www.i-m-a.org.uk/training
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ssuring quality in the money advice profession
Training Programme November 2015 – January 2016
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Contents
Contents. . . 2 CEO’s Welcome . . . 3 IMA Services . . . 4About the IMA . . . . 4
Certificate in Money Advice Practice . . . . 5
IMA Continuing Professional Development (CPD) Scheme . . . . 6
Membership . . . . 6
In-House Training . . . . 7
IMA Training Courses. . . 8
Bankruptcy: The Tricky Bits . . . . 8 Challenging Interest and Charges . . . . 8 Disability, Mental Health and Debt . . . . 9 DRO Law and Theory . . . . 9 Enforcement Act 2007: An Overview of the New Bailiff Law . . . .10 Financial Capability Coaching Skills for Money Advisers . . . .10 The Modern IVA . . . .11 Personal Independence Payment . . . .11 Using the FCA Handbook . . . .12 Training Discounts . . . .12 MAS-Accredited Training. . . .13 Money Advice Foundations . . . .14 Managing Cases and Caseloads . . . .15 Preparing Cases for Court . . . .15 Facing Courts & Tribunals . . . .16 Supervising Money Advice . . . .16 Further Information . . . .17
IMA Training Calendar . . . .18
How to Book and Costs . . . .19
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www.i-m-a.org.uk/training
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CEO’s Welcome
Welcome to the Institute of Money Advisers training programme of courses running between November 2015 and January 2016. It might seem a long way off, but remember there’s an early bird discount available if you book 3 months ahead (see p12 for details), so now is the perfect time to organise your Winter training. CMAP accredited advisers will have their Continuing Professional Development on their minds, as they submit their records for the past year. Why not get an early start on next year’s CPD record, and avoid rushing to find points at the end of the next window? The new courses we introduced in Summer and Autumn are continuing to make their way around the country. Specialists can extend their in-depth expertise with ‘Using the FCA Handbook’ and ‘The Modern IVA’. Caseworkers can maximise their clients’ income by attending ‘Personal Independence Payment’, while ‘Challenging Interest and Charges’ and ‘Bankruptcy: the Tricky Bits’ should have plenty for debt advisers at either level. Those seeking to meet the Money Advice Service individual quality standards will find our accredited training pathway on p13. At the time of writing, the IMA is the only training provider offering MAS accredited learning from initial contact all the way through to supervision. Advisers can also transfer into the IMA training pathway using suitable training you’ve received elsewhere. Don’t forget, we also offer a discount for colleagues who are booking onto the same course together (see p12 for details). If you have several people requiring training, you may prefer us to deliver a course at a location to suit you, so please contact us to discuss buying an ‘in-house’ course. Sharing the cost with other advice providers in your area could also be a more economical way to receive essential up-to-date training. We look forward to seeing you during our forthcoming programme.Robert
Robert Wilson4
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IMA Services
About the IMA
The Institute of Money Advisers (IMA) is the only professional body acting solely for money advisers in England, Wales and Northern Ireland. The IMA is a charitable company formed in June 2006, having previously operated as the Money Advice Association, which was originally established in 1984. Our overriding objective is to assure quality in the money advice profession, with our primary focus being the promotion and support of free-to-client advice. The IMA is a national membership organisation with over 1,700 members drawn from across the free money advice sector; our individual members are our strength.
Aims and Objectives
The IMA’s Mission Statement: Assuring quality in the money advice profession. Our objective is to systematically drive up the standards of advice, by championing professionalism and good practice and regulating compliance with our Professional Code of Conduct. The Institute aims to: • develop professional standards, • provide support services to its members, • promote free money advice, and • influence policy and practice relating to personal finance.
What We Do
The Institute is committed to supporting money advisers in their development and maintenance of knowledge and expertise by: • providing professional qualifications and associated accreditation schemes, • offering a specialist training programme, plus a bespoke in-house training service, • publishing Quarterly Account, the professional money advice journal, • connecting our members to the regional network via IMA Branch Representatives, • hosting the biggest event of the money advice calendar, the annual IMA Conference, • approving money advisers as DRO intermediaries, thanks to our status as a competent authority, and • providing a voice to influence policy and practice relating to personal finance, as well as keeping our members up-to-date with opportunities and activities in the sector.www.i-m-a.org.uk/training
If you and a colleague book places on the same IMA training session or you book your place at least 3 months ahead of the course date, you’ll qualify for a discount. See page 12.
