Introduction to Financial Assessments
and Care Act

Delivered Live Online by an Expert Trainer

Course dates

See booking form


1 day course


Delivered live online by a trainer


£1295 plus VAT for up to 12 delegates

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 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.

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. 



This course costs £1295 plus VAT for up to 12 delegates. 

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