potentially dangerous) aerodynamic force; AOA, CG and pitch (“planes don’t stall, but pilots stall planes”) Fly safely (and often).

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Surprising Airplane Control Facts!

Presenting seminars at public events like Sun ‘N Fun is a fascinating opportunity to both meet people and also sample the aerodynamic understanding of our pilot (and CFI) population. Having been a DPE for many years, I often ask a lot of questions while presenting to get a sense of the understanding level of my audience. Reliably, 70% of pilots are usually confused about which control actually turns an airplane. Pilots (and CFIs) are unfamiliar with the actual aerodynamic forces at work on our wings during a basic coordinated turn. And no one seems to know that *every* aircraft has an AOA indicator installed – which every pilot controls. Let’s unpack a few of these ideas; because they are essential to the safety of every pilot and especially essential for every aviation educator to understand completely.

I usually ask audiences about the balance of lift on the wings of an airplane in a stable, level altitude turn:  In a level, coordinated 30-degree turn, is the lift equal on both wings?Please make YOUR choice at this point before going further.

Reliably, more than half of the pilots in every audience will say lift is unequal on the wings in a level coordinated turn. For an educator, this is the classic “learning opportunity” to present a startling follow-up question. If lift is unequal in a stable turn, wouldn’t your plane would still be rolling? Presented that way it seems to make sense to pilots; lift is equal on the wings. Inevitably, someone always posits that the outer wing has “more lift because it is traversing a longer arc” (over banking tendency). But obviously if this was true your plane would still be rolling. I think what confuses pilots is the asymmetric lift used to create the roll initially, and I think also (surprisingly) the flight attitude is still somewhat scary to many pilots since we all spend most of our time straight and level. The fact that 70% of pilots are confused is also an opportunity to improve the understanding of our flight training community (see SAFE CFI-PRO™) We have great tools for teaching this area of flight.

So simply prove this to yourself the next time you go flying. Roll into a 30 degree bank and add enough nose up trim (and a touch of power) to maintain a stable level altitude hands off. Fold your arms and smile; your plane will happily continue to fly in a hands-off stable turn until it runs out of fuel (assuming it is properly rigged). Every CFI needs to  demonstrate this stability and explain the underlying aerodynamics very early in pilot training. This is not an automobile or a boat and ignorance of essential aerodynamics is responsible for many LOC-I accidents.

The natural follow up question is of course, what will happen if we stall in a coordinated turn? This is a very powerful question for every aviation educator to ask (and demonstrate) as soon as a student is comfortable with straight-ahead stalls. Student pilots predictably grab the seat cushion and start to sweat when I first demonstrate a turning stall in an aircraft during training (despite a full ground briefing). >70% of pilots (and CFIs) predict a spin entry as the inevitable result of a turning stall. But if lift is equal on the wings (we are coordinated), a stall in a turn will very simply drop away from the lift vector. Try this with an experienced CFI and you will see that the stall break is even less pronounced than the straight-ahead stall. This is a way of expanding your flight envelope and proving to yourself how the basic aerodynamics of turning an airplane works. A turning stall is a very empowering maneuver for every pilot to experience. And the turning stall is an element in the private pilot ACS for this reason; it is an essential learning experience for safety and understanding.

And for that last mystery question; which control is active in a level turn? The ailerons are neutral in a 30 degree turn – take a look out at your ailerons while turning and try wiggling them. And the rudder is also neutral  – because all it does is “cancel the adverse yaw” as ailerons are added to roll the plane. The active control responsible for the turn is what you added with the trim; your elevator! And over 25% of pilots guess the rudder is turning the plane – and that would be a skid and responsible for pro-spin force – a dangerous assumption. The actual control responsible for turning in level flight is the elevator. A more complete explanation of  the aerodynamics of turning are on Rich Stowell’s “Learn To Turn” course on community aviation. The fact that pilots are confused here is one reason we are providing expanded education for CFIs during our  SAFE CFI-PRO™ workshop. A YouTube of Rich Stowell at the NTSB is available here.

The (largely unknown) AOA indicator we all have in an upright airplane is how much chrome is showing on your yoke (how far back you have pulled the yoke or stick). This will reliably show your angle of attack and also is the first thing to reduce in an upset – unload! Next week we will talk about the fact that planes don’t really stall – but in fact pilots are responsible for stalling planes.  Stay tuned – and fly safely out there.