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www.i-m-a.org.uk/training
IMA Services
Certificate in Money Advice
Practice
This qualification was developed in 2009 by the IMA in partnership with Staffordshire University as an accreditation qualification for free-sector money advisers. The qualification is open to applicants from England, Wales, Northern Ireland and Scotland. There are three intakes each year of up to 100 students per intake. So far, over 800 advisers working in the free sector have already successfully completed the qualification. If you or your employees are interested in taking this qualification, see our website or contact us for more information. To fulfil its remit of assuring quality in the money advice profession, the Institute instigated research into identifying a set of skills and attributes that could form a set of standards and provide a benchmark against which money advisers could be assessed. Born from this research, and as a response to the demand from sector professionals, the Certificate in Money Advice Practice (CMAP) was developed to provide the comprehensive learning materials associated with good money advice practice. The qualification was launched in May 2010 at the IMA conference and within hours had received over 300 expressions of interest.It gives me confidence and
a feeling of professionalism.
I think it also gives my
clients confidence in the
advice I give.
Amy Taylor, Stockport Debt Advice Service
The CMAP represents the most robust qualification in money advice practice and is fast becoming the industry standard. To date, more than 1,000 candidates have enrolled and building on this success we have formed partnerships with Money Advice Scotland and Advice NI to broaden the scope of the qualification and help improve money advice standards across multiple territories. By working with the Debt Managers Standards Association (DEMSA), we have also been able to make this qualification available to their member company employees in the private sector.
CMAP has increased my
knowledge and confidence
in the debt advice I
provide. It has raised my
professional standing
with my organisation and
has assured funders of our professional
integrity and ongoing development as a
debt advice service.
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IMA Continuing Professional
Development (CPD) scheme
What is a CPD scheme?
A CPD scheme is a process that aims to accredit continued learning in a given subject. Schemes will attach their own rules and requirements but the outcome is that those who adhere to the scheme can be accredited as a reliable and high quality practitioner. They usually operate on an annual basis and require a certain amount of learning to be completed within the year. Accreditation provides a ‘badge’ of quality that can be a useful promotional tool for advisers and companies alike.The CPD regime has
focussed us on
ongoing professional
development.
Money Advice Plus
Membership
Members of the Institute of Money Advisers currently receive the following benefits: • assistance with career development through our qualifications, accreditation scheme and training courses, • a free annual subscription to Quarterly Account, the professional money advice journal, • access to Specialist Support consultancy, • the opportunity to become approved as a DRO intermediary, thanks to the IMA’s status as a competent authority, • access to free Money Advice Trust Wiseradviser training, • networking opportunities, through regional branch events and our annual conference, • up-to-date information about opportunities and activities in the sector, • a voice to influence policy and practice relating to personal finance.Types of Membership
• Associate Membership • Accredited Membership • Trainee Membership • Affiliate Membership • Non-Practising Membership • Honorary FellowsIMA Services
www.i-m-a.org.uk/training
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www.i-m-a.org.uk/training
IMA Services
In-House Training
If you have access to a suitable venue – this could be a training room on your own premises, or a local venue which you can hire – you can book a private IMA training course for your organisation. • We will come to you, saving you money and time on staff travel and expenses • The course will be on a date convenient for your organisation’s activities and schedule • We will charge a flat fee rather than a delegate rate, saving you money on booking fees if you have a number of people who want to participate • Voluntary and statutory bodies normally receive a favourable discount You will likely need about 7 to 10 people to make it worthwhile, but if there is demand locally you can sell places on the session to other organisations or team up with partners to make your group a viable size. You’ll need to arrange your own room with enough chairs and tables to fit your group and any refreshments you wish to provide. You’ll also need access to equipment like flipcharts and pens and a data projector or interactive whiteboard. Many organisations will already have all this available at their own offices. The IMA will provide an expert trainer, the course, copies of course materials for all delegates, and named training certificates.Why choose the IMA?
The IMA has delivered training since its inception and in-house training for over five years. Delegates consistently report that they are satisfied or very satisfied with our training.
How to book
Contact us to discuss your needs and to get a quote: email [email protected] or call 0113 242 0048.Very informative and
interesting. Very helpful
information that we can
use at the FCA.
