top of page

Upcoming Open Courses
All my courses are fully interactive, and include group discussions, case studies, quizzes and lots of questions. Please make sure that for online courses, you join from a device that has a working camera and microphone, and that you are in a place where you can contribute to discussions. This will enable you and your co-delegates to get the best learning experience possible.
Please read my Terms and Conditions before you book. If you have any questions, please don't hesitate to contact me. Check in again for new courses, or sign-up here to be notified.
- Thu 27 Aug
- Thu 03 Sept
- Wed 16 Sept
- Thu 24 Sept
- Mon 05 Oct05 Oct 2026, 09:30 – 12:3012 Oct 2026, 09:30 - 12:30This course, run over two mornings on Monday 5th October AND Monday 12th October, introduces the Welfare Benefits Framework to new advisers, providing a framework of how the benefits system fits together, and which benefits apply to which client groups.
- Wed 07 Oct07 Oct 2026, 09:30 – 12:30Online Zoom EventThis half-day interactive on-line course is designed for anyone who wants 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.
- Thu 15 Oct
- Mon 19 Oct
- Mon 02 Nov
- Mon 09 Nov
- Mon 16 Nov
- Mon 30 Nov
- Mon 07 Dec
- Wed 09 Dec
- Thu 17 Dec17 Dec 2026, 13:30 – 16:30Online Zoom EventFourth in the suite of courses looking at how to get the best out of online benefits calculators, with case studies on how Universal Credit (for mixed-age couples), Pension Credit and Attendance Allowance are handled by the calculators, how and how their impact on other benefits is managed.
- Wed 13 Jan
- Tue 26 Jan26 Jan 2027, 09:30 – 12:30Online Zoom EventThis half day course is designed to ensure that claimants submit a successful application first time around. We look at eligibility, how to consider the descriptors, the claim process, including how to complete the PIP2 form effectively, and how to prepare a claimant for their Assessment.
bottom of page