Course Details

Date

14/01/20

Time

10:00am

Location

The Pentagon Centre, Glasgow

Price

members:
Full - £90
Associate - £130

Non members:
Third sector - £130
Other - £160

Outcomes / Benefits

  • .

Testimonials

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Case Recording & Managing a Case Load

Synopsis:

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

Course Description

This one-day course is split into two parts, the morning will focus on:

  • Best practice for recording and managing cases,
  • Hints and tips on record keeping
  • How to make sure you get and keep good case notes. 

The afternoon will focus on the skills needed to:

  • Effectively manage a caseload
  • Time management 
  • Hint and tips to stay on top of your work.

Course level - Introductory / Refresher

 

Additional details:

  • This course will start at 10.00a.m. and finish at 16.00 p.m.
  • Tea/Coffee and biscuits will be served

To apply, click the "book online now" link below.

Book Online now »

Terms & Conditions

Applications

  • Confirmation of your application being successful in securing a place on the training course will be sent to you by email approximately 7 days prior to the date of the event.
  • Money Advice Scotland cannot acknowledge receipt of all application forms, however if you wish to confirm that your application form has been received please contact a member of the Training & Support Team on 0141 572 0237.
  • While Money Advice Scotland always endeavour to be as fair as possible in the allocation of training places, the final allocation of places will be at the discretion of Money Advice Scotland.

Expenses

  • If any expenses are to be repaid by Money Advice Scotland, valid VAT receipts must be provided to ensure reimbursement.

Cancellation Policy

  • Cancellations must be sent by email to Money Advice Scotland (info@moneyadvicescotland.org.uk) no later than three days prior to the date of the event where an admin fee of £20 will be charged.
  • Any changes to the original application will incur an admin fee of £20.
  • Money Advice Scotland reserves the right to cancel any course at any time in the event of low take up or any other valid reason.

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