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Join SAFE to support our safety mission of generating aviation excellence in teaching and flying. Our amazing member benefits pay back your contribution (1/3 off your ForeFlight subscription)! Our FREE SAFE Toolkit App puts required pilot endorsements and experience requirements right on your smartphone and facilitate CFI+DPE teamwork. Our CFI insurance was developed specifically for CFI professionals (and is the best value in the business).

SAFE CFI-PRO™ Released @ SnF!

Our SAFE CFI-PRO™ initiative was well received by the press and industry on April 3rd at Sun ‘N Fun and we had an  amazing show here in Florida. See all the industry visitors to our booth on our SAFE Facebook. There are many livestream videos from our booth with manufacturers like Piper, Cirrus, Lightspeed, Bose, Appereo and industry partners like Patty Wagstaff and Richard McSpadden.

We announced the date for our initial CFI-PRO™ workshop on October 2nd and 3rd at AOPA in Frederick, MD. This ambitious program is the ultimate expression of our SAFE mission of elevating aviation educator excellence. The purpose of these workshops is to codify and transmit the knowledge and skills that make a CFI professional truly proficient – far beyond the perfunctory FAA initial training. We are addressing the “CFI Gap” between “good and Great!” The heart of this workshop is our “Envelope Expansion Maneuvers.” We will present these in detail and explain the aerodynamics behind them. We hope to also fly them at the workshop so we can ultimately transmit these to every pilot at every airport (though our  CFI-PRO™ cadre) and expand pilot’s abilities to reduce the incidence of Loss of Control accidents.

There are great learning opportunities at this two-day course for every CFI. For new CFIs we will provide the “missing manual” of skills and techniques to elevate each educator from “good to great” taking you far beyond the FAA minimum standards. For the more experienced CFI we will reveal new and modern concepts of scenario-based training and testing and also focus on client-centered instruction. Everyone will also love the networking opportunities with some of the best educators in the country. A passion for excellence is energizing and a shared mission for improvement is  contagious.

What we mean by “expanding the flight envelope” is getting away from just scenario-based training and exploring flight outside the standard 5% “comfort zone” where we all fly. By definition “scenarios” are pretty tame flying. Envelope expansion maneuvers are non-operational, skill-building techniques and focus on full control authority. As an example, take a normal steep turn at the commercial level and reverse the heading after 180 degrees of turn. After you gain proficiency with this, reverse after only 90 degrees of turn. These 60/90s have been a standard tool of senior CFIs to build proficiency for many years.

As another example, perform a standard power off turning stall and recover in the turn without adding power – just reduce the angle of attack; what a confidence booster for both CFI and pilots. A normal turning stall is a required maneuver on the Private Pilot ACS but seldom taught by CFIs or well known by most students sent to a private pilot test. How about a power off stall in a full slip…what will your plane do? If you don’t know you are a good candidate for SAFE CFI-PRO™. We will cover the aerodynamics of this situation and also teach the maneuver in flight. You will become a more proficient CFI-PRO™. As we travel this program, we will depend on our growing cadre of professionals to spread these SAFE Expanded Envelope Maneuvers to other CFIs and our general aviation pilot population. Moving every pilot out of their complacent “comfort zone” by refocusing on confident “yank and bank” maneuvering is the antidote for LOC-I.

More people die in every sector of aviation due to LOC-I than to any other cause. The NTSB has been excellent at keeping this fact in front of the public until we figure out how to change the way we train pilots.” Realistically, however, Brooks adds, “If we look at how we spend our training time versus the LOC problem, there’s a huge gap, yet we continue training pilots the way we always have.”

The secret of success for SAFE CFI-PRO™ is teaching a syllabus of maneuvers that can be flown in a any standard part 23 training aircraft (no parachutes or exotic aerobatic planes required). This program is scalable to every pilot at every airport in the hands of a skilled CFI-PRO™ and ends up being highly effective at building skills. Pursuing an Upset Prevention and Recovery Course as the next step would be a great addition. Find more information here and please enter your contacts to receive more details as they become available. Registration will be available in about a month; stand by for a great educational experience.