Chris Rolph, Financial Conduct Authority
Kept my interest
throughout. Picked up
some useful tips to use
with my team.
Nicola Gibson, Money Plus Group
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Bankruptcy: The Tricky Bits
Course outline
This course is for advisers with a working knowledge of bankruptcy. It considers some more difficult issues in bankruptcy and how to deal with them in a practical way. It is written by Tim Lett and Marina Gallagher.Pre-requisites
Advisers attending the course need a working knowledge of debt advice issues and of bankruptcy provisions.Learning objectives
By the end of this course, you will be able to: • Identify when a client’s pension pot may be at risk following bankruptcy, • Assist clients to make Address Withheld Order applications when they or family members are at risk of violence, • Recognise contingent bankruptcy debts and explain how they are treated in bankruptcy, • Explain the effect of bankruptcy on fraudulent debts and identify when a debt may be classed as fraudulent, • Explain the treatment of the family home in bankruptcy — the Insolvency Service’s policy and the court’s powers to delay its loss in “exceptional circumstances”.Level:
Caseworker / SpecialistCPD:
4.5 HoursDates:
11th November, Manchester 24th November, BirminghamChallenging Interest and Charges
Course outline
This one-day session introduces how interest and charges can lawfully be used, and provides guidance on how to challenge charges that are unfair or unlawful.Pre-requisites
NoneLearning objectives
By the end of this course, you will be able to: • define what interest and charges are, using legal definitions and principles of statutory and contractual law, • identify the interest and charges permitted in the normal collection of non-priority debt and in consumer and housing contracts, • identify the interest and charges permitted at the end of a CCA-regulated contract, including secured loans that reach the end of their term, • take action about unfair or unlawful charging.Level:
Caseworker / SpecialistCPD:
4.5 hoursDates:
8th January, LiverpoolIMA Training Courses
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IMA Training Courses
www.i-m-a.org.uk/training
Disability, Mental Health and Debt
Course outline
To provide an overview of disability in society, how it impacts upon people in debt and can act as a barrier to active participation in society.Pre-requisites
The course complements Wiseradviser’s Mental Health: Good Practice for Debt Advisers and is suitable for anybody who has experience of working with people with disabilities.Learning objectives
By the end of this course, you will be able to: • describe the broad principles of legislation and guidance relevant to money advice (including an introduction to Equality Act 2010 principles), • explain the legislation governing access to credit and financial services for a person with a disability, • differentiate and be able to explain the difference between a client with a mental health and a mental capacity issue, • advise clients on when use of the Debt and Mental Health Evidence Form is most effective and what might be gained • construct an effective argument to use in challenging debts on capacity to contract grounds.Level:
SpecialistCPD:
4.5 hoursDates:
22nd January, LondonDRO Law and Theory
Course outline
A one-day course for those who wish to expand their knowledge of what the law/guidance actually says. The objective is to understand that there is no centralised source of information regarding a DRO. What we need will be contained somewhere in (insolvency) legislation, case law or guidance.Pre-requisites
You should have completed DRO Practice & Procedures and/or have at least a year’s experience of DRO work.Learning objectives
By the end of this course, you will be able to: • recognise the differences between the Insolvency Act, regulations and case law, how they interlink and where to find specific information, • explain how case law regarding rent arrears, benefit overpayments and changes in income after the DRO is made should affect your advice, • assess whether a client (who wishes to proceed with an application) may be subject to a restrictions order, • describe the process for challenging a decision by the Official Receiver up to and including an application to county court.Level:
SpecialistCPD:
4.5 hoursDates:
2nd November, Newcastle 4th December, BristolDeborah Hughes, North East Derbyshire CAB: DRO Law & Theory
I have a better
understanding and feel
much more confident in
being able to advise on
debt relief orders.
