Jan-Jul 2012IMA Training
Booking FormTraining
Terms & Conditions
Wiseradviser Seminar Booking Form
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.
Making a Booking
The Booking Form can be completed and sent to us via Email, Fax or Post.
- To email directly to the IMA Training Administrator, click on the Training Booking Form button above, input your details and click Submit form. Wait for the form to attach to your chosen email client (Outlook, Hotmail, Yahoo, or other) and then press Send.
- To send manually as a Word Document, click here to download the booking form, complete and email to training@i-m-a.org.uk.
Fax
Print off the form, fill in your details and send to 0113 234 5711.
Post
Print off the form, complete and send to IMA Training, First Floor, 4 Park Court, Park Cross Street, Leeds, LS1 2QH
In-house Training
The Institute’s 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, 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: January to July 2012
| Course | Venues | Dates |
|---|---|---|
| Bailiffs' Law – Advanced (Day 1) A detailed examination of bailiff's law – covering entry rights, levying & goods Level: Specialist |
York Cardiff Birmingham |
2 February 2012 10 February 2012 14 June 2012 |
| Bailiffs' Law – Advanced (Day 2) A detailed examination of bailiff's law – covering fees, the impact of insolvency, human rights and codes of practice Level: Specialist |
York Bristol Birmingham |
15 March 2012 29 March 2012 5 July 2012 |
| Bankruptcy/DROs & the Official Receiver NEW A former OR aims to simplify complexity and address concerns Level: Specialist/Advanced |
Cardiff Birmingham London Manchester |
23 January 2012 23 March 2012 30 April 2012 16 May 2012 |
| Benefits & Tax Credits – An Essential Guide Everything Money Advisers need to know about Benefi ts and Tax Credits Level: Caseworker / Specialist |
Nottingham Manchester |
20 and 21 February 2012 26 and 27 March 2012 |
| Charging Orders & Orders for Sale Understanding and opposing them. All new content for 2012 Level: Caseworker / Specialist |
York Manchester London |
2 April 2012 11 June 2012 2 July 2012 |
| Consumer Credit Act Update Advising on regulated agreements following the implementation of the CCA 2006 Level: Caseworker |
Birmingham York London |
28 May 2012 22 June 2012 27 July 2012 |
| Dealing with Subprime Lending in the UK NEW Including HP, Bills of Sale, Pay Day loans, pawnbroking, 2nd mortgages Level: Specialist |
Newcastle Birmingham London Cardiff |
27 January 2012 3 February 2012 16 March 2012 27 June 2012 |
| Debt Advice Remedies & the CSA NEW Ways to assist debtor clients resisting and/or preventing CSA enforcement action Level: Caseworker |
Bristol Manchester London Newcastle |
13 January 2012 8 February 2012 20 April 2012 25 April 2012 |
| DRO Law & Theory NEW Taking it further: Understanding legislation & guidance and how to use it Level: Specialist |
London Cardiff Cambridge Manchester Newcastle |
24 February 2012 13 April 2012 15 June 2012 13 July 2012 30 July 2012 |
| DRO Practice & Procedures NEW Getting it right; preparing a good DRO application (the practical side) Level: Caseworker |
London Cardiff Manchester Cambridge Newcastle |
20 January 2012 9 March 2012 27 April 2012 4 May 2012 18 May 2012 |
| Finding & Using the Civil Procedure Rules A practical course to introduce the court rules to debt advisers Level: Specialist |
Cambridge Cardiff Birmingham |
16 April 2012 9 July 2012 23 July 2012 |
| Housing Law for Money Advisers NEW Exploring some of the technical aspects of possession proceedings and housing law such as mandatory possession, notice requirements, civil procedure, counterclaims and insolvent tenants Level: Specialist |
Birmingham Manchester London Newcastle Cardiff |
9 January 2012 16 January 2012 6 February 2012 5 March 2012 25 May 2012 |
| Legal Update Exploring current issues in money advice, including recent developments in case law and legislation. All new content for 2012 Level: Specialist |
Birmingham Bristol York |
23 April 2012 14 May 2012 16 July 2012 |
| Supervising Money Advice Tools for effective supervision and management of Money Advice Level: Caseworker, Supervisor, Specialist |
Nottingham London Newcastle |
21 May 2012 18 June 2012 20 July 2012 |
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:
- carrying out regular analysis of training needs
- employing trainers who are specialist in their field
- using the agreed Wiseradviser training standards
- encouraging all trainees to complete an evaluation
- undertaking follow up evaluations
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 242 0048.
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.
- By completing and returning this form, you are agreeing to accept the IMA terms and conditions.
- Invoices for course fees must be paid prior to the course date
- We accept cancellations in writing by fax or email (but 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 delegates’ agency is unable to nominate a substitute.
- If we cancel the course we will refund any payment made
- Where a course is over-subscribed a limit of two delegates from one agency may be imposed
- The booking form constitutes a legally binding agreement
- 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.
Costs/Charges
The following charges will apply unless otherwise stated:
| IMA Member | Non Member | |
|---|---|---|
| Half-day course | £45 | £75 |
| Full Day Course | £90 | £155 |
| Two Day Course | £155 | £230 |
| CPD Points | £25 | £35 |
| Cancellation Fee | £25 | £25 |