In the meantime, fly safely (and often) and keep in touch. Together we are going amazing places.

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SAFE CFI-PRO™: Scenarios, Maneuvers, or Both?

This is one in a series of posts by special guest authors about SAFE's new CFI-PROficiency Initiative™ (aka SAFE CFI-PRO™). The goal of the initiative is to make good aviation educators great!

Rich Stowell authored many articles in the early 2000s on “The Problem with Flight Instruction” that helped precipitate the SAFE Pilot Training Reform Symposium in Atlanta. That SAFE initiative spawned the current FAA ACS. Now the focus is on raising the level of excellence among aviation educators with the new SAFE CFI-PRO Initiative.

Top instructors and examiners continually debate and lament the state of stick and rudder flying skills. The FAA flight training pendulum has swung from the traditional WWII maneuvers-based training (MBT) to the newer scenario-based training (SBT) standard. And though SBT is a vital part of risk management training and testing, inflight loss of control (LOC-I) continues to top the list of fatal accident categories. The number two occurrence category isn’t even close.

Should we resign ourselves to accepting LOC-I as inevitable? Or maybe the current focus on scenarios is as short-sighted as the focus on maneuvers once was? Perhaps aviation educators need to adopt a more balanced approach.

…what is chiefly needed is skill rather than machinery. – Wilbur Wright

Flight instructors teach in the psychomotor, cognitive, and affective domains. Maneuvers-based training falls in the psychomotor domain. It’s where pilots learn stick and rudder skills (aka manual flying skills). Scenario-based training overlaps the cognitive and affective domains. It’s where pilots learn aeronautical decision making skills.

Most anyone can learn specific patterns of movement. For instance, a person can follow steps laid out on the floor without ever looking in a mirror, getting a critique from a dance teacher, or listening to a beat. Does that make the person a dancer? Similarly, most anyone can learn how to apply a solution model to a scenario. A baseball fanatic with a grasp of analytics can choose statistically better options without having played the game. Is the fan a baseball player?

What does it take to train pilots capable of integrating body, mind, and emotion so the successful outcome of a flight is never in doubt? Memorizing a series of control movements without context, purpose, or rhythm won’t do that. As cognitive load increases, performance deteriorates and inputs become more spastic. Tackling complex scenarios without a solid foundation of stick and rudder skills won’t do it, either. Preoccupation with the mechanics of flying deflects mental focus from aeronautical decision making.

The psychomotor domain is the bridge to the other domains. We entice potential customers into aviation through the physical act of intro flights. Aviate, Navigate, Communicate is our most repeated mantra, with “fly the airplane” our default rule. The Aviation Instructor’s Handbook puts “Acquiring Skill Knowledge” several sections ahead of “Scenario-Based Training.” If word count is an indication, the skill section has nearly 40 percent more words than the scenario-based one. The handbook says skill acquisition is “the ability to instinctively perform certain maneuvers or tasks that require manual dexterity and precision [allowing] more time to concentrate on other essential duties such as navigation, communications with ATC facilities, and visual scanning for other aircraft.”

Developing competence in manual flying skills breeds confidence; injecting realistic scenarios counters overconfidence and develops better judgment. A path to follow to improve stick and rudder competency includes:

• Building from fundamental movements of the controls to skilled movements;
• Practicing manual skills often and with clear educational intention for growth; and,
• Striving to be able to do complex patterns of actions skillfully and automatically. [More here]

Could more technology be the answer to LOC-I? Is the purpose of technology to help well-trained pilots achieve peak performance with greater precision, or to conceal deficiencies in piloting skills?

Blue Threat author Tony Kern advises: “Error control will never be engineered out of existence with technology.” In fact, manual flying errors have increased because of overreliance on technology. This compelled the FAA to remind pilots to hand fly their aircraft more often in SAFO 13002 and SAFO 17007

Advisory Circulars 120-109A and 120-111 include templates for recovering from stalls and nose high and nose low attitudes. The first action listed in each case? Disengage the automation. The next steps in the procedures require (deeply ingrained) manual flying skills. And only greater proficiency and envelope expansion will give pilots fluid and immediate access to these often counterintuitive skills.