www.i-m-a.org.uk/training
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IMA Training Courses
Enforcement Act 2007: An Overview
of the New Bailiff Law
Course outline
The law on bailiffs’ powers was finally reformed on April 6th 2014. This course examines the new legislation and discusses what the changes aimed to achieve, how well they have met their aims, the details of the new enforcement powers and how these are likely to affect clients and advisers.Pre-requisites
Casework experience of bailiff action is helpful background to the discussion on the day.Learning objectives
By the end of this course, you will be able to: • check whether goods have been effectively taken into control, • recognise valid and invalid documentation issued by bailiffs, • identify potential cases of vulnerability, • assist with disputes over exempted or third-party goods, • advise clients on their rights and remedies and their respective pros and cons, • ascertain whether the correct fees have been charged.Level:
Caseworker / SpecialistCPD:
4.5 hoursDates:
26th November, BirminghamFinancial Capability Coaching
Skills for Money Advisers
Course outline
The course is a practical introduction to more effective one-to-one client engagement, designed to equip staff with both an enhanced understanding of the change process that clients will go through and a set of techniques and skills to aid more effective one-to-one and group engagement.Pre-requisites
Ideally attendees will be involved directly with clients, either on the telephone or face to face, or in the training of staff who work directly with clients.Learning objectives
By the end of this course, you will be able to: • use the training techniques demonstrated to deliver your own training sessions to clients and colleagues, • demonstrate enhanced one-to-one relationship skills, including rapport building, enhanced active listening, active questioning and mindfulness techniques, • explain the change process that clients undergo and recognise the stage that clients have reached, enabling greater rapport and more effective client-focussed solutions, • describe the money relationship and individuals’ spending and saving decision-making drivers, • call on refreshed money strategies for spending, saving and savings.Level:
Caseworker / SpecialistCPD:
4.5 hoursDates:
20th January, Cambridgewww.i-m-a.org.uk/training
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IMA Training Courses
The Modern IVA
Course outline
This course will benefit anyone currently trained to a caseworker debt advice level or experienced debt advisers wishing to refresh their knowledge on the current IVA market and regulation. It will address the IVA regulatory framework; its flexibilities and limitations, when the IVA is an appropriate debt solution, the IVA process and choosing an Insolvency Practitioner.Pre-requisites
Caseworker debt advice knowledge.Learning Objectives
By the end of this course, you will be able to: • interpret the IVA statutory framework and its flexibilities/limitations, • identify when an IVA may be an appropriate debt solution or intervention, • explain the advantages and disadvantages of an IVA, • explain a debtor’s responsibilities in an IVA, • recognise the commercial differences between Insolvency Practitioners.Level:
SpecialistCPD:
4.5 hoursDates:
27th January, LondonPersonal Independence Payment
Course outline
This course is designed to enable advisers to identify potential entitlement to the benefit and understand the importance of PIP in income maximisation. It is suitable for those with little or no previous knowledge of PIP.Pre-requisites
None.Learning objectives
By the end of this course, you will be able to: • advise clients about the introduction of PIP, • identify who may be entitled to PIP, • recognise the importance of PIP in maximisation of income, • explain the claims and assessment process.Level:
CaseworkerCPD:
4.5 hoursDates:
15th January, Birminghamwww.i-m-a.org.uk/training
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IMA Training Courses & Discounts
Using the FCA Handbook
Course outline
This course will consolidate familiarity with the handbook and explore its practical application to client advantage in debt cases.Pre-requisites
NoneLearning objectives
By the end of this course, you will be able to: • describe the structure of the FCA Handbook, • identify some key provisions of the FCA Handbook in relation to consumer credit cases with particular reference to the Consumer Credit Sourcebook (CONC), • explain the interaction between the FCA Handbook and the Financial Services and Markets Act 2000 and how this can be used in court proceedings in debt cases, • explain how the above can be applied to best advantage in debt cases and the appropriate tactics for doing so.Level:
SpecialistCPD:
4.5 hoursDates:
4th November, Birmingham 8th December, Manchester 12th January, Bristol LaptopsPlease note that although this training can be completed without detriment if you do not have one, we recommend that those who have one available bring along a wifi-enabled laptop or larger tablet (smaller tablets and phones will not have large enough screens). The FCA Handbook is an online facility and the trainer is keen for as many delegates as possible to be able to try navigating and completing exercises using the document online, as you will in real life after the session. However, the training will still be suitable for delegates who do not have a device to bring with them.
Training Discounts
Training Discounts
We are pleased to offer two types of discount throughout the programme: for making multiple bookings and for booking well in advance. These are detailed below. Discounts can be claimed simply by ticking the appropriate box on the booking form.
Multiple Booking Discount
If you and a colleague from the same organisation book your places on the same course together, you qualify for a discount – it doesn’t matter how early or late you book! Two colleagues booking together: 10% off the total cost. Three or more colleagues booking together: 20% off the total cost. Please note: this reduction cannot be combined with any other discount.
