Who should attend?
Suitable for Approved Intermediaries and advisers who make referrals to Intermediaries, the course will also provide an opportunity for advisers to ask the tutor about any specific ‘tricky’ DRO issues they may have.
Learning Objectives
By the end of this course, delegates will:
- prepare Standard Financial Statements that are DRO and FCA CONC compliant
- explain how to treat deficit budgets
- describe common issues and potential pitfalls when ascertaining debt balances and identify options for dealing with them
- list the main differences between a DRO and a bankruptcy application and the implications for clients
- outline recent developments in DRO practice, including updates to Insolvency Service guidance and their practical application.
Level: Caseworker/Specialist
CPD: 4.5 (technical debt advice training)
Duration: Two half days
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Training booking terms and conditions