Financial Assessment and Care Act Training

Comprehensive financial assessment and Care Act training to accurately comply with current legislation

This Financial Assessment and Care Act training will give officers the latest information, legislation and guidelines.

This course is ideal for both new financial assessment officers who need to understand how to determine the costs of care, as well as more experienced staff who need a refresher and update on all the changes since the introduction of the Care Act 2014.

As well as covering all the key legislation relating to financial assessments – such as eligibility, the application process, income and expenditure – the course provides an update on the national changes under the Care Act 2014, ensuring that financial assessments are carried out correctly and within the law.

The training is available as a 3-day classroom course, or as online e-learning with unlimited access for 12 months.

What will I learn?

By the end of this Financial Assessment and Care Act training, you will be able to:

  • Carry out a financial assessment for care and support applications.
  • Explain the key changes to financial assessments under the Care Act 2014.
  • Describe the referral process and eligibility for care.
  • Gather appropriate evidence to make an assessment.
  • Calculate income and capital.
  • Determine household and disability-related expenses.
  • Issue correct notification letters.
  • Explain the billing and recovery process.
  • Set up deferred payment agreements.

Who should take this course?

There are no formal requirements for this course; it is suitable for both new staff or as a refresher course for more experienced officers.

Course prices

  • Classroom
  • £1195
    per per day, plus VAT.
  • E-learning Course
  • £195
    per annual licence (plus VAT)

Request Financial Assessment Care Act Training

t: 0203 941 4100 | e:

Financial assessment and care act training Course Content

  • History
  • Council duties
  • Legal framework
  • Referral process and eligibility
  • Residential and non-residential care
  • Top-up fees
  • Decision whether to charge
  • Application and information gathering
  • Income maximisation
  • Calculating income
  • State pensions and benefits
  • Disability benefits
  • Annuities and occupational pensions
  • When to take income into account
  • Disregarded income
  • Notional income
  • Household expenditure
  • Disability-related expenditure
  • Calculating capital and savings
  • Tariff income
  • Deprivation of capital
  • Diminishing capital
  • Notional capital
  • Depletion of capital and income
  • Changes in circumstance
  • Administration charges
  • Decisions
  • Notifications
  • Reviews, complaints and appeals
  • Billing
  • Recovery
  • Deferred payment agreements
  • Court procedure
‘I was particularly impressed with the quality of escalla’s financial assessment training. The trainer’s knowledge was exceptional and he made the course both enjoyable and engaging. Overall the feedback has been very positive and the training has helped us to roll out our generic team structure for both financial assessments and benefits’ Helen Machin, Trafford Council