Early Bird Discount
If you book a place 3 months or more in advance of the course date, you qualify for a 10%
www.i-m-a.org.uk/training
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MAS-Accredited Training
Set to become the accepted quality standard for the sector, the Money Advice Service individual quality framework breaks down debt advice work into 6 groups of skills and experience called debt activity sets. Our accredited training pathways have been endorsed by Money Advice Service as covering these activity sets. IMA training is now available for every activity set, as outlined in the training pathway below. Each session will involve our regular 1- or 2-day face to face training, plus you’ll need to pass a multiple choice test afterwards to prove your learning. We provide the tests and you take them online at your workplace up to a month after the session. If your organisation holds a MAS-accredited standard, you’ll need to demonstrate accredited training during your audits.13
Preparing Cases for Court Facing Courts and Tribunals Money Advice in Practice Referrals & Supporting Clients Money Advice Foundations Managing Cases and Caseloads1
Initial Contact Giving a Good Service to Clients2
Support Work3
Advice Work4
Casework / Specialist5
Court Representation6
Supervision Supervising Money Advice IMA Training available+
+
+
www.i-m-a.org.uk/training
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MAS-Accredited Training
If you haven’t successfully completed the pre-requisites with the IMA, including the tests, you’ll need to show you’ve met the requirements with another provider— we’ll guide you through the other training and qualifications we accept. Our Certificate in Money Advice Practice (CMAP) qualification, which runs in partnership with Staffordshire University, has been accredited to Casework/Specialist level. So if you successfully studied CMAP from October 2014 onwards, you can move straight to Court Representation or Supervision. Details of the accredited training courses available between November and January follow. See our website for more details about the tests www.i-m-a.org.uk/assessment or contact[email protected] with any questions.
Money Advice Foundations
Course outline
Money Advice Foundations is an extension of several of the topics introduced in Money Advice in Practice, and lays the groundwork for more in-depth specialist training. It provides the beginnings of caseworker / specialist knowledge across a broad selection of key areasLearning objectives
By the end of the day trainees will be able to: • Identify factors that may make a debt unenforceable and describe how enforceability can be challenged by clients, • List the key features of a hire-purchase agreement and strategies to deal with action to repossess goods, • Identify when insolvency proceedings have been issued against a client and determine strategies to deal with this, • Assist a client in responding to a county court claim including possible defences and making applications to the court when faced with enforcement action, • Identify appropriate strategies for dealing with clients at risk of repossession and assist a client in applying to suspend a warrant of possession, • Distinguish between personal and business debts and advise or refer their client appropriately, • Explain the powers of enforcement agents and identify grounds for challenging their actionsLevel:
Money Advice Foundations has been accredited to the MAS Quality Framework for Caseworker/Specialist. See p13 for full details.CPD:
4 .5
Dates:
23rd November, London Because the training is designed as a pathway, each level builds on the one before. So as you progress down the chart below, the earlier courses become pre-requisites for the later ones (shown on the chart by arrows). For example, if you want to meet the standard for Supervision, you’ll also need to have done steps 1–4 up to Casework/Specialist.www.i-m-a.org.uk/training
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Managing Cases and Caseloads
Course outline
With increasing challenges from deadlines and targets, advisers must produce their best under time pressure. This training details how to progress and close a case properly, write good case notes, manage expectations, and understand the nature and the implications for your planning of other services who might be involved with the client.Learning objectives
By the end of this course, you will be able to: • open, progress and close legal advice cases, • accurately record key client information, review and monitor progress on cases and understand the importance of priority setting, • recognise the different types of support you can offer clients and understand how and why cases can be referred to other services.Level:
Managing Cases and Caseloads is part of our Casework / Specialist pathway, which has been accredited to the MAS Quality Framework. See p13 for details.CPD:
This course does not contribute towards the IMA CPD scheme.Dates:
24th November, LondonPreparing Cases for Court
Course outline
This course will explain the courts system and the skills you’ll need to prepare for a hearing. It will help you explain to a client what is happening to their case and would be useful for anyone who has to appear as a lay representative or who prepares court forms, documents or evidence.Learning objectives
By the end of this course, you will be able to: • describe the English legal system and the structure of civil justice, and identify key sources of law, • explain the difference between statute law, regulations and case law, and use key principles to interpret and apply the law in practice, • outline the key stages of procedures in the county court system and recognise rules of evidence, • provide clients with appropriate advice to ensure effective engagement with the civil justice system, including identifying and preparing court documentation, • provide practical advice to clients on presenting their cases before a court or tribunal.Level:
Preparing Cases for Court is part of our Court Representation pathway, which has been accredited to the MAS Quality Framework. See p13 for full details.CPD:
4.5 hoursDates:
27th November, LondonMAS-Accredited Training
I have been on a lot of
courses but I must say that
this is the best and most
informative course, and it
was a pleasure to attend.
