CMA Specialist Training

Joining Instructions

We send joining instructions one week before the date of the training day. So even if your booking has been made weeks or months before the date, you won't receive the joining instructions until one week before the date. This is because we should have a definite list of delegates by then and be able to send the joining instructions to all the delegates at the same time. If you need to know the address of the venue to decide whether it is a location you can get to or for travelling arrangements, please email [email protected]dvice.com and we will send you the address and postcode

If you have booked onto a training day and you haven't received your joining instructions within 5 days of the training day date, please email [email protected]

Insolvency Training

  • Usually 10.00am - 4.00pm
  • Aimed at anyone wanting to know more about these topics
  • Covering bankruptcy, Individual Voluntary Arrangements and Debt Relief Orders

It is expected that attendees will have completed either the CMA Generalist Training (Parts 1 & 2) or the Wiseradviser equivalent training prior to booking onto this course.

Course fee: £50 per head for members of a CMA team to cover all materials (£80 per head for other individuals). Statutory or non-charitable bodies - please contact us for details of our current rates.

Lunch is provided.

Maximum attendees: 20

Essential Benefits Training

  • Usually 10.00am - 4.00pm
  • Aimed at anyone wanting to know more about welfare benefits
The welfare benefits system is complicated and can be a minefield. CMA Essential Benefits training is to help enable advisers to feel more confident in understanding their clients' benefits situations and how to deal with specific issues that are regularly encountered.
 
This training day covers the following topics:
  • distinguishing between means tested and non-means tested benefits
  • understanding who can claim which benefits/tax credits and how entitlement is calculated
  • Universal Credit and other welfare reforms
  • an overview of disability benefits including Personal Independence Payment (PIP)
  • how to help clients with: sanctions, benefit overpayments, council tax bills, housing benefit reductions, social fund loans

Course fee: £50 per head for members of a CMA team to cover all materials (£80 per head for other individuals). Statutory or non-charitable bodies - please contact us for details of our current rates.

Maximum attendees: 20

Centre Management Training

  • Usually 10.00am - 4.00pm
  • Aimed at managers of new centres to help them understand the requirements of running a CMA centre
  • Aimed at managers of existing CMA centres who wish to enhance their knowledge and experience
This training day covers the following topics:
  • Self evaluation
  • Role of a Centre Manager
  • Policies and Procedures
  • Compliance Monitoring
  • Business Plans and Risk Assessments
  • FCA and Gabriel
  • Training
  • Maintaining relationshipos with centre staff and clients
  • Client File Reviews

Course fee: £10 per head administration charge for members of a CMA team (£80 per head day course rate for other individuals). Statutory or non-charitable bodies - please contact us for details of our current rates.

Maximum attendees: 10