Delivered Live Online by an Expert Trainer

Course dates

20 October and 8 December 2020


1 day course


Delivered live online by a trainer
Includes free pre-course e-learning


Now £175 plus VAT per delegate
Buy 3 places and get the 4th place free!

Financial Assessment and Care Act Course:

1-Day Live Online Course

This course will give officers an overview of the key legislation relating to financial assessments such as  eligibility, the application process, income and expenditure and covers the national changes under the Care Act 2014. Ideal for new or existing staff - this course will ensure that you are calculating care costs accurately and lawfully.

This live online course is available as a scheduled course or on demand for your organisation only. Each course will be delivered with a maximum of 12 delegates.

What you'll 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.
  • Gather appropriate evidence to make an assessment.
  • Calculate income and capital.
  • Determine household and disability-related expenses.
  • Explain the billing and recovery process.

Topics Covered:

  • Council duties
  • Legal framework
  • Referral process and eligibility
  • Residential and non-residential care
  • Application and information gathering
  • Calculating income
  • When to take income into account
  • Disregarded income
  • Notional income
  • Household expenditure
  • Disability-related expenditure
  • Calculating capital and savings
  • Tariff income
  • Diminishing capital
  • Notional capital

Who should attend?

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


The cost of this 1 day scheduled course is £175 plus VAT per delegate. If you book three places or more, you get the fourth place free! Please get in touch for a quote if you'd like to book a live online course date for your organisation only.

Course Information

  • Scheduled or On-demand 
  • Next running: 20 Oct 2020 &  8 Dec 2020
  • 1 day live online course

Request Training

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