Ella Campbell, Community Law Service:
Preparing Cases for Court
www.i-m-a.org.uk/training
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Facing Courts & Tribunals
Course outline
Face court with confidence! Understand what you need to consider before you go to court, how to conduct yourself, and what you can, can’t and must do in the court environment. The course has been revised from our popular The CourtsSystem and Sources of Law.
Learning objectives
By the end of this course, you will be able to: • Recognise the essential preliminaries for successfully conducting a civil case • Identify essential issues, legal and factual • Outline key stages of proceedings and the part a lay advocate may be required to play • Assess the strength of cases and identify the most suitable judgment or order • Respond to formal documents and draft documents for court • Prepare for formal questioning and examination in courts and tribunals • Assess whether to appeal and outline judicial reviewLevel:
Facing Courts & Tribunals is part of our Court Representation pathway, which has been accredited to the MAS Quality Framework. See p13 for full details.CPD:
4.5 hoursDates:
2nd December, LondonSupervising Money Advice
Course outline
The course is designed for anyone new to a supervision role. The session provides basic skills in supporting, directing and developing an advice service worker, plus tools and suggestions for better understanding and managing the supervision relationship.Learning objectives
By the end of this course, you will be able to: • Identify personal drivers that may influence the way they act as supervisers, • Describe 6 tools for providing supervision to money advice staff, • Identify key elements of effective file review, • Identify key elements of an effective supervision session and the skills required to carry it out, • Understand what kind of difficult situations may arise and consider ways to handle these appropriately.Level:
Supervising Money Advice is part of our Supervision pathway, which has been accredited to the MAS Quality Framework. See p13 for full details.CPD:
4.5 hoursDates:
10th December, London 28th January, ManchesterMAS-Accredited Training
www.i-m-a.org.uk/training
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Further Information
Quality Assurance
The IMA endeavours to raise the standards of training by: • carrying out regular analysis of training needs • employing trainers who are specialists in their fields • using the agreed Wiseradviser training standards • encouraging all trainees to complete an evaluation • affording delegates the opportunity to give anonymous feedback • undertaking follow-up evaluations • using mystery shoppers to assess service qualityCourse Materials
Detailed handouts are provided and many courses include a handbook. The materials can be made available in large print where required.Access to Training
We try to ensure all our training locations will be fully accessible to wheelchair users. We welcome carers, helpers and assistants. Please inform us if you will be accompanied. Where it is practicable, we will try to meet special needs if you give us sufficient time. Where we are unable to do so, we will inform you immediately.Venues
The IMA uses locations all over the country. We try to ensure they are fully accessible to those with mobility difficulties and are easily accessible for public transport. Most will also have nearby parking. If you require disabled parking please check availability with the IMA. Maps are provided to all participants.Levels
Courses are described as Caseworker or Specialist based on Money Advice Trust’s Wiseradviser standards, or Introductory where they are designed for new advisers. MAS– accredited courses are role-based rather than defined by legal complexity, and so outlines for these report instead the activity set they are designed to cover.Continuing Professional Development
(CPD)
IMA CPD scheme Course outlines in this document indicate whether or not a training course contributes hours towards the IMA CPD scheme (some do not, for example, because the focus is not on the law of money advice or because they are not of a high enough level). SRA CPD scheme The Solicitors Regulation Authority no longer authorises specific training providers under their SRA CPD scheme. Those in the SRA scheme can continue to claim CPD hours for IMA training, but there will no longer be any need to print them on your training certificate or pay the IMA any additional fee for the points.Welcoming Diversity
The IMA is wholly committed to providing services that welcome diversity, promote equality of opportunity and challenge discriminatory or oppressive practice. We welcome feedback, both positive and negative, about all aspects of our training. Evaluation sheets are provided at the end of every course.Welcoming Feedback
We would love to hear feedback from you, good or bad. You can do this by completing the evaluation form given out after a training session or the online feedback form e-mailed out after a training course, by contacting us on [email protected]or by calling 0113 242 0048.Equality and Diversity
The IMA is committed to actively opposing all forms of discrimination on the grounds of gender, race, sexuality, disability, age, religious or political beliefs. We also seek to oppose any developments in the credit industry which we perceive to be discriminatory. The IMA has an Equality and Diversity Policy and this is available on request.