While the above ACs primarily target air carrier operations, they provide sound advice for general aviation pilots, too. When the time comes to prevent or recover from upsets that could lead to LOC-I, our lives, the lives of our trainees, and the lives of others will boil down to what the pilot does with the flight controls.

Stick and rudder skills will be relevant as long as flying involves pilots touching controls. Pilots interact with instructors throughout their flying careers; thus, improving the manual flying skills of instructors—and their ability to pass those skills on to others—is essential to reduce loss of control. This is why instructors are at the heart of the SAFE CFI-PRO Initiative.

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Join SAFE to support our safety mission of generating aviation excellence in teaching and flying. Our amazing member benefits pay back your contribution (1/3 off your ForeFlight subscription)! Our FREE SAFE Toolkit App puts required pilot endorsements and experience requirements right on your smartphone and facilitate CFI+DPE teamwork. Our CFI insurance was developed specifically for CFI professionals (and is the best value in the business).

Spread Your Wings!

As pilots, we have an amazing diversity of “flying machines” available to us.  Unfortunately, most of us never take the time and money necessary to explore these unique experiences. In other articles here I have advocated for “envelope expansion” in your regualr piston flying. This builds skills and enhances safety. But other categories and classes of flying machines are also a pathway to build transferable skills and also provide new perspectives. To stay safe in aviation, it’s essential to challenge our skills regularly and also reexamine our procedures from time to time with a fresh perspective. In this article I hope to inspire you to get out of your comfort zone a little and explore some new kinds of flying machines. This could be as simple as finally taking up your friend’s offer to experience flight in their Long-Ez – or try a glider ride at the local soaring school.

After a while in the air, everyone gets first ‘proficient’ at what they do regularly, then ‘comfortable’, and the very next stop is often ‘complacency.’ With complacency also comes the boredom of the “same-same round the pattern” flying and a diminishing safety margin if a surprise occurs. Very few of us challenge ourselves on a regular basis to get out of our “comfort zone” and build skills. The original excitement (and even the twinge of fear) from the new adventure soon goes away and we can get stale and rusty if we are not careful.

Not only is complacency damaging for safety, there is a definite trend of pilots dropping out after a bunch of years after they lose the original excitement of flight – the secret to longevity and growth is exploring new aviation adventures! The AOPA is currently partnering with the Recreational Aviation Foundation to encourage back-country flying From Peaks to Pavement: Applying Lessons from the Backcountry”  This is an excellent opportunity to  restore challenge and adventure to your flying while building skills transferable to your everyday environment.

The amazing Ron Bragg when I got my DPE…years ago!

I learned to fly in 1970 and after acquiring all my ratings I ran a 141 flight school for 25 years. By necessity that means a lot of the same kind of repetitive flying. After 5 or 10 thousand hours of dual given, there is diminishing level of new input in this flight environment (ask any CFI). No matter how conscientiously you approach each day as a “fresh learning event” there is limited novelty and the human machine tends to stereotype each repetitive experience. As a pilot and especially as an instructor, you inevitably get stale and start “pattern matching” or stereotyping. This is a natural neurological process called “normalizing” – it’s complacency at work and not only is this bad for the piloting skills, it is also destructive to the instructional environment and safety. How many burned out CFIs have you experienced?  I could feel the excitement diminish hour by hour, day by day and year after year!

Fortunately, I discovered gliders (and then everything else that flies) could provide not only a lift in excitement and motivation, but also a unique set of skills to reinvigorate my daily world of flight. Once you are a proficient glider pilot (or instructor), the way you understand (or teach) a power failure in a piston plane is increadibly richer and more detailed…what a unique perspective to bring to a piston lesson.

Maybe you are a Zen Master and can approach each moment as unique, but I found the easiest path to escape “normalizing” is exploring a variety of new aviation experiences. Humans adapt readily to each new environment and we stereotype internally  without knowing it as part of our predictive perception. After a very short time, the scary edges and unusual procedures neurologically disappear and we get “comfortable” – even in the strangest environments – through normalizing. This process is a huge problem for safety because any pilot can subliminally adopt unsafe procedures through “drift” in everyday operations. Anything we do repeatedly becomes the “new normal.

