Transcript - Money Advice Scotland

Certificate in Money Advice
Practice (CMAP)
Martin Barr
Professional Development Consultant
Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro
What is the Certificate in Money Advice
Practice?
How does it work?
What next?
Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro
• 12 week on - line learning
• 150 hours study
• Milestone tasks
• Open book exam
Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro
Outcomes
• Refresher
• New learning
• Time management
• Train others
Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro
Task one
induction
1.1 First line legal
and debt legal
advice
Task two
Discussion
board
contribution
1.2 Money and
debt legal
advice and case
work
Task three
Part one
revision test
2.1 Managing
legal advice cases
Task four
File review
2.2 Managing
your personal
caseload
Exam
Task seven
Social policy
test
4.1 Influence
changes to
legislation, policy
and practice
Task six
Part three
revision test
3.2 Represent
clients in formal
proceedings
Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro
3.1 The courts
Task five
Part two
revision test
Part 1.1 - First line money and debt legal advice
• Working with the client
• Maximising income and minimising
expenditure
• Priority and emergency debts
• Consumer credit debts
• Financial statements
• Negotiating on behalf of clients
• Basic bank accounts
• Codes of practice
Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro
Part 1.2 – Money and debt legal advice case work
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Mortgages and secured loans
Insolvency
Business debts
Student debts
Judicial review
Attachment
Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro
Part 2.1 – Managing legal advice cases
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Organisational aims, policies and procedures
Establishing the case file
Progressing the case
Closing the case
File reviews
Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro
Part 2.2 – Managing your personal caseload
• Recording and maintaining case notes
• Reviewing your personal case load
• Establishing priorities for dealing with your
case load
• Quality assurance
Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro
Part 3.1 – The courts
• The courts
• Preparing for representation
Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro
Part 3.2 – Representing clients in formal proceedings
• Represent clients in formal proceedings
• Present cases for clients in formal proceedings
• Review cases in formal proceedings
Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro
Part 4.1 – Influence changes to legislation,
policy or practice
• Social policy
• Social policy in action
Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro
• Cohort 1
January 2014
• Cohort 2
June 2014
• Cohort 3
January 2015
• Cohort 4
June 2015
• Cohort 5
January 2016
Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro
Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro
Cost
• Per place
£390
• MAS subsidy
£250
• You pay
£140
Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro
Future developments What would you like to see?
Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro