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.
| 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:
- 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 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.
- 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 only accept cancellations in writing, by fax or email (but not by phone) up to two weeks before the date of the course and we reserve the right to charge an administration fee of £25.
- 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.
Making a Booking
- Complete the attached form and send it to us by email, post or fax
- We will check that you have entered the correct amount in the cost box and will issue an invoice if a cheque is not included
- Invoices will be posted to the address you have provided on the booking form
- We will send you booking confirmation and joining instructions using the email address you have provided
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 |
