Course Directory

A full day course introducing the Welfare Benefits Framework to new advisers.  We look at the relationship between claimant needs and entitlement, and consider the relationships between Contributory, Means Tested and other Benefits. We also look at how disability and carer benefits form part of the package.

This practical hands on full day course is all about building confidence in advisers to integrate Benefit Checks into the interview process.  We look at the differences between online calculators and look at ways to overcome the pitfalls and challenges with entering claimant data correctly.

This half day course looks at the importance of exploring the client's situation fully so that any advice given is based on a full, accurate and sustainable financial statement.  We look at identifying and advising on emergencies, checking and challenging liability and developing a full, accurate and sustainable financial statement.  

A full day course looking at how employment status determines statutory rights; how contracts are formed and how rights arising from them can be enforced.; disciplinary and grievance procedures; and the process and timescales associated with applying to the Employment Tribunal. 

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This half day course introduces Universal Credit to those with little or no experience.  We cover who can claim Universal Credit, and the issues surrounding managed and natural migration.  We look at how Universal Credit is put together​ and which elements should be included for which claimants.  We look at supporting people to claim​, recognising and avoiding the many pitfalls along the way​.

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This half day course examines the relationship between housing status and housing rights - looking at the balance between a tenant being able to exercise their rights, and the risk of their being evicted.  We look at the key characteristics of the four most common tenures and the historic Housing Legislation on which they are based.  We'll examine the five steps of the Possession Process and discuss the rules around tenancy deposit schemes.

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On this full-day course we start with an overview of the energy market, regulation and consumer protection, then move on to look at Fuel poverty and dealing with energy debt.  We'll look at discounts, tariffs and switching suppliers, as well as different options for meters (including smart meters),  We'll finish by considering how we can help people deal energy efficiency measures and behaviour.

​This whole-day course (which may be split into two) provides an introduction to the UK Immigration system.  We look at what is immigration control and who is subject to it, We look at how immigration advice is regulated.  We consider how to check immigration status by looking at documentation.  We look at entry clearance requirements for those coming into the UK, options for staying in the UK (settled status, indefinite leave to remain and British citizenship).

This half-day course is designed for Citizens Advice advisers who want to make sure that their CASEBook case records are as good as they can be. The Quality of Advice Audit stipulates what needs to be recorded and how, and this course will show you how to meet those requirements every time. 

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This half day course is designed to ensure that claimants submit a successful application first time around.  We look at the claim process, including how to complete the PIP2 form effectively, and how to prepare a claimant for their Assessment. 

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This half day course looks at the most common debt solutions, from bankruptcy, debt relief orders, IVAs and Administration orders.  We consider the circumstances in which these are most and least appropriate, and consider how to ensure that our clients are able to make informed choices about the actions they want to take.

This full day course looks is for more experienced advisers who want to help claimants challenge decisions which don't seem right.  We will look at how and when to request revisions and supersessions; how and when to appeal a decision; how to prepare a submission for the tribunal, and how to prepare an appellant for the hearing.

This half day course enables delegates to identify the rates associated with each element in a claim, and to calculate the Housing Cost element and Childcare elements within a claim.  We cover how work allowances and taper rates are applied, and look the ways capital and income are taken into account.  We'll also get on top of Assessment Periods and changes of circumstances.

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This half-day  course looks at how to help those facing homelessness, including options for staying put, moving on, and support available from Local Authorities. Delegates will understand the process for applying and bidding for social housing,  and learn to recognise how the 5 tests of homelessness are applied in relation to the various duties owed by the Local Authority under Homelessness Legislation.

This half-day course is for anyone who helps people to apply for Attendance Allowance.

Delegates will be able to describe the structure and eligibility rules of AA, and explain the application process.  We'll look at how to interpret the language of the disability tests, 

practise skills for talking about care needs, and practice completing the application form​.  Finally, we consider where awards of AA may impact on other benefits.

This full-day course is for those with a good underlying knowledge and experience of advising on Universal Credit.

We will cover Natural, Voluntary and Managed Migration, along with transitional protection - both how to calculate it, and how it erodes. We'll look at the complexities of Assessment Periods, the impact of irregular income, and weekly, fortnightly or monthly earnings.  We'll look at deductions from Universal Credit, how they are applied and calculated.