Money Advice Scotland conference, 5 th & 6 th June 2014, Crieff Hydro

1. Certificate in Money Advice Practice (CMAP) Martin Barr Professional Development Consultant Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro

2. What is the Certificate in Money Advice Practice? How does it work? What next? Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro

3. 12 week on - line learning • 150 hours study • Milestone tasks • Open book exam Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro

4. Outcomes • Refresher • New learning • Time management • Train others Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro

5. 2.1 Managing legal advice cases 1.1 First line legal and debt legal advice 1.2 Money and debt legal advice and case work Task two Discussion board contribution Task three Part one revision test Task one induction Task four File review Exam 2.2 Managing your personal caseload 3.2 Represent clients in formal proceedings 4.1 Influence changes to legislation, policy and practice 3.1 The courts Task six Part three revision test Task five Part two revision test Task seven Social policy test Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro

6. Part 1.1 - First line money and debt legal advice • Working with the client • Maximising income and minimising expenditure • Priority and emergency debts • Consumer credit debts • Financial statements • Negotiating on behalf of clients • Basic bank accounts • Codes of practice Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro

7. Part 1.2 – Money and debt legal advice case work • Mortgages and secured loans • Insolvency • Business debts • Student debts • Judicial review • Attachment Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro

8. Part 2.1 – Managing legal advice cases • Organisational aims, policies and procedures • Establishing the case file • Progressing the case • Closing the case • File reviews Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro

9. Part 2.2 – Managing your personal caseload • Recording and maintaining case notes • Reviewing your personal case load • Establishing priorities for dealing with your case load • Quality assurance Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro

10. Part 3.1 – The courts • The courts • Preparing for representation Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro

11. Part 3.2 – Representing clients in formal proceedings • Represent clients in formal proceedings • Present cases for clients in formal proceedings • Review cases in formal proceedings Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro

12. Part 4.1 – Influence changes to legislation, • policy or practice • Social policy • Social policy in action Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro

13. Cohort 1 January 2014 • Cohort 2 June 2014 • Cohort 3 January 2015 • Cohort 4 June 2015 • Cohort 5 January 2016 Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro

14. Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro

15. Cost • Per place £390 • MAS subsidy £250 • You pay £140 Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro

16. Future developments - What would you like to see? Money Advice Scotland conference, 5th & 6th June 2014, Crieff Hydro