Long EZ N26SB Sport Aviation Assignment

Exploring other aviation environments  – and especially seeking instructional oversight and guidance with a creative professional – is necessary to gain perspective on our previously comfortable groove. We all need a shot of insight and excitement from time to time. I would encourage you to seek out and try some different flying. This experience will pay you back with new insights and skills that improve our skills and outlook. You will come back with a new perspective and fresh appreciation for your “normal” experience. Fly safely (and often!)

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Join SAFE to support our safety mission of generating aviation excellence in teaching and flying. Our amazing member benefits pay back your contribution (1/3 off your ForeFlight subscription)! Our FREE SAFE Toolkit App puts required pilot endorsements and experience requirements right on your smartphone and facilitate CFI+DPE teamwork. Our CFI insurance was developed specifically for CFI professionals (and is the best value in the business).

Freelance CFI – You’re a “Business!”

Thanks to Dave Wheeler for this article (expanded from a Facebook post) He is an ATP pilot with ASEL, AMEL, and SES. He holds all of the CFI certificates and ratings for airplane, and instrument. He also has the gold seal attached to the CFI certificate and is a four-time Master CFI. Total time is just a bit north of 14,000 hours with just short of 12,000 as CFI. Dave has owned three different flight schools throughout the years, buying the first one in 1978, a Grumman Pilot Center.  As aside, Dave got his ATP just to go through the process, as he never wanted to fly for the airlines.    

When you acquire that precious initial CFI certificate you are not only approved to teach flying, you have become a “business” (allowed to legally collect money for your services) and there are new “privileges and responsibilities” far beyond just flying. Here are a few pointers for the new CFI who is putting out their shingle to offer flight lessons to the public for the first time (as opposed to teaching for an established flight school). This is a new adventure that requires some training and information to succeed (and avoid economic peril)  “Going into business” is a great adventure and a learning experience that demands new skills and responsibilities and involves much more than just being a great CFI.

Among the many surprises and “learning opportunities” is business licensing. Where I teach, you will need a state business license, as the state collects sales tax. To collect the tax, the tracking vehicle is the business license number. So, we must collect the tax from the customer and pass it through to the state. Here it is call Business and Occupation tax, or B&O.   Depending on your business it may be collected monthly or quarterly. The state decides that for you based upon your application, and the dollar amount you specified as anticipated income. Then, depending on where you live there may be county and/or city taxes too. Here (by the way, “here” in my case is Washington State) the state collects both city and county tax and forwards it to the respective agency. Then there are other taxes that you pay to the state for whatever reason.

Once you are licensed, be sure to check with the airport upon which you desire to teach. More and more airports are adopting a Minimum Standards Document that spells out what you need to do to conduct business on their soil. In my case, I started out with one airplane and just me. I was listed as a freelance CFI (and it applies to A&Ps too) and needed to prove airworthiness of the Cherokee 140 I was going to use, and prove that it met their insurance requirements. I was going to be a “Through the fence” operator, so I convinced them that my office would be my motorhome that I would park outside next to my tie-down spot.

As a funny example of what you can learn, I got one of those big green signs from Sporty’s that says “Learn to Fly Here” and hung it out to attract business. Little did I know that there was a separate “Sign Requirements” document with which needed to comply. Sign came down. Once the state and airport are happy, you need to think about a business plan. How are you going to run your business?

Since you are now competing for customers with any inside the fence FBOs (and they are not going to be happy with since you are “poaching” their customers) and other businesses that are going after the customer’s hard earned dollars. If you think about it, you are in competition for recreational dollars with the local golf course, dive shop, and bowling alley, the movie theater, etc. The product you are selling is not so much flying but also “challenge and adventure”. So this is where you may want to look to hire some professionals to assist in your marketing and business plan. Like many unfortunate others, I did not take this route, but learned the hard way through the school of hard knocks. Though a professional, aviation-savvy CPA and attorney may cost some money, you save from the pain and heartache that every misstep costs. Their professional fees (like yours) are worth every penny.  In my case, I was going along fat dumb and happy, selling flight instruction, building my business, paying my taxes, and several years into the business I got a nice letter from the state department of revenue saying they wanted to do a B&O tax audit. I called one of my customers, a CPA and asked his advice and his first sentence was “Do NOT let anyone from that office onto your property!” Wow, OK. Why? He explained that they will not only audit your books, but your premises as well. He said that if they see a magazine lying on your table they will want to see where you paid the tax on the magazine. If you buy something for “resale” meaning you will pay the tax when you sell it, not when you buy it, they will want to see that paper trail.

