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 |
|---|---|---|
| Avoiding Mortgage Possession All of the options This is a free course See page 4 of the brochure |
London Maidstone Manchester Wolverhampton York |
15th March 2010 16th March 2010 23rd March 2010 8th March 2010 31st March 2010 |
| Bailiffs' Law - Advanced A legal update See page 4 of the brochure |
London Sheffield |
14th May 2010 5th February 2010 |
| Bankruptcy in Practice - Half day (New in 2009) An explanation of the legislation and what happens in practice See page 5 of the brochure |
Birmingham London Manchester |
10th March 2010 3rd March 2010 18th March 2010 |
| Benefits and Tax Credits – An Essential Guide Everything Money Advisers need to know about Benefits and Tax Credits (New 2 day course) See page 5 of the brochure |
Birmingham | 24th and 25th May 2010 |
| Charging Orders - A Practical Application Getting the best for your client See page 6 of the brochure |
Birmingham | 13th April 2010 |
| Finding and Using County Court Rules in Money Advice (See requirements on page 6) Don't forget to bring your Civil Court Users Book See page 6 of the brochure |
Bristol London Manchester Sheffield |
15th February 2010 24th May 2010 19th April 2010 8th February 2010 |
| Local Authority Debt Recovery Procedures, duties and responsibilities See page 7 of the brochure |
Cardiff Manchester |
22nd April 2010 11th February 2010 |
| Orders for Sale (New in 2009) Understanding and opposing them, including relevant statutes and caselaw See page 7 of the brochure |
Birmingham Leeds Manchester Birmingham |
3rd March 2010 7th April 2010 16th February 2010 23rd June 2010 |
| Parking Penalties - Liability and Enforcement Understanding the legislation, liabilities and enforcement See page 8 of the brochure |
Birmingham London |
22nd April 2010 11th June 2010 |
| Supervising Money Advice (New in 2009) Tools for effective supervision and management of Money Advice See page 8 of the brochure |
London Manchester |
7th June 2010 5th July 2010 |
| Time Orders - Practical Application (See requirements on page 9) Identifying the opportunity, drafting and arguing See page 9 of the brochure |
Birmingham Leeds London |
28th July 2010 3rd February 2010 29th June 2010 |
| Understanding the Creditor Sector of the Industry A glimpse of the other side! See page 9 of the brochure |
Birmingham | 10th February 2010 |
| Unenforceable Regulated Consumer Credit Act Agreements Possible pitfalls and points to watch See page 10 of the brochure |
London | Date to be announced |
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
- 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.
Please get in touch with us if you have any queries.
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 | |
|---|---|---|
| Half Day Course | £25 | £35 |
| Full Day Course | £90 | £155 |
| Two Day Course | £155 | £230 |
| CPD Points | £25 | £35 |
| Cancellation Fee | £25 | £25 |