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IMA Training Calendar
2015 & 2016
Dates
Venues
Courses
2 November
Newcastle
DRO Law & Theory
4 November
Birmingham
Using the FCA Handbook
11 November
Manchester
Bankruptcy: The Tricky Bits
23 November
London
Money Advice Foundations
24 November
24 November
London
Birmingham
Managing Cases and Caseloads
Bankruptcy: The Tricky Bits
26 November
Birmingham
Enforcement Act 2007: An Overview of the New
Bailiff Law
27 November
London
Preparing Cases for Court
2 December
London
Facing Courts and Tribunals
4 December
Bristol
DRO Law & Theory
8 December
Manchester
Using the FCA Handbook
10 December
London
Supervising Money Advice
8 January
Liverpool
Challenging Interest & Charges
12 January
Bristol
Using the FCA Handbook
15 January
Birmingham
Personal Independence Payment
20 January
Cambridge
Financial Capability Coaching Skills for Money
Advisers
22 January
London
Disability, Mental Health & Debt
27 January
London
The Modern IVA
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How to Book and Costs
How to book
• Complete the booking form on p20 and send it to us by email, post or fax, details below. • We will check that you have entered the correct amount in the cost box and an invoice will be issued if a cheque is not included. • Invoices will be posted to the address you have provided. • It is essential that you provide an email address, as all booking confirmations and joining instructions will be sent by email. • There are discounts available for multiple bookings and early bookings. See p12 for details.Fees* IMA Member Non-member
Full-day course £99 £165
Two-day course £169 £249
Cancellation fee £25 £25
*These charges apply for all courses. All fees are VAT exempt.
Training booking terms and conditions
Please get in touch with us if you have any queries. By completing and returning the booking form on p27, you are agreeing to accept the following IMA terms and conditions: • Invoices for course fees must be paid prior to the course date. • Cancellations will only be accepted in writing by fax or email (not by phone) up to two weeks before the date of the course, and an administration fee of £25 will be charged. • Cancellation for whatever reason during the two weeks prior to the commencement of the course will result in the full fee being payable if the delegate’s agency is unable to nominate a substitute. • If a course is cancelled by the IMA, any payments made will be refunded. • Where a course is oversubscribed, a limit of two delegates from one agency may be imposed. • The booking form constitutes a legally binding agreement. • The multiple booking discount cannot be combined with any other discount. • The IMA reserves the right at any time, without prior notice, to change the venue of any course and/or the tutor from that described in the published literature. • The IMA also reserves the right at its absolute discretion and without liability to cancel any advertised course because of insufficient delegates, in which event all monies paid will be refunded.
IMA contact details
Email: [email protected] • Fax: 0113 234 5711 • Tel: 0113 242 0048 Post: First Floor, 4 Park Court, Park Cross Street, Leeds LS1 2QH
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Course Details Course Title Date Location Delegate Details First Name Surname Organisation Address (this will be used to invoice you.) IMA Membership Number Email (We will use this for all correspondence) . Telephone Number IMA Membership Number Special Requirements (disability needs, dietary or any other requests) Fees (Please use the fees information on the previous page to complete this section.) Delegate Fee Discount Code (if applicable)I am claiming: Early Bird Discount Multiple Booking Discount Purchase Order Number: Total for Invoicing: Cheque Attached for: £ Please invoice me (tick box) I enclose / will send a cheque (tick box) Where did you hear about this training course: IMA Bulletin, IMA Training Email, IMA Training Programme, IMA Website,
other (please specify)?
I confirm that I have read and agree to the terms and conditions described on page 26. Signature... Date... Your details will be held on a computer database, in accordance with the Data Protection Act 1998. We may use this data to inform you about IMA products and services which we believe may be of interest to you. Please tick this box if you do not wish to be contacted for this purpose. We will not disclose your details to any third party.
