An Introduction to Financial Assessments

Course Overview

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 to book for individual delegates on the above dates, or on demand for your organisation. 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.

Who’s it for?  

This course is ideal for 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.

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.