Just like every other emergency in aviation, where the test comes first and the lesson and learning follow, I got smart quick. I put the CPA on retainer, and took my records to the CPA’s office and they did the audit there. They actually found that I had paid too much sales tax on a computer that I purchased out of state and I ultimately got a refund. Not enough to pay the CPA, but still…worth it and “lesson learned” (hire a professional!) Getting really comprehensive and “CFI specific” insurance from a professional (like SAFE offers) is another essential first step in business. Though you may not have assets to worry about starting out, all your future earnings are also be legally attached so professional CFI insurance is money well spent!

That is enough for today, but in a future issue, I’ll talk about some of the other things you will face as a freelance CFI.

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Join SAFE to support our safety mission of generating aviation excellence in teaching and flying. Our amazing member benefits pay back your contribution (1/3 off your ForeFlight subscription)! Our FREE SAFE Toolkit App puts required pilot endorsements and experience requirements right on your smartphone and facilitate CFI+DPE teamwork. Our CFI insurance was developed specifically for CFI professionals (and is the best value in the business).

CFIs Are Not All Equal: CFI-PRO®!

Previously published in the FAA Pilot Examiner Quarterly (shared by permission) Here is a unfortunate story of a “Rusty CFI” (not current teaching though probably very current in his biz jet). DPEs see cases like this too often- where the well-meaning CFI was not up to speed. New CFIs need mentoring, non-current CFIs need refreshing (a FIRC every two years is not enough).

Here is a scenario that happens much more often than you would think…  A commercial pilot is blessed with a great paying flying job with a lot of down time.  (Well maybe not that part) Anyway, the lucky one…we will call him “Stan” has not been an active flight instructor for more than ten years. Nevertheless, he dutifully renews his flight instructor certificate by completing an online Flight Instructor Re-fresher Course (FIRC) every 24 months. He then goes to Sheryl his local DPE and pays her an administrative fee to review his application and FIRC graduation certificate and renew his certificate.

One day our hero Stan is polishing up his Beech Debonair. He is approached by one of his hangar neighbors at the airport who asks if he can train his 16 year old son for his “pilot’s license” in their family Cessna 120.  Stan decides “well… I haven’t used the certificate and some time, maybe I should give back to the aviation community”. He reluctantly takes on the eager new student and agrees to train him free of charge.  Having not been active for a while, Stan is not aware that there have been significant changes since he was a young instructor building time to move to the airlines. Not only that, he has never instructed outside of the confines of a 141 flight school. When he was teaching with the school he had a syllabus and other more senior instructors to check his paperwork; bounce questions off of; and help keep him out of trouble.  Our student…“Junior” reports for his first flying lesson the following morning and Stan sits down with him to chat and make sure that he is ready to begin flight training. Junior is ahead of the game and went to an AME and got a second class medical. Stan looks at the medical and notices that it is on a white piece of paper but it doesn’t say “Student Pilot Certificate”. He remembers from his FIRC that there was a change in the regulation….”Uh… let’s see…. yeah that’s right, the AME no longer issues student pilot certificates and I just have to put the endorsements in his logbook instead of on back of the certificate.” They discuss the first lesson, do a preflight inspection and go out in fly.

Junior is a quick study and Stan decides to solo him after only about 8 hours of dual flight instruction. He makes an endorsement in the “boiler plate” section in the back of Junior’s logbook and sends him on his way around the pattern. After three perfect “three pointers” he congratulates Junior with a ceremonial douse with a bucket of water and cuts his shirt tail for this momentous occasion. –

Soon they are working on the cross-country and night portion of training and Junior’s subsequent solo flights go well. Stan always looks in the back of the logbook and signs the boilerplate endorsement that most applies to the flight that Junior is doing. Soon he has flown off all the solo and dual time required and has completed his Private Pilot Knowledge test and Stan deems him ready for the practical test.

