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Financial Assessment for Social Care Teams

Delivered Live Online

Next Running



One day course


Delivered live online by a trainer


£195 plus VAT

Financial Assessment for Social Care Teams

Course Overview 

Learn how local authority Financial Assessment teams make their decisions and what impact that has on the finances of people receiving care. In this course, we’ll take a look at financial assessments in a variety of settings such as home care, extra care, residential care or supported accommodation. We’ll also examine deferred payment agreements and how they can be used as a tool to prevent residents from being forced to sell their home to meet the cost of their care.  

This one-day course will equip you with the essential knowledge required. It’s designed for advisers and support workers who work with clients receiving adult social care.  

What you’ll learn: 

  • Explain who can receive help towards their costs of care 
  • Describe how individual contributions to care costs are worked out 
  • Understand how different income affect the financial assessment 
  • Understand how different capital is treated within the financial assessment 
  • Work out who qualifies for a Deferred Payment Agreement and how to apply 

Who’s it for: 

Social workers, support workers, debt advisers, welfare advisers, care providers and anyone who wants to understand how the financial assessments system for social care works. 

Please note that we have a different course for Financial Assessment Officers. 

How it's delivered: 

This course is delivered ‘live on-line’ with a trainer and can be accessed via a PC, Mac or Tablet. With live online, you can interact, ask questions and practice new skills – all without leaving your desk! Perfect for dispersed teams working from home.  


The scheduled course costs £195 plus VAT per delegate. If you book three places or more, you get the fourth place free!   

Topics Covered: 

  • The Care Act and how it standardises individual contributions to care costs 
  • Which care charges can be paid and which must be paid for by the resident 
  • The Financial Assessment calculation 
  • Capital assets included in the assessment  
  • Deliberate deprivation of capital 
  • How income is treated within the financial assessment  
  • Expenditure – personal, disability and housing costs Deferred payment Agreements