Delivered Live Online

Financial Assessment and Care Act Course:

1-Day Live Online Workshop

This workshop 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 workshop 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.

The Agenda:

  • Council duties
  • Legal framework
  • Referral process and eligibility
  • Residential and non-residential care
  • Top-up fees
  • Decision whether to charge
  • 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
  • Reviews, complaints and appeals

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.

Early bird discounts available when booked 4 weeks or more in advance.

Course Information

Scheduled or On-demand 

Next running: 20 Oct 2020 &  8 Dec 2020

1 day live online course

Request Training

t: 0203 941 4100 | e: [email protected]