Training brochure for Sept '10 - April '11Training
Booking Form
Training
Terms & Conditions

The Training Programme

Our nationally advertised programme offers a wide range of money advice courses from caseworker and specialist level through to advanced. Our tutors are experts in their area of work and draw on considerable practice and experience. Most of our courses are accredited by the Law Society. Download the brochure for full details.

Your Training Needs

If you would like to respond to our questionnaire about your training needs please complete the
Training Questionnaire.

In-house Training

The Institutes training courses can also be provided 'in-house' to meet the needs of your organisation. This can prove a cost effective way of training a group of people who require a particular course.Get in touch with us to find out more.

Free Courses

The Institute also delivers free seminars in partnership with Wiseradviser. This Further Professional Development element of Wiseradviser training provision provides an opportunity to quickly pick up and disseminate immediate changes in practice and legislation enabling, advisers to update their knowledge, and practice on issues relating to money advice and maintain their skills and knowledge at the appropriate levels.  For more details go to our IMA/WA Seminars page.

Courses, Venues and Dates: September 2010 to February 2011
Course Venues Dates
Advanced DROs (New)
Complexities and legal developments
Level: Specialist
Doncaster
Newcastle
Manchester
Carlisle
London
York
Birmingham
Bristol
20 September 2010
7 October 2010
3 December 2010
14 January 2011
2 February 2011
4 February 2011
28 March 2011
4 April 2011
Avoiding Mortgage Repossession
All of the options
Level: Specialist
Birmingham
York
Manchester
29 November 2010
14 December 2010
22 March 2011
Bailiffs' Law - Advanced
A legal update
Level: Specialist
York
Manchester
Birmingham
01 October 2010
27 January 2011
03 March 2011
Benefits and Tax Credits – An Essential Guide
Everything Money Advisers need to know about Benefits and Tax Credits
Level: Caseworker / Specialist
London
Manchester
Newcastle
22 & 23 November 2010
16 & 17 February 2011
14 & 15 March 2011
Challenging County Court Judgments (New)
What can you do if you are not happy with a county court judgment?
Level: Specialist
Birmingham
Newcastle
Bristol
London
Manchester
6 December 2010
21 January 2011
11 February 2011
11 March 2011
7 April 2011
Charging Orders & Orders for Sale
Understanding and opposing them
Level: Specialist
Manchester
London
York
Birmingham
21 September 2010
18 January 2011
08 March 2011
05 April 2011
Consumer Credit Act Update (New)
Advising on regulated agreements following the implementation of the CCA 2006
Level: Specialist
Bristol
Newcastle
London
Leeds
18 November 2010
28 February 2011
24 March 2011
28 April 2011
Finding & Using the Civil Procedure Rules
Don’t forget your Civil Procedure Rules (Green or White Book)
Level: Specialist
York
Birmingham
Newcastle
01 November 2010
14 February 2011
11 April 2011
Legal Update (New)
Exploring current issues in money advice, including recent developments in case law and legislation
Level: Specialist
Bristol
London
Birmingham Sheffield
19 October 2010
07 December 2010
25 January 2011
08 February 2011
Quality & Consistency in Money Advice (New)
Thinking about how to improve current practice
Level: Caseworker / Supervisor / Specialist
Cardiff
Plymouth
Norwich
Lancaster
York
London
11 October 2010
16 November 2010
01 February 2011
01 March 2011
01 April 2011
29 April 2011
Supervising Money Advice
Tools for effective supervision and management of Money Advice
Level: Caseworker, Supervisor, Specialist
Newcastle
Leeds
London
13 September 2010
17 January 2011
07 February 2011

The Trainers

More Information

Level of Experience (based on Wiseradviser standards)

Caseworker

Caseworker is the intermediate level. Training to this level helps you to deal satisfactorily with the majority of debt problems encountered – undisputed and undefended cases, which may include participation in court action at basic level. You gain an overview of the law relating to money advice, but are not expected to use it directly either in creditor negotiations or in court, as these imply a dispute on which specialist advice should be sought. As a caseworker money adviser, you will also be expected to act as a support to generalist money advisers. Caseworker training courses are primarily aimed at developing the skills and knowledge of generalist money advisers.

Specialist

Specialist Training to this level helps you deal with more complex cases. You gain (and are expected to maintain) an up-to-date and thorough knowledge and understanding of the case law, legislation, codes of practice etc, relevant to money advice, enabling you to guide and assist clients in disputed cases. You will be expected to act as a resource for others, helping them develop their money advice skills. As a specialist money adviser, you will also be able to identify when referral, possibly to an external source of information such as a legal professional, is appropriate. Specialist training courses are primarily aimed at developing the skills and knowledge of caseworker money advisers.

Advanced

Advanced Training standards have not been agreed. However, as a guide the IMA suggests this level is aimed at the most experienced money advisers who are commonly providing consultancy and/or training to colleagues.

Quality Assurance

The IMA endeavours to raise the standards of training by:

Course Materials

Detailed handouts are provided. 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 a variety of 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 bookings administrator. Maps are provided to all participants.

Continuing Professional Development (CPD) Time

Most of our courses are accredited by the Law Society. If you wish to claim CPD hours, please tick the relevant box on the booking form.

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'd love to hear feedback from you good or bad you can do this by emailing us at training@i-m-a.org.uk or by calling us on 0113 270 8444.

Equal Opportunities Policy

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 produces a policy statement on Equal Opportunities and this is available on request.

Booking Terms and Conditions

Please get in touch with us if you have any queries.

Making a Booking

IMA Contact Details:

Post: IMA Training, Stringer House, 34 Lupton Street, Hunslet, Leeds, LS10 2QW
Fax: 0113 270 2111
Telephone: 0113 270 8444
Email: training@i-m-a.org.uk

Costs/Charges

The following charges will apply unless otherwise stated:

IMA Member Non Member
Full Day Course £90 £155
Two Day Course £155 £230
CPD Points £25 £35
Cancellation Fee £25 £25