Course description 

This one-day course is aimed at newer advisers, and more experienced advisers who would like to refresh their skills.

Topics include

  • Best practice for recording and managing cases
  • Tips on record keeping
  • How to make sure you get and keep good case notes
  • Effectively managing a caseload
  • Time management
  • Tips to stay on top of your work

Course level: introductory/refresher 

Additional details 

  • Lunch is provided 
  • Tea/coffee and biscuits will be served

Terms and conditions 

Should you be unable to attend the course, please let us know at least two working days before the course date. Should you fail to notify us, you will be charged the full training fee.

Please complete this form to book.