Junior goes into IACRA and registers for an account and begins to fill out an application for a Private Pilot Certificate Single Engine Land. He has no problem with it until he reaches the section “Have you ever held an FAA pilot certificate?” He thinks “Well yes… I have a second-class medical; but where is that certificate number? He asks his instructor. Stan scratches his head, picks up the phone, and calls one of his co-workers who flight instructs regularly. Through the conversation, he finds out that the paper student pilot certificates he once knew are now a plastic card. Stan’s heart leaps into his throat realizing his mistake. He tells Junior to log back into IACRA and start and new application for Student pilot and Stan approves it.  Two weeks later, Junior receives a notice that his temporary student pilot certificate is ready in IACRA. Stan, then has junior finish his application for private pilot and calls Sheryl, the DPE to make an appointment for Junior’s practical test.

Stan prepares Junior for his test and wants to be a good instructor so goes to the appointment with him to make sure that Sheryl has everything she needs to start the exam. They meet at Sheryl’s office early in the morning. She first reviews the aircraft log-books and all appear to be in order. She then looks at Junior’s application and begins to look at his pilot logbooks. She checks his student pilot certificate, which has an issuance date of just a little over two weeks ago.  She also notices that there is not a tailwheel endorsement.

“Stanley, I’m sorry but I cannot accept this application.” Sheryl Says…

“Why not?” Asks Stan.

“This temporary student pilot certificate was issued a 2 weeks ago…and on top of that, Junior doesn’t have a tailwheel endorsement.” Says Sheryl.

“Well, I did all the training. I can put the tailwheel endorsement in there now.” Says Stan.

Sheryl explains. “Stan, that still wouldn’t make the flight time valid. He didn’t have the tailwheel endorsement required to act as pilot in command and he didn’t possess a valid student pilot certificate when he conducted these solo flights. I’m afraid all of his solo time just doesn’t count.” Unfortunately, for Stan and Junior, Sheryl is right. She confirms this when she calls her POI to see if there is any way they can move forward. So…What happens at this point?  Who is responsible? What are the repercussions?

It was an honest mistake but legally, there could be enforcement action against both!

Stan and Junior and probably at least a re-examination ride for Stan. The FAA would also require Junior to re-fly all of his solo flights that were made without a valid student pilot certificate before he would be eligible for a private pilot certificate. Junior also would have to bear the expense.  A student pilot hires a qualified instructor to provide a safe environment for them to learn. Above all, the instructor must be a professional. They must have an understanding of the learning process, a knowledge of the fundamentals of teaching and an ability to communicate effectively with the student pilot. They must also have a thorough knowledge of aeronautics, regulations, and possess a keen attention to detail.

Before soloing a student 61.3 states that “No person may serve as a required pilot flight crewmember of a civil aircraft of the United States, unless that person has in their physical possession or readily accessible in the aircraft when exercising the privileges of that pilot certificate.”

In this case it would be a temporary student pilot certificate issued under §61.17 Most prospective students essentially know little if any about regulation. It is the duty of the flight instructor to educate students about the certificates and documents required when they begin their flight training.

The responsibility falls upon the instructor to make sure that they meet all the regulatory requirements when they are going to operate an aircraft solo. The flight instructor must also administer a pre-solo knowledge exam that includes applicable sections of parts 61 and 91. One of those questions should be… “What documents are required to be in your possession when acting as PIC on a solo flight?”

DPEs see mistakes like this all too frequently. It is SAFE’s mission to elevate the professionalism of aviation educators. We do this through resources, training, and mentoring; Join SAFE and pursue excellence in aviation. If you are in training and have a bad CFI do not hesitate to “Ditch the Duds” or “Fire Your CFI.” Get a CFI-PRO®

Our FREE SAFE Toolkit App gives every CFIs the necessary guidance for pilot endorsements and pilot experience requirements right on your smartphone. This app facilitates smooth CFI+DPE teamwork.

Join SAFE for more tools and to resources for greater educational professionalism. Your membership supports our safety mission of generating aviation excellence in teaching and flying. Our amazing member benefits pay back your contribution (1/3 off your ForeFlight subscription)!

Stan should have taken the initiative to re-search the regulations a little closer. When he looked at Junior’s Medical certificate, he was unsure but assumed that he knew the answer was that he did not need a student pilot certificate based on a vague recollection of his FIRC training. When you assume anything, you can assume trouble. A review of the regulations or a call to his local DPE or FSDO Aviation Safety Inspector would have cleared this issue up before it became a serious problem.