Financial Assessments – Local Gov e-learning course

By purchasing this course, you will gain a comprehensive insight into completing Financial Assessments. Through engaging and relevant learning topics, the course covers all the key legislation relating to financial assessment, including updates on the national changes under the Care Act 2014 – ensuring that financial assessments are carried out correctly and within the law.

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.
  • Describe the referral process and eligibility for care.
  • Gather appropriate evidence to make an assessment.
  • Calculate income and capital.
  • Determine household and disability-related expenses.
  • Issue correct notification letters.
  • Explain the billing and recovery process.
  • Set up deferred payment agreements.

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